Bilibili stock price target raised to $23 from $22 at Morgan Stanley

Published 16/09/2025, 11:26
Bilibili stock price target raised to $23 from $22 at Morgan Stanley

Investing.com - Morgan Stanley has raised its price target on Bilibili (NASDAQ:BILI) to $23.00 from $22.00 while maintaining an Equalweight rating on the Chinese video platform. The stock has shown remarkable momentum, gaining over 12% in the past week and nearly 50% year-to-date, according to InvestingPro data.

The price target increase represents a 5% upward adjustment, according to Morgan Stanley, which attributed the change to rolling forward its discounted cash flow (DCF) valuation by three months to June 2026. The stock currently trades at a significant premium with a P/E ratio of 369, while maintaining a strong financial health score of "GREAT" based on InvestingPro’s comprehensive analysis.

Morgan Stanley’s analyst team, led by Yang Liu, kept their estimates for the company unchanged despite the price target adjustment.

The investment bank also updated its bull case value for Bilibili, raising it by 3% to $30 for the same reason of extending the valuation timeframe.

Morgan Stanley’s bear case value for Bilibili stock remained unchanged due to rounding, according to the research note.

In other recent news, Bilibili reported its second-quarter results for 2025, with earnings per share of $1.29, surpassing analysts’ forecast of $1.20. The company achieved a revenue of $7.34 billion, slightly above the expected $7.33 billion, marking a 20% year-over-year growth driven by strong performances in gaming and advertising segments. Despite these positive results, several firms adjusted their price targets for Bilibili. Benchmark lowered its price target to $28.00 from $30.00, citing the company’s gaming outlook, while maintaining a Buy rating. Similarly, Jefferies reduced its price target to $28.00 from $29.00, noting that non-GAAP operating profit exceeded forecasts due to lower sales and marketing expenses. On the other hand, Barclays raised its price target to $28.00 from $25.00, highlighting Bilibili’s success in unlocking advertising value and expanding margins. Barclays also noted that the advertising segment maintained a growth rate of 20% or higher each quarter since early 2023. These recent developments reflect varied analyst perspectives on Bilibili’s performance and potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.