Kingsoft Cloud Holdings Limited

NasdaqGS:KC 주식 리포트

시가총액: US$4.5b

Kingsoft Cloud Holdings 경영진

경영진 기준 점검 1/4

Kingsoft Cloud Holdings CEO는 Tao Zou, Aug2022 에 임명되었습니다 의 임기는 3.75 년입니다. 는 $2.00M 가치에 해당하는 회사 주식의 0.044% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 1.3 년과 5 년입니다.

핵심 정보

Tao Zou

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간3.8yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간5yrs

최근 경영진 업데이트

Recent updates

KC: Governance Updates And Future Results Will Shape Measured Upside Potential

Analysts have lifted their price target on Kingsoft Cloud Holdings from about $15.66 to roughly $17.91, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Proposed amendments to Kingsoft Cloud Holdings Limited’s articles of association aim to align with the Core Shareholder Protection Standards under Appendix A1 of the Hong Kong Listing Rules, including enabling virtual general meetings where shareholders can attend using technology and cast votes electronically (Key Developments).

KC: Governance Reforms And Profitability Outlook Will Support Future Upside Potential

Analysts have raised their price target on Kingsoft Cloud Holdings to $22.87 from $21.10, citing updated assumptions for revenue growth of 26.10%, a profit margin of 7.80%, a discount rate of 10.85% and a future P/E of 53.22x. What's in the News Proposed amendments to the articles of association aim to align Kingsoft Cloud Holdings with Hong Kong Core Shareholder Protection Standards, including allowing shareholders to attend general meetings virtually and vote electronically (Key Developments).

KC: Higher Margin Outlook And Upcoming Results Will Support Future Upside

Analysts have made a modest upward adjustment to their price target on Kingsoft Cloud Holdings to $15.66 from $15.60, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for March 25, 2026, to review and approve the unaudited fourth quarter results for the three months ended December 31, 2025, covering Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities (Key Developments).

KC: Higher Margin Outlook And Refined Assumptions Will Support Future Upside

Analysts have modestly revised their price target on Kingsoft Cloud Holdings to $15.60, with the update grounded in refreshed assumptions for discount rate, revenue growth, profit margin and future P/E. These changes leave their fair value estimate essentially unchanged.

Kingsoft Cloud: Partnerships Are Key To Outperformance

Feb 23

KC: Higher Margin Outlook And Lower Discount Rate Will Support Shares

Analysts have raised their price target for Kingsoft Cloud Holdings from about $14.21 to roughly $15.60, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a modest adjustment to the expected future P/E multiple. Valuation Changes Fair Value: updated from $14.21 to $15.60, representing a modest upward adjustment to the modelled intrinsic value per share.

KC: Lower Discount Rate And Solid Margins Will Support Future Upside

Analysts have trimmed their price target on Kingsoft Cloud Holdings to reflect a modestly lower discount rate, slightly adjusted long term revenue growth and profit margin expectations, and a reduced forward P/E assumption of 52.55x. This results in a revised fair value of US$18.14 per share.

KC: Higher Profitability Assumptions Will Support Future Upside Potential

Analysts have nudged their fair value estimate for Kingsoft Cloud Holdings slightly higher to US$18.14 from US$18.04, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for November 19, 2025, to review and approve the unaudited third quarter results for Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities for the three months ended September 30, 2025, and to consider their publication (Key Developments).

Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Share Price Not Quite Adding Up

Jan 20
Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Share Price Not Quite Adding Up

KC: Upcoming Q3 Results Will Support Shares Despite Higher Discount Rate

Analysts have slightly increased their fair value estimate for Kingsoft Cloud Holdings from about US$14.18 to roughly US$14.21 per share, citing updated assumptions around revenue growth, discount rates, and future P/E expectations. What's in the News Board meeting scheduled for November 19, 2025, to review and approve unaudited third quarter results for the three months ended September 30, 2025, covering Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities (Key Developments).

