Bilibili Toekomstige groei
Future criteriumcontroles 3/6
Bilibili zal naar verwachting groeien in winst en omzet met respectievelijk 25.9% en 8.1% per jaar. De winst per aandeel zal naar verwachting groeien met 25.9% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 16.4% zijn.
Belangrijke informatie
25.9%
Groei van de winst
25.95%
Groei van de winst per aandeel
| Interactive Media and Services winstgroei | 11.9% |
| Inkomstengroei | 8.1% |
| Toekomstig rendement op eigen vermogen | 16.38% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 27 Apr 2026 |
Recente toekomstige groei-updates
Recent updates
BILI: AI Engagement And Margin Execution Will Support Higher Future Fair Value
The updated analyst price target for Bilibili now points to a slightly lower fair value of about $37.90 per share versus $38.81 previously, as analysts factor in higher expected revenue growth and profit margins, along with a lower future P/E assumption and a modestly higher discount rate following recent upgrades that cite AI investment and user engagement trends. Analyst Commentary Recent Street research has tilted more positive on Bilibili, with several bullish analysts shifting their views to more constructive stances and updating price targets.Bilibili: Stock's Risk/Reward Is Completely Different From Last Year
Apr 15
BILI: AI Investment And Share Pullback Will Support Future Profit Recovery
Analysts have trimmed their fair value estimate for Bilibili by about $0.48 to $30.65, reflecting slightly more conservative assumptions on growth and margins, while recent upgrades highlight renewed interest tied to AI investment and the recent share price pullback. Analyst Commentary Recent research opinions on Bilibili cluster around its renewed focus on AI, recent share price pullback, and updated valuation targets.
BILI: AI Spending Will Support Engagement While Execution Risk And Pricing Persist
Analysts have slightly reduced Bilibili's fair value estimate while maintaining a relatively high future P/E assumption. This reflects a modestly lower blended price target after BofA's $1 cut and JPMorgan's upgrade to $35, based on increased AI investment and anticipated support for user engagement and advertising revenue.BILI: Moderated Long Term Outlook Will Still Face Execution Risk And Rich Pricing
Analysts have reduced their price target on Bilibili from about $23.75 to about $23.12 as they now apply a slightly higher discount rate, assume more moderate revenue growth and profit margins, and use a richer future P/E multiple in their models. What's in the News Bilibili has scheduled a board meeting for Mar 05, 2026 to consider approving its unaudited financial results for the fourth quarter and fiscal year ended Dec 31, 2025 (company event filing).BILI: Slightly Better Forecasts Will Still Face Execution Risk And Rich Pricing
Analysts have nudged their Bilibili price target slightly higher to $23.75 from $23.12, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E that, taken together, point to a modestly stronger fundamental outlook in their models. What's in the News Bilibili has scheduled a board meeting for Mar 5, 2026, to review and consider approval of its unaudited financial results for the fourth quarter of 2025 and the full fiscal year ended Dec 31, 2025 (company event filing).BILI: Higher Fair Value Hinges On Recovering Q4 Gaming Revenue
Analysts have nudged their fair value estimate for Bilibili higher from about US$34.62 to US$38.81, citing a recent Street target move to US$27, a view that Q3 was "decent," and expectations for slightly recovering gaming revenue in Q4, along with a higher assumed future P/E multiple and updated margin outlook. Analyst Commentary Recent Street research reflects a more constructive tone on Bilibili, with some bullish analysts adjusting their numbers higher while still acknowledging valuation questions.BILI: Gaming Recovery And Buybacks Will Support Balanced Future Share Performance
