BILI Share Price Performance
US$27.50
5.39 (24.38%)
11.7% undervalued intrinsic discount
US$31.14
Fair Value
Price US$27.50
AnalystConsensusTarget US$31.14
AnalystLowTarget US$23.75
AnalystHighTarget US$38.81
Fair ValueUS$31.14
Share Pricen/a
Bilibili Inc. Stock Price
- 3 Narratives written by author
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- 45 Fair Values set on narratives written by author
BILI Community Narratives
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Fair Value US$31.14 11.7% undervalued intrinsic discount
Gaming Momentum And Ad Strength Will Drive Digital Entertainment’s Next Phase
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Fair Value US$23.75 15.8% overvalued intrinsic discount
China's Shrinking Youth And Heightened Regulation Will Restrict Future Engagement
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Fair Value US$38.81 29.1% undervalued intrinsic discount
Rising Digital Consumption And Gaming Will Power Interactive Media Experiences
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China's Shrinking Youth And Heightened Regulation Will Restrict Future Engagement
Key Takeaways Declining youth demographics and increased competition threaten user growth, engagement, and the ability to monetize core audiences. Regulatory pressures and high operational costs undermine sustained profitability, while shifting consumer preferences limit future revenue streams.Read more
26
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AN
US$23.75
15.8% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
10.3% p.a.
Profit Margin
9.59%
Future PE
23.17x
Price in 2029
US$30.89
Rising Digital Consumption And Gaming Will Power Interactive Media Experiences
Key Takeaways AI-driven ad upgrades, strong engagement, and ecosystem scaling position Bilibili for outperformance in monetization, user loyalty, and cross-platform revenue growth. Durable marquee games, unmatched Gen Z+ appeal, and advanced proprietary AI enable sustained ARPU expansion and significant structural profit gains.Read more
14
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US$38.81
29.1% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
10.99% p.a.
Profit Margin
11.26%
Future PE
32.13x
Price in 2029
US$51.01
Gaming Momentum And Ad Strength Will Drive Digital Entertainment’s Next Phase
Key Takeaways Enhanced user engagement and creator monetization are fueling sustained revenue and margin growth, supported by a vibrant Gen Z+ user base and expanding value-added services. Strengthening proprietary content, rapid AI adoption, and disciplined cost control are driving operational efficiency, higher margins, and improving overall profitability.Read more
254
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US$31.14
11.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
9.49% p.a.
Profit Margin
9.87%
Future PE
30.73x
Price in 2029
US$40.89
Trending Discussion
Recently Updated Narratives
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BILI: Slightly Better Forecasts Will Still Face Execution Risk And Rich Pricing
Fair Value: US$23.75 15.8% overvalued intrinsic discount
1 followerusers have followed this narrative
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AN
BILI: Higher Fair Value Hinges On Recovering Q4 Gaming Revenue
Fair Value: US$38.81 29.1% undervalued intrinsic discount
3 followersusers have followed this narrative
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AN
BILI: Gaming Recovery And Buybacks Will Support Balanced Future Share Performance
Fair Value: US$31.14 11.7% undervalued intrinsic discount
22 followersusers have followed this narrative
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Snowflake Analysis
Bilibili Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Mar 05, 2026
- 1.86
- 36.36%
- 2.59%
- 65.1%
About BILI
- Founded
- 2009
- Employees
- 7897
- CEO
- WebsiteView website
Bilibili Inc. provides online entertainment services for the young generations in the People’s Republic of China. It offers a range of digital content, including professional user generated videos, mobile games, and value-added services, such as live broadcasting, occupationally generated videos, audio drama on Maoer, and comics on Bilibili Comic. The company also provides advertising services; and IP derivatives and other services. In addition, it engages in the business and technology development activities; e-commerce business; and video, comics, and game distribution activities. Bilibili Inc. was founded in 2009 and is headquartered in Shanghai, the People's Republic of China.
