Goldman Sachs lifts Xiaomi stock target to HK$58 on AI advances

Published 20/02/2025, 15:38
Goldman Sachs lifts Xiaomi stock target to HK$58 on AI advances

On Thursday, Goldman Sachs reaffirmed its confidence in Xiaomi (OTC:XIACF) Corp (1810:HK) (OTC: XIACF), raising the technology company’s price target from HK$38.00 to HK$58.00. The firm maintained its Buy rating on the stock, signaling optimism about Xiaomi’s future prospects. The upgrade comes in the wake of the company’s recent advancements in artificial intelligence (AI). The market has already shown strong confidence in Xiaomi’s direction, with the stock delivering an impressive 295% return over the past year and reaching near its 52-week high. According to InvestingPro data, the company’s market capitalization now stands at $159 billion.

Goldman Sachs highlighted Xiaomi’s successful introduction of cost-competitive AI large language models (LLMs) that have spurred a growing number of use cases. This development is seen as a strategic move that positions Xiaomi to enhance its AI technology capabilities more efficiently. The firm’s analysts believe that leveraging AI will allow Xiaomi to expand its "Human x Car x Home" ecosystem and increase sales. The strategy appears to be working, with InvestingPro reporting a robust 25% revenue growth to $47 billion in the last twelve months, while maintaining a strong financial health rating.

Furthermore, Goldman Sachs anticipates that Xiaomi could ascend towards a dominant position in the internet/software service sector over the long term. This is attributed to the company’s efforts in developing Xiaoai, an operating system-level AI agent, and building what is projected to be the largest Artificial Intelligence of Things (AloT) ecosystem worldwide, with an estimated 900 million connected AloT devices by the end of 2024.

The analysis also pointed out Xiaomi’s competitive advantages in customer acquisition costs, with Xiaoai serving as a native AI interface embedded in Xiaomi’s HyperOS. This advantage is compounded by Xiaomi’s capabilities in integrating with the mobile internet ecosystem through application programming interfaces (APIs) and its comprehensive hardware and software Internet of Things (IoT) ecosystem, which includes proactive intelligence through Xiaomi HyperMind.

Goldman Sachs’ revised price target reflects a more bullish stance on Xiaomi’s stock, suggesting that the company’s strategic investments in AI and its ecosystem are expected to yield positive results in terms of growth and market position. Trading at a P/E ratio of 60, the stock currently appears overvalued according to InvestingPro’s Fair Value model. Investors looking for deeper insights can access the comprehensive Pro Research Report, which includes detailed analysis of Xiaomi’s valuation metrics, growth prospects, and competitive position among its peers.

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

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