In a report released today, Saiyi He from CMB International Securities maintained a Buy rating on Kuaishou Technology Class B, with a price target of HK$88.00.
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Saiyi He has given his Buy rating due to a combination of factors including Kuaishou Technology’s strong financial performance and strategic advancements in AI. The company’s total revenue for the third quarter of 2025 increased by 14% year-over-year, reaching RMB35.6 billion, which aligns with market expectations. Additionally, the adjusted net profit rose by 26% year-over-year, surpassing estimates due to improved operating efficiency.
Kuaishou’s AI initiatives have significantly bolstered its advertising and e-commerce sectors, contributing to a 4-5% growth in domestic ad revenue. The company’s AI-driven tools, such as OneRec and OneSearch, have enhanced online marketing and e-commerce operations, respectively. Furthermore, the company has demonstrated robust growth in its core business segments, including a 14% increase in online marketing revenue and a 41% rise in other services revenue. These factors, along with anticipated revenue growth and efficiency gains, underpin Saiyi He’s positive outlook on Kuaishou Technology.
In another report released today, DBS also maintained a Buy rating on the stock with a HK$99.00 price target.