Bilibili's Advertising Growth Momentum Could Be Sustained Into 2Q -- Market Talk

Dow Jones05-20 13:13

0513 GMT - Bilibili's advertising growth momentum is likely to be sustained into 2Q as users spend more time on the video streaming platform, say Citi analysts in a note. This comes as the Chinese video-streaming company's efficiency in content recommendation and matching, as well as automated advertising placement brought by AI improves, the analysts note. While its video games segment could continue to face tough competition in 2Q, its planned new titles could help the business recover, they add. Bilibili's goal to invest 1 billion yuan this year for AI-related areas could weigh on earnings, but cost-savings could mitigate this, they add. Citi retains its buy rating and US$27.00 target price. ADRs last closed at $20.00.(megan.cheah@wsj.com)

(END) Dow Jones Newswires

May 20, 2026 01:13 ET (05:13 GMT)

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While its video games segment could continue to face tough competition in 2Q, its planned new titles could help the business recover, they add. Bilibili's goal to invest 1 billion yuan this year for AI-related areas could weigh on earnings, but cost-savings could mitigate this, they add. Citi retains its buy rating and US$27.00 target price. 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This comes as the Chinese video-streaming company's efficiency in content recommendation and matching, as well as automated advertising placement brought by AI improves, the analysts note. While its video games segment could continue to face tough competition in 2Q, its planned new titles could help the business recover, they add. Bilibili's goal to invest 1 billion yuan this year for AI-related areas could weigh on earnings, but cost-savings could mitigate this, they add. Citi retains its buy rating and US$27.00 target price. 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