Bilibili Tidigare resultatutveckling
Tidigare kriterier kontrolleras 5/6
Bilibili har ökat intäkterna med en genomsnittlig årlig takt på 45.8%, medan Interactive Media and Services -branschen såg intäkterna växer på 19.2% årligen. Intäkterna har varit växande med en genomsnittlig takt på 11.9% per år. Bilibili s avkastning på eget kapital är 9.6% och den har en nettomarginal på 4.9%.
Viktig information
45.82%
Tillväxttakt i vinsten
47.07%
Tillväxttakt för EPS
| Interactive Media and Services Tillväxt i branschen | 6.15% |
| Intäkternas tillväxttakt | 11.88% |
| Avkastning på eget kapital | 9.58% |
| Nettomarginal | 4.89% |
| Senaste uppdateringen av resultatet | 30 Jun 2026 |
Senaste uppdateringar av tidigare prestationer
Recent updates
Uppdatering av berättelse • Sep 17
BILI: AI Spending And Buybacks Will Support Engagement And Repricing
Analysts have lowered their fair value estimate for Bilibili from about $23.05 to about $18.00, citing updated assumptions for discount rate, revenue growth, profit margins and future P/E. They also point to the recent $300m share repurchase program and short term Street optimism as key factors in the revised price target narrative.
Uppdatering av berättelse • Sep 03
BILI: AI Advertising And Buybacks Will Support Future Upside
Analysts have trimmed their fair value estimate for Bilibili to about $27, down from roughly $30, citing slightly higher discount assumptions, a lower projected profit margin, and a more conservative future P/E multiple, even as they reference recent Street research that highlights the new $300m share repurchase program as a potential short term support for the stock. What's in the News for Bilibili Bilibili reported Q2 2026 revenue of ¥7.94b and adjusted EPS of ¥1.58, which were above analyst estimates.Seeking Alpha • Aug 27
Bilibili Q2: Market Is Mispricing Long-Term Flywheel
Summary Bilibili Inc. remains a compelling Buy as its growth narrative is reinforced by Q2 results, despite recent share price weakness. Q2 saw 8% revenue growth, a 7% DAU increase, and 28% ad revenue growth, highlighting strong user engagement and monetization potential. Operating leverage is improving as expenses remain flat while gross profit rises, supporting future margin expansion and value creation. BILI stock valuation is attractive at 15x forward earnings and 7.7x forward EBITDA, offering a significant margin of safety given BILI's long-term growth prospects. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jun 17
BILI: AI Advertising Momentum Will Support Higher Future Stock Fair Value
For Bilibili, the updated analyst fair value estimate has shifted to $36.21 from $37.90 as analysts factor in stronger advertising momentum, a slightly higher assumed P/E multiple and revenue growth. This is offset by lower margin expectations and a higher discount rate.Uppdatering av berättelse • Jun 03
BILI: AI Advertising And Q4 Games Pipeline Will Support Future Upside
Bilibili's analyst fair value estimate has been trimmed by about $1.36 to $29.65, as analysts factor in slightly higher discount rates and a modestly softer profit margin outlook, while still highlighting support from advertising momentum, a healthier Q4 games pipeline and ongoing AI related investment. Analyst Commentary Street research around Bilibili has recently tilted more constructive, with several firms adjusting ratings and targets while debating how much to pay for the stock against its execution on advertising, games and AI related investment.Uppdatering av berättelse • May 09
BILI: AI Investment And Share Pullback Will Support Future Engagement Upside
Analysts have nudged Bilibili's price target higher to $31.00 from about $30.65, citing recent upgrades that highlight the company's increased AI investments, expectations for steadier revenue growth, and improving profitability. Some firms continue to take a more measured view, however, with slightly lower individual targets such as $35 from $27.Uppdatering av berättelse • Apr 21
BILI: AI Engagement And Margin Execution Will Support Higher Future Fair Value
The updated analyst price target for Bilibili now points to a slightly lower fair value of about $37.90 per share versus $38.81 previously, as analysts factor in higher expected revenue growth and profit margins, along with a lower future P/E assumption and a modestly higher discount rate following recent upgrades that cite AI investment and user engagement trends. Analyst Commentary Recent Street research has tilted more positive on Bilibili, with several bullish analysts shifting their views to more constructive stances and updating price targets.Uppdatering av berättelse • Apr 07
BILI: AI Investment And Share Pullback Will Support Future Profit Recovery
Analysts have trimmed their fair value estimate for Bilibili by about $0.48 to $30.65, reflecting slightly more conservative assumptions on growth and margins, while recent upgrades highlight renewed interest tied to AI investment and the recent share price pullback. Analyst Commentary Recent research opinions on Bilibili cluster around its renewed focus on AI, recent share price pullback, and updated valuation targets.Uppdatering av berättelse • Mar 24
