JPKSOFT@EC2609B

TRANSTHERA-B

ASIA STRAT TECH

SUMMI

MANY IDEA CLOUD

ZHONGMIAO

SKYMISSION GP

NICHE-TECH SEMI

KFM KINGDOM

INCON

CHINA CHENGTONG

03888

688111

Kingsoft's subsidiary Kingsoft Office achieved a total operating revenue of 5.929 billion RMB for the fiscal year 2025, an increase of 15.8% year-on-year. The net profit attributable to the parent company's owners was 1.843 billion RMB, a growth of 12%, with earnings per share of 3.98 RMB

AASTOCKS

KINGSOFT

Kingsoft Office

Kingsoft's subsidiary Kingsoft Office earned 1.843 billion RMB last year, an increase of 12%

03896

Beijing Kingsoft Office Software, Inc. reported earnings results for the full year ended December 31, 2025. For the full year, the company reported sales was CNY 5,928.74 million compared to CNY 5,120.84 million a year ago. Net income was CNY 1,842.98 million compared to CNY 1,645.08 million a year ago.Basic earnings per share from continuing operations was CNY 3.98 compared to CNY 3.56 a year ago.

marketscreener

KINGSOFT CLOUD

Beijing Kingsoft Office Software, Inc. Reports Earnings Results for the Full Year Ended December 31, 2025

STECH

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The Hang Seng TECH Index fell over 2% intraday, KINGDEE INT'L dropped nearly 14%, and KINGSOFT fell nearly 6%

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Hang Seng TECH Index

Hang Seng TECH ETF I

GX HS TECH

ChinaAMC Hang Seng Technology ETF(QDII)

KINGDEE INT'L

ISHARESHSTECH

CSOP HS TECH

Dacheng Hang Seng Technology ETF(QDII)

Tianhong Hang Seng TECH ETF(QDII)

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

HSTECH ETF

CAM HS TECH

MSFO

MSFT

MSFL

MSFY

MSFD

MSFU

MSFX

Software stocks experienced their worst day in 10 months, with significant declines following disappointing earnings reports from Microsoft and ServiceNow. Investors are increasingly concerned about the potential disruption from low-cost AI tools, despite software companies' investments in AI. Microsoft and ServiceNow shares fell around 12%, while SAP dropped over 15%. The iShares Expanded Tech-Software Sector ETF declined 5.8%, marking its worst daily drop since April. In contrast, chip stocks continue to perform well, highlighting a stark divide in the tech sector.

- The technology sector's performance has diverged, with semiconductor stocks thriving while software stocks struggle significantly.  
- Investors have expressed concerns over software companies' abilities to compete against low-cost AI tools, leading to a downturn in their stock prices, notably Microsoft and ServiceNow, which both fell around 12%.  
- In contrast, chip sector stocks, like Sandisk and Micron Technology, have emerged as strong performers within the S&P 500, showcasing distinct investor preferences in the current market landscape.

Dow Jones

ServiceNow

iShares Expanded Tech Software Sector ETF

YieldMax MSFT Option Income Strategy ETF

Microsoft

GraniteShares 2x Long MSFT Daily ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

Direxion Daily MSFT Bear 1x Shares

Direxion Daily MSFT Bull 2X Shares

T-Rex 2X Long Microsoft Daily Target ETF

SPDR S&P Software

Software stocks suffer worst day in 10 months, widening the gap with hot chip stocks

GF Securities analyst maintained a Buy rating on Kingsoft yesterday and set a price target of HK$50.25. The company’s shares closed last Wednesday at HK$30.56.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential The word on The Street in general, suggests a Strong Buy analyst consensus rating for Kingsoft with a HK$41.72 average price target.

Tip Ranks

GF Securities Remains a Buy on Kingsoft (KSFTF)

Kingsoft (SEHK:3888) has renewed its partnership with Xiaomi, signing a six-year lease with Beijing Duokan. Despite a recent 5.98% share price increase, the stock has seen a 6.12% decline over the past year. Analysts suggest Kingsoft is undervalued, with a fair value of HK$40.87 per share, driven by growth in AI-enhanced office products. However, concerns remain about the gaming business and cash conversion. A DCF analysis indicates a fair value of HK$83.28, but the current P/E ratio of 25x suggests valuation risks if market sentiment shifts. Investors are encouraged to explore other tech opportunities.

