financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Maintains Hold Opinion On Shares Of Bilibili Inc.
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Maintains Hold Opinion On Shares Of Bilibili Inc.
Aug 22, 2025 6:27 AM

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.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Lowers Opinion On Shares Of Fedex Corporation To Sell From Hold
Research Alert: CFRA Lowers Opinion On Shares Of Fedex Corporation To Sell From Hold
Sep 11, 2025
03:00 PM EDT, 09/11/2025 (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 lower our 12-month target price by $7 to $219, 12.1x our FY 26 (May) EPS view and below FDX's three- and five-year forward average of 12.8x. We cut our...
Research Alert: CFRA Keeps Hold Opinion On Shares Of The Kroger Co.
Research Alert: CFRA Keeps Hold Opinion On Shares Of The Kroger Co.
Sep 11, 2025
04:25 PM EDT, 09/11/2025 (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 12-month target at $75, applying a 14x P/E multiple to our FY 27 (Jan.) EPS estimate of $5.35, up from $5.20. Following strong 1H results, we lift...
Research Alert: CFRA Keeps Hold Opinion On Adss Of Novo Nordisk
Research Alert: CFRA Keeps Hold Opinion On Adss Of Novo Nordisk
Sep 11, 2025
02:50 AM EDT, 09/11/2025 (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 keep our target price of USD61, implying 16.3x our 2025 EPADS, a discount to historical forward P/E of 25x-30x to reflect growing concerns about long-term competitive positioning, yet above...
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Chewy, Inc.
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Chewy, Inc.
Sep 10, 2025
01:50 AM EDT, 09/11/2025 (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 raise our 12-month target by $1 to $54, based on a blended valuation of 20x FY 27 (Jan.) EBITDA and 2.0x FY 27 EV/sales. We lift our FY 26...
Copyright 2023-2026 - www.financetom.com All Rights Reserved