Bilibili Inc.
boothcheck covers Bilibili Inc. (BILI) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• Advertising is now the engine rather than the sideline, growing 30% to RMB2.59 billion in the March quarter, its thirteenth straight quarter of double-digit growth, on a platform where automated ad buying reaches 85% penetration [Source: Bilibili Q1 2026 results, May 2026]. • The offsetting risk is mobile games, roughly a fifth of revenue and inherently lumpy, which fell 12% to RMB1.52 billion in the same quarter [Source: Bilibili Q1 2026 results, May 2026]. • Management guided to about RMB1 b
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151 institutional managers reported holding BILI in 13F filings for the quarter ended 2026-03-31. Together they hold about 8% of the company; the top 10 hold 5%. 23 opened new positions that quarter. Held by UBS, Morgan Stanley, BlackRock, among others. On the short side, 20.4M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (7.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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