Morgan Stanley Adjusts Bilibili Price Target to $27, Maintains Overweight Stance

Stock News08-28 14:41

Morgan Stanley issued a research note maintaining an "Overweight" rating on Bilibili Inc. (BILI.US, 09626), while trimming its US-listed share price target from $31 to $27. The brokerage also lowered its earnings per share estimates for fiscal years 2026 through 2028 by 3%, 9%, and 4%, respectively.

The bank highlighted that Bilibili's gaming segment is poised to enter a harvest phase, with multiple new titles slated for release over the next 15 months. On the advertising front, despite prevailing macroeconomic headwinds, the company is expected to sustain growth rates that outpace the industry.

Management guidance indicates third-quarter online advertising revenue is projected to grow by roughly 20% at the lower end year-over-year, with full-year growth anticipated to align with that trajectory. This implies a deceleration to high-single-digit growth in the fourth quarter.

Gaming revenue is expected to remain flat quarter-over-quarter in Q3, followed by a return to positive year-over-year growth in Q4.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1160265370?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-08-28 14:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1160265370","market":"sh","top_or_hot":-1,"title":"Morgan Stanley Adjusts Bilibili Price Target to $27, Maintains Overweight Stance","media":"Stock News","content":"<p>Morgan Stanley issued a research note maintaining an \"Overweight\" rating on <b>Bilibili Inc.</b> (<b>BILI.US</b>, 09626), while trimming its US-listed share price target from $31 to $27. The brokerage also lowered its earnings per share estimates for fiscal years 2026 through 2028 by 3%, 9%, and 4%, respectively.<br><br>The bank highlighted that <b>Bilibili</b>'s gaming segment is poised to enter a harvest phase, with multiple new titles slated for release over the next 15 months. On the advertising front, despite prevailing macroeconomic headwinds, the company is expected to sustain growth rates that outpace the industry.<br><br>Management guidance indicates third-quarter online advertising revenue is projected to grow by roughly 20% at the lower end year-over-year, with full-year growth anticipated to align with that trajectory. This implies a deceleration to high-single-digit growth in the fourth quarter.<br><br>Gaming revenue is expected to remain flat quarter-over-quarter in Q3, followed by a return to positive year-over-year growth in Q4.</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Adjusts Bilibili Price Target to $27, Maintains Overweight Stance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMorgan Stanley Adjusts Bilibili Price Target to $27, Maintains Overweight Stance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-08-28 14:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Morgan Stanley issued a research note maintaining an \"Overweight\" rating on <b>Bilibili Inc.</b> (<b>BILI.US</b>, 09626), while trimming its US-listed share price target from $31 to $27. The brokerage also lowered its earnings per share estimates for fiscal years 2026 through 2028 by 3%, 9%, and 4%, respectively.<br><br>The bank highlighted that <b>Bilibili</b>'s gaming segment is poised to enter a harvest phase, with multiple new titles slated for release over the next 15 months. On the advertising front, despite prevailing macroeconomic headwinds, the company is expected to sustain growth rates that outpace the industry.<br><br>Management guidance indicates third-quarter online advertising revenue is projected to grow by roughly 20% at the lower end year-over-year, with full-year growth anticipated to align with that trajectory. This implies a deceleration to high-single-digit growth in the fourth quarter.<br><br>Gaming revenue is expected to remain flat quarter-over-quarter in Q3, followed by a return to positive year-over-year growth in Q4.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4526","symbol_name":"热门中概股","start_time":0,"source_url":"","article_id":"1160265370","we_media_id":"1036600163","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1160265370","pubTimestamp":1787899275,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Stock News","introduction":"Global Stock News First-Time Broadcast","home_visible":1,"id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"summary":"Morgan Stanley issued a research note maintaining an \"Overweight\" rating on Bilibili Inc. (BILI.US, 09626), while trimming its US-listed share price target from $31 to $27. The brokerage also lowered...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","BILI":"哔哩哔哩","BK4503":"景林资产持仓","BK4513":"直播概念","BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4577":"网络游戏","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4509":"腾讯概念","BK4077":"互动媒体与服务","09626":"哔哩哔哩-W","BK4510":"在线教育","BK4554":"元宇宙及AR概念","BK4531":"中概回港概念"},"translate_title":"摩根士丹利将哔哩哔哩目标价调整至27美元，维持跑赢大盘立场","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09626":1,"BILI":1},"content_text":"Morgan Stanley issued a research note maintaining an \"Overweight\" rating on Bilibili Inc. (BILI.US, 09626), while trimming its US-listed share price target from $31 to $27. The brokerage also lowered its earnings per share estimates for fiscal years 2026 through 2028 by 3%, 9%, and 4%, respectively.The bank highlighted that Bilibili's gaming segment is poised to enter a harvest phase, with multiple new titles slated for release over the next 15 months. On the advertising front, despite prevailing macroeconomic headwinds, the company is expected to sustain growth rates that outpace the industry.Management guidance indicates third-quarter online advertising revenue is projected to grow by roughly 20% at the lower end year-over-year, with full-year growth anticipated to align with that trajectory. This implies a deceleration to high-single-digit growth in the fourth quarter.Gaming revenue is expected to remain flat quarter-over-quarter in Q3, followed by a return to positive year-over-year growth in Q4.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.48.0","shortVersion":"4.48.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1160265370","isCrawlerRequest":true}