Tencent Holdings trades at a low valuation of 13.5 times FY2026 earnings per share, below its five-year average, despite solid growth in its core business. In Q2, revenue increased by 11%, with domestic games revenue surging 17%, yet AI-driven capital expenditures led to negative free cash flow and profits missing expectations. The company continues strong capital returns, having returned $9.2 billion through buybacks and dividends in the first half, reducing share count despite increased spending. While valuation discounts reflect regulatory, competitive, and macroeconomic risks, Tencent's resilient operations and potential for upside make it a Buy recommendation.
Tencent's AI spending surge accompanies a valuation at 13.5 times FY2026 earnings per share. For readers following technology stocks, here is Pluang's market snapshot as of Sep 24, 2026 17:41 WIB: out of 150 priced US tech stocks, 17 rose and 128 fell. Notable movers include MQ (Marqeta Inc) at USD 15.61 with a -3.04% change, AEHR (Aehr Test Systems) at USD 94.43 down 3.03%, and LOGI (Logitech International SA) at USD 101.51 down 3.00%, with varied typical hold times and order activities on Pluang.
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