The analyst rating from Goldman Sachs for WEIMOB INC is maintained at Neutral, with a target price cut from $2.6 to $2.25. The reasoning behind this rating includes the expectation that the company will resume year-over-year revenue growth in the second half of 2025 due to a low base effect, with a forecasted revenue increase of 74% YoY. However, the broker also noted that subscription solution revenue is under pressure and there is uncertainty regarding merchant solutions. Additionally, they are awaiting more clarity on the growth of Douyin's advertising transaction volume, which contributes to the cautious outlook.
