Bilibili's Ad Business Likely to Be Key Growth Driver in 2H -- Market Talk

Dow Jones

2025/07/29

0856 GMT - Bilibili's advertising business is likely to be the key growth driver in 2H, Citi analysts say in a research note. "Gaming momentum might weaken a bit sequentially amid lack of big titles," the analysts say. This implies advertising will continue to be the key driver behind revenue growth and margin improvement amid infrastructure and efficiency improvements. The Citi analysts maintain a neutral rating and raise the target price on the ADRs to $24.00 from $23.00, thanks to a rerating in China's internet space. Bilibili's ADRs last traded at $22.84. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

July 29, 2025 04:56 ET (08:56 GMT)

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This implies advertising will continue to be the key driver behind revenue growth and margin improvement amid infrastructure and efficiency improvements. The Citi analysts maintain a neutral rating and raise the target price on the ADRs to $24.00 from $23.00, thanks to a rerating in China's internet space. Bilibili's ADRs last traded at $22.84. 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This implies advertising will continue to be the key driver behind revenue growth and margin improvement amid infrastructure and efficiency improvements. The Citi analysts maintain a neutral rating and raise the target price on the ADRs to $24.00 from $23.00, thanks to a rerating in China's internet space. Bilibili's ADRs last traded at $22.84. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 29, 2025 04:56 ET (08:56 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BILI","symbol_name":"哔哩哔哩","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2555003935","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2555003935","pubTimestamp":1753779360,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0856 GMT - Bilibili's advertising business is likely to be the key growth driver in 2H, Citi analysts say in a research note. \"Gaming momentum might weaken a bit sequentially amid lack of big titles,\" the analysts say. This implies advertising will continue to be the key driver behind revenue growth and margin improvement amid infrastructure and efficiency improvements. The Citi analysts maintain a neutral rating and raise the target price on the ADRs to $24.00 from $23.00, thanks to a rerating in China's internet space. Bilibili's ADRs last traded at $22.84. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BILI":"哔哩哔哩"},"translate_title":"哔哩哔哩广告业务可能成为下半年主要增长动力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BILI":1},"content_text":"0856 GMT - Bilibili's advertising business is likely to be the key growth driver in 2H, Citi analysts say in a research note. \"Gaming momentum might weaken a bit sequentially amid lack of big titles,\" the analysts say. This implies advertising will continue to be the key driver behind revenue growth and margin improvement amid infrastructure and efficiency improvements. The Citi analysts maintain a neutral rating and raise the target price on the ADRs to $24.00 from $23.00, thanks to a rerating in China's internet space. Bilibili's ADRs last traded at $22.84. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 29, 2025 04:56 ET (08:56 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}