Kingsoft Cloud Holdings Gelecekteki Büyüme
Future kriter kontrolleri 1/6
Kingsoft Cloud Holdings kazanç ve gelirin sırasıyla yıllık 18.9% ve 17.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 14% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde -3.8% olacağı tahmin edilmektedir.
Anahtar bilgiler
18.9%
Kazanç büyüme oranı
13.97%
EPS büyüme oranı
| IT kazanç büyümesi | 15.8% |
| Gelir büyüme oranı | 17.1% |
| Gelecekteki özkaynak getirisi | -3.80% |
| Analist kapsamı | Good |
| Son güncelleme | 29 Apr 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
KC: Governance Updates And Future Results Will Shape Measured Upside Potential
Analysts have lifted their price target on Kingsoft Cloud Holdings from about $15.66 to roughly $17.91, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E assumptions. What's in the News Proposed amendments to Kingsoft Cloud Holdings Limited’s articles of association aim to align with the Core Shareholder Protection Standards under Appendix A1 of the Hong Kong Listing Rules, including enabling virtual general meetings where shareholders can attend using technology and cast votes electronically (Key Developments).
KC: Governance Reforms And Profitability Outlook Will Support Future Upside Potential
Analysts have raised their price target on Kingsoft Cloud Holdings to $22.87 from $21.10, citing updated assumptions for revenue growth of 26.10%, a profit margin of 7.80%, a discount rate of 10.85% and a future P/E of 53.22x. What's in the News Proposed amendments to the articles of association aim to align Kingsoft Cloud Holdings with Hong Kong Core Shareholder Protection Standards, including allowing shareholders to attend general meetings virtually and vote electronically (Key Developments).KC: Higher Margin Outlook And Upcoming Results Will Support Future Upside
Analysts have made a modest upward adjustment to their price target on Kingsoft Cloud Holdings to $15.66 from $15.60, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for March 25, 2026, to review and approve the unaudited fourth quarter results for the three months ended December 31, 2025, covering Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities (Key Developments).KC: Higher Margin Outlook And Refined Assumptions Will Support Future Upside
Analysts have modestly revised their price target on Kingsoft Cloud Holdings to $15.60, with the update grounded in refreshed assumptions for discount rate, revenue growth, profit margin and future P/E. These changes leave their fair value estimate essentially unchanged.Kingsoft Cloud: Partnerships Are Key To Outperformance
Feb 23KC: Higher Margin Outlook And Lower Discount Rate Will Support Shares
Analysts have raised their price target for Kingsoft Cloud Holdings from about $14.21 to roughly $15.60, citing updated assumptions for revenue growth, profit margins, a slightly lower discount rate, and a modest adjustment to the expected future P/E multiple. Valuation Changes Fair Value: updated from $14.21 to $15.60, representing a modest upward adjustment to the modelled intrinsic value per share.
KC: Lower Discount Rate And Solid Margins Will Support Future Upside
Analysts have trimmed their price target on Kingsoft Cloud Holdings to reflect a modestly lower discount rate, slightly adjusted long term revenue growth and profit margin expectations, and a reduced forward P/E assumption of 52.55x. This results in a revised fair value of US$18.14 per share.KC: Higher Profitability Assumptions Will Support Future Upside Potential
Analysts have nudged their fair value estimate for Kingsoft Cloud Holdings slightly higher to US$18.14 from US$18.04, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E expectations. What's in the News A board meeting is scheduled for November 19, 2025, to review and approve the unaudited third quarter results for Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities for the three months ended September 30, 2025, and to consider their publication (Key Developments).Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Share Price Not Quite Adding Up
Jan 20
KC: Upcoming Q3 Results Will Support Shares Despite Higher Discount Rate
Analysts have slightly increased their fair value estimate for Kingsoft Cloud Holdings from about US$14.18 to roughly US$14.21 per share, citing updated assumptions around revenue growth, discount rates, and future P/E expectations. What's in the News Board meeting scheduled for November 19, 2025, to review and approve unaudited third quarter results for the three months ended September 30, 2025, covering Kingsoft Cloud Holdings, its subsidiaries, and consolidated affiliated entities (Key Developments).KC: Equity Offering Will Support Liquidity And Future Upside Potential
