Price Target Changed • May 04
Price target decreased by 9.6% to CN¥60.40 Down from CN¥66.79, the current price target is an average from 2 analysts. New target price is 42% above last closing price of CN¥42.60. Stock is down 6.0% over the past year. The company is forecast to post earnings per share of CN¥0.80 for next year compared to CN¥0.64 last year. Reported Earnings • Apr 21
First quarter 2026 earnings released: EPS: CN¥0.13 (vs CN¥0.12 in 1Q 2025) First quarter 2026 results: EPS: CN¥0.13 (up from CN¥0.12 in 1Q 2025). Revenue: CN¥227.1m (up 8.5% from 1Q 2025). Net income: CN¥54.1m (up 8.9% from 1Q 2025). Profit margin: 24% (in line with 1Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Apr 21
ArcSoft Corporation Limited, Annual General Meeting, May 15, 2026 ArcSoft Corporation Limited, Annual General Meeting, May 15, 2026, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang China Announcement • Mar 30
ArcSoft Corporation Limited to Report Q1, 2026 Results on Apr 25, 2026 ArcSoft Corporation Limited announced that they will report Q1, 2026 results on Apr 25, 2026 Reported Earnings • Feb 26
Full year 2025 earnings: EPS in line with expectations, revenues disappoint Full year 2025 results: EPS: CN¥0.64 (up from CN¥0.44 in FY 2024). Revenue: CN¥923.0m (up 13% from FY 2024). Net income: CN¥257.7m (up 47% from FY 2024). Profit margin: 28% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Announcement • Dec 26
ArcSoft Corporation Limited to Report Fiscal Year 2025 Results on Apr 25, 2026 ArcSoft Corporation Limited announced that they will report fiscal year 2025 results on Apr 25, 2026 Price Target Changed • Dec 18
Price target increased by 14% to CN¥67.89 Up from CN¥59.52, the current price target is an average from 2 analysts. New target price is 44% above last closing price of CN¥47.06. Stock is up 23% over the past year. The company is forecast to post earnings per share of CN¥0.62 for next year compared to CN¥0.44 last year. Reported Earnings • Oct 25
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: CN¥0.13 (up from CN¥0.07 in 3Q 2024). Revenue: CN¥217.2m (up 13% from 3Q 2024). Net income: CN¥53.2m (up 98% from 3Q 2024). Profit margin: 25% (up from 14% in 3Q 2024). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 9.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 29% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. New Risk • Oct 10
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.1% average weekly change). Announcement • Sep 30
ArcSoft Corporation Limited to Report Q3, 2025 Results on Oct 25, 2025 ArcSoft Corporation Limited announced that they will report Q3, 2025 results on Oct 25, 2025 Price Target Changed • Aug 26
Price target increased by 17% to CN¥55.60 Up from CN¥47.71, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of CN¥52.74. Stock is up 122% over the past year. The company is forecast to post earnings per share of CN¥0.68 for next year compared to CN¥0.44 last year. Reported Earnings • Aug 20
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: EPS: CN¥0.099 (up from CN¥0.062 in 2Q 2024). Revenue: CN¥201.1m (up 2.1% from 2Q 2024). Net income: CN¥38.9m (up 42% from 2Q 2024). Profit margin: 19% (up from 14% in 2Q 2024). The increase in margin was primarily driven by lower expenses. Revenue missed analyst estimates by 27%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 30% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Announcement • Jun 30
ArcSoft Corporation Limited to Report First Half, 2025 Results on Aug 19, 2025 ArcSoft Corporation Limited announced that they will report first half, 2025 results on Aug 19, 2025 Reported Earnings • Apr 15
Full year 2024 earnings: Revenues and EPS in line with analyst expectations Full year 2024 results: EPS: CN¥0.44 (up from CN¥0.22 in FY 2023). Revenue: CN¥815.2m (up 22% from FY 2023). Net income: CN¥176.7m (up 97% from FY 2023). Profit margin: 22% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 15
ArcSoft Corporation Limited, Annual General Meeting, May 15, 2025 ArcSoft Corporation Limited, Annual General Meeting, May 15, 2025, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang China New Risk • Apr 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Chinese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Announcement • Mar 28
ArcSoft Corporation Limited to Report Q1, 2025 Results on Apr 15, 2025 ArcSoft Corporation Limited announced that they will report Q1, 2025 results on Apr 15, 2025 Reported Earnings • Mar 02
Full year 2024 earnings: Revenues and EPS in line with analyst expectations Full year 2024 results: EPS: CN¥0.44 (up from CN¥0.22 in FY 2023). Revenue: CN¥815.2m (up 22% from FY 2023). Net income: CN¥175.2m (up 96% from FY 2023). Profit margin: 22% (up from 13% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Major Estimate Revision • Jan 17