BILI: AI Spending Will Support Engagement While Execution Risk And Pricing Persist
Analysts have slightly reduced Bilibili's fair value estimate while maintaining a relatively high future P/E assumption. This reflects a modestly lower blended price target after BofA's $1 cut and JPMorgan's upgrade to $35, based on increased AI investment and anticipated support for user engagement and advertising revenue.Uppdatering av berättelse • Mar 08
BILI: Moderated Long Term Outlook Will Still Face Execution Risk And Rich Pricing
Analysts have reduced their price target on Bilibili from about $23.75 to about $23.12 as they now apply a slightly higher discount rate, assume more moderate revenue growth and profit margins, and use a richer future P/E multiple in their models. What's in the News Bilibili has scheduled a board meeting for Mar 05, 2026 to consider approving its unaudited financial results for the fourth quarter and fiscal year ended Dec 31, 2025 (company event filing).Uppdatering av berättelse • Feb 20
BILI: Slightly Better Forecasts Will Still Face Execution Risk And Rich Pricing
Analysts have nudged their Bilibili price target slightly higher to $23.75 from $23.12, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E that, taken together, point to a modestly stronger fundamental outlook in their models. What's in the News Bilibili has scheduled a board meeting for Mar 5, 2026, to review and consider approval of its unaudited financial results for the fourth quarter of 2025 and the full fiscal year ended Dec 31, 2025 (company event filing).Uppdatering av berättelse • Feb 06
BILI: Higher Fair Value Hinges On Recovering Q4 Gaming Revenue
Analysts have nudged their fair value estimate for Bilibili higher from about US$34.62 to US$38.81, citing a recent Street target move to US$27, a view that Q3 was "decent," and expectations for slightly recovering gaming revenue in Q4, along with a higher assumed future P/E multiple and updated margin outlook. Analyst Commentary Recent Street research reflects a more constructive tone on Bilibili, with some bullish analysts adjusting their numbers higher while still acknowledging valuation questions.Uppdatering av berättelse • Jan 22
BILI: Gaming Recovery And Buybacks Will Support Balanced Future Share Performance
Analysts have nudged their fair value estimate for Bilibili higher, with the updated price target moving from about US$30.04 to around US$31.14. This is supported by recent research that cites a "decent" Q3 report and expectations for slightly recovering gaming revenue in Q4, even as some still flag valuation as demanding.Analysartikel • Jan 13
Subdued Growth No Barrier To Bilibili Inc. (NASDAQ:BILI) With Shares Advancing 29%
Bilibili Inc. ( NASDAQ:BILI ) shares have had a really impressive month, gaining 29% after a shaky period beforehand...Uppdatering av berättelse • Jan 08
BILI: Games Recovery Hopes Will Face Tighter Execution Risk And Rich Pricing
Narrative Update: Bilibili Analyst Price Target Shift Analysts have nudged their fair value estimate for Bilibili higher from about US$22.82 to roughly US$23.12. This reflects updated views on recovering gaming revenue, recent title performance and a revised future P/E assumption following the latest Q3 review and near term game launch catalysts.Uppdatering av berättelse • Dec 22
BILI: Games Recovery Will Test Sustainability Amid Fairly Balanced Risk Profile
Analysts have nudged their fair value estimate for Bilibili higher from approximately $22.18 to $22.82, citing a recovery in gaming revenues and an improving games up cycle that supports slightly faster growth and margins, despite a still demanding valuation. Analyst Commentary Recent Street research on Bilibili reflects a mixed but cautious stance, with rising price targets tempered by concerns around valuation and the durability of the current games led recovery.Uppdatering av berättelse • Dec 08
BILI: Upcoming Games Upswing Will Drive Renewed Bullish Share Momentum
The analyst price target for Bilibili has edged higher by about $0.11 per share as analysts factor in a modestly lower discount rate and improved visibility on a games-led recovery following a solid Q3 and stronger-than-expected performance from recent titles. Analyst Commentary Recent Street research reflects a more constructive outlook on Bilibili as its games pipeline begins to show tangible traction, but also highlights lingering concerns around valuation and execution risk.Uppdatering av berättelse • Nov 24
BILI: Upcoming Game Launches Will Drive Renewed Upside Momentum
Bilibili's analyst price target has increased from approximately $28.85 to $29.93. Analysts point to improved gaming revenue forecasts and positive sales momentum as primary drivers of the upward revision.Uppdatering av berättelse • Nov 07
BILI: Upcoming Game Releases And Cost Controls Will Shape Earnings Outlook
Bilibili's analyst price target has been raised slightly to $28.85, reflecting increased optimism among analysts. This outlook is based on stronger-than-expected performance in the games business and upcoming catalysts from new releases.Uppdatering av berättelse • Oct 23
