Tiger Research Team maintains a BUY rating and $30.00 Price Target on $Bilibili Inc.(BILI)$ after 1Q26 delivered in-line headline revenue with significantly better quality underneath. The single most important strategic takeaway: advertising growth accelerated to 30% y/y while AI-driven creator tools and recommendation efficiency began showing measurable traction, reinforcing the platform's monetization flywheel. With gross margin expanding for the 15th consecutive quarter and a deepening 2H game pipeline adding optionality, the risk-reward remains asymmetrically positive despite near-term mobile game headwinds. 📊 Section 1 — Lead / Setup Tiger Research Team maintains a BUY rating and an unchanged $30.00 Price Target on
Bilibili Inc. Reports Strong Q1 Financial Results with RMB 7.784 Million Net Income and RMB 7,472.035 Million Revenue
Bilibili Inc. announced its Q1 financial results, reporting a net income of RMB 7.784 million, revenue of RMB 7,472.035 million, basic EPS of RMB 0.5, pretax profit of RMB 221.283 million, income from operations of RMB 166.755 million, and gross profit of RMB 2,773.24 million. These figures highlight the company's solid financial performance in the first quarter.