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03896

Goldman Sachs raised the target price for KINGSOFT CLOUD to $17.7, maintaining a "Buy" rating. The report pointed out that KINGSOFT CLOUD's revenue and profit in the fourth quarter of last year exceeded expectations, with a year-on-year revenue growth of 24% and a 35% increase in public cloud revenue. Revenue related to artificial intelligence grew by 95%, accounting for 34% of total revenue. Adjusted EBITDA increased by 118%, surpassing market expectations. Goldman Sachs also raised its revenue and EBITDA forecasts for KINGSOFT CLOUD in the coming years, expecting to benefit from Xiaomi's investments in artificial intelligence

AASTOCKS

KINGSOFT CLOUD

Goldman Sachs raises the target price of KINGSOFT CLOUD to $17.70 and maintains a "Buy" rating

512720

588170

512480

159995

03888

159325

159998

- The article discusses the transformative journey of Kingsoft Cloud, emphasizing its significant recovery from a low share price of $1.77 to over $22 amidst a changing landscape in AI and cloud computing.  
- With record revenues in 2025 and a strategic shift towards sustainable profit, the company focuses on offering operational efficiency and closed-loop solutions in the AI-driven market.  
- Kingsoft Cloud's strategy includes becoming a foundational partner for clients in sectors like robotics and autonomous driving, aiming to capitalize on emerging opportunities while maintaining discipline in financial management.

Wallstreetcn

Guotai CSI Computer Theme ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC Guozheng Semiconductor Chip ETF

KINGSOFT

China Southern CSI Semiconductor Industry Custom ETF

Tianhong CSI Computer Theme ETF

Interview with KINGSOFT CLOUD's Liu Tao: Capturing the Thickest Slice of the Intelligent Computing Second Half

CLOU

Kingsoft Cloud Holdings Limited announced an annual net loss of RMB 936 million for the year ending last December, narrowing the loss by 52% compared to the same period in 2024. Total revenue was RMB 9.559 billion, a year-on-year increase of 22.78%. Public cloud revenue grew by 32.5%, becoming the main driver. Fourth-quarter revenue reached RMB 2.76 billion, a record high, with a net loss of RMB 163 million. Lei Jun resigned as chairman due to work arrangements, and Vice Chairman Zou Tao took over. Kingsoft Cloud's US stock rose by 6.71%

BambooWorks

Global X Cloud Computing ETF

Kingsoft Cloud

Brief News: Kingsoft Cloud's losses significantly narrowed last year, Lei Jun resigned as chairman

XIACY

01810

UBS report points out that Kingsoft Cloud will benefit from Xiaomi's AI investments, with the target price raised to 18.5 yuan. It is expected that Kingsoft Cloud will directly benefit from the rising demand for artificial intelligence and will be less affected by industry headwinds. Although the revenue contribution from the Xiaomi ecosystem may decline, the demand from third-party customers is growing strongly. UBS has raised its revenue forecasts for Kingsoft Cloud for the first quarter and the entire year, maintaining a "Buy" rating

Xiaomi Corporation

XIAOMI-W

"Big Banks" UBS: Kingsoft Cloud benefits from Xiaomi's AI investment, raises target price to 18.5 yuan

Citi raised the target price for KINGSOFT CLOUD to $22, citing its robust performance in the fourth quarter of last year, with total revenue growing 24% year-on-year to RMB 2.76 billion, primarily driven by strong AI demand. It is expected that public cloud service revenue will continue to accelerate, with gross margins remaining stable, and adjusted operating profit is expected to reach breakeven. Citi has raised its revenue forecasts for KINGSOFT CLOUD by 14% and 19% for the next two years, maintaining a "Buy" rating

Citigroup raises the target price of KINGSOFT CLOUD to $22, optimistic about growth driven by strong AI demand

Bank of America Securities raised the target price for KINGSOFT CLOUD to HKD 9.7, due to a 24% year-on-year increase in revenue in the fourth quarter of last year, exceeding market expectations. Adjusted EBITDA grew 118% year-on-year, surpassing market forecasts by 20%. The outlook for KINGSOFT CLOUD's AI revenue is optimistic, and profitability is improving, hence the revenue forecast for the fiscal year 2026 to 2027 has been raised by 6% to 12%. The target price for US stocks has been increased from USD 17 to USD 18.7, maintaining a "Buy" rating

