BilibiliBILI
Market Cap: $6.27B
About: Bilibili is a Chinese online entertainment platform that is best known for its video-sharing site that resembles YouTube. The site was founded in 2009 and started as a long-form video platform for anime, comics, and gaming, or ACG, content that appealed to Gen Z users. Since then, it has expanded its content on the platform to include a broader range of interests that have attracted Chinese users outside of the Gen Z cohort. The firm generates revenue through five main areas: advertising, games, live streaming, value-added services, and e-commerce.
Employees: 8,801
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
115% more call options, than puts
Call options by funds: $633M | Put options by funds: $295M
22% more capital invested
Capital invested by funds: $897M [Q1] → $1.1B (+$200M) [Q2]
21% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 29
19% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 47
4% more funds holding
Funds holding: 146 [Q1] → 152 (+6) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 5 (+0) [Q2]
2.62% less ownership
Funds ownership: 24.17% [Q1] → 21.54% (-2.62%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
B of A Securities Brad Sills 54% 1-year accuracy 15 / 28 met price target | 26%upside $19 | Buy Maintained | 3 Sept 2024 |
Bernstein Robin Zhu 0% 1-year accuracy 0 / 2 met price target | 14%downside $13 | Market Perform Maintained | 23 Aug 2024 |
Barclays Jiong Shao 47% 1-year accuracy 15 / 32 met price target | 26%upside $19 | Overweight Upgraded | 23 Aug 2024 |
JP Morgan Daniel Chen 0% 1-year accuracy 0 / 2 met price target | 39%upside $21 | Overweight Upgraded | 18 Jun 2024 |
Financial journalist opinion
Based on 6 articles about BILI published over the past 30 days