# Bilibili Inc. (BILI)

> Source: Nexqual · https://nexqual.com/BILI · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Bilibili Inc. (BILI), nexqual.com/BILI" · informational, not investment advice.

**Price:** USD 13.47 (-0.96% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 13.47 · day 13.24–13.58 · 52w 13.18–36.4 · market cap null · NMS

## Key facts
- Analysts: Buy (mean 1.83 on a 1–5 scale) (30 analysts), mean target USD 26.06 (range 18.14–36.29).
- Total return with dividends: 1Y -53.5% vs S&P 500 +14.9%; 5Y -83.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-12, EPS estimate USD 1.8, revenue estimate $8.26B.

## Analysts
Consensus Buy (mean 1.83 on a 1–5 scale), 30 analysts; mean target USD 26.06 (low 18.14, high 36.29).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-14 | Citigroup | Target lowered | Buy | $27 → $26.5 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -53.5% | -83.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -53.6% | -30.3% |
| Volatility (annualized) | 46.1% | 74.6% |
| Max drawdown | -62.5% (Jan 2026→Oct 2026) | -89.6% (Nov 2021→Jan 2024) |

## Peers (Internet Content & Information)
BZ (KANZHUN LIMITED - American Depo) USD 16.41 +0.92% · JOYY (JOYY Inc.) USD 83.42 -1.35% · ZG (Zillow Group, Inc.) USD 35.14 +8.42% · PPLI (People Incorporated) USD 39.58 +1.70% · CARG (CarGurus, Inc.) USD 32.73 +4.94% · MTCH (Match Group, Inc.) USD 45.92 -0.82%

## More
Full page: https://nexqual.com/BILI · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in BILI's own 20-F filed 2026-04-16 (https://www.sec.gov/Archives/edgar/data/1723690/000119312526157842/d91984d20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Tencent | "In October 2018, Tencent became a major shareholder of ours and we entered into a strategic collaboration agreement with it for sharing and operating existing and additional anime and games on our platform." |
| Competitor | Apple (AAPL) | "Furthermore, our apps may be taken down temporarily from Apple app store or other apps markets for copyright reasons, and we may be subject to copyright infringement claims brought by our competitors, which, malicious or…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.80 | $1.82 | -1.4% | $8.26B | 12 |
| Next quarter (ends 2026-12-31) | $2.07 | $2.22 | -7.2% | $9.05B | 11 |
| Current fiscal year (ends 2026-12-31) | $6.75 | $7.01 | -3.8% | $32.76B | 22 |
| Next fiscal year (ends 2027-12-31) | $8.56 | $9.11 | -6.1% | $36.24B | 22 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-12): ±11.8%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 51.6% | ±11.8% |
| 2026-12-18 | 56 | 54.1% | ±17.1% |
| 2027-01-15 | 84 | 51.2% | ±19.7% |
| 2027-04-16 | 175 | 52.4% | ±28.5% |