Bilibili Inc. Stock Price Surges 6.9% Amid Analyst Estimates and Market Trends

Bilibili Inc (BILI) stock price surged 6.9% on July 15 to $23.86, up from its previous close of $22.32. Trading volume was 2,936,718 shares, 74.3% of the average daily volume. Analysts forecast an average target price of $25.24, with a high estimate of $33.00 and a low estimate of $19.00, indicating a potential upside of 5.8% from the current price. The estimated GF Value for BILI in one year is $21.33, suggesting a downside of 10.6% from the current price.

Bilibili Inc (BILI) stock price surged 6.9% on July 15, reaching $23.86, up from its previous close of $22.32. Trading volume was 2,936,718 shares, representing 74.3% of the average daily volume. Analysts forecast an average target price of $25.24, with a high estimate of $33.00 and a low estimate of $19.00, indicating a potential upside of 5.8% from the current price. The estimated GF Value for BILI in one year is $21.33, suggesting a downside of 10.6% from the current price.

The stock's performance follows a series of positive analyst upgrades. Hsbc Global Research raised Bilibili to a "strong-buy" rating [1], while Wall Street Zen and Sanford C. Bernstein also upgraded the stock to a "buy" rating and issued an "outperform" rating with a $28.00 target price, respectively [1]. These upgrades come amid the company's strong financial performance, with analysts noting significant year-on-year growth in revenue from mobile games and advertising businesses [2].

Bilibili reported its third-quarter financial results, showing a positive adjusted net income for the first time. The company's net revenue increased by 26% year-on-year to 7.306 billion yuan, while gross profit surged by 76% to 2.547 billion yuan. The company's gross margin improved to 34.9%, up from 25.0% in the same period last year [2]. Daily active users reached a new high of 0.1073 billion, and monthly active users increased to 0.348 billion [2].

The stock's recent performance can be attributed to several factors, including strong analyst sentiment, positive earnings reports, and increasing institutional ownership. Several institutional investors have recently bought shares of Bilibili, including SVB Wealth LLC, FNY Investment Advisers LLC, and Brooklyn Investment Group [1]. As of the latest data, 16.08% of the stock is owned by institutional investors and hedge funds [1].

Looking ahead, Bilibili's share buyback plan, which allows the company to repurchase up to 0.2 billion USD of publicly traded securities over the next 24 months, may further boost the stock's price. The company's chairman and CEO, Chen Rui, stated that the company's commercialization efficiency has significantly improved, leading to positive net income under non-GAAP for the first time this quarter [2].

In conclusion, Bilibili Inc's stock price surged amid positive analyst upgrades and strong financial performance. The company's continued growth in revenue and user base, coupled with increasing institutional ownership and a share buyback plan, may support further price appreciation.

References:
[1] https://www.marketbeat.com/instant-alerts/bilibili-nasdaqbili-shares-gap-up-heres-what-happened-2025-07-15/
[2] https://www.moomoo.com/news/post/97786246/record-tr4cking-news-nvidia-to-resume-h20-ai-chip-sales-to-china