BILI
🔥 HOT detected 2026-09-11 Fundamentals62/100Declined -89.9% from its all-time high of $153.12 — now $15.47
I bought this
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What's going on
The 90% collapse from the 2021 peak was the old China-tech regulatory crackdown/ADR-delisting panic, which is long resolved; the more recent 19.6% slide from the 30-day high was triggered by a $700 million convertible notes (debt-that-can-turn-into-stock) offering that spooked investors about future share dilution, not by any earnings miss or fraud.
The case for it
Bilibili now makes real money — profit margin near 5%, earnings up 53% year over year, and a forward P/E of just 12 with a PEG of 0.34 (very cheap relative to growth). Analysts are overwhelmingly bullish, with a "Strong Buy" consensus and price targets far above today's price, and the company has a huge cash cushion ($24.3B) versus manageable debt. The recent drop looks like a short-term reaction to financing news and profit-taking after a summer rally, not a deteriorating core business.
What could go wrong
The new $700M convertible notes will dilute existing shareholders when converted, and the stock is a China-based ADR, which carries geopolitical/regulatory and delisting risk that could resurface at any time; profitability is also still thin (under 5% margins), leaving little room for error if ad or gaming revenue slows.
How this scored 62/100
Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.
