<Research>CMBI: New Feature of KUAISHOU-W (01024.HK)'s Kling AI 'Kling Lab' Supports Collaborative Creation for Max. 5 People w/ Upgrade on Multi-image Reference Function

Written by Emily J. Thompson, Senior Investment Analyst

01024+2.72%

01357-0.12%

Source: aastocks

Updated: Jul 31 2025

0mins

Source: aastocks

KUAISHOU-W Stock Performance: KUAISHOU-W shares rose by 6.4% to $77, with significant trading volume of $5.855 billion, amidst a short selling ratio of 21.115%.
Kling AI Innovations: The Kling AI feature has introduced 'Kling Lab' for collaborative creative work, improved video generation consistency, and is competitively priced at approximately $6.6 per month compared to other platforms like Adobe's Firefly.

01024

$81.25+Infinity%1D

Analyst Views on 01024

Wall Street analysts forecast 01024 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 01024 is USD with a low forecast of USD and a high forecast of 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.

0 Analyst Rating

0 Buy

0 Hold

0 Sell

Current: 79.100

Low

Averages

High

Current: 79.100

Low

Averages

High

JPMorgan

maintain

$89

2026-01-06

Reason

JPMorgan

Price Target

$89

AI Analysis

2026-01-06

maintain

Reason

The analyst rating for KUAISHOU-W (01024.HK) is primarily based on the strong performance driven by the circulation of AI-generated pet dancing videos on social networks, which has positively impacted Kling AI's performance in mobile platforms, particularly in overseas markets. Despite expectations that Kling AI's revenue growth in the first quarter of 2026 may not be as significant due to its reliance on PC platforms, the overall strong performance indicates that AI video generation is a crucial area for the development of generative AI. Additionally, JPMorgan sees substantial upside potential for monetization on both the enterprise and consumer sides. The firm predicts a 20% growth in KUAISHOU-W's earnings for 2026, leading to an "Overweight" rating with a target price of $89.

Shenwan Hongyuan

maintain

2026-01-06

Reason

Shenwan Hongyuan

Price Target

2026-01-06

maintain

Reason

The analyst rating from Shenwan Hongyuan for KUAISHOU-W (01024.HK) is a "Buy" despite lowering the revenue forecast for 2025-27 due to macroeconomic pressures and changes in the live streaming ecosystem. The firm maintained its profit forecast for 2025 and adjusted the net profit estimates for 2026-27, indicating confidence in the company's future performance and potential for growth, particularly in light of the strong performance of KUAISHOU-W's Kling AI, which reflects significant monetization potential.

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Goldman Sachs

maintain

HKD83

2025-12-03

Reason

Goldman Sachs

Price Target

HKD83

2025-12-03

maintain

Reason

Goldman Sachs maintained a "Buy" rating on Kuaishou (01024.HK) due to several key factors. The recent launch of "Kling O1," a unified multimodal creation tool, is expected to drive significant growth, particularly as corporate demand for Kling models has surged, now accounting for about 40% of Kuaishou's revenue. The firm anticipates that the ongoing expansion of Kuaishou's overseas business development team and the acquisition of more corporate clients in various sectors will serve as primary growth drivers over the next 1-2 years. Additionally, Goldman Sachs projects substantial revenue growth for the Kling AI business, forecasting over USD140 million in 2025 and an increase to between USD230-240 million by 2026. The potential for upward revisions in revenue forecasts for the Kling AI business in 4Q25 further supports their positive outlook, leading to a target price of HKD83.

Citi

maintain

$88

2025-12-03

Reason

Citi

Price Target

$88

2025-12-03

maintain

Reason

The analyst rating for KUAISHOU-W (01024.HK) is maintained as "Buy" by Citi due to several reasons: 1. Technological Innovation: The launch of the latest version of the Kling O1 model, which is described as the "world’s first unified multi-modal video model," is expected to significantly enhance user-generated video flexibility and efficiency. This includes improvements such as extending the maximum video length and integrating diverse instructions into a single input box. 2. Strengthening Competitive Position: Citi notes that Kuaishou is continuing to strengthen its Kling technology to maintain its leading position in the market, despite increasing competition in video generation models. 3. Valuation: The broker highlights Kuaishou's low valuation as a positive factor, suggesting that the stock is undervalued relative to its potential. 4. Target Price: Citi has set a target price of HKD88, indicating confidence in the stock's future performance. Overall, these factors contribute to the positive outlook and the "Buy" rating despite some challenges in the e-commerce sector.

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.

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<Research>CMBI: New Feature of KUAISHOU-W (01024.HK)'s Kling AI 'Kling Lab' Supports Collaborative Creation for Max. 5 People w/ Upgrade on Multi-image Reference Function

Analyst Views on 01024

About the author

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