Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$13.0B
1,630M shares
52-week range
$7.77 – $26.70
2% from low
Exchange
NYSE
ADRC
P/S (TTM)
0.4
EV / FCF (TTM)
0.7
Tencent Music is the largest online music streaming platform in China, established in 2016 through the merger of QQ Music, Kuwo Music, and Kugou Music. Tencent, its largest shareholder, holds over 50% of the shares and more than 90% of the voting rights. Beyond streaming services, Tencent Music generates revenue through a diverse range of offerings, including podcasts, livestreaming, concerts, and karaoke.
www.tencentmusic.comNo one on the platform currently holds TME.
| Institution | Shares | Reported |
|---|---|---|
| Himalaya Capitalas of 2026-03-31 | 6,590,836 | $61.2M |
| Renaissance Technologiesas of 2026-03-31 | 6,570,344 | $61.0M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-04-02 | $0.2400 | 2026-04-23 |
| 2025-04-03 | $0.1800 | 2025-04-24 |
| 2024-05-31 | $0.1370 | 2024-06-27 |
No one on the platform has traded TME yet.
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 % | 11.0% | 9.8% | 17.3% | — | — | — |
| Rev. Growth % | 15.8% | 2.4% | ||||
| Profit Margin % | 33.6% | 19.5% | 15.1% | |||
| Free Cash Flow Margin % | 30.0% | 23.1% | 22.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +12.4% on the P/E track.
At today's price, your expected annual return is +16.4% on the P/E track.
At today's price, your expected annual return is +20.1% on the P/E track.
| 661,441 |
| $7.5M |
$TME Excellent article that nails exactly where TME stands right now. So if you want to update your TME knowledge or get acquainted with TME, this is a must read. https://everyticker.com/quote/TME/analysis/tencent-music-s-audio-ecosystem-gambit-can-ip-driven-monetization-outrun-bytedance-s-attention-grab-nyse-tme
View on StockTwits ↗
$TME crowded breakdown — 6,976 watchers along for the slide
View on StockTwits ↗
$TME Institutional Investor / FundStatus / 13F VerificationShares HeldPosition ValueAvg Price / Weight Li Lu (Himalaya Capital)Verified (Q1 Entry)6.59M$55.03M~$8.35 (1.49% weight) Mason Hawkins (Southeastern)Verified NEW (Q2 Entry)2.31M$19.25M~$8.35 (1.00% weight) ARGA Investment ManagementVerified (Major Buyer)~18.0M+$151.85M~$8.20 – $8.80 Cape Ann Asset ManagementVerified (New Position)4.43M$36.95M~$8.30 – $8.70 CalSTRS (California Pension)Verified Holder3.15M$26.3M~$8.20 – $8.50 Amundi (EU Asset Manager)Verified Holder3.35M$31.1M~$8.40 – $9.10 Still Bearish ? Hahaha yee 🙄
View on StockTwits ↗
$TME well reddit community said to buy some so i opened a position saw someone say it should go up minimum 20 percent from around these price levels
View on StockTwits ↗
#Dear #music #connoisseurs: $DLB $TME $SPOT $UNVGY
View on StockTwits ↗
$TME 6 billion USD cash position with virtually no debt. Ultra profitable and biggest owner is Tencent.. Talk about a Mis priced coiled spring. Challenge anyone out there to find me a better balance sheet on a $200 billion or less company. Good luck to all holders $15-$20 within 6-18 months is my call
View on StockTwits ↗
$TME I’m going to buy an initial position here on Monday; TME is a cash machine—rock-solid and practically a monopoly—plus it’s very cheap and pays a dividend... what more could you want? 😉
View on StockTwits ↗
$TME allow me to show you how it’s done. First $MOMO then $FIVE then $CROX and now TME. If you look closely enough you’ll see what i see because you’re smart and I’m right.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $35.7B | +9.7% | $5.92 | $5.79–$6.11 | 1.4× | 14 |
| 2027 | $38.6B | +8.0% | $6.38 | $6.12–$6.63 | 1.3× | 14 |
| 2028 | $41.2B | +6.7% | $7.04 | $6.22–$9.45 | 1.2× | 13 |
| 2029 | $40.9B | -0.8% | $7.54 | $7.27–$8.21 | 1.1× | 10 |
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 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-11 | $0.24 | $0.25 | +4.2% |
| 2026-05-12 | $0.21 | $0.21 | +0.0% |
| 2026-03-17 | $0.23 | $0.17 | -24.2% |
| 2025-11-12 | $0.21 | $0.22 | +4.8% |
| 2025-08-12 | $0.20 | $0.23 | +15.0% |
| 2025-05-13 | $0.19 | $0.19 | +0.0% |
| 2025-03-18 | $0.19 | $0.20 | +5.3% |
| 2024-11-12 | $0.17 |
| $0.16 |
| -5.9% |
| $9.1B |
| — |
| LYVLive Nation Entertainment, Inc. | $171.49 | +0.79% | $39.9B | — |
| NBISNebius Group N.V. | $212.19 | -5.50% | $50.9B | — |
Source: Financial Modeling Prep · peers by sector/industry