KC: Equity Offering Will Support Liquidity And Future Upside Potential

Analysts have trimmed their price target on Kingsoft Cloud Holdings to approximately $21.10 from about $24.32, reflecting slightly weaker assumptions on revenue growth, margins, and long term valuation multiples. What's in the News Completed a follow on equity offering of approximately HKD 2.80 billion, issuing 338 million ordinary shares at HKD 8.29 per share, supporting capital needs and liquidity (company filing) Equity transaction structured under Regulation S with a subsequent direct listing component, potentially broadening the shareholder base and enhancing trading flexibility (company filing) Board meeting scheduled for November 19, 2025 to review and approve unaudited third quarter 2025 results for the company, its subsidiaries, and consolidated affiliated entities (company announcement) Valuation Changes Fair Value Estimate reduced moderately from approximately $24.32 to about $21.10 per share, implying a lower intrinsic valuation.

KC: Higher Future Multiple Will Support Shares Despite Slower Expansion

Analysts have raised their price target for Kingsoft Cloud Holdings by approximately 9 percent to an implied fair value of about $14.18 per share, citing a higher long term valuation multiple despite moderating revenue growth expectations and largely unchanged profit margin forecasts. What's in the News Board meeting scheduled for November 19, 2025, to review and approve unaudited third quarter 2025 results for Kingsoft Cloud Holdings and its consolidated entities (company filing).

KC: Strong Revenue Outlook And Successful Capital Raise Will Drive Momentum

Analysts have maintained their price target for Kingsoft Cloud Holdings at $18.04. This decision is supported by stable fair value reviews, with only modest adjustments to financial projections influencing their overall outlook.

KC: Upcoming Equity Offering And Board Meeting Will Unlock Future Value

Analysts have modestly increased their price target for Kingsoft Cloud Holdings from $17.88 to $18.04. They cite minor improvements in profit margin and fair value estimates as the reasons for this adjustment.

Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

Oct 18
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely

AI And Cloud Advances Will Unlock Future Value

Narrative Update on Kingsoft Cloud Holdings: Analyst Price Target Change Analysts have lowered their fair value estimate for Kingsoft Cloud Holdings from $18.57 to $17.88 per share due to updated assumptions regarding the company’s future profitability and discount rate. What's in the News Completed a follow-on equity offering of HKD 2.8 billion through direct listing.

AI And Cloud Advances Will Unlock Future Value

Driven by a sharp decline in future P/E and an improvement in net profit margin, analysts have raised Kingsoft Cloud Holdings’ price target from $17.63 to $18.57. What's in the News Company expects second half 2025 revenue growth rate to be significantly higher than the first half.

AI And Cloud Advances Will Unlock Future Value

Kingsoft Cloud Holdings’ future P/E ratio has sharply improved despite a slight decline in net profit margin, helping to keep the consensus price target essentially flat at $17.63. What's in the News Company expects revenue growth rate for the second half of 2025 to be significantly higher than the first half.

Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors

Jun 01
Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors

Kingsoft Cloud Holdings Limited (NASDAQ:KC) Just Released Its Yearly Results And Analysts Are Updating Their Estimates

Apr 19
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Just Released Its Yearly Results And Analysts Are Updating Their Estimates

Take Care Before Jumping Onto Kingsoft Cloud Holdings Limited (NASDAQ:KC) Even Though It's 28% Cheaper

Apr 08
Take Care Before Jumping Onto Kingsoft Cloud Holdings Limited (NASDAQ:KC) Even Though It's 28% Cheaper

Kingsoft Cloud: The Company's Shares Are Priced To Perfection

Mar 25
User avatar

Proprietary AI Platform 'singular' Will Drive Future Efficiency And Customer Acquisition

Strategic partnerships and significant projects aim to increase revenue and profitability through enhanced digital transformation and cloud services.

Further Upside For Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares Could Introduce Price Risks After 27% Bounce

Jan 31
Further Upside For Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares Could Introduce Price Risks After 27% Bounce

Is Kingsoft Cloud Holdings Limited (NASDAQ:KC) Trading At A 41% Discount?

Jan 26
Is Kingsoft Cloud Holdings Limited (NASDAQ:KC) Trading At A 41% Discount?

