BilibiliBILI
BILI
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
0
Funds holding %
of 6,815 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
108% more call options, than puts
Call options by funds: $1.08B | Put options by funds: $518M
35% more capital invested
Capital invested by funds: $1.19B [Q2] → $1.62B (+$422M) [Q3]
20% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 49
20% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 6 (+1) [Q3]
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
3% more funds holding
Funds holding: 152 [Q2] → 156 (+4) [Q3]
2.5% less ownership
Funds ownership: 23.43% [Q2] → 20.93% (-2.5%) [Q3]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
26%
upside
Avg. target
$23
37%
upside
High target
$24
44%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Barclays Jiong Shao 46% 1-year accuracy 17 / 37 met price target | 44%upside $24 | Overweight Maintained | 18 Nov 2024 |
Benchmark Fawne Jiang 49% 1-year accuracy 27 / 55 met price target | 44%upside $24 | Buy Maintained | 15 Nov 2024 |
Mizuho James Lee 63% 1-year accuracy 25 / 40 met price target | 26%upside $21 | Outperform Maintained | 12 Nov 2024 |
B of A Securities Brad Sills 44% 1-year accuracy 14 / 32 met price target | 35%upside $23 | Buy Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 5 articles about BILI published over the past 30 days
Neutral
Benzinga
1 week ago
Goldman Sachs Backs Chinese Equities as Markets React to Economic Slowdown and Tariff Concerns
U.S. listed Chinese stocks, including Alibaba Group Holding BABA, Baidu, Inc BIDU, JD.com, Inc JD, PDD Holdings Inc PDD, Bilibili Inc BILI, NIO Inc NIO, XPeng Inc XPEV Li Auto Inc LI remained on investor watchlist on Monday.
Neutral
24/7 Wall Street
1 week ago
3 Chinese Stocks to Buy Before Jan 20
Investors who have hung out in most Chinese stocks over the past few years have certainly been disappointed.
Positive
Seeking Alpha
1 week ago
Bilibili: Ripe Time To Buy As Gaming Monetization Surges
Bilibili offers tremendous growth potential, significant increases in daily active users and time spent on the platform. The platform's user base skews young, with 65% of China's Gen Z active. This, in turn, has enabled "social commerce" and significant advertising revenue gains. Gaming has been a major hotspot as well, with revenue jumping 84% y/y, now comprising 25% of total revenue. The company is capitalizing on the trend of gaming live-streams.
Neutral
PRNewsWire
3 weeks ago
Indie Wuxia Sandbox RPG, The Matchless Kungfu, Slashes Prices by 25% in Steam Winter Sale, Now with German and Russian Localization
SHANGHAI , Dec. 19, 2024 /PRNewswire/ -- The Matchless Kungfu , the open-world sandbox martial arts game deeply inspired by Chinese cultural elements, is now available at a historic 25% off as part of the Steam Winter Sale. From now until January 2, 2025, players can experience its expansive martial arts adventure for just $14.99, down from the regular price of $19.99.
Positive
Zacks Investment Research
3 weeks ago
BILI Shares Rise 59% Year to Date: Should Investors Buy the Stock?
Bilibili is benefiting from strong ad growth, boosted gaming revenues and increased user engagement.
Neutral
GlobeNewsWire
1 month ago
Bilibili Inc. Announces Completion of the Repurchase Right Offer for Its 0.50% Convertible Senior Notes due 2026
SHANGHAI, Nov. 29, 2024 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced that it has completed its previously announced repurchase right offer relating to its 0.50% Convertible Senior Notes due 2026 (CUSIP No. 090040AF3) (the “Notes”). The repurchase right offer expired at 5:00 p.m., New York City time, on Wednesday, November 27, 2024. Based on information from Deutsche Bank Trust Company Americas as the paying agent for the Notes, US$419,107,000 aggregate principal amount of the Notes were validly surrendered and not withdrawn prior to the expiration of the repurchase right offer. The aggregate cash purchase price of these Notes is US$419,107,000. The Company has accepted all of the surrendered Notes for repurchase and has forwarded cash in payment of the same to the paying agent for distribution to the applicable holders.
Positive
Zacks Investment Research
1 month ago
Top 3 Stocks With Strong Earnings Acceleration to Buy
Bilibili, BrightSphere Investment Group, and Orchid Island Capital show strong earnings acceleration.
Positive
Zacks Investment Research
1 month ago
BILI Q3 Earnings Miss Estimates, Revenues Increase Y/Y, Shares Up
BILI's third-quarter 2024 results reflect robust growth in mobile games and advertising revenues, alongside a solid cash flow position.
Neutral
Seeking Alpha
2 months ago
Bilibili Inc. (BILI) Q3 2024 Earnings Call Transcript
Bilibili Inc. (NASDAQ:BILI ) Q3 2024 Earnings Conference Call November 14, 2024 7:00 AM ET Company Participants Juliet Yang - Executive Director, Investor Relations Rui Chen - Chairman & Chief Executive Officer Sam Fan - Chief Financial Officer Carly Li - Vice Chairwoman & Chief Operating Officer Conference Call Participants Lei Zhang - Bank of America Securities Daniel Chen - JPMorgan Yang Liu - Morgan Stanley Felix Liu - UBS Lincoln Kong - Goldman Sachs Operator Good day, and welcome to Bilibili Third Quarter 2024 Financial Results and Business Update Conference Call. Today's conference is being recorded.
Negative
Zacks Investment Research
2 months ago
Bilibili (BILI) Misses Q3 Earnings Estimates
Bilibili (BILI) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.10 per share. This compares to loss of $0.29 per share a year ago.
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