Bilibili Inc's stock rose by 7.03% as it reached a 20-day high, showcasing strong performance in a challenging market environment.
This increase is attributed to the company's impressive user growth, with daily active users reaching 117 million and monthly paying users increasing to 35 million. Additionally, advertising revenue grew by 23% year-over-year, indicating robust demand and profitability potential in the Gen Z market. Despite the broader market weakness, with the Nasdaq-100 down 0.59% and the S&P 500 down 0.08%, Bilibili's performance reflects a sector rotation as investors focus on digital content platforms.
The implications of this growth are significant, as Bilibili continues to enhance its competitive position in the market. The strong user engagement and revenue growth suggest that the company is well-positioned to capitalize on future opportunities in the digital entertainment space.
Wall Street analysts forecast BILI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BILI is 30.25 USD with a low forecast of 27.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
Wall Street analysts forecast BILI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for BILI is 30.25 USD with a low forecast of 27.00 USD and a high forecast of 34.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 35.440
Low
27.00
Averages
30.25
High
34.00
Current: 35.440
Low
27.00
Averages
30.25
High
34.00
BofA
Alex Liu
Buy
downgrade
$32 -> $31
2025-11-28
Reason
BofA
Alex Liu
Price Target
$32 -> $31
AI Analysis
2025-11-28
downgrade
Buy
Reason
BofA analyst Alex Liu lowered the firm's price target on Bilibili to $31 from $32 and keeps a Buy rating on the shares. After having hosted the Bilibili investor relations team during the firm's AI Tech/Internet Conference on November 25, the analyst fine tune the firm's FY25-27 adjusted net income estimates to reflect higher interest income but slightly lower ads revenue, the analyst tells investors.
JPMorgan
Daniel Chen
maintain
$24 -> $27
2025-11-18
Reason
JPMorgan
Daniel Chen
Price Target
$24 -> $27
2025-11-18
maintain
Reason
JPMorgan analyst Daniel Chen raised the firm's price target on Bilibili to $27 from $24 and keeps an Overweight rating on the shares.
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Benchmark
Buy
maintain
$28 -> $29
2025-11-14
Reason
Benchmark
Price Target
$28 -> $29
2025-11-14
maintain
Buy
Reason
Benchmark raised the firm's price target on Bilibili to $29 from $28 and keeps a Buy rating on the shares. Bilibili's Q3 growth was largely in line with expectations, but the firm sees a strengthened growth outlook, particularly in advertising and gaming, the analyst tells investors in a post-earnings note.
Barclays
Overweight
maintain
$28 -> $34
2025-11-14
Reason
Barclays
Price Target
$28 -> $34
2025-11-14
maintain
Overweight
Reason
Barclays raised the firm's price target on Bilibili to $34 from $28 and keeps an Overweight rating on the shares. The company's Q3 results were "solid" and validate its content led strategy, the analyst tells investors in a research note.
About BILI
Bilibili Inc is an investment holding company primarily engaged in providing online entertainment services. Content business categories include anime content, pan entertainment and pan knowledge content. Community business provides a community interaction platform. Value-added services mainly include live streaming and paid membership services. Advertising business is mainly engaged in advertising business, covering household appliances, e-commerce, Internet services, automobiles and other industries. Mobile gaming business mainly engages in mobile game development, including San Guo: Mou Ding Tian Xia, Fate Grand Order, Azure Lane, and others. The Company also engages in commercial services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
