Jefferies raises Sohu.com stock price target to $18 on solid earnings

Published 04/08/2025, 15:26
Jefferies raises Sohu.com stock price target to $18 on solid earnings

Investing.com - Jefferies has raised its price target on Sohu.com (NASDAQ:SOHU) to $18.00 from $17.00 while maintaining a Buy rating on the Chinese internet company’s stock. According to InvestingPro data, the stock is currently trading at $15.98, with a notably low P/E ratio of 4.59.

The price target increase follows Sohu.com’s second-quarter results, which showed total revenue in line with Jefferies’ forecasts and non-GAAP earnings at the high end of the company’s guidance range. The company maintains impressive gross profit margins of 72.04%, though InvestingPro analysis indicates the stock may be in overbought territory. Get access to 8 more exclusive InvestingPro Tips for SOHU and comprehensive financial analysis through the Pro Research Report.

During the earnings conference call, Sohu’s management emphasized that the company continues to refine its products and provide users with differentiated events despite macroeconomic uncertainties.

For its online games segment, Sohu launched content updates for PC TLBB in July, with Jefferies noting that a top game strategy remains key to the company’s performance.

Jefferies also highlighted that artificial intelligence is helping Sohu’s gaming division improve efficiencies and productivity, factors that contributed to the firm’s decision to maintain its Buy rating.

In other recent news, Sohu reported its second-quarter results, showing a total revenue of $126 million. This figure marks a 7% decline from the previous quarter and a 27% decrease from the same period last year. The company’s online games segment generated $106 million in revenue, which, although down 10% from the previous quarter and 28% year-over-year, was at the high end of the company’s guidance range. Citi analysts have adjusted their outlook on Sohu, lowering the price target to $17 from the previous $18 but maintaining a Buy rating. This revision follows Sohu’s first-quarter 2025 financial results, where the online games revenue saw a 7% rise quarter-over-quarter, reaching $117 million. Marketing service revenues exceeded expectations, hitting $14 million, a 2% beat against forecasts despite a decline from the previous year. These developments highlight the mixed performance in Sohu’s gaming and marketing segments.

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