Bilibili Videogame Segment Growth Could Be Sluggish Before 2H Recovery -- Market Talk

Dow Jones05-21

0209 GMT - Bilibili's videogame segment growth could be sluggish before recovering in 2H, says Deutsche Bank's Leo Chiang in a note. The Chinese video-sharing platform posted mixed 1Q results, with videogame segment revenue declining, he notes. The analyst expects around three videogames to launch in 2H and boost its revenue then, after these games received encouraging feedback during testing in 1H. Still, Deutsche Bank cuts its target price on Bilibili's ADRs to US$36.00 from US$32.00 and on H shares to HK$250.00 from HK$280.00, citing the expected slower near-term growth. The bank maintains a buy rating. ADRs closed 8.5% lower at US$18.30; shares in Hong Kong drop 4.0% to HK$142.80. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

May 20, 2026 22:09 ET (02:09 GMT)

At the request of the copyright holder, you need to log in to view this content

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/2637086148?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-21 10:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2637086148","market":"sg","top_or_hot":-1,"title":"Bilibili Videogame Segment Growth Could Be Sluggish Before 2H Recovery -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0209 GMT - Bilibili's videogame segment growth could be sluggish before recovering in 2H, says Deutsche Bank's Leo Chiang in a note. The Chinese video-sharing platform posted mixed 1Q results, with videogame segment revenue declining, he notes. The analyst expects around three videogames to launch in 2H and boost its revenue then, after these games received encouraging feedback during testing in 1H. Still, Deutsche Bank cuts its target price on Bilibili's ADRs to US$36.00 from US$32.00 and on H shares to HK$250.00 from HK$280.00, citing the expected slower near-term growth. The bank maintains a buy rating. ADRs closed 8.5% lower at US$18.30; shares in Hong Kong drop 4.0% to HK$142.80. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 20, 2026 22:09 ET (02:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Bilibili Videogame Segment Growth Could Be Sluggish Before 2H Recovery -- Market Talk</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 Videogame Segment Growth Could Be Sluggish Before 2H Recovery -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-21 10:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0209 GMT - Bilibili's videogame segment growth could be sluggish before recovering in 2H, says Deutsche Bank's Leo Chiang in a note. The Chinese video-sharing platform posted mixed 1Q results, with videogame segment revenue declining, he notes. The analyst expects around three videogames to launch in 2H and boost its revenue then, after these games received encouraging feedback during testing in 1H. Still, Deutsche Bank cuts its target price on Bilibili's ADRs to US$36.00 from US$32.00 and on H shares to HK$250.00 from HK$280.00, citing the expected slower near-term growth. The bank maintains a buy rating. ADRs closed 8.5% lower at US$18.30; shares in Hong Kong drop 4.0% to HK$142.80. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 20, 2026 22:09 ET (02:09 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4513","symbol_name":"直播概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2637086148","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637086148","pubTimestamp":1779329340,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0209 GMT - Bilibili's videogame segment growth could be sluggish before recovering in 2H, says Deutsche Bank's Leo Chiang in a note. The Chinese video-sharing platform posted mixed 1Q results, with videogame segment revenue declining, he notes. The analyst expects around three videogames to launch in 2H and boost its revenue then, after these games received encouraging feedback during testing in 1H. Still, Deutsche Bank cuts its target price on Bilibili's ADRs to US$36.00 from US$32.00 and on H shares to HK$250.00 from HK$280.00, citing the expected slower near-term growth. The bank maintains a buy rating. ADRs closed 8.5% lower at US$18.30; shares in Hong Kong drop 4.0% to HK$142.80. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4513":"直播概念","BK4566":"资本集团","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4085":"互动家庭娱乐","BK4577":"网络游戏","BK4588":"碎股","BK4548":"巴美列捷福持仓","BILI":"哔哩哔哩","BK4509":"腾讯概念","09626":"哔哩哔哩-W","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","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4563":"昨日强势股","BK4503":"景林资产持仓"},"translate_title":"哔哩哔哩视频游戏业务在2H复苏之前增长可能缓慢——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BILI":1.93,"09626":1.93},"content_text":"0209 GMT - Bilibili's videogame segment growth could be sluggish before recovering in 2H, says Deutsche Bank's Leo Chiang in a note. The Chinese video-sharing platform posted mixed 1Q results, with videogame segment revenue declining, he notes. The analyst expects around three videogames to launch in 2H and boost its revenue then, after these games received encouraging feedback during testing in 1H. Still, Deutsche Bank cuts its target price on Bilibili's ADRs to US$36.00 from US$32.00 and on H shares to HK$250.00 from HK$280.00, citing the expected slower near-term growth. The bank maintains a buy rating. ADRs closed 8.5% lower at US$18.30; shares in Hong Kong drop 4.0% to HK$142.80. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 20, 2026 22:09 ET (02:09 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"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,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.4","shortVersion":"4.42.4","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/2637086148","isCrawlerRequest":true}