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Communication Services - Internet Content & Information - NASDAQ - CN
$ 8.35
1.83 %
$ 2.12 B
Market Cap
6.47
P/E
1. INTRINSIC VALUE

Weibo Corporation, through its subsidiaries, operates as a social media platform for people to create, distribute, and discover content in the People's Republic of China. It operates in two segments, Advertising and Marketing Services; and Value-Added Services. The company offers discovery products to help users discover content on its platform; self-expression products that enable its users to express themselves on its platform; and social products to promote social interaction between users on its platform. It also provides advertising and marketing solutions, such as social display advertisements; and promoted marketing offerings, such as Fans Headline and Weibo Express, as well as promoted trends and search products that appear alongside user's trends discovery and search behaviors.[ Read More ]

The intrinsic value of one WB stock under the base case scenario is HIDDEN Compared to the current market price of 8.35 USD, Weibo Corporation is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart WB

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FINANCIALS
1.76 B REVENUE
-4.17%
473 M OPERATING INCOME
-42.04%
357 M NET INCOME
265.50%
673 M OPERATING CASH FLOW
19.27%
-737 M INVESTING CASH FLOW
-2131.92%
21.7 M FINANCING CASH FLOW
123.80%
438 M REVENUE
10.71%
135 M OPERATING INCOME
35.74%
49.4 M NET INCOME
-40.60%
0 OPERATING CASH FLOW
0.00%
0 INVESTING CASH FLOW
0.00%
0 FINANCING CASH FLOW
0.00%
Balance Sheet Decomposition Weibo Corporation
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Current Assets 4.51 B
Cash & Short-Term Investments 3.23 B
Receivables 1.17 B
Other Current Assets 118 M
Non-Current Assets 2.77 B
Long-Term Investments 2 B
PP&E 391 M
Other Non-Current Assets 381 M
Current Liabilities 1.8 B
Accounts Payable 161 M
Short-Term Debt 810 M
Other Current Liabilities 826 M
Non-Current Liabilities 1.97 B
Long-Term Debt 1.9 B
Other Non-Current Liabilities 69.6 M
EFFICIENCY
Earnings Waterfall Weibo Corporation
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Revenue 1.76 B
Cost Of Revenue 374 M
Gross Profit 1.39 B
Operating Expenses 913 M
Operating Income 473 M
Other Expenses 115 M
Net Income 357 M
RATIOS
78.73% GROSS MARGIN
78.73%
26.87% OPERATING MARGIN
26.87%
19.47% NET MARGIN
19.47%
10.08% ROE
10.08%
4.71% ROA
4.71%
5.56% ROIC
5.56%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Weibo Corporation
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Net Income 357 M
Depreciation & Amortization 72.3 M
Capital Expenditures -36.8 M
Stock-Based Compensation 101 M
Change in Working Capital 101 M
Others 69.1 M
Free Cash Flow 636 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Weibo Corporation
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Wall Street analysts predict an average 1-year price target for WB of $9.25 , with forecasts ranging from a low of $7.5 to a high of $10.8 .
WB Lowest Price Target Wall Street Target
7.5 USD -10.18%
WB Average Price Target Wall Street Target
9.25 USD 10.78%
WB Highest Price Target Wall Street Target
10.8 USD 29.34%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.82 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Weibo Corporation
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
15 years ago
Dec 08, 2008
Sell 799 K USD
CUMMINGS STEPHEN E
SEVP & Head CIB
- 130240
6.1338 USD
16 years ago
Nov 18, 2008
Sell 1.02 M USD
GOODWIN WILLIAM H JR
Director
- 200000
5.1 USD
16 years ago
Nov 18, 2008
Sell 515 K USD
GOODWIN WILLIAM H JR
Director
- 100000
5.15 USD
16 years ago
Nov 18, 2008
Sell 520 K USD
GOODWIN WILLIAM H JR
Director
- 100000
5.2 USD
16 years ago
Nov 18, 2008
Sell 206 K USD
GOODWIN WILLIAM H JR
Director
- 39284
5.25 USD
16 years ago
Nov 19, 2008
Sell 157 K USD
GOODWIN WILLIAM H JR
Director
- 33022
4.75 USD
16 years ago
Nov 19, 2008
Sell 2.98 K USD
GOODWIN WILLIAM H JR
Director
- 640
4.65 USD
16 years ago
Nov 20, 2008
Sell 119 K USD
GOODWIN WILLIAM H JR
Director
- 27054
4.4 USD
16 years ago
Sep 15, 2008
Bought 11 M USD
GOODWIN WILLIAM H JR
Director
+ 1000000
10.9979 USD
16 years ago
Sep 15, 2008
Bought 306 K USD
BAKER JOHN D II
Director
+ 25000
12.25 USD
16 years ago
Jul 22, 2008
Sell 69.8 K USD
KELLY STANHOPE A
SEVP, Pres of Wealth Mgmt.
- 5000
13.951 USD
16 years ago
Jul 22, 2008
Bought 807 K USD
Steel Robert King
President and CEO
+ 47400
17.02 USD
16 years ago
Jul 22, 2008
Bought 10.5 M USD
Steel Robert King
President and CEO
+ 639750
16.39 USD
16 years ago
Jul 22, 2008
Bought 4.79 M USD
Steel Robert King
President and CEO
+ 312850
15.32 USD
16 years ago
Apr 14, 2008
Bought 49.5 K USD
Gitt Jerome Alan
Director
+ 2000
24.75 USD
16 years ago
Mar 05, 2008
Bought 43.1 K USD
BAKER JOHN D II
Director
+ 1500
28.75 USD
16 years ago
Mar 05, 2008
Bought 244 K USD
BAKER JOHN D II
Director
+ 8500
28.74 USD
16 years ago
Mar 03, 2008
Bought 304 K USD
BAKER JOHN D II
Director
+ 10000
30.37 USD
16 years ago
Mar 03, 2008
Bought 25.3 K USD
Gitt Jerome Alan
Director
+ 1000
25.26 USD
16 years ago
Feb 29, 2008
Bought 320 K USD
BAKER JOHN D II
Director
+ 10000
32 USD
16 years ago
Feb 29, 2008
Sell 158 K USD
Enos Gerald Adams JR
SEVP Ops., Tech & eComm
- 5000
31.55 USD
16 years ago
Feb 07, 2008
Bought 1.39 M USD
SMITH LANTY L
Director
+ 40000
34.76 USD
16 years ago
Feb 07, 2008
Bought 194 K USD
BAKER JOHN D II
Director
+ 5700
33.99 USD
16 years ago
Feb 07, 2008
Bought 10.2 K USD
