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Investing.com - BofA Securities raised its price target on Bilibili (NASDAQ:BILI) to $27.00 from $25.00 on Wednesday, while maintaining a Buy rating on the Chinese video platform. The stock has shown remarkable momentum, delivering a 32.3% return year-to-date and maintaining its position as a prominent player in the Interactive Media & Services industry. According to InvestingPro data, the company has attracted positive analyst sentiment, with 4 analysts recently revising their earnings expectations upward.
The price target increase follows BofA’s attendance at Bilibili’s Investor Day event, where management outlined strategies focused on high-quality content, AI empowerment for both content and monetization, and long-lifecycle games. With revenue growing at 21.83% and a solid financial health score of 2.99 (rated as GOOD by InvestingPro), the company appears well-positioned to execute its strategic initiatives.
BofA analyst Miranda Zhuang highlighted the company’s AI initiatives, which include video translation, content analysis search capabilities, video comment analysis, and AI content review systems to enhance the platform’s content offerings.
On the commercialization side, Bilibili is implementing AI model-backed recommendation algorithms to better understand multimodal content and user behaviors, along with AI-generated ad creative for personalized marketing and optimization of ad placement, scaling, and ROI.
BofA also noted its positive impression of Bilibili’s thriving young user community after attending the Bilibili World Expo, described as Asia’s largest ACG (Animation, Comics, and Games) gala, which sold 350,000 tickets.
In other recent news, Bilibili has reported a notable 76% year-over-year increase in gaming revenue for the first quarter of 2025, largely driven by the success of its game San Mou™, which has become a long-cycle franchise. Additionally, the company has seen a 30% year-over-year growth in performance ads, bolstered by advancements in its advertising technology powered by Artificial Intelligence Generated Content (AIGC). Benchmark analysts have maintained their Buy rating and a $30.00 price target for Bilibili, citing the company’s impressive financial performance and stable content costs. Meanwhile, HSBC has upgraded Bilibili’s stock rating from Hold to Buy, raising the price target to $22.50 due to the strong performance of the Sanmou Season 7 and optimistic projections for Season 8. The analyst increased revenue projections for the game by 6-8% for 2025 to 2027, while also raising the overall top line by 2%. Bernstein has reiterated an Outperform rating on Bilibili, highlighting the company’s robust content strategy and growth in advertisers and content creators. The firm noted Bilibili’s break-even status and its position as a leader in medium-form professional user-generated video content. Despite macroeconomic challenges, analysts remain confident in Bilibili’s revenue outlook for 2025, emphasizing the company’s high-margin gaming and advertising segments.
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