Gaming Momentum And Ad Strength Will Drive Digital Entertainment’s Next Phase
Bilibili's analyst fair value target has been raised modestly to $28.51 from $28.11. This change reflects stronger-than-expected recent game performance as well as continued resilience in advertising and user engagement, according to analysts.Uppdatering av berättelse • Oct 09
AI Adoption And Gen Z Will Fuel Digital Entertainment
Bilibili’s analyst price target has been adjusted slightly higher to $28.11. Analysts cite healthy user engagement and supportive ad momentum, which offset modest declines in expected gaming revenue.Analysartikel • Oct 03
Bilibili Inc.'s (NASDAQ:BILI) 29% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Bilibili Inc. ( NASDAQ:BILI ) shares have been powering on, with a gain of 29% in the...Uppdatering av berättelse • Aug 27
AI And Mobile Gaming Expansion Will Open New Revenue Opportunities
Bilibili’s consensus price target increased modestly as analysts cited robust user engagement, strong advertising revenue growth, and better-than-expected profitability driven by lower expenses, though valuation is now seen as fair after recent gains, raising the target from $26.57 to $27.54. Analyst Commentary Near-term game revenue is expected to decline due to a high prior-year base and limited catalysts from major new game launches in H2 2025.Seeking Alpha • Apr 18
Bilibili: Still A Buy With A Vast Runway For User Expansion In The Massive Chinese Market
Summary Bilibili is poised to benefit from the shift towards local Chinese content and the rise of social commerce, creating a strong user momentum and monetization potential. The company continues to grow users as well as time spent on the Bilibili platform. It has a massive runway for growth, with current penetration at less than 10% of the Chinese population. Bilibili's mobile gaming segment is rapidly expanding, contributing significantly to revenue and drawing more users to its platform. The stock trades at just over 1x forward revenue, less than local peers like Alibaba and substantially less than U.S. Internet giants. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Bilibili: From Profitability Milestone To Potential Re-Rating
Summary Bilibili reported its first-ever quarterly profit, driven by strong financial and operating metrics, suggesting a potential inflection point for the company's fundamentals. The company's niche focus on Gen-Z and younger users, along with improved ad efficiency and gaming revenue growth, underscores its strong ecosystem and stickiness. Valuation could revert to historical mean; if BILI trades at 2.5x forward EV/Revenue, shares could see a 42% upside to $31/share. Risks include failure to maintain consistent profitability, which could lead to a valuation closer to video-streaming peers, implying a 33% downside. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
Bilibili: Ripe Time To Buy As Gaming Monetization Surges
Summary Bilibili offers tremendous growth potential, significant increases in daily active users and time spent on the platform. The platform's user base skews young, with 65% of China's Gen Z active. This, in turn, has enabled "social commerce" and significant advertising revenue gains. Gaming has been a major hotspot as well, with revenue jumping 84% y/y, now comprising 25% of total revenue. The company is capitalizing on the trend of gaming live-streams. I'm rating Bilibili stock at a buy, as it offers "growth at a reasonable price" while also giving me exposure to international stocks that are better-valued than U.S. counterparts. Read the full article on Seeking Alpha
Ny berättelse • Nov 28
High-Margin Strategy Games And AI-Driven Ads Propel Long-Term Revenue Growth
Bilibili diversifies successfully into high-margin game genres, boosting revenue potential through expanded content and international launches.Seeking Alpha • Aug 26
Bilibili Is A Buy On Favorable Top Line And Profitability Outlook (Rating Upgrade)
Summary Bilibili's Q2 2024 net loss was narrower than expected, and the company is expected to report positive normalized earnings by the third quarter. BILI's near-term top-line growth prospects are strong, taking into account the significant +25% QoQ increase in its deferred revenue balance. Bilibili's top line and profitability outlook are sufficiently favorable to support a Buy rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Mar 08
Bilibili Stock Downgraded To Sell After Assessing Q4 Earnings
Summary Bilibili Inc. released its fourth-quarter earnings on Thursday, missing out on its bottom-line target. Bilibili stock's volatile behavior suggests investors are clearly in disagreement by Bilibili's earnings miss, which has become a common theme for the company. Although Bilibili's advertising and value-added services are growing, we think its gaming business can create an overhang. Key metrics such as the price-to-sales ratio and China's elevated market risk premium suggest that BILI stock is grossly overvalued. Read the full article on Seeking AlphaFördelning av intäkter och kostnader
Fördelning av intäkter och kostnader
Hur Bilibili tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.
