iQIYI

IQ · NASDAQ

$0.9212+$0.0162 (+1.79%)TodayMarket closed ·
Prev close $0.905

IQ analyst rating

HoldConsensus of 2 analysts over the last 12 months. 0% rate it a buy.
  • Strong buy0
  • Buy0
  • Hold2
  • Underperform0
  • Sell0

12-month price target · 21 analysts

Average $1.53 (+65.6% upside)

Low
$1.01
Now
$0.9212
High
$2.94

Upgrades and downgrades

The latest rating actions, newest first

IQ analyst upgrades, downgrades and rating actions
FirmDateActionRating
JP MorganAug 20, 2026MaintainsNeutral
BenchmarkMay 19, 2026MaintainsHold

The case for and against

Updated Jul 17, 2025

Bull case

iQIYI's positive outlook is supported by a notable recovery in consumer sentiment, evidenced by a significant year-over-year increase in domestic box office growth, which is expected to translate into improved user engagement and subscription stabilization. The company's strategic initiatives, including the enhancement of premium content, optimized membership offerings, and diversification through mini-dramas, aim to capture a broader audience and boost advertising revenue. Management's optimism regarding a robust content pipeline and effective monetization strategies for FY25 further strengthens the prospects for sustainable earnings growth and free cash flow generation.

Bear case

iQIYI's revenue forecast for 4Q24 has been moderately reduced to RMB6.6 billion, reflecting a significant decline in subscription revenues and content distribution, indicating challenges in maintaining a competitive edge against industry rivals. The company's projected revenue for 1Q25 also suggests a downward trend, coming in at RMB7.1 billion, which is slightly below consensus estimates and indicative of persistent revenue pressures. Moreover, key financial metrics show declines across various segments, with membership services down 15% year-over-year and advertising revenue falling by 13%, suggesting an ongoing struggle to attract and retain users amidst a highly competitive market.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.