Kingsoft Cloud Holdings

KC

Market cap $3.66B

I continue to assign a "Buy" rating to Kingsoft Cloud after assessing its results and outlook. Its 3Q25 EBITDA beat the analysts' consensus forecast by 55%, thanks to strong sales from key customers and an increase in AI revenue contribution. KC has a good chance of growing faster and becoming more profitable in the coming years, considering new clients in the robotics space and a shift towards higher-margin inference-related services.

Kingsoft Cloud Holdings Limited ( KC ) Q3 2025 Earnings Call November 19, 2025 7:15 AM EST Company Participants Nicole Shan - Investor Relations Officer Tao Zou - Vice Chairman of the Board & Acting CEO Yi Li - Chief Financial Officer Conference Call Participants Xiaodan Zhang - China International Capital Corporation Limited, Research Division Wenting Yu - CLSA Limited, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Good day, and thank you for standing by. Welcome to Kingsoft Cloud's Third Quarter 2025 Earnings Conference Call.

BEIJING , Nov. 19, 2025 /PRNewswire/ -- Kingsoft Cloud Holdings Limited ("Kingsoft Cloud" or the "Company") (NASDAQ: KC and HKEX: 3896), a leading cloud service provider in China, today announced its unaudited financial results for the third quarter ended September 30, 2025. Mr. Tao Zou, Chief Executive Officer of Kingsoft Cloud, commented, "We are very pleased to see our High Quality and Sustainable Development Strategy continued to deliver.

BEIJING , Nov. 4, 2025 /PRNewswire/ -- Kingsoft Cloud Holdings Limited (NASDAQ: KC and HKEX: 3896) ("Kingsoft Cloud" or the "Company"), a leading cloud service provider in China, today announced that it will release its unaudited financial results for the third quarter 2025 ended September 30, 2025 before the open of U.S. markets on Wednesday, November 19, 2025. Kingsoft Cloud's management will host an earnings conference call on Wednesday November 19, 2025 at 7:15 am, U.S. Eastern Time (8:15 pm, Beijing/Hong Kong Time on the same day).

China's technological advancements amid a landmark trade deal between the United States and China suggest that one can buy JD, KC, NTES and TSM as AI and robotics lead the way.

U.S. stock futures were mixed this morning, with the Dow futures gaining around 0.1% on Friday.

BEIJING , Sept. 23, 2025 /PRNewswire/ -- Kingsoft Cloud Holdings Limited ("Kingsoft Cloud" or the "Company") (NASDAQ: KC and HKEX: 3896), a leading cloud service provider in China, today announced the pricing of its upsized HK$2,802 million offering of 338,000,000 ordinary shares of the Company (the "Placing Shares"), at an offering price of HK$8.29 per Placing Share (the "Placing").

BEIJING , Sept. 23, 2025 /PRNewswire/ -- Kingsoft Cloud Holdings Limited ("Kingsoft Cloud" or the "Company") (NASDAQ: KC and HKEX: 3896), a leading cloud service provider in China, today announced that it proposes to offer 282,000,000 ordinary shares of the Company (the " Placing Shares") in offshore transactions outside the United States to non-U.S. persons in reliance on Regulation S under the Securities Act of 1933, as amended (the "Securities Act"), subject to market conditions and other factors (the " Placing ").

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Kingsoft Cloud's Q2 results exceeded expectations on an adjusted basis, driven by strong AI-related revenue growth and substantial margin expansion. AI revenue now accounts for 31% of total sales, fueling top line acceleration and higher profitability; I expect these trends to continue in the latter half of this year. Key clients Xiaomi and Kingsoft Corporation are ramping up R&D and cloud spending, supporting my forecast for a 28% YoY H2'25 top line increase.