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Investing.com - Bernstein SocGen Group raised its price target on Bilibili (NASDAQ:BILI) to $32.00 from $28.00 on Thursday, while maintaining an Outperform rating on the stock. The $11.88 billion interactive media company has seen its shares surge 56.9% over the past six months, with the stock now trading near its 52-week high of $30.92.
The price target increase follows a 10% rise in Bilibili shares, driven by positive sales data from the company’s newly launched game title "Escape From Duckov."
Bernstein SocGen views this game launch as the beginning of an up-cycle for Bilibili’s gaming business, with the new title performing better than initially expected.
The firm cited several upcoming catalysts that could further boost the stock, including additional game releases and billings data expected in the coming months.
Bilibili’s gaming segment appears to be gaining momentum, contributing to the more optimistic outlook reflected in the higher price target.
In other recent news, Bilibili reported strong financial performance for the first half of 2025, with revenue increasing by 21.6% year-over-year to CNY14.34 billion. This growth was largely driven by a 68% rise in mobile games revenue and a 20% increase in advertising revenue, marking the company’s first interim profit. As a result, CFRA raised its price target for Bilibili to $32, maintaining a Hold rating. Barclays also adjusted its price target to $28, citing successful advertising value and margin expansion, while maintaining an Overweight rating.
Benchmark, however, lowered its price target to $28 from $30, despite recognizing strong performances in the gaming and advertising segments. Meanwhile, Morgan Stanley slightly increased its price target to $23, maintaining an Equalweight rating based on updated valuation metrics. Additionally, Macquarie initiated coverage with an Outperform rating, highlighting significant potential for advertising monetization. These developments reflect a varied but generally positive outlook from analysts regarding Bilibili’s financial health and growth potential.
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