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 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
139% more call options, than puts
Call options by funds: $1.07B | Put options by funds: $446M
14% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 51
7% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 30
2% less funds holding
Funds holding: 156 [Q3] → 153 (-3) [Q4]
2.84% less ownership
Funds ownership: 20.83% [Q3] → 18.0% (-2.84%) [Q4]
33% less capital invested
Capital invested by funds: $1.61B [Q3] → $1.08B (-$524M) [Q4]
67% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 2 (-4) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$25
54%
upside
Avg. target
$28
70%
upside
High target
$30
85%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Benchmark Fawne Jiang 48% 1-year accuracy 27 / 56 met price target | 85%upside $30 | Buy Maintained | 21 Feb 2025 |
Barclays Jiong Shao 44% 1-year accuracy 15 / 34 met price target | 54%upside $25 | Overweight Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 5 articles about BILI published over the past 30 days
Positive
Seeking Alpha
1 day ago
Bilibili: Still A Buy With A Vast Runway For User Expansion In The Massive Chinese Market
Bilibili is poised to benefit from the shift towards local Chinese content and the rise of social commerce, creating a strong user momentum and monetization potential. The company continues to grow users as well as time spent on the Bilibili platform. It has a massive runway for growth, with current penetration at less than 10% of the Chinese population.
Positive
Zacks Investment Research
4 days ago
5 Low-Leverage Stocks to Add to Your Portfolio as U.S. Inflation Eases
The crux of safe investment lies in choosing a company that is not burdened with debt. You can buy BILI, WLDN, STRL, ASML and DRS.
Neutral
GlobeNewsWire
1 week ago
Bilibili Inc. to Hold Annual General Meeting on June 20, 2025
SHANGHAI, April 11, 2025 (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 published a circular (the “AGM Circular”) to provide shareholders with information on the proposals that will be put forward at the Company's annual general meeting of the shareholders (the “AGM”) for shareholders' approval and a notice of the AGM (the “AGM Notice”). The AGM will be held at Building 3, Guozheng Center, No. 485 Zhengli Road, Yangpu District, Shanghai, People's Republic of China on June 20, 2025 at 4:30 p.m. (Hong Kong time), to consider and vote on the resolutions set forth in the AGM Notice. The AGM Circular, AGM Notice and form of proxy for the AGM are available on the Company's investor relations website at http://ir.bilibili.com.
Neutral
GlobeNewsWire
1 week ago
Bilibili Publishes 2024 Environmental, Social and Governance Report
SHANGHAI, April 09, 2025 (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 published its 2024 Environmental, Social and Governance ("ESG") Report, available on the Company's investor relations website at http://ir.bilibili.com. The initiatives and achievements outlined in the report demonstrate Bilibili's long-standing dedication to creating social value and sustainable development that benefits its users, content creators, employees, partners and other stakeholders.
Neutral
GlobeNewsWire
3 weeks ago
Bilibili Inc. Files Its 2024 Annual Report on Form 20-F
SHANGHAI, March 25, 2025 (GLOBE NEWSWIRE) -- Bilibili Inc. (the “Company” or “Bilibili”) (NASDAQ: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the Securities and Exchange Commission (“SEC”) on March 25, 2025. The annual report in electronic format is accessible on the Company's investor relations website at http://ir.bilibili.com as well as on the SEC's website.
Negative
Zacks Investment Research
1 month ago
New Strong Sell Stocks for March 12th
AMCX, BILI and CCS have been added to the Zacks Rank #5 (Strong Sell) List on March 12, 2025.
Positive
Seeking Alpha
1 month ago
Bilibili: From Profitability Milestone To Potential Re-Rating
Bilibili reported its first-ever quarterly profit, driven by strong financial and operating metrics, suggesting a potential inflection point for the company's fundamentals. The company's niche focus on Gen-Z and younger users, along with improved ad efficiency and gaming revenue growth, underscores its strong ecosystem and stickiness. Valuation could revert to historical mean; if BILI trades at 2.5x forward EV/Revenue, shares could see a 42% upside to $31/share.
Negative
Zacks Investment Research
1 month ago
New Strong Sell Stocks for February 21st
BILI, CABGY and CE have been added to the Zacks Rank #5 (Strong Sell) List on February 21, 2024.
Neutral
Seeking Alpha
1 month ago
Bilibili, Inc. (BILI) Q4 2024 Earnings Call Transcript
Bilibili, Inc. (NASDAQ:BILI ) Q4 2024 Earnings Conference Call February 20, 2025 7:00 AM ET Company Participants Juliet Yang - Executive Director, IR Rui Chen - Chairman & CEO Sam Fan - CFO Conference Call Participants Lincoln Kong - Goldman Sachs Felix Liu - UBS Wei Fang - Mizuho Lei Zhang - Bank of America Merrill Lynch Operator Good day, and welcome to the Bilibili Fourth Quarter and Fiscal Year 2024 Financial Results and Business Update Conference Call. Today's conference call is being recorded.
Positive
Zacks Investment Research
1 month ago
Bilibili (BILI) Q4 Earnings and Revenues Beat Estimates
Bilibili (BILI) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to loss of $0.19 per share a year ago.
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