Analysts have nudged their fair value estimate for Bilibili higher, with the updated price target moving from about US$30.04 to around US$31.14. This is supported by recent research that cites a "decent" Q3 report and expectations for slightly recovering gaming revenue in Q4, even as some still flag valuation as demanding.Subdued Growth No Barrier To Bilibili Inc. (NASDAQ:BILI) With Shares Advancing 29%
Jan 13
BILI: Games Recovery Hopes Will Face Tighter Execution Risk And Rich Pricing
Narrative Update: Bilibili Analyst Price Target Shift Analysts have nudged their fair value estimate for Bilibili higher from about US$22.82 to roughly US$23.12. This reflects updated views on recovering gaming revenue, recent title performance and a revised future P/E assumption following the latest Q3 review and near term game launch catalysts.BILI: Games Recovery Will Test Sustainability Amid Fairly Balanced Risk Profile
Analysts have nudged their fair value estimate for Bilibili higher from approximately $22.18 to $22.82, citing a recovery in gaming revenues and an improving games up cycle that supports slightly faster growth and margins, despite a still demanding valuation. Analyst Commentary Recent Street research on Bilibili reflects a mixed but cautious stance, with rising price targets tempered by concerns around valuation and the durability of the current games led recovery.BILI: Upcoming Games Upswing Will Drive Renewed Bullish Share Momentum
The analyst price target for Bilibili has edged higher by about $0.11 per share as analysts factor in a modestly lower discount rate and improved visibility on a games-led recovery following a solid Q3 and stronger-than-expected performance from recent titles. Analyst Commentary Recent Street research reflects a more constructive outlook on Bilibili as its games pipeline begins to show tangible traction, but also highlights lingering concerns around valuation and execution risk.BILI: Upcoming Game Launches Will Drive Renewed Upside Momentum
Bilibili's analyst price target has increased from approximately $28.85 to $29.93. Analysts point to improved gaming revenue forecasts and positive sales momentum as primary drivers of the upward revision.BILI: Upcoming Game Releases And Cost Controls Will Shape Earnings Outlook
Bilibili's analyst price target has been raised slightly to $28.85, reflecting increased optimism among analysts. This outlook is based on stronger-than-expected performance in the games business and upcoming catalysts from new releases.Gaming Momentum And Ad Strength Will Drive Digital Entertainment’s Next Phase
Bilibili's analyst fair value target has been raised modestly to $28.51 from $28.11. This change reflects stronger-than-expected recent game performance as well as continued resilience in advertising and user engagement, according to analysts.AI Adoption And Gen Z Will Fuel Digital Entertainment
Bilibili’s analyst price target has been adjusted slightly higher to $28.11. Analysts cite healthy user engagement and supportive ad momentum, which offset modest declines in expected gaming revenue.Bilibili Inc.'s (NASDAQ:BILI) 29% Price Boost Is Out Of Tune With Revenues
Oct 03AI And Mobile Gaming Expansion Will Open New Revenue Opportunities
Bilibili’s consensus price target increased modestly as analysts cited robust user engagement, strong advertising revenue growth, and better-than-expected profitability driven by lower expenses, though valuation is now seen as fair after recent gains, raising the target from $26.57 to $27.54. Analyst Commentary Near-term game revenue is expected to decline due to a high prior-year base and limited catalysts from major new game launches in H2 2025.Is It Time To Consider Buying Bilibili Inc. (NASDAQ:BILI)?