Analysts have trimmed their price target on Kingsoft Cloud Holdings to approximately $21.10 from about $24.32, reflecting slightly weaker assumptions on revenue growth, margins, and long term valuation multiples. What's in the News Completed a follow on equity offering of approximately HKD 2.80 billion, issuing 338 million ordinary shares at HKD 8.29 per share, supporting capital needs and liquidity (company filing) Equity transaction structured under Regulation S with a subsequent direct listing component, potentially broadening the shareholder base and enhancing trading flexibility (company filing) Board meeting scheduled for November 19, 2025 to review and approve unaudited third quarter 2025 results for the company, its subsidiaries, and consolidated affiliated entities (company announcement) Valuation Changes Fair Value Estimate reduced moderately from approximately $24.32 to about $21.10 per share, implying a lower intrinsic valuation.KC: Higher Future Multiple Will Support Shares Despite Slower Expansion
Analysts have raised their price target for Kingsoft Cloud Holdings by approximately 9 percent to an implied fair value of about $14.18 per share, citing a higher long term valuation multiple despite moderating revenue growth expectations and largely unchanged profit margin forecasts. What's in the News Board meeting scheduled for November 19, 2025, to review and approve unaudited third quarter 2025 results for Kingsoft Cloud Holdings and its consolidated entities (company filing).KC: Strong Revenue Outlook And Successful Capital Raise Will Drive Momentum
Analysts have maintained their price target for Kingsoft Cloud Holdings at $18.04. This decision is supported by stable fair value reviews, with only modest adjustments to financial projections influencing their overall outlook.KC: Upcoming Equity Offering And Board Meeting Will Unlock Future Value
Analysts have modestly increased their price target for Kingsoft Cloud Holdings from $17.88 to $18.04. They cite minor improvements in profit margin and fair value estimates as the reasons for this adjustment.Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares May Have Slumped 27% But Getting In Cheap Is Still Unlikely
Oct 18AI And Cloud Advances Will Unlock Future Value
Narrative Update on Kingsoft Cloud Holdings: Analyst Price Target Change Analysts have lowered their fair value estimate for Kingsoft Cloud Holdings from $18.57 to $17.88 per share due to updated assumptions regarding the company’s future profitability and discount rate. What's in the News Completed a follow-on equity offering of HKD 2.8 billion through direct listing.AI And Cloud Advances Will Unlock Future Value
Driven by a sharp decline in future P/E and an improvement in net profit margin, analysts have raised Kingsoft Cloud Holdings’ price target from $17.63 to $18.57. What's in the News Company expects second half 2025 revenue growth rate to be significantly higher than the first half.AI And Cloud Advances Will Unlock Future Value
Kingsoft Cloud Holdings’ future P/E ratio has sharply improved despite a slight decline in net profit margin, helping to keep the consensus price target essentially flat at $17.63. What's in the News Company expects revenue growth rate for the second half of 2025 to be significantly higher than the first half.Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors
Jun 01Kingsoft Cloud Holdings Limited (NASDAQ:KC) Just Released Its Yearly Results And Analysts Are Updating Their Estimates
Apr 19Take Care Before Jumping Onto Kingsoft Cloud Holdings Limited (NASDAQ:KC) Even Though It's 28% Cheaper
Apr 08Kingsoft Cloud: The Company's Shares Are Priced To Perfection
Mar 25
Proprietary AI Platform 'singular' Will Drive Future Efficiency And Customer Acquisition
Strategic partnerships and significant projects aim to increase revenue and profitability through enhanced digital transformation and cloud services.Further Upside For Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares Could Introduce Price Risks After 27% Bounce
Jan 31Is Kingsoft Cloud Holdings Limited (NASDAQ:KC) Trading At A 41% Discount?
Jan 26Overextended And Under Pressure: Why Kingsoft Cloud Stock May Face More Losses Ahead
Jan 14Does Kingsoft Cloud Holdings (NASDAQ:KC) Have A Healthy Balance Sheet?
Dec 30The Market Lifts Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares 66% But It Can Do More
Nov 20Market Might Still Lack Some Conviction On Kingsoft Cloud Holdings Limited (NASDAQ:KC) Even After 27% Share Price Boost
Sep 29Kingsoft Cloud: Positive AI Revenue Growth Momentum
Sep 12Not Many Are Piling Into Kingsoft Cloud Holdings Limited (NASDAQ:KC) Just Yet
Jul 15Is Kingsoft Cloud Holdings (NASDAQ:KC) A Risky Investment?