Simplywall

Kingsoft (SEHK:3888) Valuation Check As Xiaomi Partnership Is Renewed And Expanded

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Kingsoft Corporation has renewed its three-year connected transaction framework with Xiaomi Group, extending the agreement to December 31, 2028. The deal formalizes ongoing transactions, with Kingsoft providing services like promotion and game operations on Xiaomi's platforms, while Xiaomi offers promotional and ancillary services. As Lei Jun, a substantial shareholder, is associated with Xiaomi, the deal is classified as a connected transaction under Hong Kong rules, exempting it from independent shareholder approval. The renewal highlights the long-term partnership between the two companies. The current analyst rating for Kingsoft stock is a Hold with a price target of HK$30.00.

- Kingsoft Corporation has renewed its framework agreement with Xiaomi Group for three more years, formalizing connected transactions.  
- Under this agreement, Kingsoft will provide various services to Xiaomi while receiving promotional support and products in return.  
- The renewal reflects a stable relationship between the companies and complies with Hong Kong listing rules regarding connected transactions, with the latest analyst rating for Kingsoft stock categorized as a Hold, targeting HK$30.00.

Xiaomi Corporation

XIAOMI-W

Kingsoft Renews Three-Year Connected Transaction Framework with Xiaomi

Kingsoft Corporation Limited has signed a lease agreement with Beijing Duokan Technology Co., Ltd., a Xiaomi affiliate. The agreement involves leasing premises with rent based on actual use, payable every six months. Lessees must pre-pay rent and provide a security deposit equivalent to one month’s rent. The lease also includes parking lot rent provisions. This announcement was published via the Hong Kong Stock Exchange.

Reuters

Kingsoft Corporation Signs Lease Agreement with Beijing Duokan

Kingsoft's subsidiary, BKOS, has granted 669,000 restricted shares to core employees as part of its 2025 incentive scheme. This announcement was published by Kingsoft Corporation Limited through the Hong Kong Stock Exchange.

Kingsoft Subsidiary BKOS Grants 669,000 Restricted Shares to Core Employees

Xishanju announced executive changes, CEO Guo Weiwei resigned due to personal career planning but will continue to serve as Chief Producer. KINGSOFT CEO and Xishanju Chairman Zou Tao has been appointed as the acting CEO

36Kr

Xishanju executive changes: Guo Weiwei resigns as CEO, Zou Tao appointed as acting CEO

UOB Kay Hian maintained a Buy rating on Kingsoft with a price target of HK$44.00, while CLSA also issued a Buy rating. Kingsoft's shares closed at HK$28.56. TR | OpenAI reiterated a Hold rating. Analysts' opinions vary, reflecting differing investment strategies.

UOB Kay Hian Keeps Their Buy Rating on Kingsoft (KSFTF)

Morgan Stanley's Yang Liu CFA maintained a Hold rating on Kingsoft with a price target of HK$38.00. Kingsoft's shares closed at HK$30.72. Liu is a 5-star analyst with a 32.7% average return. TR | OpenAI's Luna Questelle also rated Kingsoft as Hold, while CLSA maintained a Buy rating.

Morgan Stanley Sticks to Its Hold Rating for Kingsoft (KSFTF)

$KINGSOFT(03888.HK)nice trend 🤤🤤

JPKSOFT@EC2609B(26548.HK)

Kingsoft's subsidiary Kingsoft Office earned 1.843 billion RMB last year, an increase of 12%

Beijing Kingsoft Office Software, Inc. Reports Earnings Results for the Full Year Ended December 31, 2025

The Hang Seng TECH Index fell over 2% intraday, KINGDEE INT'L dropped nearly 14%, and KINGSOFT fell nearly 6%

Software stocks suffer worst day in 10 months, widening the gap with hot chip stocks

GF Securities Remains a Buy on Kingsoft (KSFTF)