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    Bilibili’s First Net Profit and Supportive China Policy Might Change The Case For Investing In Bilibili (BILI)

    Simply Wall St·12/21/2025 11:11:15
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    • In Q3 2025, Bilibili reported a net profit after earlier losses as stronger user engagement and higher advertising revenue lifted performance, while China’s Politburo shifted toward a moderately loose monetary policy to support domestic demand and technology investment for 2026.
    • This combination of an earnings turnaround and a policy stance favoring digital consumption highlights how platform engagement and macro support may reinforce Bilibili’s role in China’s online entertainment ecosystem.
    • We’ll now examine how Bilibili’s first quarterly net profit, supported by stronger advertising, reshapes the company’s existing investment narrative.

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    Bilibili Investment Narrative Recap

    To own Bilibili, you need to believe its Gen Z focused ecosystem can convert high engagement into sustainable profits, while managing regulation and intense competition. The Q3 2025 net profit and China’s moderately loose policy stance support the near term profitability catalyst, but do not remove execution risks around content costs and game approvals.

    The Q3 2025 results, with CNY 470.23m in net income after prior losses, are the clearest proof point so far for the profitability narrative tied to rising advertising efficiency and tighter cost control. This earnings inflection matters for investors watching whether user engagement, creator monetization and IP such as San Mou can support margins without relying on unsustainably low spending or one off items.

    Yet even as Bilibili turns profitable, investors should be aware that...

    Read the full narrative on Bilibili (it's free!)

    Bilibili's narrative projects CN¥38.4 billion revenue and CN¥3.4 billion earnings by 2028. This requires 9.3% yearly revenue growth and an earnings increase of about CN¥3.2 billion from CN¥220.3 million today.

    Uncover how Bilibili's forecasts yield a $30.04 fair value, a 21% upside to its current price.

    Exploring Other Perspectives

    BILI 1-Year Stock Price Chart
    BILI 1-Year Stock Price Chart

    Six Simply Wall St Community fair value estimates for Bilibili span roughly US$22.18 to US$36.72 per share, showing how far opinions can diverge. When you set these against Bilibili’s new profitability and reliance on China centric Gen Z engagement, it underlines why examining several viewpoints on its future earnings power can matter for your own expectations.

    Explore 6 other fair value estimates on Bilibili - why the stock might be worth 10% less than the current price!

    Build Your Own Bilibili Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.