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Weibo Corporation Stock Price

NasdaqGS:WB Community·US$1.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 31 Fair Values set on narratives written by author

WB Share Price Performance

US$7.29
-2.44 (-25.08%)
US$9.16
Fair Value
US$7.29
-2.44 (-25.08%)
20.4% undervalued intrinsic discount
US$9.16
Fair Value
Price US$7.29
AnalystConsensusTarget US$9.16
AnalystLowTarget US$7.50
AnalystHighTarget US$11.10

WB Community Narratives

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Fair Value US$9.16 20.4% undervalued intrinsic discount

AI Integration And Interest-Based Feeds Will Drive Digital Media Success

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Fair Value US$7.5 2.8% undervalued intrinsic discount

China's Regulatory Scrutiny And Market Shifts Will Undermine Value

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Fair Value US$11.1 34.3% undervalued intrinsic discount

China Urbanization And 5G Connectivity Will Expand Social Commerce

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US$7.5
2.8% undervalued intrinsic discount
Revenue
0.76% p.a.
Profit Margin
20.94%
Future PE
7.51x
Price in 2029
US$10.5

Trending Discussion

Updated Narratives

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WB: AI-Driven Advertising And Video Engagement Will Support Future Upside

Fair Value: US$11.1 34.3% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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WB: AI Advertising And Dividend Payout Will Support Future Upside

Fair Value: US$9.16 20.4% undervalued intrinsic discount
6 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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WB: Dividend And Board Actions Will Likely Shape Fairly Valued Outlook

Fair Value: US$7.5 2.8% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Very undervalued with flawless balance sheet and pays a dividend.

0 Risks
4 Rewards

Weibo Corporation Key Details

US$1.8b

Revenue

US$450.8m

Cost of Revenue

US$1.3b

Gross Profit

US$954.1m

Other Expenses

US$376.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.53
74.70%
21.15%
47.4%
View Full Analysis

About WB

Founded
2009
Employees
5651
CEO
Gaofei Wang
WebsiteView website
weibo.com

Weibo Corporation, through its subsidiaries, operates as a social media platform for people to create, discover, and distribute content in the People’s Republic of China. It operates through two segments, Advertising and Marketing Services; and Value-Added Services. The company offers discovery products to help users discover content on its platform; self-expression products that enable its users to express themselves on its platform; and social products to promote social interaction between users on its platform. It also provides advertising and marketing solutions, such as social display advertisements; and promoted marketing offerings, such as Fans Headline, Weibo Express, and promoted feeds, as well as promoted trends and search products that appear alongside user’s trends discovery and search behaviors. In addition, the company offers products, such as trends, search, video/live streaming, and editing tools; content customization, copyright contents pooling, and user interaction development; and search list recommendation, trends list recommendation, and Weibo app opening advertisements. Further, it provides back-end management, traffic support, and product services for better displaying and promotion of its account and content; an open application platform that allows users to log into third-party applications with their Weibo account for sharing third-party content on its platform; and Weibo Wallet, a product that enables platform partners to conduct interest generation activities on Weibo, such as handing out red envelops and coupons. It serves ordinary people, celebrities, opinion leaders, and other public figures or influencers, as well as media outlets, businesses, government agencies, charities, and other organizations. The company was formerly known as T.CN Corporation and changed its name to Weibo Corporation in 2012. The company was founded in 2009 and is based in Beijing, the People’s Republic of China.

Recent WB News & Updates

Seeking Alpha Jun 22

Weibo: A FCF Machine Trading Far Below Its Balance Sheet

Summary That operating business generates roughly $450M in annual free cash flow off 562M monthly active users, at a 2.26x EV/FCF multiple. Weibo trades at a $1.80B market cap while holding $2.34B in net balance sheet value (cash, investments, minus debt), meaning the market is effectively giving away the entire operating business. The discount exists due to China risk, a controlling shareholder (SINA) that prefers dividends over buybacks, and fears of platform decline, none of which hold up at this valuation. Read the full article on Seeking Alpha
Narrative Update Jun 18

WB: AI-Driven Advertising And Video Engagement Will Support Future Upside

Analysts have reduced their Weibo fair value estimate from $14.00 to $11.10, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E that support a more cautious outlook for the stock. What’s in the News for Weibo Weibo reported Q1 2026 total revenue growth of 6% year over year, with advertising revenue up 9%, supported by greater use of AI tools for ad targeting, bidding, and creative generation.
Narrative Update Jun 04

WB: AI Advertising And Dividend Payout Will Support Future Upside

Analysts have trimmed their Weibo fair value estimate from $10.55 to $9.16, as they now apply a slightly higher discount rate, expect more moderate revenue growth and profit margins, and use a lower future P/E assumption. What's in the News Weibo reported Q1 2026 revenue growth of 9% year over year, with advertising identified as the main driver, supported by AI powered ad targeting, creative tools, and content marketing.

Recent updates

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