Jul 09Bilibili: Still A Buy With A Vast Runway For User Expansion In The Massive Chinese Market
Apr 18Bilibili: From Profitability Milestone To Potential Re-Rating
Feb 24Bilibili: Ripe Time To Buy As Gaming Monetization Surges
Jan 05
High-Margin Strategy Games And AI-Driven Ads Propel Long-Term Revenue Growth
Bilibili diversifies successfully into high-margin game genres, boosting revenue potential through expanded content and international launches.Bilibili Is A Buy On Favorable Top Line And Profitability Outlook (Rating Upgrade)
Aug 26Bilibili Stock Downgraded To Sell After Assessing Q4 Earnings
Mar 08Bilibili: A Mix Of Positives And Negatives
Jan 22Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 39,672 | 3,771 | 4,984 | 9,198 | 22 |
| 12/31/2027 | 36,344 | 2,744 | 5,590 | 7,801 | 35 |
| 12/31/2026 | 33,194 | 1,825 | 3,360 | 6,764 | 35 |
| 12/31/2025 | 30,348 | 1,194 | 5,320 | 7,147 | N/A |
| 9/30/2025 | 29,761 | 770 | N/A | N/A | N/A |
| 6/30/2025 | 29,381 | 220 | 5,163 | 6,918 | N/A |
| 3/31/2025 | 28,170 | -607 | 4,750 | 6,679 | N/A |
| 12/31/2024 | 26,832 | -1,347 | 4,260 | 6,015 | N/A |
| 9/30/2024 | 25,446 | -2,733 | N/A | N/A | N/A |
| 6/30/2024 | 23,946 | -4,005 | 1,976 | 3,306 | N/A |
| 3/31/2024 | 23,123 | -4,943 | N/A | N/A | N/A |
| 12/31/2023 | 22,528 | -4,822 | -1,064 | 267 | N/A |
| 9/30/2023 | 22,321 | -5,020 | N/A | N/A | N/A |
| 6/30/2023 | 22,310 | -5,382 | -4,124 | -2,458 | N/A |
| 3/31/2023 | 21,915 | -5,843 | N/A | N/A | N/A |
| 12/31/2022 | 21,899 | -7,497 | -6,650 | -3,911 | N/A |
| 9/30/2022 | 21,537 | -8,090 | N/A | N/A | N/A |
| 6/30/2022 | 20,950 | -9,054 | N/A | N/A | N/A |
| 3/31/2022 | 20,537 | -8,168 | N/A | N/A | N/A |
| 12/31/2021 | 19,384 | -6,789 | -6,334 | -2,647 | N/A |
| 9/30/2021 | 17,443 | -5,529 | N/A | N/A | N/A |
| 6/30/2021 | 15,462 | -3,934 | N/A | N/A | N/A |
| 3/31/2021 | 13,585 | -3,380 | N/A | N/A | N/A |
| 12/31/2020 | 11,999 | -3,012 | -1,486 | 753 | N/A |
| 9/30/2020 | 10,167 | -2,567 | N/A | N/A | N/A |
| 6/30/2020 | 8,800 | -1,892 | N/A | N/A | N/A |
| 3/31/2020 | 7,720 | -1,638 | -1,093 | 464 | N/A |
| 12/31/2019 | 6,778 | -1,289 | -1,370 | 195 | N/A |
| 9/30/2019 | 5,926 | -1,086 | N/A | N/A | N/A |
| 6/30/2019 | 5,146 | -924 | N/A | N/A | N/A |
| 3/31/2019 | 4,634 | -682 | N/A | N/A | N/A |
| 12/31/2018 | 4,129 | -616 | N/A | 737 | N/A |
| 9/30/2018 | 3,707 | -556 | N/A | N/A | N/A |
| 6/30/2018 | 3,356 | -394 | N/A | N/A | N/A |
| 3/31/2018 | 2,912 | -571 | N/A | N/A | N/A |
| 12/31/2017 | 2,468 | -572 | N/A | 465 | N/A |
| 9/30/2017 | 1,952 | -902 | N/A | 309 | N/A |
| 12/31/2016 | 523 | -1,185 | N/A | -199 | N/A |
| 12/31/2015 | 131 | -569 | N/A | -192 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei BILI ( 25.9% per jaar) ligt boven de spaarquote ( 3.4% ).
Winst versus markt: De winst van BILI ( 25.9% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16% per jaar).
Hoge groeiwinsten: De winst van BILI zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van BILI ( 8.1% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.2% per jaar).
Hoge groei-inkomsten: De omzet van BILI ( 8.1% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen BILI zal naar verwachting over 3 jaar laag zijn ( 16.4 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 08:36 |
| Aandelenkoers aan het einde van de dag | 2026/05/04 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Bilibili Inc. wordt gevolgd door 57 analisten. 35 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Yanfang Jiang | Benchmark Company |