• Recently, Bilibili received an upgrade to a Zacks Rank #2 (Buy), alongside an 18.9% upward revision to its full-year earnings consensus estimate, signalling improved analyst confidence in the platform’s earnings outlook.

• This shift in sentiment underscores how quickly changes in earnings expectations can reshape perceptions of Bilibili’s ability to convert its engaged user base into stronger profitability.

• With analyst earnings estimates moving higher, we’ll now examine how this improved outlook affects Bilibili’s investment narrative and risk-reward balance.

These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump’s tariffs. Discover why before your portfolio feels the trade war pinch.

To own Bilibili, you need to believe its Gen Z focused ecosystem can keep deepening engagement and monetization while managing regulation, content costs, and intense competition. The Zacks Rank upgrade and higher earnings estimates validate recent profitability gains but do not fundamentally change the near term catalyst, which is whether Bilibili can sustain margin improvement without sacrificing growth. The biggest risk remains that rising content and creator costs outpace revenue growth, limiting earnings leverage even as sentiment improves.

The most relevant recent announcement here is Bilibili’s Q3 2025 results, where the company swung from a loss to net income of CNY 470.23m on higher revenue of CNY 7,685.46m. This shift to profitability helps explain why analyst earnings estimates have moved higher and why the market is watching closely to see if operating efficiency and cost discipline can be maintained as Bilibili continues investing in content and its user community.

Yet, for investors, the real question is whether rising content and creator monetization costs could quietly cap Bilibili’s earnings power over time…

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 about CN¥3.2 billion earnings increase from CN¥220.3 million today.

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

Six members of the Simply Wall St Community now value Bilibili between US$22.76 and US$36.84 per share, reflecting a wide range of expectations. Against that spread, the key question is whether recent profitability and higher earnings forecasts can offset concerns about rising content costs and competition, so it makes sense to weigh several contrasting viewpoints before deciding how Bilibili fits into your portfolio.