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BILIBilibili Inc.Sell6.0·$15.36-0.94%

Bilibili (BILI) Q2 2026 earnings — TrendMatrix coverage

BEAT+3.0% vs estimateEPS $1.58 vs $1.53 estVerdict SellBuy (Wait)

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.58
Estimate
$1.53
Surprise
+3.0%
Score at report (before → after)
5.66.0/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

Bilibili (BILI) beat the $1.53 estimate with diluted EPS of $1.58 — a clear 3.0% upside surprise. TrendMatrix's engine moved from Sell (5.6/10) to Buy (Wait) at 6.0/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates BILI Sell at 6.0/10.

4 of the last 4 quarters beat the estimate; this quarter's +3.0% surprise compares with a +9.7% four-quarter average. Next scheduled report: 2026-11-12.

What supports the rating

  • Strong earnings beat streak (4/4)
  • Attractive valuation

What argues against it

  • V7 low-quality RISK_OFF penalty: -0.5 (Q=4.0)
  • Sector modifier (Communication Services): -0.8
  • Negative momentum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$15.36
Price target
$25.13
Stop
$14.71
Upside to target
+63.6%
Reward-to-risk
9.2:1

The stock trades at 28.7× trailing but 12.0× forward earnings — consensus estimates already build in a substantial earnings recovery.

Risk check: trading volume is running 2.1× its average — elevated turnover around the report window.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Communication Services context

BILI at TrendMatrix's latest read

Communication and media names are subscriber-economics stories; engagement and ARPU trends behind the print drive the reaction.

Industry
Internet Content & Information
Market cap
$6.49B
P/E (fwd)
12.0
P/E (ttm)
28.7
52-week range
$15.17$36.40
Off 52-week high
57.8%
RSI (14)
30
Volume vs avg
2.07×
Score today
6.0/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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