• Capital_InsightsCapital_Insights
        Β·05-21 17:24

        $BILI 1Q26: PT maintained at $30, Will 2H Game Pipeline Add Optionality? πŸ’­

        Tiger Research Team maintains a BUY rating and $30.00 Price Target on $Bilibili Inc.(BILI)$ after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. πŸ“Š Section 1 β€” Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on
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        $BILI 1Q26: PT maintained at $30, Will 2H Game Pipeline Add Optionality? πŸ’­
      • Capital_InsightsCapital_Insights
        Β·05-21 17:24

        $BILI 1Q26: PT maintained at $30, Will 2H Game Pipeline Add Optionality? πŸ’­

        Tiger Research Team maintains a BUY rating and $30.00 Price Target on $Bilibili Inc.(BILI)$ after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. πŸ“Š Section 1 β€” Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on
        1.07KComment
        Report
        $BILI 1Q26: PT maintained at $30, Will 2H Game Pipeline Add Optionality? πŸ’­