BILI

Bilibili Inc. Sponsored ADR Class Z (BILI) | Rumor.io

Bilibili

BILI

Attention (50-day avg)0%

Attention rank (50-day avg)#822

Bullish sentiment (50-day avg)66%

Price to earnings ratio28

Market capitalization6.2B

Earnings per share0.54

Dividend yield (TTM)—

Revenue (annual)30.3B

Net income (annual)1.2B

Social

What share of all stock conversation is about BILI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% 0	0% -0.01

Sep 26

Bilibili Inc. (BILI) announced plans to buy back $200 million of shares from Tencent, with a vote scheduled for October 28.
The move could potentially allow Tencent to maintain a claim on 10.1 million Bilibili shares at a price 35% higher than the current market value.
Bilibili's expansion into global markets and its potential to rival YouTube may raise concerns about national security and regulatory scrutiny, similar to what TikTok faced.

Generated by AI

Sentiment

Of the messages about BILI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	20%	42.64% -55.33	90.62% +9.23
Bearish	—	80%	57.36% +55.33	9.38% -9.23

Bullish· Sep 12

Bilibili's growth prospects are strong, with a potential 50% increase in users, revenue per user, and a doubling of its profit margin to 10% within 5-8 years, which would result in a 4x increase in net income.
The company's low price-to-earnings ratio of sub-30 makes it an attractive investment opportunity, considering its growth and user engagement metrics.
Bilibili's business model is comparable to YouTube's, and with Tencent's recent sale of its stake, the company has room to increase its ad load and potentially improve its revenue.

Bearish· Nov 14

Bilibili Inc. (BILI) stock has fallen despite beating EPS and revenue expectations, and announcing a buyback.
The stock's poor performance suggests that investors are not valuing the company's growth, with some attributing the decline to manipulation in the Chinese market.
BILI's double-beat earnings and buyback announcement have not been enough to support the stock, with some investors questioning the company's ability to make returns, labeling it a "value trap".

Generated by AI

Topics

Of the messages about BILI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	0%	31.18%	20.5%
Announcements	—	100%	1.37%	37.08%
Technical Analysis	—	0%	0%	15.31%
Earnings	—	0%	37.77%	15.28%
Controversies	—	0%	0%	5.06%
Analysts	—	0%	29.67%	6.77%

Earnings· May 19

Bilibili Inc. (BILI) beat analyst expectations on earnings, with adjusted EPS of $0.19 and revenue of $1.08B, beating estimates of $0.12 and $1.09B respectively.
Bilibili's Q1 2026 earnings show a 7% year-over-year increase in total net revenues to RMB 7.47B, driven by a 30% year-over-year increase in advertising revenue to RMB 2.59B.
Bilibili's Q1 2026 earnings demonstrate improving profitability, with a net profit of RMB 202.0 million and an adjusted net profit of RMB 585.4 million, up 62% year-over-year.

Analysts· Mar 11

JP Morgan upgraded Bilibili (BILI) to Neutral from Underweight and raised the price target to $11.
The upgrade contributed to a 13-15% increase in BILI's stock price.
Citi downgraded BILI to Neutral from Buy, lowering the price target to $12.50 from $18.

Announcements· Mar 5

Bilibili Inc. (BILI) reported its first full year of GAAP profitability in FY2025, with Q4 2025 total net revenues reaching RMB 8.32 billion, up 8% YoY.
The company's ad revenue surged 27% YoY in Q4 2025, contributing to a 478% YoY increase in net income, with adjusted net profit margin expanding to 10.6% from 5.8% in Q4 2024.
Bilibili's Q4 2025 revenue beat estimates, rising 22% to $1.1B, with the company narrowing its net loss to $205M, and shares up 8% pre-market.

Controversies· Dec 22

China's National Press and Publication Administration proposed new rules to curb excessive gaming and spending, which led to a $43.5 billion market value loss for Tencent and significant share price declines for NetEase and Bilibili.
The proposed rules include banning inductive rewards, requiring operators to refund players with legal tender instead of game props, and setting spending limits, which has sent shockwaves through the online gaming industry.
NetEase and Bilibili shares plummeted, with NetEase falling 24.7% and Bilibili falling 4.9%, as investors fear a new wave of government restrictions on the gaming and e-commerce sectors.

