# JOYY Inc. (JOYY)

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

**Price:** USD 83.42 (-1.35% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 84.56 · day 83.12–84.39 · 52w 54.24–85.15 · market cap $4.09B · NMS

## Key facts
- 2 of 80 tracked superinvestors hold JOYY (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Analysts: Buy (mean 1.86 on a 1–5 scale) (14 analysts), mean target USD 90.9 (range 74–100).
- Total return with dividends: 1Y +51.9% vs S&P 500 +14.9%; 5Y +94.1% vs S&P 500 +80.3%.
- Next earnings: 2026-11-18, EPS estimate USD 1.33, revenue estimate $613M.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold JOYY. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Sarah Ketterer | Causeway Capital Management | 0.08% | $7.2M | Reduced -85.4% |
| Dodge & Cox Funds | Dodge & Cox | <0.01% | $2.7M | Reduced -2.4% |

## Analysts
Consensus Buy (mean 1.86 on a 1–5 scale), 14 analysts; mean target USD 90.9 (low 74, high 100).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-12 | JP Morgan | Target raised | Overweight | $35 → $98 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +51.9% | +94.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +52.1% | +14.2% |
| Volatility (annualized) | 30.9% | 47.5% |
| Max drawdown | -21.0% (Jan 2026→May 2026) | -54.4% (Nov 2021→Oct 2022) |

## Peers (Internet Content & Information)
BILI (Bilibili Inc.) USD 13.47 -0.96% · PPLI (People Incorporated) USD 39.58 +1.70% · CARG (CarGurus, Inc.) USD 32.73 +4.94% · ATHM (Autohome Inc.) USD 20.4 +2.26% · STUB (StubHub Holdings, Inc.) USD 6.1 +3.21% · BZ (KANZHUN LIMITED - American Depo) USD 16.41 +0.92%

## More
Full page: https://nexqual.com/JOYY · 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 JOYY's own 20-F filed 2026-04-28 (https://www.sec.gov/Archives/edgar/data/1530238/000110465926049917/joyy-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Xiaomi | "Mr. Ji is the cofounder and managing partner of All-Stars Investment Limited, which focuses on investing in technology leaders, such as Didi, Xiaomi, Full Truck Alliance and Grab." |
| Partner | Full Truck Alliance Co. Ltd. (YMM) | "Mr. Ji is the cofounder and managing partner of All-Stars Investment Limited, which focuses on investing in technology leaders, such as Didi, Xiaomi, Full Truck Alliance and Grab." |
| Partner | Linen Investment | "On April 28, 2023, the Company entered into the Share Transfer Agreement with Linen Investment Limited to sell its remaining shares of Huya for a cash consideration of approximately US$219,886." |
| Competitor | ByteDance | "Our competitors primarily include global short video platforms such as TikTok, and certain regional live streaming platforms." |
| Competitor | Shopify (SHOP) | "We also face competition from companies that provide smart commerce solutions for merchants, such as Shopify." |

Other companies that name JOYY in their own reports (relationship from JOYY's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | HUYA Inc. (HUYA) | 20-F 2026-04-27 | "On April 3, 2020, Linen Investment Limited, a wholly-owned subsidiary of Tencent, exercised its option to acquire 16,523,819 Class B ordinary shares for an aggregate purchase price of US$262.6 million…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.33 | $1.51 | -11.6% | $613.4M | 4 |
| Next quarter (ends 2026-12-31) | $1.67 | $1.82 | -8.6% | $647.4M | 4 |
| Current fiscal year (ends 2026-12-31) | $5.31 | $5.40 | -1.7% | $2.39B | 11 |
| Next fiscal year (ends 2027-12-31) | $6.39 | $6.35 | +0.7% | $2.64B | 11 |