According to "The Big Bank," Bank of America Securities raised the target price for KINGSOFT CLOUD to 9.7 yuan, with last season's adjusted EBITDA exceeding expectations

Jinshan Cloud Chairman Lei Jun resigned as a non-executive director due to other work arrangements, effective March 25, 2026. Lei Jun has served as a non-executive director since the company's establishment in 2012 and has been the chairman since 2015. After his resignation, Vice Chairman Zou Tao will take over as chairman and chairman of the nomination committee, while Qu Heng has been appointed as a non-executive director, member of the nomination committee, and member of the compensation committee

雷帝触网

Lei Jun resigns as chairman of KINGSOFT CLOUD: Zou Tao takes over, Xiaomi executive Qu Heng joins the board

Kingsoft Cloud opened 3.3% higher this morning at HKD 7.8, with a pre-market transaction of 962,000 shares, involving HKD 7.5036 million. Kingsoft Cloud announced its 2025 annual performance, reporting revenue of RMB 9.559 billion, an increase of 22.8% year-on-year, and narrowing its loss from RMB 1.967 billion to RMB 936 million. Kingsoft opened slightly higher by 0.4%, with last year's revenue at RMB 9.683 billion, a year-on-year decrease of 6.2%, and a net profit of RMB 2.004 billion, a year-on-year increase of 29.2%

Kingsoft Cloud opened 3.3% higher, last year's losses narrowed, Kingsoft opened slightly higher after earnings

IDGT

XDAT

DTCR

Kingsoft Cloud announced its 2025 annual performance, with revenue of RMB 9.559 billion, a year-on-year increase of 22.8%. Public cloud service revenue grew by 32.5% to RMB 6.634 billion, with a gross profit of RMB 1.503 billion, up 12.1%. Losses narrowed to RMB 936 million, with adjusted EBITDA reaching RMB 2.336 billion, an increase of 265.7%. Revenue accelerated in the fourth quarter to RMB 2.761 billion, with intelligent computing cloud business billing revenue growing by 95%. Adjusted EBITDA profit was RMB 785 million, an increase of 118.3%. The group achieved adjusted operating profit for two consecutive quarters, recording a profit of RMB 54.6 million

iShares US Digital Infrastructure and Real Estate ETF

Franklin Exponential Data ETF

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"Performance" Kingsoft Cloud's adjusted EBITDA for the year is RMB 2.336 billion, an increase of 265.7%

Reuters

Kingsoft Cloud Holdings Says Lei Jun Ceases As Chairman Of Board

688111

Kingsoft Office Posts Double-Digit Revenue and Profit Growth in 2025

Tip Ranks

Kingsoft Office

Kingsoft Office Posts Double-Digit Revenue and Profit Growth in 2025

Kingsoft Corporation Limited announced its 2025 annual and fourth quarter results, reporting a total revenue of RMB 9,682.9 million for the year, with a 29% increase in profit attributable to owners at RMB 2,004.4 million. The fourth quarter revenue reached RMB 2,618.3 million, with a gross profit margin of 82%. The company emphasized its commitment to technology empowerment, focusing on AI and internationalization in its office software and services, while also expanding its online games business. Despite a 6% year-on-year revenue decrease, growth in office software was noted, particularly in the WPS segment.

Asian Corporate Newswire

KINGSOFT ANNOUNCES 2025 ANNUAL AND FOURTH QUARTER RESULTS

- Kingsoft Software disclosed its 2025 annual performance report, revealing total revenue of 9.683 billion yuan, a 6% decrease year-on-year, while net profit surged by 29% to 2.004 billion yuan.  
- The shift in the company’s business structure indicates that traditional gaming revenue is under pressure, whereas the WPS office software segment, driven by AI and SaaS, has grown robustly, accounting for over 61% of total revenue.  
- Moving forward, Kingsoft must address how to sustain customer retention, defend its market position against competitors, and mitigate revenue fluctuations from non-office segments to establish a healthier growth trajectory.

WPS Accounts for 60% of Revenue: Is KINGSOFT Moving Beyond Its "Game Dependency"?

