BilibiliBILI
BILI
About: Bilibili is a Chinese online entertainment platform best known for its YouTube-like video-sharing site. Founded in 2009, it initially focused on long-form content centered around anime, comics, and gaming, catering primarily to Gen Z users. Over time, the platform has broadened its content offerings to include a wider range of interests, successfully attracting a more diverse audience beyond the Gen Z demographic.
Employees: 8,088
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
53% more call options, than puts
Call options by funds: $430M | Put options by funds: $282M
10% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 31
6% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 52
0% more funds holding
Funds holding: 153 [Q4 2024] → 153 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
2.17% less ownership
Funds ownership: 18.0% [Q4 2024] → 15.82% (-2.17%) [Q1 2025]
7% less capital invested
Capital invested by funds: $1.08B [Q4 2024] → $1.01B (-$77.1M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$23
12%
upside
Avg. target
$23
12%
upside
High target
$23
12%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
HSBC | 12%upside $23 | Buy Upgraded | 21 May 2025 |
Financial journalist opinion
Based on 19 articles about BILI published over the past 30 days
Neutral
GlobeNewsWire
2 days ago
Bilibili Inc. Announces Completion of the Repurchase Right of Its 1.25% Convertible Senior Notes due 2027
SHANGHAI, June 13, 2025 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced that it has completed its previously announced repurchase right relating to its 1.25% Convertible Senior Notes due 2027 (CUSIP No. 090040AD8) (the “Notes”). The repurchase right expired at 5:00 p.m., New York City time, on Thursday, June 12, 2025. Based on information from Deutsche Bank Trust Company Americas as the paying agent for the Notes, US$66,000 aggregate principal amount of the Notes were validly surrendered and not withdrawn prior to the expiration of the repurchase right. The aggregate cash purchase price of these Notes is US$66,000. The Company has accepted all of the surrendered Notes for repurchase and has forwarded cash in payment of the same to the paying agent for distribution to the applicable holders.
Positive
Zacks Investment Research
4 days ago
Is Bilibili (BILI) Stock Outpacing Its Consumer Discretionary Peers This Year?
Here is how Bilibili (BILI) and CuriosityStream Inc. (CURI) have performed compared to their sector so far this year.
Positive
Zacks Investment Research
5 days ago
Surging Earnings Estimates Signal Upside for Bilibili (BILI) Stock
Bilibili (BILI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Positive
Zacks Investment Research
2 weeks ago
Bilibili (BILI) Just Overtook the 200-Day Moving Average
From a technical perspective, Bilibili (BILI) is looking like an interesting pick, as it just reached a key level of support. BILI recently overtook the 200-day moving average, and this suggests a long-term bullish trend.
Positive
Seeking Alpha
3 weeks ago
Bilibili: Sticky Platform And Premium Content Drive Industry-Leading Growth
Bilibili delivered strong Q1 results with revenue and profit exceeding expectations, driven by robust growth across all key business segments and improving operating metrics. The platform's exceptional user stickiness, high engagement, and maturing demographic support its premium valuation, justifying a re-rating versus domestic and international peers. Advertising and gaming segments are key growth drivers, with AI-enhanced ad solutions and successful game titles like San Mou boosting monetization and platform appeal.
Neutral
GlobeNewsWire
3 weeks ago
Bilibili Inc. Announces Completion of US$690 Million Convertible Senior Notes and Offering of Class Z Ordinary Shares in Connection with Hedging Transactions of Certain Convertible Notes Investors and Terms of Concurrent Repurchase
SHANGHAI, May 23, 2025 (GLOBE NEWSWIRE) -- Bilibili Inc. (“Bilibili” or the “Company”) (Nasdaq: BILI and HKEX: 9626), an iconic brand and a leading video community for young generations in China, today announced (i) the completion of its offering (the “Notes Offering”) of US$690 million in aggregate principal amount of convertible senior notes due 2030 (the “Notes”), including the initial purchasers' full exercise of option to purchase an additional US$90 million in aggregate principal amount of the Notes, and (ii) the completion of the previously announced concurrent offering of its 10,281,240 Class Z ordinary shares that have been borrowed from non-affiliate third parties and offered in a separate underwritten offering.
Positive
Zacks Investment Research
3 weeks ago
What Makes Bilibili (BILI) a New Buy Stock
Bilibili (BILI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Zacks Investment Research
3 weeks ago
Wall Street Analysts Believe Bilibili (BILI) Could Rally 26.89%: Here's is How to Trade
The consensus price target hints at a 26.9% upside potential for Bilibili (BILI). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Positive
Zacks Investment Research
3 weeks ago
Bilibili (BILI) Crossed Above the 50-Day Moving Average: What That Means for Investors
From a technical perspective, Bilibili (BILI) is looking like an interesting pick, as it just reached a key level of support. BILI recently overtook the 50-day moving average, and this suggests a short-term bullish trend.
Neutral
Reuters
3 weeks ago
China's Bilibili launches $575 million convertible notes offering
China's online video-sharing platform Bilibili said on Wednesday it is offering up to $575 million worth of convertible notes to raise money to develop its content ecosystem.
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