Kuaishou (SEHK:1024) Is Down 6.0% After Strong Q3 Results and Share Buyback Update – Has the Bull Case Changed?

• Kuaishou Technology recently reported its third-quarter and nine-month 2025 results, highlighting sales of ¥35.55 billion and net income of ¥4.49 billion for the quarter, alongside updates on its share buyback program which has now reached 2.94% of shares repurchased under the ongoing plan.
• This strong earnings performance, coupled with ongoing capital return activities, reflects Kuaishou’s focus on operational efficiency and strengthening its market presence in the technology and social media sector.
• We will explore how Kuaishou’s robust profit growth this quarter influences the outlook for long-term revenue and margin expansion.

Find companies with promising cash flow potential yet trading below their fair value.

Kuaishou Technology Investment Narrative Recap

To be a Kuaishou Technology shareholder, you need to believe in the company’s ability to deepen user engagement, expand its digital ecosystem, and outpace competitors in China’s fast-evolving interactive media space, all while efficiently monetizing its platform. The recently announced strong Q3 results and completion of nearly 3% in share buybacks support near-term confidence, but do not materially remove the main risk: intensifying competition could still pressure margins and growth prospects.

The latest earnings release, reporting a 14.2% year-on-year revenue jump and a nearly 70% surge in operating profit, is most relevant to the investor outlook right now. It signals that recent technology investments and growth in advertising and e-commerce are contributing to operational efficiency and improved profitability, key catalysts for those focused on long-term expansion.

Yet, as encouraging as these numbers appear, investors should also be aware of the mounting pressures from aggressive rivals like Douyin and how...

Read the full narrative on Kuaishou Technology (it's free!)

Kuaishou Technology is projected to reach CN¥177.3 billion in revenue and CN¥27.7 billion in earnings by 2028. This forecast implies a 9.7% annual revenue growth and an earnings increase of CN¥11.6 billion from the current CN¥16.1 billion.

Uncover how Kuaishou Technology's forecasts yield a HK$90.01 fair value, a 39% upside to its current price.

Exploring Other Perspectives

The Simply Wall St Community’s four fair value estimates for Kuaishou range from HK$76.52 to HK$98.32. While optimism surrounds the company’s recent earnings momentum, many remain cautious given ongoing concerns about competitive threats and margin pressure, so be sure to consider multiple viewpoints before making up your mind.

Explore 4 other fair value estimates on Kuaishou Technology - why the stock might be worth just HK$76.52!

Build Your Own Kuaishou Technology Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Kuaishou Technology research is our analysis highlighting 5 key rewards that could impact your investment decision.
• Our free Kuaishou Technology research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Kuaishou Technology's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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