BAKER JOHN D II
Director
+ 300
33.98 USD
16 years ago
Feb 07, 2008
Bought 25.8 K USD
BAKER JOHN D II
Director
+ 760
33.95 USD
16 years ago
Feb 07, 2008
Bought 59.6 K USD
BAKER JOHN D II
Director
+ 1755
33.94 USD
16 years ago
Feb 07, 2008
Bought 67.9 K USD
BAKER JOHN D II
Director
+ 2000
33.93 USD
16 years ago
Feb 07, 2008
Bought 3.39 K USD
BAKER JOHN D II
Director
+ 100
33.92 USD
16 years ago
Feb 07, 2008
Bought 80.9 K USD
BAKER JOHN D II
Director
+ 2385
33.91 USD
17 years ago
Nov 20, 2007
Bought 19 M USD
GOODWIN WILLIAM H JR
Director
+ 500000
38 USD
17 years ago
Nov 20, 2007
Bought 558 K USD
BAKER JOHN D II
Director
+ 15000
37.21 USD
17 years ago
Nov 16, 2007
Bought 3.92 M USD
THOMPSON G KENNEDY
Chairman, Pres. and CEO
+ 100000
39.1921 USD
17 years ago
Nov 15, 2007
Bought 486 K USD
SMITH LANTY L
Director
+ 12000
40.51 USD
17 years ago
Nov 15, 2007
Bought 1.02 M USD
SMITH LANTY L
Director
+ 25000
40.75 USD
17 years ago
Nov 13, 2007
Bought 108 K USD
TRUSLOW DONALD K
SEVP, and Chief Risk Officer
+ 2600
41.7 USD
17 years ago
Nov 13, 2007
Bought 434 K USD
TRUSLOW DONALD K
SEVP, and Chief Risk Officer
+ 10400
41.71 USD
17 years ago
Nov 09, 2007
Bought 3.87 M USD
SMITH LANTY L
Director
+ 100000
38.7 USD
17 years ago
Nov 02, 2007
Bought 214 K USD
BAKER JOHN D II
Director
+ 5000
42.7 USD
17 years ago
Oct 24, 2007
Bought 448 K USD
BAKER JOHN D II
Director
+ 10000
44.8 USD
17 years ago
Aug 29, 2007
Bought 2.41 M USD
SMITH LANTY L
Director
+ 50000
48.15 USD
17 years ago
Aug 28, 2007
Bought 1.96 M USD
RADY ERNEST S TRUST
Director
+ 40000
49.12 USD
17 years ago
Aug 23, 2007
Bought 201 K USD
Proctor Timothy D
Director
+ 4000
50.18 USD
17 years ago
Aug 03, 2007
Bought 2.09 M USD
RADY ERNEST S TRUST
Director
+ 45000
46.3457 USD
17 years ago
Aug 02, 2007
Bought 2.34 M USD
RADY ERNEST S TRUST
Director
+ 50000
46.7304 USD
7. News
Insights Into Weibo (WB) Q3: Wall Street Projections for Key Metrics Besides Wall Street's top -and-bottom-line estimates for Weibo (WB), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2024. zacks.com - 2 days ago
Alibaba, Baidu, Weibo And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session U.S. stock futures were higher this morning, with the Dow futures gaining around 50 points on Tuesday. benzinga.com - 1 month ago
Weibo (WB) Moves 7.1% Higher: Will This Strength Last? Weibo (WB) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road. zacks.com - 1 month ago
Weibo: At Half Of Book Value, This Stock Could Easily Double Weibo Corporation's market cap has dropped 95% since 2018, yet its book value has tripled, resulting in the stock trading at around half of book value. This low P/B ratio does not reflect low return on equity or poor asset quality, suggesting the stock is deeply undervalued. At 6x earnings and with an 11% dividend yield, investors are likely to generate strong returns unless Weibo's sales take a drastic decline. seekingalpha.com - 1 month ago
Weibo: No Growth Yet Still Undervalued Weibo Corporation stock remains undervalued despite lack of investor interest. Value-added services revenues increased by 18% year-over-year, demonstrating resilience in a challenging Chinese economy. Weibo's focus on monetizing user engagement, creative partnerships, and potential for growth make it a solid long-term investment. seekingalpha.com - 2 months ago
Weibo Corporation (WB) Q2 2024 Earnings Call Transcript Weibo Corporation (NASDAQ:WB ) Q2 2024 Earnings Conference Call August 22, 2024 7:00 AM ET Company Participants Sandra Zhang - Investor Relations Gaofei Wang - Chief Executive Officer Fei Cao - Chief Financial Officer Conference Call Participants Alicia Yap - Citigroup Operator Good day, and thank you for standing by. Welcome to the Weibo Report Second Quarter 2024 Financial Results Conference Call. seekingalpha.com - 2 months ago
Compared to Estimates, Weibo (WB) Q2 Earnings: A Look at Key Metrics Although the revenue and EPS for Weibo (WB) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 2 months ago
Curious about Weibo (WB) Q2 Performance? Explore Wall Street Estimates for Key Metrics Get a deeper insight into the potential performance of Weibo (WB) for the quarter ended June 2024 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics. zacks.com - 2 months ago
Get Your Money Out of These 3 Social Media Stocks by 2025 The creation of social media has completely changed the way people live. People can text, call, and even Facetime friends and families from the other side of the world within a second. investorplace.com - 3 months ago
3 Sorry Social Media Stocks to Sell in May While You Still Can Social media stocks to sell aren't just a passing thought anymore. Over the past few years, we've seen how social media has played second-fiddle to other cutting-edge technologies in the investing world. investorplace.com - 5 months ago
Weibo Corporation (WB) Q1 2024 Earnings Call Transcript Weibo Corporation (NASDAQ:WB ) Q1 2024 Results Conference Call May 23, 2024 7:00 AM ET Company Participants Sandra Zhang - Investor Relations Gaofei Wang - CEO & Director Fei Cao - Chief Financial Officer Conference Call Participants Felix Liu - UBS Daisy Chen - Haitong International Operator Good day, and thank you for standing by. Welcome to the Weibo Reports First Quarter 2024 Financial Results. seekingalpha.com - 5 months ago
Weibo (WB) Reports Q1 Earnings: What Key Metrics Have to Say The headline numbers for Weibo (WB) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. zacks.com - 5 months ago
8. Profile Summary

