Goldman Sachs raises Kuaishou price target on Kling AI potential

Published 18/06/2025, 09:16
Goldman Sachs raises Kuaishou price target on Kling AI potential

Goldman Sachs raised its price target on Kuaishou Technology (1024:HK) stock to HK$68.00 from HK$63.00 while maintaining a Buy rating, citing the company’s Kling AI performance and favorable risk-reward profile.

The firm noted that Kuaishou announced solid monthly bookings for its Kling AI service in April and May, which has become a key focus for investors evaluating the company’s growth prospects.

Goldman Sachs identified three main investor concerns regarding Kling: the user profile and potential market size for AI video generation, the competitive landscape versus global and Chinese peers, and how to properly value Kling within Kuaishou’s overall valuation framework.

Year-to-date, Kuaishou shares have gained 47%, outperforming both the HSTech and HSI indexes, which rose 19% and 13% respectively, likely driven by growing expectations for the company’s AI capabilities and improving sentiment around core advertising growth expected from the second quarter of 2025.

The investment bank views Kuaishou’s current forward price-to-earnings ratio of 10.5X as attractive compared to its bull case sum-of-the-parts valuation, which implies a 14X P/E at the group level or a 12X P/E for the standalone main platform.

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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