BIKINGD@EC2611A

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00268

Kingdee International Software Group (OTCMKTS:KGDEY) saw its stock price decline by 6.6% on Thursday, trading at $106.52. This drop marks a significant decrease in trading volume, with only 3 shares exchanged compared to an average of 103. The company's fifty-day moving average is $137.16, while the 200-day moving average stands at $170.89. Despite a Strong Buy rating from analysts, Kingdee is not among the top recommended stocks at this time.

Market Beat

KINGDEE INT'L

Kingdee International Software Group (OTCMKTS:KGDEY) Trading Down 6.6%  - Time to Sell?

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UBS lowered the target price for KINGDEE INT'L to 10.7 yuan, believing that although the company's performance last year met expectations and this year's performance guidance is expected to be achieved, the current valuation already reflects financial improvements, and there is uncertainty regarding future profit margins and revenue growth. Investors' interest in the long-term growth narrative has weakened, focusing on whether artificial intelligence can provide concrete evidence of short-term revenue and cash flow

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Guotai CSI Computer Theme ETF

"Big Banks" UBS: Investors are unwilling to "foot the bill" for the long-term growth narrative of software stocks, lowering the target price for KINGDEE to 10.7 yuan

CICC has reaffirmed a Buy rating on Kingdee International Software Group Co (KGDEF) with a price target of HK$13.50, while the shares closed at HK$9.60. The analyst consensus is a Strong Buy with an average target of HK$15.12, indicating a potential upside of 57.52%. Additionally, DBS also maintains a Buy rating with a price target of HK$14.30.

Tip Ranks

CICC Reaffirms Their Buy Rating on Kingdee International Software Group Co (KGDEF)

Jefferies Adjusts Kingdee International Software Group's Price Target to HK$18.85 From HK$22.54, Keeps at Buy

marketscreener

Jefferies Adjusts Kingdee International Software Group's Price Target to HK$18.85 From HK$22.54, Keeps at Buy

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Credit Suisse has lowered the target price for KINGDEE INT'L to HKD 18.85, reaffirming it as the top choice among Chinese software stocks. It is expected that revenue and net profit will grow by 13% and 152% respectively in the second half of 2025. SaaS revenue accounts for 51% of total revenue, and management aims for AI Suite revenue to exceed RMB 1 billion. Despite a 26% decline in stock price since the beginning of the year, Credit Suisse believes that KINGDEE INT'L will benefit from AI rather than being replaced, due to its expertise and data accumulation in the ERP field

Tianhong CSI Computer Theme ETF

Credit Suisse lowers the target price for KINGDEE INT'L to 18.85 yuan, expects to benefit from AI, reiterates it as the top choice among Chinese software stocks

ICBC Research Upgrades Kingdee International Software Group Company to Buy from Neutral; Price Target is HK$12.90

ICBC Research Upgrades Kingdee International Software Group Company to Buy from Neutral; Price Target is HK$12.90

CMB International has lowered the target price for KINGDEE INT'L from RMB 19.2 to RMB 15.1, with a rating of "Buy." KINGDEE expects revenue of RMB 7 billion in 2025, a year-on-year growth of 12%, but net profit is below market expectations. Despite the competitive pressure facing the software industry in the short term, CMB International believes that KINGDEE will still be a core beneficiary in the era of AI applications, and expects the recovery of the macro environment to drive its revenue growth rate to rebound

CITIC International lowered the target price for KINGDEE INT'L to 15.1 yuan, making it a core beneficiary in the era of AI applications

Morgan Stanley has lowered the target price for KINGDEE INT'L to 11.5 yuan, with a rating of "in line with the market." The report points out that KINGDEE has performed excellently in its transformation towards artificial intelligence, and the management is confident about future development, expecting double-digit revenue growth this year, with subscription revenue increasing by over 20%. Although revenue forecasts have been raised, operating profit forecasts have been lowered

Morgan Stanley lowered the target price for KINGDEE INT'L to 11.5 yuan, rating it "in line with the market."

Citi has lowered the target price for KINGDEE INT'L to RMB 13.7, maintaining a "Buy" rating. The report indicates that KINGDEE's 2026 performance guidance is robust, with expected double-digit revenue growth, AI revenue reaching RMB 1 billion, subscription revenue growing by 20%, and an adjusted net profit margin of approximately 7%. The company has set a revenue target of RMB 14 billion for 2030, with a compound annual growth rate of 15% over the next five years. The release of the new artificial intelligence suite may become the next catalyst

Citi lowers the target price of KINGDEE INT'L to 13.7 yuan, maintaining a "Buy" rating

Kingdee International Chairman Xu Shaochun emphasized the group's "AI-first" development strategy during the performance communication, aiming to increase the proportion of subscription and AI-related revenue to 50% by 2030. The company achieved revenue of 7.006 billion yuan and a net profit of 92.914 million yuan last year, with the stock price rising over 7% at one point. Kingdee will launch AI suites and the AI OS intelligent operating system to promote AI transformation and expressed optimism about the market potential of "AI + SaaS," believing that AI will greatly amplify market size

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Kingdee stated that "AI + SaaS" will reshape the market landscape, hoping that by 2030, the revenue share from related services will increase to 50%

On March 18th, KINGDEE INT'L held a press conference to release its 2025 comprehensive performance report. At the conference, KINGDEE announced its core operating data for 2025: the group's total annual revenue was CNY 7.01 billion, of which cloud service revenue was CNY 5.78 billion, cloud subscription revenue was CNY 3.56 billion, net profit attributable to the parent company was CNY 93 million, and adjusted net profit was approximately CNY 232 million, all successfully turning losses into profits; net cash inflow from operating activities was CNY 1.097 billion, and net cash reserves reached as high as CNY 5 billion

Wallstreetcn

KINGDEE INT'L Xu Shaochun: AI transformation is a battle of life and death

Kingdee International Returns to Profit in 2025 as Revenue Rises 12%; Shares Slip 3%

Kingdee International Returns to Profit in 2025 as Revenue Rises 12%; Shares Slip 3%

KINGDEE INT'L expects its AI suite revenue to exceed RMB 1 billion this year, with subscription revenue maintaining around 20% growth, and overseas revenue also growing rapidly. The adjusted profit margin target has been raised from 3.3% to about 7%. In addition, the group expects the repurchase amount this year to exceed RMB 500 million. Chief Financial Officer Lin Bo stated that the company will actively embrace AI technology to drive dynamic development

KINGDEE INT'L expects AI suite revenue to exceed 1 billion RMB this year, with repurchase guidance exceeding 500 million RMB

$KINGDEE INT'L(00268.HK)Finally managed to luckily dig out an AI beneficiary stock, but ended up selling at the lowest point due to self-doubt.

BIKINGD@EC2611A(27309.HK)

BIKINGD@EC2611A Stock Performance Chart

Kingdee International Software Group (OTCMKTS:KGDEY) Trading Down 6.6% - Time to Sell?

"Big Banks" UBS: Investors are unwilling to "foot the bill" for the long-term growth narrative of software stocks, lowering the target price for KINGDEE to 10.7 yuan

CICC Reaffirms Their Buy Rating on Kingdee International Software Group Co (KGDEF)

Jefferies Adjusts Kingdee International Software Group's Price Target to HK$18.85 From HK$22.54, Keeps at Buy

Credit Suisse lowers the target price for KINGDEE INT'L to 18.85 yuan, expects to benefit from AI, reiterates it as the top choice among Chinese software stocks