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BILI

Orient Securities analyst maintained a Buy rating on Bilibili, Inc. Class Z yesterday and set a price target of HK$218.97.Claim 70% 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 Bilibili, Inc. Class Z has an analyst consensus of Strong Buy, with a price target consensus of HK$229.91.

- Orient Securities analyst has maintained a Buy rating on Bilibili, Inc. Class Z, setting a price target of HK$218.97.  
- The analyst consensus for Bilibili, Inc. Class Z indicates a Strong Buy with a price target consensus of HK$229.91.  
- This rating reflects confidence in the company's performance and growth potential in the market.

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Bilibili

Orient Securities Sticks to Its Buy Rating for Bilibili, Inc. Class Z (9626)

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Bilibili rose over 4%, XPeng rose nearly 4%, HUA HONG SEMI and KUAISHOU rose nearly 3%. Risk warning and disclaimer: The market has risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk

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The Hang Seng Index opened up 1.3%, and the Hang Seng TECH Index rose 2%

Daiwa has raised the target price for Bilibili to RMB 250 and reiterated a "Buy" rating. It is expected that advertising revenue will grow by 27% year-on-year in the fourth quarter of 2025, driven by an increase in advertising budgets for artificial intelligence. Advertising revenue is expected to grow by 28% in the first quarter of 2026. Meanwhile, daily active users are expected to increase by 10% to 113 million. Daiwa has lowered its earnings per share forecast for 2026 to 2027 by 9% and 11%, respectively, to reflect increased investments in artificial intelligence

AASTOCKS

Daiwa: Raises Bilibili target price to 250 yuan, reiterates "Buy" rating

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China Merchants Securities maintains a "Buy" rating on Bilibili's US stock, expecting the company's Non-GAAP net profit to increase by 37% this year. The report indicates that Bilibili's revenue in the fourth quarter of last year grew by 8% year-on-year, with advertising revenue increasing by 27% and value-added service revenue rising by 6%. Gross profit increased by 11%, with a gross margin of 37%. The company plans to add an AI investment of 500 million to 1 billion RMB, which is expected to enhance efficiency, increase advertising revenue, and strengthen the competitive advantage of its content community. The new games "Three Kingdoms: Hundred Generals Card" and "Shining! Lume" are expected to launch in the second quarter of this year. The target price remains at $30

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CITIC Securities maintains a "Buy" rating on Bilibili's US stock, expecting the company's Non-GAAP net profit to rise by 37% this year

In a report released yesterday, from Bank of China maintained a Buy rating on Bilibili, Inc. Class Z, with a price target of HK$233.00. The company’s shares closed yesterday at HK$201.20.Claim 70% 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 Bilibili, Inc. Class Z has an analyst consensus of Strong Buy, with a price target consensus of HK$249.67.

- Bank of China has maintained a Buy rating on Bilibili, Inc. Class Z, with a price target of HK$233.00.  
- The company's shares closed at HK$201.20, while the analyst consensus for Bilibili is Strong Buy, with a target consensus of HK$249.67.  
- This report suggests positive expectations for Bilibili's stock performance in the near future.

Bank of China Reaffirms Their Buy Rating on Bilibili, Inc. Class Z (9626)

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On March 6th, the Hong Kong stock market's risk appetite warmed up, with all three major indices strengthening, led by the Hang Seng Tech Index which rose by 3.15%. The retail and internet sectors showed strong momentum, with JD-SW leading the surge with a 9.95% increase, while Tencent Holdings had the highest trading volume and closed up by 3.39%. On the macro level, the rebound in PMI and the recovery in exports provided support for the fundamentals. Although the rebound momentum continues, the market is still focused on whether policies and liquidity can help break through previous highs

- The Hong Kong stock market saw overall gains, with the Hang Seng Index closing at 25,757.29 points, up by 1.72%.  
- Notable performances included JD.com surging 9.95% and Tencent gaining 3.39%, while mixed results emerged in specific sectors.  
- Market momentum is supported by improvements in macroeconomic indicators, driving investor confidence and attention towards future policy impacts on risk preferences.

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Hong Kong stocks close | The Science and Technology Index leads with a 3.15% increase, JD rises nearly 10%, and both Tencent and Alibaba rise over 3%

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Bank of China International released a research report, lowering the target price for Bilibili to RMB 233, maintaining a "Buy" rating. The report pointed out that Bilibili's total revenue in the fourth quarter of last year grew by 8% year-on-year, benefiting from a 27% increase in online advertising business. The number of paying users reached a historical high, and the adjusted operating profit margin met expectations. It is expected that this year's net profit will be RMB 3 billion, believing that the company will continue to unleash its commercialization potential under the empowerment of AI

Yinhua MSCI China A ETF

In the report "Major Banks," China International Capital Corporation lowered the target price for Bilibili to 233 yuan with a rating of "Buy."

