Bilibili (NasdaqGS:BILI) Valuation Check After Zacks Rank Upgrade and Stronger Earnings Outlook

Simply Wall St.2025-12-26

Bilibili (BILI) just picked up an upgrade to a Zacks Rank of 2, Buy, after analysts sharply raised full year earnings estimates, a shift that helps explain the stock’s strong year to date rally. See ...

Source Link

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/2594503982?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/8043000-choice2-main-header/1585186922048","is_english":true,"pubTime":"2025-12-26 07:24","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2594503982","market":"nz","top_or_hot":-1,"title":"Bilibili (NasdaqGS:BILI) Valuation Check After Zacks Rank Upgrade and Stronger Earnings Outlook","media":"Simply Wall St.","content":"<div>\n<p>Bilibili (BILI) just picked up an upgrade to a Zacks Rank of 2, Buy, after analysts sharply raised full year earnings estimates, a shift that helps explain the stock’s strong year to date rally. See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-bili/bilibili/news/bilibili-nasdaqgsbili-valuation-check-after-zacks-rank-upgra\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","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>Bilibili (NasdaqGS:BILI) Valuation Check After Zacks Rank Upgrade and Stronger Earnings Outlook</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\">\nBilibili (NasdaqGS:BILI) Valuation Check After Zacks Rank Upgrade and Stronger Earnings Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-26 07:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/media/nasdaq-bili/bilibili/news/bilibili-nasdaqgsbili-valuation-check-after-zacks-rank-upgra><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bilibili (BILI) just picked up an upgrade to a Zacks Rank of 2, Buy, after analysts sharply raised full year earnings estimates, a shift that helps explain the stock’s strong year to date rally. See ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nasdaq-bili/bilibili/news/bilibili-nasdaqgsbili-valuation-check-after-zacks-rank-upgra\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/media/nasdaq-bili/bilibili/news/bilibili-nasdaqgsbili-valuation-check-after-zacks-rank-upgra","article_id":"2594503982","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8043000-choice2-main-header/1585186922048"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/media/nasdaq-bili/bilibili/news/bilibili-nasdaqgsbili-valuation-check-after-zacks-rank-upgra","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2594503982","pubTimestamp":1766705078,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Bilibili (BILI) just picked up an upgrade to a Zacks Rank of 2, Buy, after analysts sharply raised full year earnings estimates, a shift that helps explain the stock’s strong year to date rally.\nSee our latest analysis for Bilibili.\nThe upgrade lands after a volatile stretch in the stock, with a robust 44.60% year to date share price return contrasting with a softer 29.08% one year total shareholder return. This suggests that momentum is rebuilding as earnings expectations reset.\nIf this kind...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate","earning"],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","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","BILI":"哔哩哔哩","BK4548":"巴美列捷福持仓","BK4526":"热门中概股","BK4509":"腾讯概念","BK4510":"在线教育","BK4554":"元宇宙及AR概念","BK4077":"互动媒体与服务","BK4531":"中概回港概念","09626":"哔哩哔哩-W"},"translate_title":"哔哩哔哩（纳斯达克GS：BILI）在Zacks排名升级和盈利前景增强后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BILI":1.98,"09626":1.98},"content_text":"Bilibili (BILI) just picked up an upgrade to a Zacks Rank of 2, Buy, after analysts sharply raised full year earnings estimates, a shift that helps explain the stock’s strong year to date rally. See our latest analysis for Bilibili. The upgrade lands after a volatile stretch in the stock, with a robust 44.60% year to date share price return contrasting with a softer 29.08% one year total shareholder return. This suggests that momentum is rebuilding as earnings expectations reset. If this kind of turnaround story has your attention, it could be a smart moment to explore other high growth tech and AI names using high growth tech and AI stocks. Yet even after a sharp rebound and upgraded earnings outlook, Bilibili still trades at a notable discount to analyst targets. This raises a key question for investors: is this a genuine buying opportunity, or is future growth already priced in? Most Popular Narrative: 18% Undervalued Compared with Bilibili's last close at $24.77, the most followed narrative points to a higher fair value, anchored in earnings power and margin gains. The company's strengthening of its proprietary IP ecosystem through the success of in-house animation and gaming, particularly with long-life cycle titles like San Mou (with international expansion planned), is likely to support higher content-driven revenues and reduced content cost pressures, positively impacting gross and operating margins. Read the complete narrative. Curious how steady double digit growth, rising margins, and a rich future earnings multiple can still justify an upside from here? The narrative spells it out. Result: Fair Value of $30.04 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, regulatory uncertainty in China and Bilibili’s reliance on a narrow pipeline of blockbuster titles could quickly derail the games-led recovery thesis. Find out about the key risks to this Bilibili narrative. Another View: Rich Multiple, Different Message By contrast, Bilibili’s valuation looks stretched on earnings. The stock trades around 93.4 times earnings, far above both the US interactive media industry at 16.7 times and peers at 15.1 times, and even above a fair ratio of 31.4 times. That gap hints at meaningful downside risk if sentiment cools or growth disappoints. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:BILI PE Ratio as at Dec 2025 Build Your Own Bilibili Narrative If you see the numbers differently or want to stress test your own assumptions, build a personalized Bilibili thesis in minutes, Do it your way. A great starting point for your Bilibili research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Ready for your next investing move? Before the market’s next swing, lock in a few fresh ideas using focused stock screeners on Simply Wall Street so potential opportunities do not pass you by.  Capture powerful growth stories early by scanning these 3622 penny stocks with strong financials that already back their potential with solid financial foundations. Position yourself at the heart of the AI boom by targeting these 24 AI penny stocks built around scalable models, data moats, and accelerating demand. Secure steadier cash returns by filtering for these 10 dividend stocks with yields > 3% that combine attractive yields with balance sheets built to withstand volatility.   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 Bilibili 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. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","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/2594503982","isCrawlerRequest":true}