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AutoHome (ATHM)
NYSE:ATHM

AutoHome (ATHM) AI Stock Analysis

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ATHM

AutoHome

(NYSE:ATHM)

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Neutral 68 (OpenAI - 4o)
Rating:68Neutral
Price Target:
$27.00
▲(16.03% Upside)
AutoHome's overall stock score reflects a solid financial foundation and attractive valuation, offset by bearish technical indicators and challenges highlighted in the earnings call. The company's strategic focus on AI and O2O offers growth potential, but declining revenue and profitability remain concerns.

AutoHome (ATHM) vs. SPDR S&P 500 ETF (SPY)

AutoHome Business Overview & Revenue Model

Company DescriptionAutohome Inc. operates as an online destination for automobile consumers in the People's Republic of China. The company delivers interactive content and tools to automobile consumers through its three websites, autohome.com.cn, che168.com, and ttpai.cn on PCs, mobile devices, mobile applications, and mini apps. It provides media services, including automaker advertising services and regional marketing campaigns; and leads generation services comprising dealer subscription services, advertising services for individual dealers, and used automobile listing and other platform-based services. The company also offers Autohome Mall, an online transaction platform for users to review automotive-related information, purchase coupons offered by automakers for discounts, and make purchases to complete the transaction; data products; and online bidding platform for used automobiles, as well as collects commissions for facilitating transactions of auto-financing and insurance products on its platform. The company was formerly known as Sequel Limited and changed its name to Autohome Inc. in October 2011. Autohome Inc. was incorporated in 2008 and is headquartered in Beijing, the People's Republic of China.
How the Company Makes MoneyAutoHome generates revenue through several key streams. Primarily, the company earns money from advertising services, where automotive manufacturers and dealerships pay to feature their products and services prominently on the AutoHome platform. Additionally, AutoHome generates revenue from lead generation services, where it connects potential buyers with dealerships, facilitating vehicle sales and generating referral fees. The company also engages in e-commerce by selling automotive-related products and services directly to consumers. Significant partnerships with automotive brands and dealerships enhance its service offerings and contribute to its earnings through increased traffic and conversions on its platform.

AutoHome Earnings Call Summary

Earnings Call Date:Nov 06, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 19, 2026
Earnings Call Sentiment Neutral
Autohome has made significant advancements in AI integration and O2O strategies, and reported strong growth in NEV revenues and a robust cash position. However, they faced challenges with declining media services revenue, lower gross margins, and difficulties in the used car market.
Q3-2025 Updates
Positive Updates
AI and O2O Strategy Advancements
Autohome significantly strengthened AI integration with their products, enhancing user experience and operational efficiency. They also improved their O2O platform for a comprehensive customer journey, launching features like the AI car selection system and AI vehicle diagnostics.
Launch of Global AI Technology Conference
The inaugural Global AI Technology Conference was launched to showcase advances in China's intelligent automotive technologies, receiving endorsements from major automotive associations and support from key corporate partners.
Autohome Mall Soft Launch
The Autohome Mall was soft launched, marking a significant milestone in their online-to-offline strategy, aimed at enhancing their new retail business model.
Increase in NEV Revenues
Total revenues from NEVs in the third quarter grew by 58.6% from last year, driven by the new retail business.
Strong Balance Sheet
As of September 30, 2025, the company maintained a robust balance sheet with cash, cash equivalents, and short-term investments totaling RMB 21.89 billion.
Significant Operating Profit Increase
Operating profit for the third quarter was RMB 147 million, compared to RMB 83 million for the same period in 2024.
Dividend and Share Repurchase Program
A cash dividend of USD 1.20 per ADS was approved, fulfilling the commitment to distribute no less than RMB 1.5 billion in dividends for 2025. The share repurchase program was extended, with 5.48 million ADS repurchased at a cost of USD 146 million.
Negative Updates
Decline in Media Services Revenue
Media services revenue declined year-over-year due to the ongoing pressure from OEM price wars.
Lower Gross Margin
Gross margin in the third quarter was 63.7%, down from 77% during the same period last year, mainly due to increased upfront investments in innovative business segments.
Adjusted Net Income Decline
Adjusted net income attributable to Autohome was RMB 407 million in the third quarter, down from RMB 497 million in the corresponding period of 2024.
Challenges in the Used Car Market
The used car market showed rising transaction volumes but falling prices, with over 70% of used car companies operating at a loss due to price wars and high customer acquisition costs.
Company Guidance
During Autohome's Third Quarter 2025 Earnings Conference Call, the company provided guidance on its strategic initiatives and financial performance. The company highlighted advancements in AI and O2O strategies, including the launch of the Autohome Mall and enhancements to its AI assistant. The Global AI Technology Conference was a notable event, garnering support from 14 corporate partners and engaging over 30 automotive brands. Financially, the company reported net revenues of RMB 1.78 billion, with media services contributing RMB 298 million and leads generation services contributing RMB 664 million. The gross margin stood at 63.7%, a decline from 77% the previous year. Operating profit increased to RMB 147 million, while adjusted net income was RMB 407 million. The company declared a cash dividend of USD 1.20 per ADS, with total dividends for 2025 expected to reach RMB 1.5 billion. Looking ahead, Autohome plans to continue its focus on AI and O2O to drive business expansion and maintain stable shareholder returns.

