Kuaishou Technology (SEHK:1024): Valuation Check After New Kling AI Video and Multimodal Engine Launches

Simply Wall St.12-14 13:30

Kuaishou Technology (SEHK:1024) just doubled down on its AI toolkit, rolling out Kling Video 2.6 for simultaneous audio visual generation and Kling O1 as a unified multimodal engine, sharpening its ...

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See our latest analysis for Kuaishou Technology. These AI launches land after a strong year to date for Kuaishou, with the share price return up 66.34 percent so far. However, the 3 year total shareholder return of negative 2.31 percent shows the longer term turnaround is still in progress, and recent 90 day share price weakness of negative 10.37 percent hints that momentum is pausing as investors reassess how quickly these new products will translate into earnings. If Kling’s progress has you thinking bigger about AI, this is a good moment to explore other tech names through high growth tech and AI stocks and see what else fits your strategy. With shares still trading at a sizeable discount to analyst targets despite accelerating revenue and profit growth, is Kuaishou an underappreciated AI winner in the making, or are markets already pricing in the next leg of expansion? Most Popular Narrative: 24.6% Undervalued With Kuaishou closing at HK$67.45 versus a narrative fair value near HK$89.40, the valuation gap rests heavily on ambitious growth and margin assumptions.  Accelerating investment and integration of advanced AI technologies (Kling AI, OneRec, large language models) are enhancing content creation, recommendation algorithms, and advertising efficiency, which should improve user engagement, boost ARPU, and drive margin expansion over time.  Read the complete narrative. Curious how much higher margins and steadily rising revenues need to climb to support that upside, and what future earnings multiple ties it all together? The full narrative lays out the exact roadmap behind this valuation call and the projected profitability shift that underpins it. Result: Fair Value of $89.40 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, intensifying competition and shifting regulations in China could derail Kuaishou’s margin expansion story if user growth or ad demand disappoints. Find out about the key risks to this Kuaishou Technology narrative.  Build Your Own Kuaishou Technology Narrative If this view does not quite match your own, or you would rather dive into the numbers yourself, you can build a custom narrative in under three minutes: Do it your way. A good starting point is our analysis highlighting 5 key rewards investors are optimistic about regarding Kuaishou Technology. Looking for more investment ideas? Before you move on, lock in your next potential winners with targeted stock lists built from real fundamentals, not hype, so opportunities do not pass you by.  Capitalize on early-stage potential by hunting for quality names among these 3611 penny stocks with strong financials that already show financial strength behind their low share prices. Ride the next wave of innovation by targeting companies powering intelligent automation and data breakthroughs through these 26 AI penny stocks. Strengthen the backbone of your portfolio with reliable income from these 13 dividend stocks with yields > 3% that offer yields above 3 percent without sacrificing fundamentals.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechValuation is complex, but we're here to simplify it.Discover if Kuaishou Technology might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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