tiprankstipranks
Cheetah Mobile (CMCM)
NYSE:CMCM
Want to see CMCM full AI Analyst Report?

Cheetah Mobile (CMCM) Price & Analysis

212 Followers

CMCM Stock Chart & Stats

$6.31
-$0.23(-4.85%)
At close: 4:00 PM EST
$6.31
-$0.23(-4.85%)

Bulls Say, Bears Say

Bulls Say
Improving Gross Margins & Revenue Re-accelerationSustained revenue re-acceleration alongside materially higher gross margins (≈65% in 2023 to ~72% in 2025) indicates better unit economics and a more favorable product mix. High gross margins create durable room for reinvestment into AI and robotics R&D and help absorb SG&A, supporting medium-term margin sustainability even while operating profitability recovers.
Rapid Growth In Robotics And Cloud/AI SegmentsTwo high-growth businesses (Robotics & Others; Cloud/AI Infrastructure) grew sharply and together made ~38% of Q1 revenue, with management forecasting >50% in H2 2026. Rapid adoption (daily token usage >20x) and initial commercial product shipments (e.g., smart wheelchair mass production) signal a structural shift in revenue mix toward scalable, higher-value offerings that can materially change long-term growth and revenue quality.
Strong Cash Position And Low LeverageA large cash balance plus substantial long-term investments and minimal debt provide meaningful runway to fund commercialization and AI/robotics investments without immediate refinancing pressure. Low leverage preserves financial flexibility to navigate legacy ad headwinds and to fund product scale-up efforts, making strategic transitions more viable over the medium term.
Bears Say
Persistent Net Losses And Negative Operating Cash FlowDespite episodic positive free cash flow in earlier years, the swing to negative operating and free cash flow in 2024–2025 and sustained net losses erode shareholder equity and increase reliance on the cash cushion. Continued cash burn undermines the firm's ability to self-fund expansion indefinitely and raises execution risk if new high-growth businesses fail to ramp as planned.
Legacy Advertising Revenue VulnerabilityA material portion of historical revenue comes from internet advertising and agency services, which face structural exposure to platform policy shifts and cyclicality. Declines in ad/agency revenue reduce revenue predictability and could force deeper reallocation of resources to newer segments, pressuring near- and medium-term margins during the transition away from legacy monetization.
Execution Risk & Long Timelines In Robotics CommercializationManagement highlights data scarcity, real-world complexity and hardware limits as structural constraints for robotics. Early product shipments are encouraging, but scaling mass-market robotics reliably requires overcoming long development cycles, supply and service economics, and regulatory/quality hurdles. These execution risks can delay profitable scaling and elevate R&D and capex needs over the medium term.

Cheetah Mobile News

CMCM FAQ

What was Cheetah Mobile’s price range in the past 12 months?
Cheetah Mobile lowest stock price was $2.65 and its highest was $9.44 in the past 12 months.
    What is Cheetah Mobile’s market cap?
    Cheetah Mobile’s market cap is $92.69M.
      When is Cheetah Mobile’s upcoming earnings report date?
      Cheetah Mobile’s upcoming earnings report date is Sep 11, 2026 which is in 72 days.
        How were Cheetah Mobile’s earnings last quarter?
        Cheetah Mobile released its earnings results on Jun 10, 2026. The company reported -$0.002 earnings per share for the quarter, missing the consensus estimate of N/A by -$0.002.
          Is Cheetah Mobile overvalued?
          According to Wall Street analysts Cheetah Mobile’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Cheetah Mobile pay dividends?
            Cheetah Mobile pays a Notavailable dividend of $7.2 which represents an annual dividend yield of N/A. See more information on Cheetah Mobile dividends here
              What is Cheetah Mobile’s EPS estimate?
              Cheetah Mobile’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Cheetah Mobile have?
              Cheetah Mobile has 10,224,887 shares outstanding.
                What happened to Cheetah Mobile’s price movement after its last earnings report?
                Cheetah Mobile reported an EPS of -$0.002 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -9.33%.
                  Which hedge fund is a major shareholder of Cheetah Mobile?
                  Currently, no hedge funds are holding shares in CMCM
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Cheetah Mobile Stock Smart Score

                    2
                    Underperform
                    1
                    2
                    3
                    4
                    5
                    6
                    7
                    8
                    9
                    10

                    Technicals

                    SMA
                    Positive
                    20 days / 200 days
                    Momentum
                    93.96%
                    12-Months-Change

                    Fundamentals

                    Return on Equity
                    -14.44%
                    Trailing 12-Months
                    Asset Growth
                    -5.44%
                    Trailing 12-Months

                    Company Description

                    Cheetah Mobile

                    Cheetah Mobile Inc., a global internet firm with operations spanning China, the U.S., Japan, and other international regions, was incorporated in 2009 and is headquartered in Beijing, People's Republic of China. The company rebranded to its current name in March 2014, having previously operated as Kingsoft Internet Software Holdings Limited. Cheetah Mobile offers a diverse portfolio of digital products and services. Its suite of mobile utility applications features Clean Master, an essential tool for clearing junk files, optimizing memory, and ensuring user privacy. Security Master provides comprehensive anti-virus and security protection for mobile devices, complemented by Duba Anti-virus, an internet security solution guarding against both identified and emerging digital threats. Beyond utilities, the company develops popular mobile games like Piano Tiles 2, Rolling Sky, and Dancing Line. Its offerings also extend to value-added software for both PC and mobile platforms, including wallpaper and office optimization tools, as well as hardware solutions like the E-Coupon vending robot, which serves reception and marketing functions. Furthermore, Cheetah Mobile delivers a range of services, including a multi-cloud management platform, international advertising agency services, and mobile advertising publishing. It manages duba.com, a personalized web portal that consolidates online resources. The company also provides cloud-based data analytics engines, various artificial intelligence services, and premium membership options. Its clientele comprises direct advertisers, such as developers of mobile applications and games, e-commerce businesses, search engines, and affiliated mobile advertising networks.

                    Cheetah Mobile (CMCM) Earnings & Revenues

                    CMCM Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlighted strong, high‑growth momentum in strategic areas (Robotics & Others and Cloud/AI Infrastructure) with material YoY percentage increases, early commercial product shipments, narrowing losses in the robotics segment, and a healthy cash position. These positives are partially offset by short‑term headwinds from overseas advertising policy changes and continued weakness in online advertising that widened the overall operating loss. Management emphasized a transition to AI/robotics commercialization and expects the fast‑growing businesses to drive an increasing share of revenue through 2026.View all CMCM earnings summaries
                    Similar Stocks
                    Company
                    Price & Change
                    Follow
                    EverQuote
                    Opera
                    Getty Images Holdings
                    Nextdoor Holdings
                    Zhihu

                    Ownership Overview

                    <0.01%1.40%98.60%
                    1.40% Other Institutional Investors
                    98.60% Public Companies and
                    Individual Investors

                    Options Prices

                    Currently, No data available
                    ---
                    Popular Stocks