[Stock Prediction] Will Tencent’s AI Boost Help the Stock Break HK$700 Again?

Tiger_Earnings
11-10

Tencent Holdings will release its Q3 FY2025 earnings after the Hong Kong market closes on November 13. $TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$

Many investment banks believe Tencent is entering a key stage of AI commercialization at scale, with strong momentum expected across its advertising, gaming, and cloud segments. Analysts expect revenue of RMB 189.1B (+13% YoY) and adjusted net profit of RMB 67.9B (+13% YoY).

Earnings Highlights

AI is powering growth across Tencent’s major businesses.

  • 🎮 Gaming — Delta Force: Hawk Ops has become a breakout hit, with quarterly gross revenue possibly exceeding RMB 8B. Classic titles like Honor of Kings and Peacekeeper Elite have seen renewed engagement thanks to AI-driven gameplay. Overall gaming revenue is expected to rise 16%+ YoY.

  • 📺 Advertising — Strong momentum continues. WeChat Channels ad revenue may surge 60%+, powered by AI-optimized ad placements that improve conversion rates by over 20%. Mini Programs and Search Ads remain highly active, with total ad revenue projected to grow 19–22% YoY.

  • ☁️ FinTech & Cloud — Payment services maintain solid growth, while Tencent Cloud is set to re-accelerate with AI computing demand, potentially achieving 20%+ revenue growth — its strongest pace this year.

AI monetization is also in focus. On the consumer side, the Tencent Yuanbao AI app surpassed 30M MAUs, while enterprise adoption of the Hunyuan large model keeps expanding across advertising, gaming, and cloud. Both Morgan Stanley and Goldman Sachs forecast Tencent’s non-IFRS operating profit to grow about 18% YoY, driven by better margins and operating leverage.

Analysts remain bullish. Goldman Sachs raised its price target to HK$770, citing AI-driven valuation upside of over 18%. Morgan Stanley lists Tencent as a top Hong Kong pick, with a HK$700 target.

So — can Tencent’s earnings help the stock climb back to HK$700?

🎁Events Details

What do you think will happen after the earnings?

  • 💬 Comment below with your predicted closing price on November 14 (in HKD, two decimal places).

  • 📈 Are you bullish or bearish on $TENCENT(00700)$ Tell us why!

🎁 Prizes

  • Anyone who guesses the exact closing price will share 888 Tiger Coins.

  • We’ll also pick a lucky Tiger to get 100 Tiger coins or $5 stock voucher.

⏰Event Duration

PDD Beat but Dropped? Will You Buy Earnings Dip?
PDD reported Q3 revenue of RMB 108.28 billion, beating the estimate of RMB 107.59 billion and up from RMB 99.354 billion a year earlier. The stock saw sharp volatility in pre-market trading—surging more than 3% at one point before quickly reversing into negative territory. PDD spiked and then plunged after earnings. Did you bet on the right side?
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Comments

  • Shyon
    11-11
    Shyon
    I’m optimistic about Tencent’s $TENCENT(00700)$ upcoming earnings. With AI driving growth in gaming, advertising, and cloud, the company seems to be gaining strong momentum. The success of Delta Force: Hawk Ops and renewed engagement in classics like Honor of Kings show how AI is revitalizing its gaming business. Advertising, especially WeChat Channels, should also stay strong with AI improving ad targeting and conversion.

    FinTech and Cloud are steady contributors. Rising AI computing demand and wider use of the Hunyuan model should lift Tencent Cloud’s margins, while payment services continue to grow. Overall, I expect solid double-digit gains in both revenue and profit.

    I remain bullish on Tencent. If management offers upbeat AI guidance, sentiment should stay positive. My prediction for Tencent’s closing price on November 14 is around HK$700.00, reflecting confidence in its AI-driven outlook.

    @Tiger_comments @TigerStars @Tiger_Earnings

  • MHh
    11-10
    MHh
    Expecting it to close at $712.24. Definitely bullish. Gaming has grown from strength to strengh now that the government regulations has loosened. Advertising is a strong though neglected arm compared to the increasing limelight on fintech and cloud. The focus on AI will definitely grow given the increasing focus and need for China to be less dependent on the US and also as the technology advancement by the tencent matures and gain further momentum. @LuckyPiggie @Universe宇宙 @Fenger1188 @DiAngel @HelenJanet @Wayneqq @Kaixiang @Success88 @SPOT_ON @SR050321 come join
  • 1PC
    11-10
    1PC
    I'm Bullish 📈 for Tencent, it's weekly price sitting on MA5 & Daily showing Bullish MA5&10 [Surprised]. I'm rooting for Tencent able to recover above 700++. Maybe 🤔 702.89 @JC888 @Barcode @DiAngel @Shernice軒嬣 2000 @koolgal @Aqa
    • koolgal: 
      Let's go Tencent 🚀🚀🚀🌛🌛🌛💰💰💰
  • koolgal
    11-11
    koolgal
    🌟🌟🌟I predict Tencent $TENCENT(00700)$ will close at around HKD 688.98 on Friday November 14.  Tencent has been on an upward momentum as it is up almost 3% this week and 56% year todate.

    The current consensus rating for Tencent from analysts is a Strong Buy.  This can be attributed to its continued growth and profitability.

    Tencent is also successfully integrating AI into its products with AI driven upgrades leading to robust growth and new AI tools being implemented within its products like Weixin.

    I like Tencent for its diversified business models from gaming, social media, fintech and cloud services, reducing its reliance on a single sector.

    Tencent would be a great stock to buy and hold long term. 

    @Tiger_Earnings @TigerStars @TigerClub @CaptainTiger @Tiger_comments

  • Lanceljx
    11-11
    Lanceljx
    My updated call for the 14 Nov close:

    HKD 660.00

    Bias

    Still modestly bullish.

    Why

    short-term flows into China tech have improved

    buyback cadence remains strong and highly price-supportive

    ad + gaming seasonal uplift is entering its “better” window

    offshore funds are dipping toes back in selectively — Tencent is always first beneficiary when that rotation happens

    But we are still in a “fragile recovery”, not a breakout regime.
    So upside is incremental rather than parabolic.

    660 reflects that balance:
    constructive — yet disciplined in expectations.

  • Chrishust
    11-11
    Chrishust
    Bullish on $TENCENT(00700)$ with a forecast of share price of 690 per share
    Tencent is the leader in this space of technology and applications with furthe growth forecast and strong momentum on earnings with further upside expected
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