---
title: "Bank of America: Maintains \"Buy\" rating and target price of HKD 11.3 for MEITU, with overseas higher ARPU and payment rate expected to drive revenue growth"
description: "Bank of America maintains a \"Buy\" rating and a target price of HKD 11.3 for MEITU, expecting a year-on-year adjusted net profit growth of 60%-66% in 2025. The growth in performance is mainly driven by"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/275270694.md"
published_at: "2026-02-09T06:04:31.000Z"
---

# Bank of America: Maintains "Buy" rating and target price of HKD 11.3 for MEITU, with overseas higher ARPU and payment rate expected to drive revenue growth

> Bank of America maintains a "Buy" rating and a target price of HKD 11.3 for MEITU, expecting a year-on-year adjusted net profit growth of 60%-66% in 2025. The growth in performance is mainly driven by rapid growth in product revenue and operational leverage, particularly strong growth in paid users in overseas markets. Bank of America believes that MEITU's international expansion has enhanced the attractiveness of its products, and future revenue is expected to rise further. Despite market concerns about artificial intelligence leading to a stock price correction, Bank of America believes that MEITU has strong business defensive capabilities to seize growth opportunities driven by artificial intelligence

Bank of America reported that MEITU (1357.HK) is expected to slightly exceed performance expectations in 2025, with adjusted net profit increasing by 60%-66% year-on-year. The strong growth in adjusted net profit is primarily driven by rapid growth in product revenue and operational leverage.

Based on the improvement in user payment rates and performance expansion driven by operational leverage, Bank of America maintains a "Buy" rating on MEITU, with a target price of HKD 11.3.

The report states that MEITU's image, video, and design products have achieved rapid revenue growth, mainly driven by strong growth in paying users in overseas markets, with growth rates exceeding those in the mainland Chinese market.

Bank of America believes that MEITU's international expansion reflects the increasing attractiveness of its products in overseas markets. As the scale of overseas users continues to expand, considering the higher average revenue per user (ARPU) and payment rates in overseas markets, the company's revenue is expected to have further upward potential.

Additionally, despite recent market concerns about potential disruptions from artificial intelligence leading to a stock price correction, Bank of America still believes that MEITU has strong business defensive capabilities structurally and can seize growth opportunities driven by artificial intelligence amid the commercialization of large language models (LLM) and competition from emerging AI startups

### Related Stocks

- [01357.HK - MEITU](https://longbridge.com/en/quote/01357.HK.md)
- [159805.CN - Penghua CSI Media ETF](https://longbridge.com/en/quote/159805.CN.md)
- [516190.CN - ChinaAMC CSI Cultural Entertainment Media ETF](https://longbridge.com/en/quote/516190.CN.md)
- [512980.CN - GF Fund CSI Media ETF](https://longbridge.com/en/quote/512980.CN.md)
- [517770.CN - AXA SPDB CSI Hugangshen Game and Culture Media ETF](https://longbridge.com/en/quote/517770.CN.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| Meitu Sees 2025 Net Profit Between 60-66% Y/Y By IFRS | Meitu Inc :SEES 2025 NET PROFIT BETWEEN 60-66% Y/Y BY IFRS | [Link](https://longbridge.com/en/news/275224699.md) |
| 09:26 ETThe Ronchicolo Chronicles - A One-Minute Comedy Marvel Launches Worldwide | Cheesy Fiasco Productions announces the launch of "The Ronchicolo Chronicles," a new micro-drama series designed for qui | [Link](https://longbridge.com/en/news/275475068.md) |
| Big tech will spend $700 billion on artificial intelligence in 2026. Here's my top stock to buy to take advantage | Expectations are already high for this AI stock, but big tech could provide an even bigger tailwind. | [Link](https://longbridge.com/en/news/276060422.md) |
| Misconfigured AI could trigger the next national infrastructure meltdown | Analyst firm Gartner warns that misconfigured AI in national infrastructure could lead to significant disruptions by 202 | [Link](https://longbridge.com/en/news/276049750.md) |
| Accountant fined for using AI to cheat on exam about AI | A senior accountant at KPMG Australia was fined A$10,000 for using AI to cheat on an AI training course. This incident i | [Link](https://longbridge.com/en/news/276053021.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.