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Bilibili posts strong Q2 growth with 8% revenue rise and improved margins, keeping it a Buy despite recent stock drop.

Company Fundamentals
27 Aug 2026
Seeking Alpha
View Source
Bullish
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Bilibili Inc. reported solid Q2 results with 8% revenue growth, a 7% increase in daily active users, and a 28% rise in advertising revenue, indicating strong user engagement and monetization. Operating expenses remained flat while gross profit increased, suggesting improving operating leverage and potential for margin expansion. Despite a recent 30% drop in its stock price, Bilibili's valuation remains attractive at 15 times forward earnings and 7.7 times forward EBITDA, supporting its long-term growth potential and making it a compelling Buy for investors.

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