Bilibili’s consensus analyst price target has recently inched up from $28.51 to $28.85, reflecting a slight uptick in market optimism. This adjustment comes as analysts weigh both the strong performance of Bilibili’s games segment and continued growth in advertising, while also considering some short-term concerns around gaming revenue and comparables. Stay tuned to discover key factors driving these expectations and how to monitor the evolving outlook for Bilibili.
Analyst Price Targets don’t always capture the full story. Head over to our Company Report to find new ways to value Bilibili.
Recent analyst commentary on Bilibili reveals a mix of constructive optimism and noteworthy caution, with price targets moving both upward and downward in response to the company’s latest developments. The following summarizes key takeaways from recent research coverage.
🐂 Bullish Takeaways
Bernstein raised its price target to $32 from $28. The firm highlighted a positive reaction to strong sales data from the launch of the new game Escape From Duckov. Bernstein notes this marks the start of a potential up-cycle in Bilibili’s games business and points to better-than-expected performance along with upcoming catalysts from game releases and billing updates.
Jefferies continues to see long-term margin improvement and emphasized that Q2 revenue met expectations while operating profit exceeded forecasts due to effective cost control, specifically lower-than-expected selling and marketing expenses. The firm expects advertising momentum to remain robust into the second half, supporting optimism around Bilibili’s operating execution.
Benchmark maintains a constructive long-term view and points to sustained healthy user engagement and monetization, even amidst near-term softness in games and value-added services. The rating remains Buy despite short-term headwinds.
🐻 Bearish Takeaways
Morgan Stanley raised its price target slightly to $22 from $21 but maintains a neutral stance. The firm observes that ongoing ad growth is being offset by a notable decline in games revenue and describes the current valuation as largely fair, implying limited near-term upside.
Benchmark lowered its price target to $28 from $30 and cites expectations for a decline in near-term game revenue driven by a challenging year-over-year comparison. Despite an overall constructive outlook, this underscores analyst concerns about upcoming growth headwinds in the games segment.
Jefferies cut its price target slightly to $28 from $29, mentioning the base effect of last year’s performance but reaffirms belief in improving long-term margins. This tempered price target signals some recognition of near-term risks.
Overall, analysts remain attentive to Bilibili’s execution quality, especially in cost management and the ability to drive new business momentum from games. However, valuation sensitivity and near-term revenue fluctuations, particularly in gaming, continue to shape the range of Wall Street perspectives on the stock.
Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there’s more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative!
NasdaqGS:BILI Community Fair Values as at Nov 2025
Bilibili’s board is scheduled to meet on November 13, 2025, to approve and announce the company’s unaudited financial results for the third quarter ended September 30, 2025. Investors will watch closely for updates on the company’s recent financial performance and strategic outlook.
As of June 30, 2025, Bilibili completed a share repurchase, buying back 6,400,000 shares, which accounts for 1.54 percent of its total shares outstanding. This buyback totaled $116.4 million and is part of the program first announced in November 2024. The company has indicated that this reflects confidence in its long-term prospects.
Consensus Analyst Price Target (Fair Value) has risen slightly from $28.51 to $28.85. This reflects modestly increased optimism.
Discount Rate has edged higher from 8.84 percent to 9.26 percent, suggesting a small increase in perceived risk or required return.
Revenue Growth estimates have fallen marginally from 9.45 percent to 9.22 percent.
Net Profit Margin projections have improved moderately from 8.51 percent to 8.78 percent.
Future P/E Ratio expectations show a minimal decrease, moving from 31.72x to 31.64x.
Narratives are more than just numbers. They connect a company’s story, the reasons behind its expected growth, and its estimated fair value in one easy-to-understand overview. On Simply Wall St’s Community page, millions of investors use Narratives to see how the story evolves with every new event or earnings release. Narratives are updated dynamically, helping you decide when the price is right to buy or sell.
Want to see what’s shaping Bilibili’s story? Read the original narrative here to keep up with:
How new game launches and enhanced creator monetization are driving Bilibili’s revenue and margin growth.
The impact of rapid AI adoption and disciplined cost control on operational efficiency and future profitability.
Risks and challenges, including heavy reliance on Gen Z users, regulatory headwinds, and strong competition in the digital entertainment sector.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BILI.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