Resultat- och intäktshistorik
| Datum | Intäkter | Intäkter | G+A Kostnader | FoU-kostnader |
|---|---|---|---|---|
| 30 Jun 26 | 31,419 | 1,537 | 6,475 | 3,755 |
| 31 Mar 26 | 30,817 | 1,412 | 6,459 | 3,613 |
| 31 Dec 25 | 30,348 | 1,194 | 6,456 | 3,533 |
| 30 Sep 25 | 29,761 | 770 | 6,542 | 3,532 |
| 30 Jun 25 | 29,381 | 220 | 6,691 | 3,533 |
| 31 Mar 25 | 28,170 | -607 | 6,656 | 3,562 |
| 31 Dec 24 | 26,832 | -1,347 | 6,433 | 3,685 |
| 30 Sep 24 | 25,446 | -2,733 | 6,328 | 4,093 |
| 30 Jun 24 | 23,946 | -4,005 | 6,111 | 4,253 |
| 31 Mar 24 | 23,123 | -4,943 | 6,046 | 4,406 |
| 31 Dec 23 | 22,528 | -4,822 | 6,039 | 4,467 |
| 30 Sep 23 | 22,321 | -5,020 | 6,484 | 4,634 |
| 30 Jun 23 | 22,310 | -5,382 | 6,765 | 4,699 |
| 31 Mar 23 | 21,915 | -5,843 | 7,105 | 4,783 |
| 31 Dec 22 | 21,899 | -7,497 | 7,442 | 4,765 |
| 30 Sep 22 | 21,537 | -8,090 | 7,659 | 4,069 |
| 30 Jun 22 | 20,950 | -9,054 | 7,995 | 3,726 |
| 31 Mar 22 | 20,537 | -8,168 | 8,033 | 3,268 |
| 31 Dec 21 | 19,384 | -6,789 | 7,632 | 2,840 |
| 30 Sep 21 | 17,443 | -5,529 | 6,696 | 2,526 |
| 30 Jun 21 | 15,462 | -3,934 | 6,032 | 2,139 |
| 31 Mar 21 | 13,585 | -3,380 | 5,079 | 1,796 |
| 31 Dec 20 | 11,999 | -3,012 | 4,468 | 1,513 |
| 30 Sep 20 | 10,167 | -2,567 | 3,677 | 1,274 |
| 30 Jun 20 | 8,800 | -1,892 | 2,761 | 1,120 |
| 31 Mar 20 | 7,720 | -1,638 | 2,258 | 1,006 |
| 31 Dec 19 | 6,778 | -1,289 | 1,791 | 894 |
| 30 Sep 19 | 5,926 | -1,086 | 1,551 | 803 |
| 30 Jun 19 | 5,146 | -924 | 1,331 | 702 |
| 31 Mar 19 | 4,634 | -682 | 1,175 | 618 |
| 31 Dec 18 | 4,129 | -616 | 1,047 | 537 |
| 30 Sep 18 | 3,707 | -556 | 865 | 471 |
| 30 Jun 18 | 3,356 | -394 | 690 | 399 |
| 31 Mar 18 | 2,912 | -571 | 591 | 331 |
| 31 Dec 17 | 2,468 | -572 | 493 | 280 |
| 30 Sep 17 | 1,952 | -902 | 671 | 223 |
| 31 Dec 16 | 523 | -1,185 | 554 | 91 |
| 31 Dec 15 | 131 | -569 | 171 | 25 |
Kvalitetsintäkter: BILI har inkomster av hög kvalitet.
Växande vinstmarginal: BILI s nuvarande netto vinstmarginaler (4.9%) är högre än förra året (0.8%).
Fritt kassaflöde vs resultatanalys
Analys av tidigare vinsttillväxt
Resultatutveckling: BILI har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 45.8% per år.
Accelererande tillväxt: BILI s intäktstillväxt under det senaste året ( 597.6% ) överstiger sitt 5-åriga genomsnitt ( 45.8% per år).
Resultat vs industri: BILI vinsttillväxt under det senaste året ( 597.6% ) översteg Interactive Media and Services branschen 8.5%.
Avkastning på eget kapital
Hög ROE: BILI s avkastning på eget kapital ( 9.6% ) anses vara låg.
Avkastning på tillgångar
Avkastning på sysselsatt kapital
Upptäck starka bolag som tidigare presterat bra
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/21 06:19 |
| Aktiekurs vid dagens slut | 2026/09/21 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Bilibili Inc. bevakas av 59 analytiker. 31 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| "Jiong Shao | Barclays |