# Weibo Corporation (WB)

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

**Price:** USD 6.32 (-0.16% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 6.33 · day 6.17–6.36 · 52w 6.17–11.61 · market cap $1.55B · NMS

## Key facts
- 1 of 80 tracked superinvestors hold WB (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Hold (mean 2.69 on a 1–5 scale) (16 analysts), mean target USD 8.05 (range 6.5–9.6).
- Total return with dividends: 1Y -40.5% vs S&P 500 +14.9%; 5Y -82.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-17, EPS estimate USD 0.23, revenue estimate $422M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold WB. 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 | 0.18% | $16.8M | Reduced -13.1% |

## Analysts
Consensus Hold (mean 2.69 on a 1–5 scale), 16 analysts; mean target USD 8.05 (low 6.5, high 9.6).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-21 | Citigroup | Downgrade | Buy → Neutral | $9.3 → $7.8 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -40.5% | -82.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -40.7% | -29.3% |
| Volatility (annualized) | 25.7% | 49.6% |
| Max drawdown | -41.3% (Oct 2025→Oct 2026) | -83.0% (Oct 2021→Sep 2024) |

## Peers (Internet Content & Information)
OPRA (Opera Limited) USD 17.74 -1.44% · GENI (Genius Sports Limited) USD 6.54 +1.71% · DJT (Trump Media & Technology Group ) USD 6.61 -0.75% · WBTN (WEBTOON Entertainment Inc.) USD 9.5 -3.46% · UPWK (Upwork Inc.) USD 9.39 +7.31% · RUM (RUM Group Inc.) USD 5.54 -4.81%

## More
Full page: https://nexqual.com/WB · 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 WB's own 20-F filed 2026-04-23 (https://www.sec.gov/Archives/edgar/data/1595761/000110465926047217/wb-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Citicorp International | "In January 2025, SINA entered into a facility agreement with, among others, Goldman Sachs Bank USA as mandated lead arranger and bookrunner, and Citicorp International Limited as facility agent and as security agent, und…" |
| Related party | Alibaba (BABA) | "Alibaba is a significant customer and an important strategic partner of ours." |
| Competitor | Tencent | "Major Chinese internet companies, such as Tencent and Bytedance, compete directly with us for user traffic and user engagement, content, talent and marketing resources." |
| Competitor | Baidu (BIDU) | "We compete against online and mobile businesses that offer such services, mainly including Tencent, Bytedance, Kuaishou, Baidu, Xiaohongshu (also known as RedNote), Bilibili and iQiyi." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.23 | $0.35 | -34.3% | $421.7M | 6 |
| Next quarter (ends 2026-12-31) | $0.26 | $0.35 | -26.6% | $457.0M | 4 |
| Current fiscal year (ends 2026-12-31) | $1.22 | $1.42 | -14.4% | $1.75B | 15 |
| Next fiscal year (ends 2027-12-31) | $1.27 | $1.48 | -14.2% | $1.77B | 14 |

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

Expected move by 2026-11-20 (includes earnings 2026-11-17): ±19.3%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 49.6% | ±19.3% |
| 2026-12-18 | 56 | 42.5% | ±20.9% |
| 2027-01-15 | 84 | 34.0% | ±20.9% |
| 2027-04-16 | 175 | 29.8% | ±26.5% |