09:15 AM EDT, 08/22/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We maintain our Hold opinion for Bilibili ( BILI ) and keep our 12-month target at USD25 based on 2.3x 2025 P/Revenue, reflecting better sentiment from strong H1 financial performance and expectations of good net margins as the profitability turnaround continues in H2 2025. The company reported strong H1 2025 results with revenue growing 21.6% Y/Y to CNY14.34B, led by 68% growth in mobile games and 20% growth in advertising revenue to CNY4.45B, meeting expectations. It achieved its first interim profit with robust user metrics including 109M DAUs (+7% Y/Y) and 270M official members (+11% Y/Y), supported by its Gen Z+ focused platform. We believe Bilibili's ( BILI ) twin growth engines of mobile gaming and advertising, along with AI integration and successful game launches like San Guo, position the company well for sustained growth despite competitive pressures. Management expects continued momentum with four to five new games awaiting approval and improved cost efficiency supporting the financial turnaround.