Analyst Saiyi He of CMB International Securities maintained a Buy rating on Bilibili, retaining the price target of $26.50.
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Saiyi He has given his Buy rating due to a combination of factors that highlight Bilibili’s strong growth potential. The company is enhancing its advertising business through significant upgrades in its commercial infrastructure, including the introduction of mini programs and live streaming ad capabilities, as well as the launch of the intelligent ad platform BiliBili Bida. These advancements have resulted in substantial revenue growth and improved targeting and measurement capabilities, positioning Bilibili to outpace sector growth and gain market share in 2025.
Furthermore, Bilibili’s game business continues to thrive, driven by the solid performance of legacy titles and the promising pipeline of new games aimed at younger audiences. The company’s strategic focus on ‘youthification’ of game genres is expected to resonate well with the habits of the young generation. Additionally, Bilibili’s integration of AI technologies in ad monetization and content ecosystem development is set to drive quality earnings growth. These factors collectively underpin Saiyi He’s positive outlook and Buy rating for Bilibili’s stock.
He covers the Communication Services sector, focusing on stocks such as Bilibili, Meta Platforms, and NetEase. According to TipRanks, He has an average return of 15.4% and a 60.99% success rate on recommended stocks.
In another report released yesterday, HSBC also maintained a Buy rating on the stock with a $25.50 price target.