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<Research>M Stanley Rates Bilibili (BILI.US) as Equalweight; Advertising Growth Steady
Recommend 5 Positive 3 Negative 3 |
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Morgan Stanley has given Bilibili (BILI.US) an Equalweight rating and a target price of USD26, citing that the company's advertising business was steady, but the outlook for its gaming business remains unclear. The report highlighted Bilibili's decent user growth and usage duration for 1-9M25 on the promotion of high-quality medium- to long-form video content. Management expects this trend to continue in both 4Q25 and 2026. Bilibili also demonstrated solid advertising business growth. During the 2025 Double 11 event period, the company's e-commerce advertising revenue increased by 30% YoY, making AI-related advertising another new highlight. With the advertising load rate remaining around 7% annually, its advertising growth primarily relied on price hikes. AAStocks Financial News |
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