Bilibili Inc ADR

BILI: XNAS (USA)

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Bilibili Earnings: Ad Acceleration and Disciplined AI Spending Reinforce $36 Fair Value Estimate

Ivan Su

May 20, 2026

Bilibili posted a clean quarter, with revenue up 7% year over year and operating margin expanding steadily. Guidance for the second quarter points to similar top-line growth and continued margin expansion, albeit at a slower pace as artificial intelligence investment ramps.

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Bilibili Inc ADR

Bilibili Earnings: Ad Acceleration and Disciplined AI Spending Reinforce $36 Fair Value Estimate

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