Bilibili Stock Price

BILI Community Fair Values

• AN

  

  AnalystConsensusTarget

  Consensus Narrative from 29 Analysts

  AI And Mobile Gaming Expansion Will Open New Revenue Opportunities

  Key Takeaways Continued advertising growth and enhancements in ad infrastructure indicate potential for increased revenue in the upcoming year. Expansion into mobile games and AI-driven monetization strategies are expected to boost earnings and profitability.

  US$25.83

  FV

  11.6% undervalued intrinsic discount

  10.34%

  Revenue growth p.a.

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  5 days ago author updated this narrative
• AN

  

  AnalystHighTarget

  Consensus Narrative from 29 Analysts

  Rising Disposable Incomes And Gen Z Will Transform Digital Media

  Key Takeaways Bilibili is well positioned to outpace digital ad market growth and unlock new high-margin AI-driven revenue streams due to its strong content, user base, and sector leadership. Sustained growth in gaming and platform stickiness, aided by regulatory support, should drive robust recurring revenue and expanding profitability over the long term.

  US$33.50

  FV

  31.8% undervalued intrinsic discount

  14.55%

  Revenue growth p.a.

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  5 days ago author updated this narrative
• AN

  

  AnalystLowTarget

  Consensus Narrative from 29 Analysts

  China Regulation Will Limit Growth Despite Potential Tailwinds

  Key Takeaways Regulatory risks and digital censorship in China limit Bilibili's content growth, dampen user expansion, and constrain monetization opportunities. Shifting consumer trends, economic headwinds, and competitive pressures threaten earnings, margin improvement, and the viability of Bilibili's business model.

  US$20.11

  FV

  13.5% overvalued intrinsic discount

  7.83%

  Revenue growth p.a.

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  5 days ago author updated this narrative