Consensus EPS estimates increase by 41% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from CN¥815.3m to CN¥825.1m. EPS estimate increased from CN¥0.317 to CN¥0.445 per share. Net income forecast to grow 129% next year vs 63% growth forecast for Software industry in China. Consensus price target up from CN¥39.51 to CN¥45.15. Share price rose 23% to CN¥45.05 over the past week. Price Target Changed • Jan 17
Price target increased by 8.6% to CN¥42.92 Up from CN¥39.51, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of CN¥45.05. Stock is up 41% over the past year. The company is forecast to post earnings per share of CN¥0.45 for next year compared to CN¥0.22 last year. Announcement • Dec 27
ArcSoft Corporation Limited to Report Fiscal Year 2024 Results on Apr 19, 2025 ArcSoft Corporation Limited announced that they will report fiscal year 2024 results on Apr 19, 2025 Price Target Changed • Oct 31
Price target increased by 8.6% to CN¥40.49 Up from CN¥37.30, the current price target is an average from 3 analysts. New target price is 16% above last closing price of CN¥34.83. Stock is up 1.2% over the past year. The company is forecast to post earnings per share of CN¥0.37 for next year compared to CN¥0.22 last year. Reported Earnings • Oct 30
Third quarter 2024 earnings released: EPS: CN¥0.07 (vs CN¥0.081 in 3Q 2023) Third quarter 2024 results: EPS: CN¥0.07 (down from CN¥0.081 in 3Q 2023). Revenue: CN¥192.8m (up 19% from 3Q 2023). Net income: CN¥26.8m (down 15% from 3Q 2023). Profit margin: 14% (down from 19% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. New Risk • Sep 30
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Chinese stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Announcement • Sep 30
ArcSoft Corporation Limited to Report Q3, 2024 Results on Oct 30, 2024 ArcSoft Corporation Limited announced that they will report Q3, 2024 results on Oct 30, 2024 Reported Earnings • Aug 27
Second quarter 2024 earnings released: EPS: CN¥0.062 (vs CN¥0.051 in 2Q 2023) Second quarter 2024 results: EPS: CN¥0.062 (up from CN¥0.051 in 2Q 2023). Revenue: CN¥197.0m (up 10% from 2Q 2023). Net income: CN¥27.3m (up 25% from 2Q 2023). Profit margin: 14% (up from 12% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Announcement • Jun 28
ArcSoft Corporation Limited to Report First Half, 2024 Results on Aug 27, 2024 ArcSoft Corporation Limited announced that they will report first half, 2024 results on Aug 27, 2024 Major Estimate Revision • Apr 25
Consensus EPS estimates fall by 30% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from CN¥868.1m to CN¥846.7m. EPS estimate also fell from CN¥0.523 per share to CN¥0.365 per share. Net income forecast to grow 75% next year vs 66% growth forecast for Software industry in China. Consensus price target down from CN¥40.21 to CN¥35.70. Share price rose 8.4% to CN¥29.91 over the past week. Reported Earnings • Apr 20
First quarter 2024 earnings: EPS in line with analyst expectations despite revenue beat First quarter 2024 results: EPS: CN¥0.09 (up from CN¥0.07 in 1Q 2023). Revenue: CN¥183.9m (up 14% from 1Q 2023). Net income: CN¥34.2m (up 21% from 1Q 2023). Profit margin: 19% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Announcement • Apr 20
ArcSoft Corporation Limited, Annual General Meeting, May 10, 2024 ArcSoft Corporation Limited, Annual General Meeting, May 10, 2024, at 14:30 China Standard Time. Location: Floor A6, No. 392, Bingxing Road, Changhe Subdistrict, Binjiang District, Hangzhou, Zhejiang China Announcement • Mar 30
ArcSoft Corporation Limited to Report Q1, 2024 Results on Apr 27, 2024 ArcSoft Corporation Limited announced that they will report Q1, 2024 results on Apr 27, 2024 Reported Earnings • Feb 27
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: EPS: CN¥0.22 (up from CN¥0.14 in FY 2022). Revenue: CN¥670.3m (up 26% from FY 2022). Net income: CN¥89.6m (up 55% from FY 2022). Profit margin: 13% (up from 11% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 22% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Feb 05
Consensus EPS estimates fall by 17% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥681.2m to CN¥669.7m. EPS estimate also fell from CN¥0.313 per share to CN¥0.26 per share. Net income forecast to grow 123% next year vs 90% growth forecast for Software industry in China. Consensus price target down from CN¥49.11 to CN¥42.04. Share price fell 25% to CN¥22.21 over the past week. Price Target Changed • Feb 03
Price target decreased by 9.4% to CN¥44.51 Down from CN¥49.11, the current price target is an average from 3 analysts. New target price is 78% above last closing price of CN¥25.00. Stock is down 9.8% over the past year. The company is forecast to post earnings per share of CN¥0.29 for next year compared to CN¥0.14 last year. Announcement • Dec 29
