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 7,363 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
139% more call options, than puts
Call options by funds: $1.07B | Put options by funds: $446M
10% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 52
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]
2.93% less ownership
Funds ownership: 20.93% [Q3] → 18.0% (-2.93%) [Q4]
33% less capital invested
Capital invested by funds: $1.62B [Q3] → $1.08B (-$531M) [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
10%
upside
Avg. target
$28
21%
upside
High target
$30
32%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Benchmark Fawne Jiang 73% 1-year accuracy 44 / 60 met price target | 32%upside $30 | Buy Maintained | 21 Feb 2025 |
Barclays Jiong Shao 72% 1-year accuracy 26 / 36 met price target | 10%upside $25 | Overweight Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 6 articles about BILI published over the past 30 days
Positive
Seeking Alpha
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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.
Neutral
GlobeNewsWire
2 weeks ago
Bilibili Inc. Announces Fourth Quarter and Fiscal Year 2024 Financial Results
SHANGHAI, China, Feb. 20, 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 its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2024.
Neutral
Zacks Investment Research
3 weeks ago
Bilibili (BILI) Earnings Expected to Grow: Should You Buy?
Bilibili (BILI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
GlobeNewsWire
1 month ago
Bilibili Inc. to Report Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results on Thursday, February 20, 2025
SHANGHAI, Feb. 06, 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 will report its fourth quarter and fiscal year 2024 unaudited financial results on Thursday, February 20, 2025, before the open of U.S. markets. The Company's management will host an earnings conference call at 7:00 AM U.S. Eastern Time on February 20, 2025 (8:00 PM Beijing/Hong Kong Time on February 20, 2025).
Neutral
Benzinga
2 months 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
2 months 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
2 months 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.
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