SRVR

In the fourth quarter, KINGSOFT CLOUD's revenue reached a historical high of RMB 2.761 billion, a year-on-year increase of 23.7%, with the growth rate accelerating further from previous quarters. Public cloud revenue reached RMB 1.902 billion, a significant year-on-year increase of 34.9%, serving as the core engine of growth this quarter. The "billing revenue from the intelligent computing cloud business" in the fourth quarter reached RMB 926 million, representing a year-on-year increase of up to 95%

- Kingsoft Cloud reported substantial growth in Q4 2025, with revenue reaching 2.761 billion RMB, a 23.7% increase year-over-year, primarily driven by AI-related demand.  
- The company noted a significant rise in public cloud revenue, which amounted to 1.902 billion RMB, reflecting a 34.9% year-over-year increase, while AI-related compute revenue surged by 95%.  
- Despite a GAAP net loss of 163 million RMB, Kingsoft Cloud demonstrated positive Non-GAAP operating profit for the second consecutive quarter, indicating a structural improvement in profitability.

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AI Demand Surges, KINGSOFT CLOUD Q4 Revenue Hits Record High, Non-GAAP EBITDA Doubles Year-on-Year | Earnings News

President Trump has to do what he needs to do to protect USA interests. It's just that whatever he decides have so much ripple effects to the markets, both stock, commodities and crypto markets. I see hope and future regarding Iran's situation as President Trump is willing to be flexible in his decision-making, always preferring peace rather than all out war. So oil price will come down, gold price will stabilise and the various markets soon be more predictable.

A17U

Total asset size ranks among the top 10% of account holders
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Total Assets

Current rate of return reached top 90% of users
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Rate Of Return

bluegreen

Always remember, Trump tore up the previous Iran deal signed by Obama administration. What makes anyone think he is genuinely sincere this time? I would still be hesitant to be bullish in the meantime...

MingHwa

Current rate of return reached top 50% of users
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🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

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☕️ Daily Market Talk | Mar 25, 2026

Recently, I've been keeping an eye on $Rigetti Computing(RGTI.US) and $Quantum Computing(QUBT.US) again. One dropped a bit today, the other is just lukewarm. The quantum computing sector has always been quite advanced, the theme is cool enough, but how to put it... the fundamentals are still on the weak side. Occasionally, it surges up a bit and then immediately gives back the gains.To be honest, these niche tech stocks are now just for a small position to seek some excitement. Operating with a large position would really be too much for the heart to handle.Anyway, it doesn't matter to wait with a small position. If there's really a big market move and it can be hyped up, we can still compete on speed then. For now, just slowly grind it out and observe 😸

IonQ

Quantum Computing

Rigetti Computing

WiMi Hologram Cloud - Class B

He uses meeting and negotiations as decoy and stab from behind.what can be trusted ..

bendemeer

Total asset size ranks among the top 20% of account holders
Calculated based on  your Longbridge (Singapore) A/C

I personally would avoid crypto currently, there's been a clear lack of confidence in the industry lately. It's better to wait for confirmation before going back in. Circle dropping 20% is expected, it is heavily in debt... The leverage ratios are off the roof.

I am slightly skeptical about the ceasefire proposal... There are many differences to reconcile. Just like the trade deals, it may take a while before something materialise.

market seems to be somehow indifferent to trump's taco already..still gonna be volatile, with speculation of ground troops approaching soon

Trump's talk of closing the war he started is doubtful. But we can only hope for the best.

Looks like the B wave market rally I was talking about on Monday when everyone else was looking down is here. Told you not to listen too much to narratives! Now that same narrative has shifted to fit the market! This bounce looks sustainable and I expect it to stretch to April/May.

Given infamous TACO character, don’t believe the war will end in one month time. Oil price will further fluctuate badly.

JPKSCLD@EC2610B(26269.HK)

JPKSCLD@EC2610B Stock Performance Chart

Goldman Sachs raises the target price of KINGSOFT CLOUD to $17.70 and maintains a "Buy" rating

Interview with KINGSOFT CLOUD's Liu Tao: Capturing the Thickest Slice of the Intelligent Computing Second Half

Brief News: Kingsoft Cloud's losses significantly narrowed last year, Lei Jun resigned as chairman

"Big Banks" UBS: Kingsoft Cloud benefits from Xiaomi's AI investment, raises target price to 18.5 yuan

Citigroup raises the target price of KINGSOFT CLOUD to $22, optimistic about growth driven by strong AI demand