Analyst Saiyi He of CMB International Securities maintained a Buy rating on Bilibili, boosting the price target to $30.00.
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Saiyi He has given his Buy rating due to a combination of factors including Bilibili’s solid financial performance and promising future outlook. The company reported a significant increase in total revenue for the second quarter of 2025, aligning with market expectations, and a notable improvement in net income, surpassing consensus estimates. This was largely attributed to effective control over sales and marketing expenses.
Furthermore, Saiyi He anticipates continued resilience in Bilibili’s advertising and value-added services (VAS) businesses, which are expected to sustain healthy growth in the latter half of 2025. The company’s strategic use of AI to enhance advertising efficiency and the introduction of new gaming content are expected to support future revenue growth. The analyst also highlights the company’s margin expansion, driven by strong performances in mobile games and advertising, as a key reason for the positive outlook, leading to an increased target price for the stock.
In another report released today, Barclays also maintained a Buy rating on the stock with a $28.00 price target.