Apr 27Kingsoft Cloud: A Hold Is Maintained In Spite Of Results Beat
Mar 22Investors Don't See Light At End Of Kingsoft Cloud Holdings Limited's (NASDAQ:KC) Tunnel
Feb 24Is Kingsoft Cloud Holdings (NASDAQ:KC) A Risky Investment?
Oct 31Kingsoft Cloud Holdings Limited (NASDAQ:KC) Shares Could Be 22% Below Their Intrinsic Value Estimate
Aug 17Is Kingsoft Cloud Holdings (NASDAQ:KC) Using Too Much Debt?
Jul 27Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 17,663 | -765 | 743 | 5,858 | 9 |
| 12/31/2027 | 14,785 | -800 | 983 | 4,652 | 12 |
| 12/31/2026 | 12,248 | -967 | -2,748 | 3,874 | 12 |
| 12/31/2025 | 9,559 | -936 | -941 | 3,801 | N/A |
| 9/30/2025 | 9,029 | -973 | -355 | 3,329 | N/A |
| 6/30/2025 | 8,437 | -2,025 | -1,843 | 1,840 | N/A |
| 3/31/2025 | 7,979 | -1,921 | -3,152 | 531 | N/A |
| 12/31/2024 | 7,785 | -1,967 | -3,055 | 628 | N/A |
| 9/30/2024 | 7,275 | -2,054 | -1,890 | 75 | N/A |
| 6/30/2024 | 7,015 | -1,783 | -2,098 | -133 | N/A |
| 3/31/2024 | 6,959 | -1,929 | -2,184 | -219 | N/A |
| 12/31/2023 | 7,047 | -2,176 | -2,134 | -169 | N/A |
| 9/30/2023 | 7,456 | -2,401 | -1,253 | 185 | N/A |
| 6/30/2023 | 7,800 | -2,408 | -1,172 | 265 | N/A |
| 3/31/2023 | 7,871 | -2,712 | -894 | 544 | N/A |
| 12/31/2022 | 8,180 | -2,658 | -1,248 | 189 | N/A |
| 9/30/2022 | 8,709 | -2,627 | -321 | -143 | N/A |
| 6/30/2022 | 9,154 | -2,342 | -966 | -230 | N/A |
| 3/31/2022 | 9,421 | -1,759 | -1,360 | -838 | N/A |
| 12/31/2021 | 9,061 | -1,589 | -1,444 | -709 | N/A |
| 9/30/2021 | 8,324 | -1,216 | -2,461 | -1,025 | N/A |
| 6/30/2021 | 7,639 | -814 | -2,020 | -1,143 | N/A |
| 3/31/2021 | 7,000 | -1,013 | -2,687 | -881 | N/A |
| 12/31/2020 | 6,577 | -982 | -1,882 | -290 | N/A |
| 9/30/2020 | 5,828 | -1,166 | -1,474 | -168 | N/A |
| 6/30/2020 | 5,101 | -1,411 | -1,498 | -192 | N/A |
| 3/31/2020 | 4,502 | -1,311 | -1,191 | -191 | N/A |
| 12/31/2019 | 3,956 | -1,161 | -1,439 | -439 | N/A |
| 9/30/2019 | 3,507 | -1,163 | N/A | -232 | N/A |
| 12/31/2018 | 2,218 | -1,749 | N/A | -383 | N/A |
| 12/31/2017 | 1,236 | -1,320 | N/A | -135 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: KC önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Kazançlar ve Piyasa: KC önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Yüksek Büyüme Kazançları: KC önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.
Gelir ve Pazar: KC şirketinin gelirinin (yıllık 17.1% ) US pazarından (yıllık 11% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: KC şirketinin gelirinin (yıllık 17.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: KC 3 yıl içinde kârsız olması bekleniyor.
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/04/30 16:21 |
| Gün Sonu Hisse Fiyatı | 2026/04/29 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Kingsoft Cloud Holdings Limited 26 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Huiqun Li | BofA Global Research |
| Xiaodan Zhang | China International Capital Corporation Limited |
| Zeyuan Yang | Citic Securities Co., Ltd. |