Macro· Dec 22

The Hang Seng Index fell, with online game operators taking a beating due to new restrictions from China's National Press and Publication Administration.
Tencent, NetEase, and Bilibili were among the hardest hit, with Tencent falling 7% and NetEase plummeting 28% in U.S. trading.
Chinese e-commerce firms and for-production education stocks were also impacted, amid fears of a new wave of government restrictions, with Bilibili's management potentially anticipating these restrictions by shifting focus to video streaming and ads.

Technical Analysis· Feb 28

$BILI's price dropped below 19, with a potential downside pegged at $17.50, which could be a good hedging point.
A break above 20.62 and 21.82 could indicate that $BILI's next target is $22.50.
$BILI is putting in a base at support 19.2, and its ability to gain above the 20ema and break out of a tight range will be crucial to watch.

Generated by AI

Community

Of the messages about BILI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	1.5%	12.88%	51.19%
Newcomers	100%	98.5%	87.12%	48.81%

Regulars· May 19

Bilibili's Q1 2026 earnings show a 7% YoY increase in total revenue to RMB 7.47 billion, with advertising revenue growing 30% YoY to RMB 2.59 billion.
The company's adjusted net profit increased 62% YoY to RMB 585.4 million, and its gross margin expanded from 36.3% to 37.1%.
Bilibili's mobile games revenue declined 12% YoY, but the company's core monetization engine, advertising, remains strong, masking a divergence in underlying revenue growth.

Newcomers· Sep 26

Bilibili Inc. has announced plans to buy back $200 million of shares from Tencent, with a vote scheduled for October 28.
Tencent's reduced stake in Bilibili may not be a sign of its exit, as it can still convert a $200M bond into shares at a higher price.
Bilibili's expansion into the global market and potential competition with YouTube may raise concerns about national security scrutiny, similar to what TikTok faced.

Generated by AI

SHANGHAI, Sept. 25, 2026 (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 published a circular (the “EGM Circular”) to provide shareholders with information on the proposals that will be put forward at the Company’s upcoming extraordinary general meeting of the shareholders (the “EGM”) for shareholders’ approval and a notice of the EGM (the “EGM Notice”). The EGM will

5d agoYahoo Finance

Why Did Bilibili (BILI) Raise $500 Million Through Convertible Bonds Due 2031?

Bilibili (NasdaqGS:BILI) has completed a US$500 million convertible bond offering, with the notes maturing in 2031. The new securities give bondholders the option to convert into Bilibili equity under specified terms rather than receive cash at maturity. Proceeds from the issuance are intended for general corporate purposes, which may include refinancing, investment, or balance sheet management. This fresh US$500 million convertible bond due 2031 needs to be weighed against the rest of...

9d agoYahoo Finance

What’s Next for Bilibili As Tencent Pivots From Shareholder To Creditor?

18d agoBenzinga

What Tencent’s Bilibili bond swap tells us about its AI playbook

The deal allows Tencent to release capital from a legacy asset to support AI projects while retaining downside protection as a debt holder.

23d agoSouth China Morning Post

Why is Bilibili stock climbing today?

25d agoInvesting.com

Bilibili stock rises amid $700M convertible notes with Tencent

25d agoInvesting.com

Also Discussed

Investors talking about BILI also mention

#	Name	Attention
1	Huya Inc.HUYA	0%0
2	DouYu International Holdings Ltd. Sponsored ADRDOYU	0%0
3	JD.com, Inc. Sponsored ADRJD	0%0
4	iQIYI, Inc. Sponsored ADRIQ	0%0
5	Baidu Inc. ADRBIDU	0.11%+0.11
6	Tencent Music Entertainment GroupTME	0%new
7	Baozun Inc. ADRBZUN	0%0
8	ZTO Express (Cayman) Inc. ADRZTO	0%0
9	Sea Limited Sponsored ADRSE	0%0
10	PDD Holdings Inc. American Depositary ReceiptPDD	0%0

