Xunlei

XNET

Market cap $412M

XNET has really fallen off in recent months, but it has done better more recently with an assist from the latest quarterly report. The rebound in the stock shows XNET has support behind it, but that is not the main reason why XNET has a good shot at trading higher. The balance sheet suggests XNET deserves a higher valuation than the current one, because you can get a lot for not a whole lot.

Xunlei Limited reported mixed fourth-quarter results with better-than-expected sales offset by declining margins. GAAP results were negatively impacted by the reduced fair market value of the company's stake in panoramic camera market leader Arashi Vision, better known as Insta360. Xunlei continues to trade at a steep discount to NAV as investors grapple with the timing of a potential special dividend following the anticipated monetization of the Arashi Vision stake.

SHENZHEN, China, March 16, 2026 (GLOBE NEWSWIRE) -- Xunlei Limited (“Xunlei” or the “Company”) (Nasdaq: XNET), a leading technology company providing distributed cloud services in China, today announced that all conditions precedent to the disposition of a majority equity interest in Shenzhen Onething Technology Co., Ltd. (“Shenzhen Onething”), as previously announced on March 3, 2026 (the “Transaction”), have been satisfied and accordingly, the Transaction has successfully closed.

Xunlei Limited (XNET) Q4 2025 Earnings Call Transcript

SHENZHEN, China, March 12, 2026 (GLOBE NEWSWIRE) -- Xunlei Limited ("Xunlei" or the "Company") (Nasdaq: XNET), a leading technology company providing distributed cloud services in China, today announced its unaudited financial results for the fourth quarter and full year ended December 31, 2025.  Fourth Quarter 2025 Financial Highlights:

SHENZHEN, China, March 03, 2026 (GLOBE NEWSWIRE) -- Xunlei Limited (“Xunlei” or the “Company”) (Nasdaq: XNET), a leading technology company providing distributed cloud services in China, today announced that its variable interest entity in China, Shenzhen Xunlei Networking Technologies Co., Ltd. (“Shenzhen Xunlei”), has entered into definitive agreements to transfer an aggregate 50% equity interest in Shenzhen Onething Technology Co., Ltd.

The stock has retreated in the last couple of months, but the charts suggest now could be a good time to get in. XNET released its Q3 FY2025 report, which supports the argument that XNET is an undervalued stock, and perhaps very much so. The stake in Arashi/Insta360 is a wild card, but XNET has more than enough to send the stock much higher than where it is after the recent slide.

Xunlei Limited reported mixed third-quarter results with strong growth offset by persistent margin pressure. GAAP results were boosted by further price appreciation of the company's 7.8% stake in Chinese panoramic camera market leader Arashi Vision, better known as "Insta360". However, lockup requirements will preclude Xunlei from selling Arashi Vision shares until H2/2026.

Xunlei Limited ( XNET ) Q3 2025 Earnings Call November 13, 2025 7:00 AM EST Company Participants Luhan Tang - Investor Relations Manager Jinbo Li - Chairman & CEO Eric Zhou - Chief Financial Officer Presentation Operator Welcome, ladies and gentlemen. Thank you for your patience.

SHENZHEN, China, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Xunlei Limited ("Xunlei" or the "Company") (Nasdaq: XNET), a leading technology company providing distributed cloud services in China, today announced its unaudited financial results for the third quarter ended September 30, 2025.