Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$6.4B
412M shares
52-week range
$15.16 – $36.40
2% from low
Exchange
NASDAQ
ADRC
Bilibili is a Chinese online entertainment platform best known for its YouTube-like video-sharing service. Founded in 2009, it initially focused on long-form content centered around anime, comics, and gaming, or ACG, catering primarily to Generation Z users. Over time, the platform has expanded its content ecosystem to cover a broader range of interests, successfully attracting a more diverse audience beyond its original Gen Z base.
www.bilibili.comNo one on the platform currently holds BILI.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 507,335 | $11.4M |
No one on the platform has traded BILI yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
$BILI website traffic picked up significantly in July and August. 15% FCF yield, 30% of market cap is net cash. It is a great buy at the moment. I am in.
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$BABA $BILI $JD $PDD $BIDU Doesn’t go up with US market, but sure as hell goes down with it. Wasted 6 years holding this shit before dumping. Still going lower. Pure junk.
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$BILI This offering will be bullish. The 300 million buyback will put a floor under the stock and the rest will go to growth AI. Long term hold=Bullish
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$BILI (-3.2% pre) Bilibili Inc. Announces Proposed Offerings of US$700 Million Convertible Senior Notes, Concurrent Equity Placement and Concurrent Share Repurchases https://ooc.bz/l/113360
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$BILI Bilibili offers to sell $700 million in convertible senior notes due 2031
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$BILI They already launched their app for Android. This month they will launch the iOS app, and they are hiring teams in multiple countries right now to launch the website, hopefully also this month
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$BILI printed a new 52-week low today
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$BILI crowded breakdown — 13,869 watchers along for the slide
View on StockTwits ↗$BILI reported 28% advertising growth, higher engagement and its 16th consecutive quarter of gross-margin expansion, while $BZUN posted 7% revenue growth as brand-management revenue climbed 22%. Both point to improving monetization and operating efficiency across China’s online economy. $HUYA may be the more interesting turnaround play: revenue grew 11% to RMB1.74B, game-related services, advertising and other revenue jumped 54%, gross profit rose 20%, and the company returned to GAAP profitability. Its business is diversifying beyond livestreaming into game publishing, in-game item sales, advertising and AI-powered content.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 8.5% | — | — | — | ||
| Rev. Growth % | 13.1% | 20.4% | ||||
| Profit Margin % | 3.9% | -18.4% | -33.1% | |||
| Free Cash Flow Margin % | 17.5% | -6.9% | -18.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +9.0% on the P/E track.
At today's price, your expected annual return is +15.5% on the P/E track.
At today's price, your expected annual return is +20.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $33.2B | +10.1% | $6.86 | $6.66–$7.14 | 2.3× | 15 |
| 2027 | $36.7B | +10.3% | $8.64 | $7.88–$9.98 | 1.8× | 15 |
| 2028 | $39.8B | +8.6% | $11.06 | $8.58–$12.48 | 1.4× | 12 |
| 2029 | $45.4B | +14.1% | $12.60 | $12.11–$13.27 | 1.2× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-27 | $0.23 | $0.23 | +0.0% |
| 2026-05-19 | $0.17 | $0.19 | +11.8% |
| 2026-03-05 | $0.27 | $0.28 | +3.7% |
| 2025-11-13 | $0.21 | $0.24 | +16.2% |
| 2025-08-21 | $0.17 | $0.18 | +5.9% |
| 2025-05-20 | $0.06 | $0.12 | +100.0% |
| 2025-02-20 | $0.14 | $0.15 | +7.1% |
| 2024-11-14 | $0.08 |
| $0.08 |
| +0.7% |
| $72.6B |
| — |
| QXOQXO, Inc. | $12.31 | +0.16% | $12.8B | — |
| RGTIRigetti Computing, Inc. | $15.27 | +0.73% | $5.1B | — |
Source: Financial Modeling Prep · peers by sector/industry