Bilibili Inc. Sponsored ADR Class Z

Communication Services
Internet Content & Information

Bilibili Inc. Sponsored ADR Class Z is the U.S.-listed depositary share representation of Bilibili Inc., a China-based online entertainment company. Bilibili operates a large digital content platform centered on video sharing, where users watch, upload, and interact with professional and user-generated content across animation, comics, gaming, and broader entertainment categories. The platform also includes live streaming, community features, and value-added services that help creators, audiences, and advertisers connect within a highly engaged media ecosystem. Bilibili’s business spans content distribution, online advertising, mobile games, and e-commerce-related services, making it an important participant in China’s internet media and digital entertainment markets. The company is headquartered in Shanghai and focuses on serving younger audiences through a community-driven platform built around interactive viewing and creator participation.

Website

Location

Building 3

Shanghai, 200433

China

Social

What share of all stock conversation is about BILI?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% +0	0% 0	0% -0.01

Sep 26

Bilibili Inc. (BILI) announced plans to buy back $200 million of shares from Tencent, with a vote scheduled for October 28.
The move could potentially allow Tencent to maintain a claim on 10.1 million Bilibili shares at a price 35% higher than the current market value.
Bilibili's expansion into global markets and its potential to rival YouTube may raise concerns about national security and regulatory scrutiny, similar to what TikTok faced.

Generated by AI

Sentiment

Of the messages about BILI that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	20%	42.64% -55.33	90.62% +9.23
Bearish	—	80%	57.36% +55.33	9.38% -9.23

Bullish· Sep 12

Bilibili's growth prospects are strong, with a potential 50% increase in users, revenue per user, and a doubling of its profit margin to 10% within 5-8 years, which would result in a 4x increase in net income.
The company's low price-to-earnings ratio of sub-30 makes it an attractive investment opportunity, considering its growth and user engagement metrics.
Bilibili's business model is comparable to YouTube's, and with Tencent's recent sale of its stake, the company has room to increase its ad load and potentially improve its revenue.

Bearish· Nov 14

Bilibili Inc. (BILI) stock has fallen despite beating EPS and revenue expectations, and announcing a buyback.
The stock's poor performance suggests that investors are not valuing the company's growth, with some attributing the decline to manipulation in the Chinese market.
BILI's double-beat earnings and buyback announcement have not been enough to support the stock, with some investors questioning the company's ability to make returns, labeling it a "value trap".

Generated by AI

Topics

Of the messages about BILI that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	0%	31.18%	20.5%
Announcements	—	100%	1.37%	37.08%
Technical Analysis	—	0%	0%	15.31%
Earnings	—	0%	37.77%	15.28%
Controversies	—	0%	0%	5.06%
Analysts	—	0%	29.67%	6.77%

Earnings· May 19

Bilibili Inc. (BILI) beat analyst expectations on earnings, with adjusted EPS of $0.19 and revenue of $1.08B, beating estimates of $0.12 and $1.09B respectively.
Bilibili's Q1 2026 earnings show a 7% year-over-year increase in total net revenues to RMB 7.47B, driven by a 30% year-over-year increase in advertising revenue to RMB 2.59B.
Bilibili's Q1 2026 earnings demonstrate improving profitability, with a net profit of RMB 202.0 million and an adjusted net profit of RMB 585.4 million, up 62% year-over-year.

Analysts· Mar 11

JP Morgan upgraded Bilibili (BILI) to Neutral from Underweight and raised the price target to $11.
The upgrade contributed to a 13-15% increase in BILI's stock price.
Citi downgraded BILI to Neutral from Buy, lowering the price target to $12.50 from $18.

Announcements· Mar 5

Bilibili Inc. (BILI) reported its first full year of GAAP profitability in FY2025, with Q4 2025 total net revenues reaching RMB 8.32 billion, up 8% YoY.
The company's ad revenue surged 27% YoY in Q4 2025, contributing to a 478% YoY increase in net income, with adjusted net profit margin expanding to 10.6% from 5.8% in Q4 2024.
Bilibili's Q4 2025 revenue beat estimates, rising 22% to $1.1B, with the company narrowing its net loss to $205M, and shares up 8% pre-market.