CICC released a research report stating that Bilibili's revenue in the fourth quarter of last year was RMB 8.321 billion, a year-on-year increase of 7.6%, exceeding expectations. The Non-GAAP net profit was RMB 878 million, mainly due to the faster-than-expected growth in advertising revenue. CICC expects advertising revenue to grow in 2026 and plans to increase AI investment, anticipating a rise in R&D expenses. Based on the acceleration of advertising and increased expenses, CICC maintains its net profit forecast for Bilibili and raises the target price to HKD 232

In the report "Major Banks," China International Capital Corporation: Bilibili accelerates advertising and increases expenses, raising the target price to 232 yuan

Nomura released a report stating that Bilibili's performance in the last quarter of last year exceeded expectations, with revenue increasing by 8% year-on-year to 8.3 billion RMB, and non-GAAP net profit increasing by 94% year-on-year to 878 million RMB. Advertising revenue grew by 27%, mainly influenced by AI investments. It is expected that total revenue will grow by 6% to 7% in the first quarter of 2026. Management plans to use part of the profits for AI investments, which are expected to reach 500 million to 1 billion RMB this year. Nomura maintains a "Neutral" rating with a target price of $25

Guotai MSCI China A ESG General ETF

Nomura: Bilibili's Q4 performance exceeds expectations, profit outlook constrained by AI investments

Bank of America Securities released a report stating that Bilibili's fourth-quarter performance is robust, with total revenue exceeding market expectations by 2% and earnings per share exceeding expectations by 12%. Daily active users reached 113 million, with an average daily usage time of 107 minutes, and advertising revenue grew by 27% year-over-year. It is expected that from 2026 to 2027, earnings per share will achieve an industry-leading compound annual growth rate, maintaining a "Buy" rating, with a target price of HKD 242 for H shares and USD 31 for US shares

"Big Banks" Bank of America Securities: Bilibili's user growth continues, advertising business strong

The increase in universal tariff will deal another blow to the market on top of the war.

A massive Thursday unfolds as geopolitical tremors shake markets, the Fed gets a new nominee, and crypto explodes higher. Here's your essential briefing:

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🔥 Market Flash: War, Fed Shakeup & Crypto Rip | Mar 5, 2026

There is a need for better risk management as the markets enter a volatile phase!

So far for every single geopolitical risk like war, the market always recovers a few months later! So nothing to fear

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Iran war fears: Strait closed, oil spikes. Nvidia invests $4B, +3%. Apple debuts iPhone 17e. MongoDB crashes 24%. Your move? Comment &amp; earn Task Coins!

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🔥 Market Flash: War, Tech & Turmoil | Mar 3, 2026

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I guess the new fed chairman is more or less confirmed. Nomination should be a breeze for him. Get ready for a new market regime!

Valuations are still very lofty in certain area of the market. However software has pulled back greatly which is currently a value play!

The trade war is currently taking a backseat in the whole agenda. But this risk will come back to haunt us soon!

The earnings season so far is very optimistic, don't let other noises affect the investment plan, especially those that cannot be controlled!

Risk on is the way to go, the AI trade will not be derailed just because of a small little war in a insignificant part of the world!

Conference Minutes

Below is the 4Q25 earnings call Trans for $Bilibili(BILI.US). For our earnings take, see 'Bilibili: Ads Resilient; Tough Stretch for the Platform'.I. Key financial metrics. II. Management remarks.1) Community development: momentum accelerated, with DAUs and MAUs rising. While fast-food content still floods the internet, more users are seeking deeper, higher-quality content.By early 2026, our users' Avg. age reached 26.5. They are higher-income, with stronger spending power and more diverse needs...

BILI (Trans): Will reinvest part of incremental profits in AI this year

Financial Analysis

After the HK close on Mar 5 (Beijing time), $Bilibili(BILI.US) released its Q4 2025 results. Ads were the standout, while other businesses were average and broadly in line with expectations.1) Ads posted 27% growth in Q4, slightly above market estimates. Dolphin Research views the drivers as both healthier ecosystem growth (steady gains in users and creator content) and proactive initiatives, including higher ad load, improved ad efficiency, and AIGC-based ad creation tools...

小红书

ByteDance

BILI: Ads holding up; the platform is in a tough patch---

CI-BILI@EP2610A(27035.HK)

Orient Securities Sticks to Its Buy Rating for Bilibili, Inc. Class Z (9626)

The Hang Seng Index opened up 1.3%, and the Hang Seng TECH Index rose 2%

Daiwa: Raises Bilibili target price to 250 yuan, reiterates "Buy" rating

CITIC Securities maintains a "Buy" rating on Bilibili's US stock, expecting the company's Non-GAAP net profit to rise by 37% this year

Bank of China Reaffirms Their Buy Rating on Bilibili, Inc. Class Z (9626)