ArcSoft Corporation Limited to Report Fiscal Year 2023 Results on Apr 27, 2024 ArcSoft Corporation Limited announced that they will report fiscal year 2023 results on Apr 27, 2024 Major Estimate Revision • Oct 20
Consensus EPS estimates fall by 12% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥727.8m to CN¥686.4m. EPS estimate also fell from CN¥0.36 per share to CN¥0.317 per share. Net income forecast to grow 280% next year vs 77% growth forecast for Software industry in China. Consensus price target broadly unchanged at CN¥46.57. Share price fell 7.1% to CN¥36.97 over the past week. Reported Earnings • Aug 16
Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2023 results: EPS: CN¥0.051 (down from CN¥0.081 in 2Q 2022). Revenue: CN¥178.8m (up 42% from 2Q 2022). Net income: CN¥21.9m (down 30% from 2Q 2022). Profit margin: 12% (down from 25% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Price Target Changed • Aug 10
Price target increased by 13% to CN¥43.50 Up from CN¥38.60, the current price target is an average from 3 analysts. New target price is 18% above last closing price of CN¥36.97. Stock is up 7.8% over the past year. The company is forecast to post earnings per share of CN¥0.38 for next year compared to CN¥0.14 last year. Announcement • Jun 28
ArcSoft Corporation Limited to Report First Half, 2023 Results on Aug 16, 2023 ArcSoft Corporation Limited announced that they will report first half, 2023 results on Aug 16, 2023 Major Estimate Revision • May 02
Consensus EPS estimates fall by 20% The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CN¥749.3m to CN¥715.3m. EPS estimate also fell from CN¥0.47 per share to CN¥0.377 per share. Net income forecast to grow 197% next year vs 70% growth forecast for Software industry in China. Consensus price target up from CN¥32.04 to CN¥37.17. Share price rose 10% to CN¥35.74 over the past week. Price Target Changed • Apr 30
Price target increased by 16% to CN¥37.17 Up from CN¥32.04, the current price target is an average from 4 analysts. New target price is approximately in line with last closing price of CN¥35.74. Stock is up 58% over the past year. The company is forecast to post earnings per share of CN¥0.38 for next year compared to CN¥0.14 last year. Reported Earnings • Apr 26
First quarter 2023 earnings released: EPS: CN¥0.07 (vs CN¥0.06 in 1Q 2022) First quarter 2023 results: EPS: CN¥0.07 (up from CN¥0.06 in 1Q 2022). Revenue: CN¥161.4m (up 18% from 1Q 2022). Net income: CN¥28.2m (up 15% from 1Q 2022). Profit margin: 18% (in line with 1Q 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Jan 26
Consensus EPS estimates fall by 24% The consensus outlook for earnings per share (EPS) in fiscal year 2022 has deteriorated. 2022 revenue forecast decreased from CN¥543.1m to CN¥532.3m. EPS estimate also fell from CN¥0.287 per share to CN¥0.217 per share. Net income forecast to grow 137% next year vs 77% growth forecast for Software industry in China. Consensus price target down from CN¥31.96 to CN¥30.96. Share price was steady at CN¥25.44 over the past week. Major Estimate Revision • Nov 04
Consensus EPS estimates fall by 24% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥557.6m to CN¥532.2m. EPS estimate also fell from CN¥0.37 per share to CN¥0.28 per share. Net income forecast to grow 174% next year vs 75% growth forecast for Software industry in China. Consensus price target down from CN¥33.10 to CN¥32.42. Share price rose 7.0% to CN¥26.25 over the past week. Reported Earnings • Oct 30
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: CN¥0.006 loss per share (down from CN¥0.09 profit in 3Q 2021). Revenue: CN¥128.5m (down 12% from 3Q 2021). Net loss: CN¥2.46m (down 107% from profit in 3Q 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 37% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings. Major Estimate Revision • Sep 01
Consensus EPS estimates fall by 13% The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥669.1m to CN¥603.0m. EPS estimate also fell from CN¥0.42 per share to CN¥0.37 per share. Net income forecast to grow 81% next year vs 62% growth forecast for Software industry in China. Consensus price target down from CN¥33.34 to CN¥32.59. Share price fell 6.0% to CN¥26.80 over the past week. Reported Earnings • Aug 26
Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2022 results: EPS: CN¥0.081 (up from CN¥0.072 in 2Q 2021). Revenue: CN¥125.8m (down 16% from 2Q 2021). Net income: CN¥31.2m (up 3.2% from 2Q 2021). Profit margin: 25% (up from 20% in 2Q 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 14%. Over the next year, revenue is forecast to grow 47%, compared to a 32% growth forecast for the Software industry in China. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 22% per year. Major Estimate Revision • May 05