AutoHome Financial Statement Overview

Summary
Income Statement
75
Positive
Balance Sheet
82
Very Positive
Cash Flow
60
Neutral
Breakdown
Income Statement
Total Revenue
Gross Profit
EBITDA
Net Income
Balance Sheet
Total Assets
Cash, Cash Equivalents and Short-Term Investments
Total Debt
Total Liabilities
Stockholders Equity
Cash Flow
Free Cash Flow
Operating Cash Flow
Investing Cash Flow
Financing Cash Flow

AutoHome Technical Analysis

Technical Analysis Sentiment
Negative
Last Price23.27
Price Trends
50DMA
25.00
Negative
100DMA
26.54
Negative
200DMA
26.43
Negative
Market Momentum
MACD
-0.37
Negative
RSI
40.58
Neutral
STOCH
49.98
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For ATHM, the sentiment is Negative. The current price of 23.27 is below the 20-day moving average (MA) of 23.64, below the 50-day MA of 25.00, and below the 200-day MA of 26.43, indicating a bearish trend. The MACD of -0.37 indicates Negative momentum. The RSI at 40.58 is Neutral, neither overbought nor oversold. The STOCH value of 49.98 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ATHM.

AutoHome Peers Comparison

Overall Rating
UnderperformOutperform
Sector (―)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
$979.44M18.7636.81%57.83%293.63%
68
Neutral
$3.65B25.8935.39%4.21%
68
Neutral
$2.89B13.585.87%0.00%-5.54%-14.30%
67
Neutral
$1.28B15.668.73%5.47%30.00%-9.72%
58
Neutral
$16.90B-484.98-0.66%15.17%75.90%
46
Neutral
$201.00M-10.34-15.37%6.18%28.04%
* Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ATHM
AutoHome
23.14
-1.28
-5.24%
Z
Zillow Group Class C
68.77
-5.92
-7.93%
TRUE
TrueCar
2.21
-1.56
-41.38%
CARG
CarGurus
38.19
2.11
5.85%
EVER
EverQuote
27.24
10.03
58.28%
OPRA
Opera
13.99
-3.87
-21.67%

AutoHome Corporate Events

Autohome Reports Q3 2025 Financial Results and Announces Dividend
Nov 6, 2025

Autohome Inc. announced its unaudited financial results for the third quarter of 2025, reporting net revenues of RMB1,778.1 million, a slight increase from the previous year. The company has made significant strides in AI integration and O2O platform development, including the soft launch of Autohome Mall, contributing to a 32.1% year-over-year increase in online marketplace revenues. Despite a slight decline in net income compared to 2024, Autohome continues to focus on content diversification and user growth, with daily active users increasing by 5.1% year-over-year. The company also announced a cash dividend of US$1.20 per ADS, reflecting a total cash dividend of approximately RMB1.5 billion for 2025.

Autohome Inc. Declares Cash Dividend Amid Strong Financial Outlook
Sep 30, 2025

On September 30, 2025, Autohome Inc. announced a cash dividend of US$0.5900 per ADS, reflecting its strong financial position and confidence in future growth. The dividend, amounting to approximately RMB0.5 billion, will be distributed to shareholders of record as of October 20, 2025, with payments expected in mid-November. This move underscores Autohome’s commitment to delivering value to its shareholders and highlights its robust cash flow and growth prospects.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 06, 2025