Weibo Corporation WB

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COUNTRY CN
INDUSTRY Internet Content & Information
MARKET CAP $ 2.12 B
Dividend Yield 0.00%
Description Weibo Corporation, through its subsidiaries, operates as a social media platform for people to create, distribute, and discover content in the People's Republic of China. It operates in two segments, Advertising and Marketing Services; and Value-Added Services. The company offers discovery products to help users discover content on its platform; self-expression products that enable its users to express themselves on its platform; and social products to promote social interaction between users on its platform. It also provides advertising and marketing solutions, such as social display advertisements; and promoted marketing offerings, such as Fans Headline and Weibo Express, as well as promoted trends and search products that appear alongside user's trends discovery and search behaviors. In addition, the company offers products, such as trends, search, video/live streaming, and editing tools; content customization, copyright contents pooling, and user interaction development; and search list recommendation, trends list recommendation, and Weibo app opening advertisements. Further, it provides back-end management, traffic support, and product solutions to MCNs, unions, and e-commerce partners; open application platform for other app developers that allows users to log into third-party applications with their Weibo account for sharing third-party content on its platform; and Weibo Wallet, a product that enables platform partners to conduct interest generation activities on Weibo, such as handing out red envelops and coupons. The company was formerly known as T.CN Corporation and changed its name to Weibo Corporation in 2012. The company was founded in 2009 and is headquartered in Beijing, China. Weibo Corporation is a subsidiary of Sina Corporation.
Contact QIHAO Plaza, Beijing, 100027 https://weibo.com
IPO Date April 17, 2014
Employees 5268
Officers Mr. Jingdong Ge Senior Vice President of Advertising Business Ms. Wen Li Investor Relations Manager Mr. Gaofei Wang Chief Executive Officer & Director Ms. Fei Cao Chief Financial Officer Mr. Wang Wei Chief Operating Officer Mr. Zenghui Cao Senior Vice President of Operation