Overextended And Under Pressure: Why Kingsoft Cloud Stock May Face More Losses Ahead

Jan 14

Does Kingsoft Cloud Holdings (NASDAQ:KC) Have A Healthy Balance Sheet?

Dec 30
Does Kingsoft Cloud Holdings (NASDAQ:KC) Have A Healthy Balance Sheet?

The Market Lifts Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares 66% But It Can Do More

Nov 20
The Market Lifts Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares 66% But It Can Do More

Market Might Still Lack Some Conviction On Kingsoft Cloud Holdings Limited (NASDAQ:KC) Even After 27% Share Price Boost

Sep 29
Market Might Still Lack Some Conviction On Kingsoft Cloud Holdings Limited (NASDAQ:KC) Even After 27% Share Price Boost

Kingsoft Cloud: Positive AI Revenue Growth Momentum

Sep 12

Not Many Are Piling Into Kingsoft Cloud Holdings Limited (NASDAQ:KC) Just Yet

Jul 15
Not Many Are Piling Into Kingsoft Cloud Holdings Limited (NASDAQ:KC) Just Yet

Is Kingsoft Cloud Holdings (NASDAQ:KC) A Risky Investment?

Apr 27
Is Kingsoft Cloud Holdings (NASDAQ:KC) A Risky Investment?

Kingsoft Cloud: A Hold Is Maintained In Spite Of Results Beat

Mar 22

Investors Don't See Light At End Of Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Tunnel

Feb 24
Investors Don't See Light At End Of Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Tunnel

Is Kingsoft Cloud Holdings (NASDAQ:KC) A Risky Investment?

Oct 31
Is Kingsoft Cloud Holdings (NASDAQ:KC) A Risky Investment?

Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Aug 17
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Is Kingsoft Cloud Holdings (NASDAQ:KC) Using Too Much Debt?

Jul 27
Is Kingsoft Cloud Holdings (NASDAQ:KC) Using Too Much Debt?

CEO

Tao Zou (50 yo)

3.8yrs
재임 기간

Mr. Tao Zou is Chairman of the Board at Kingsoft Cloud Holdings Limited since March 25, 2026. He served as Director of Cheetah Mobile Inc. until July 01, 2024. He was Vice Chairman of the Board at Kingsoft...

리더십 팀

이름직위재임 기간보수지분
Tao Zou
Chairman of the Board & Acting CEO3.8yrs데이터 없음0.044%
$ 2.0m
Yi Li
Chief Financial Officer1.3yrs데이터 없음데이터 없음
Nicole Shan
Investor Relations Officerno data데이터 없음데이터 없음
Tao Liu
Senior Vice Presidentno data데이터 없음0.079%
$ 3.6m
Kaiyan Tian
Senior Vice President1.3yrs데이터 없음0.10%
$ 4.7m
Hiu Lam Chan
Joint Company Secretaryless than a year데이터 없음데이터 없음
Bo Tian
Assistant VP & Joint Company Secretaryno data데이터 없음데이터 없음
1.3yrs
평균 재임 기간
47yo
평균 나이

경험이 풍부한 관리: KC의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.

이사회 구성원

이름직위재임 기간보수지분
Tao Zou
Chairman of the Board & Acting CEO9.4yrs데이터 없음0.044%
$ 2.0m
Hang Wang
Independent Director6yrs데이터 없음데이터 없음
Mingto Yu
Independent Director6yrs데이터 없음데이터 없음
Heng Qu
Non-Executive Directorless than a year데이터 없음데이터 없음
Jingyuan Qu
Independent Director4.1yrs데이터 없음데이터 없음
Duo Zhang
Non-Executive Directorless than a year데이터 없음데이터 없음
5.0yrs
평균 재임 기간
51.5yo
평균 나이

경험이 풍부한 이사회: KC의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 14:00
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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분석가 소스

Kingsoft Cloud Holdings Limited는 26명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Huiqun LiBofA Global Research
Xiaodan ZhangChina International Capital Corporation Limited
Zeyuan YangCitic Securities Co., Ltd.