Controversies· Dec 22

China's National Press and Publication Administration proposed new rules to curb excessive gaming and spending, which led to a $43.5 billion market value loss for Tencent and significant share price declines for NetEase and Bilibili.
The proposed rules include banning inductive rewards, requiring operators to refund players with legal tender instead of game props, and setting spending limits, which has sent shockwaves through the online gaming industry.
NetEase and Bilibili shares plummeted, with NetEase falling 24.7% and Bilibili falling 4.9%, as investors fear a new wave of government restrictions on the gaming and e-commerce sectors.

Macro· Dec 22

The Hang Seng Index fell, with online game operators taking a beating due to new restrictions from China's National Press and Publication Administration.
Tencent, NetEase, and Bilibili were among the hardest hit, with Tencent falling 7% and NetEase plummeting 28% in U.S. trading.
Chinese e-commerce firms and for-production education stocks were also impacted, amid fears of a new wave of government restrictions, with Bilibili's management potentially anticipating these restrictions by shifting focus to video streaming and ads.

Technical Analysis· Feb 28

$BILI's price dropped below 19, with a potential downside pegged at $17.50, which could be a good hedging point.
A break above 20.62 and 21.82 could indicate that $BILI's next target is $22.50.
$BILI is putting in a base at support 19.2, and its ability to gain above the 20ema and break out of a tight range will be crucial to watch.

Generated by AI

Community

Of the messages about BILI, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	1.5%	12.88%	51.19%
Newcomers	100%	98.5%	87.12%	48.81%

Regulars· May 19

Bilibili's Q1 2026 earnings show a 7% YoY increase in total revenue to RMB 7.47 billion, with advertising revenue growing 30% YoY to RMB 2.59 billion.
The company's adjusted net profit increased 62% YoY to RMB 585.4 million, and its gross margin expanded from 36.3% to 37.1%.
Bilibili's mobile games revenue declined 12% YoY, but the company's core monetization engine, advertising, remains strong, masking a divergence in underlying revenue growth.

Newcomers· Sep 26

Bilibili Inc. has announced plans to buy back $200 million of shares from Tencent, with a vote scheduled for October 28.
Tencent's reduced stake in Bilibili may not be a sign of its exit, as it can still convert a $200M bond into shares at a higher price.
Bilibili's expansion into the global market and potential competition with YouTube may raise concerns about national security scrutiny, similar to what TikTok faced.

Generated by AI

Bilibili

Social

Sep 26

Bullish· Sep 12

Bearish· Nov 14

Earnings· May 19

Analysts· Mar 11

Announcements· Mar 5

Controversies· Dec 22

Macro· Dec 22

Technical Analysis· Feb 28

Regulars· May 19

Newcomers· Sep 26

Bilibili Inc. to Hold Extraordinary General Meeting on October 28, 2026

Why Did Bilibili (BILI) Raise $500 Million Through Convertible Bonds Due 2031?

What’s Next for Bilibili As Tencent Pivots From Shareholder To Creditor?

What Tencent’s Bilibili bond swap tells us about its AI playbook

Why is Bilibili stock climbing today?

Bilibili stock rises amid $700M convertible notes with Tencent

Also Discussed

Bilibili Inc. Sponsored ADR Class Z

Company Information

Location

Bilibili Inc. to Hold Extraordinary General Meeting on October 28, 2026

Why Did Bilibili (BILI) Raise $500 Million Through Convertible Bonds Due 2031?

What’s Next for Bilibili As Tencent Pivots From Shareholder To Creditor?

What Tencent’s Bilibili bond swap tells us about its AI playbook

Why is Bilibili stock climbing today?

Bilibili stock rises amid $700M convertible notes with Tencent

Also Discussed

Social

Sep 26

Bullish· Sep 12

Bearish· Nov 14

Earnings· May 19

Analysts· Mar 11

Announcements· Mar 5

Controversies· Dec 22

Macro· Dec 22

Technical Analysis· Feb 28

Regulars· May 19

Newcomers· Sep 26