Goldman Sachs Reaffirms "Buy" Rating on MEITU, Citing AI Integration as Demand Driver

Stock News05-08

Goldman Sachs released a research report indicating that MEITU (01357) reported imaging and design product revenue of RMB 852 million, a year-on-year increase of 34%. Revenue from productivity tools grew 45% year-on-year in the first quarter, while revenue from casual tools increased 36% year-on-year. The firm believes the growth in the number of paying subscribers is a key driver. As of the end of March 2026, the total number of paying subscribers reached 17.9 million, compared to 16.9 million in the same period last year. The report stated that MEITU benefits from enhanced AI features and the integration of AI agents, expressing a positive outlook on the growth of both paying subscriber numbers and average revenue per user. Goldman Sachs maintained its "Buy" rating on the company, with an unchanged target price of HK$14.3.

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