Consensus revenue estimates fall by 14% The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥802.1m to CN¥689.0m. EPS estimate fell from CN¥0.51 to CN¥0.42 per share. Net income forecast to grow 54% next year vs 52% growth forecast for Software industry in China. Consensus price target down from CN¥46.55 to CN¥35.30. Share price rose 5.5% to CN¥22.65 over the past week. Price Target Changed • May 03
Price target decreased to CN¥35.30 Down from CN¥46.55, the current price target is an average from 4 analysts. New target price is 56% above last closing price of CN¥22.65. Stock is down 46% over the past year. The company is forecast to post earnings per share of CN¥0.42 for next year compared to CN¥0.35 last year. Reported Earnings • Apr 29
First quarter 2022 earnings: EPS misses analyst expectations First quarter 2022 results: EPS: CN¥0.06 (down from CN¥0.14 in 1Q 2021). Revenue: CN¥136.4m (down 9.4% from 1Q 2021). Net income: CN¥24.5m (down 56% from 1Q 2021). Profit margin: 18% (down from 37% in 1Q 2021). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 45%. Over the next year, revenue is forecast to grow 39%, compared to a 33% growth forecast for the industry in China. Major Estimate Revision • Mar 04
Consensus revenue estimates fall by 22% The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from CN¥962.7m to CN¥750.6m. EPS estimate fell from CN¥0.74 to CN¥0.51 per share. Net income forecast to grow 35% next year vs 48% growth forecast for Software industry in China. Consensus price target down from CN¥53.30 to CN¥48.05. Share price fell 12% to CN¥33.05 over the past week. Price Target Changed • Mar 03
Price target decreased to CN¥48.05 Down from CN¥53.30, the current price target is an average from 4 analysts. New target price is 38% above last closing price of CN¥34.80. Stock is down 41% over the past year. The company is forecast to post earnings per share of CN¥0.51 for next year compared to CN¥0.37 last year. Reported Earnings • Feb 28
Full year 2021 earnings: EPS and revenues miss analyst expectations Full year 2021 results: EPS: CN¥0.37 (down from CN¥0.62 in FY 2020). Revenue: CN¥573.0m (down 16% from FY 2020). Net income: CN¥151.4m (down 40% from FY 2020). Profit margin: 26% (down from 37% in FY 2020). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 8.2%. Earnings per share (EPS) also missed analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 68%, compared to a 33% growth forecast for the industry in China. Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS CN¥0.09 (vs CN¥0.23 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: CN¥145.9m (down 21% from 3Q 2020). Net income: CN¥36.5m (down 60% from 3Q 2020). Profit margin: 25% (down from 50% in 3Q 2020). The decrease in margin was primarily driven by lower revenue. Reported Earnings • Aug 24
Second quarter 2021 earnings released: EPS CN¥0.072 (vs CN¥0.17 in 2Q 2020) The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: CN¥150.1m (flat on 2Q 2020). Net income: CN¥30.2m (down 56% from 2Q 2020). Profit margin: 20% (down from 46% in 2Q 2020). Price Target Changed • Apr 28
Price target decreased to CN¥78.90 Down from CN¥88.31, the current price target is an average from 4 analysts. New target price is 86% above last closing price of CN¥42.32. Stock is down 25% over the past year. Reported Earnings • Apr 27
First quarter 2021 earnings released: EPS CN¥0.14 (vs CN¥0.12 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: CN¥150.6m (down 8.8% from 1Q 2020). Net income: CN¥55.6m (up 13% from 1Q 2020). Profit margin: 37% (up from 30% in 1Q 2020). The increase in margin was driven by lower expenses. Is New 90 Day High Low • Mar 12
New 90-day low: CN¥51.05 The company is down 30% from its price of CN¥73.37 on 11 December 2020. The Chinese market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥8.88 per share. Major Estimate Revision • Feb 26
Analysts increase revenue estimates to CN¥1.23b The 2021 consensus revenue estimate increased from CN¥1.10b. Earning per share (EPS) estimate also increased from CN¥1.15 to CN¥1.24 for the same period. Net income is expected to grow by 62% next year compared to 60% growth forecast for the Software industry in China. The consensus price target was lowered from CN¥88.31 to CN¥87.87. Share price is down by 3.1% to CN¥52.92 over the past week. Is New 90 Day High Low • Jan 24
New 90-day low: CN¥62.76 The company is down 4.0% from its price of CN¥65.54 on 26 October 2020. The Chinese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CN¥4.19 per share. Announcement • Jul 09
ArcSoft Corporation Limited to Report First Half, 2020 Results on Aug 25, 2020 ArcSoft Corporation Limited announced that they will report first half, 2020 results on Aug 25, 2020