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Kingsoft Cloud posts strong Q1 AI-driven growth while maintaining heavy infrastructure investment

Kingsoft Cloud reported Q1 revenue up 37.2% year‑over‑year to RMB 2.703 billion, driven by a 90% surge in its AI business which now accounts for over half of public cloud revenue. The company narrowed operating losses despite a net loss of RMB 343.7 million and delivered a 27.6% adjusted EBITDA margin. Kingsoft Cloud invested RMB 3 billion in infrastructure during the quarter and holds RMB 4.9 billion in cash; management plans to continue investing to capture AI and enterprise cloud opportunities. Analysts list the stock among underperforming tech picks to buy but note other AI names may offer higher upside and lower downside risk. » Plus sur finance.yahoo.com
Kingsoft Cloud hits 52-week high after strong AI billings and expanded Xiaomi partnership

Kingsoft Cloud shares rose to a 52-week high after an afternoon gain of about 18%, driven by strong growth in the AI infrastructure business and optimism ahead of the quarterly results. In Q4 revenue rose to RMB 2,761 million, gross billings in the AI segment doubled to RMB 926 million and accounted for roughly 49% of public cloud revenue. Management guidance for 2026 signals accelerated growth and improved EBITDA margins; transaction caps with Xiaomi were also raised, strengthening revenue visibility. » Plus sur de.investing.com
Jefferies raises Kingsoft Cloud price target to $19

Jefferies analyst Thomas Chong lifted the price target on Kingsoft Cloud to $19 from $17 and maintained a Buy rating after Q4 results beat expectations. Kingsoft Cloud reported Q4 revenue of RMB2.761 billion and non-GAAP EBITDA ahead of forecasts, with EPS (RMB0.04) versus (RMB0.05) a year earlier. CEO Tao Zou highlighted a 95% year‑over‑year increase in AI‑related gross billing and continued demand for intelligent computing into 2026. » Plus sur finance.yahoo.com

Données financières de l'entreprise

Au dernier trimestre, Kingsoft Cloud a réalisé un chiffre d'affaires de 394,50M€ et un bénéfice net de −11,95M€

(EUR)	juin 2026	YoY
Chiffre d'affaires	+394,50M	41,80%
Bénéfice brut	+59,87M	49,19%
Bénéfice net	−11,95M	77,94%
EBITDA	+131,75M	325,97%

Données fondamentales

Indicateur	Valeur
Capitalisation boursière	+2,69Mld€
Nombre d'actions	4,49Mld
Plus haut/bas sur 52 semaines	+1,07€ - +0,46€
Dividendes	Non
Bêta	2,03
Ratio P/E	−33,65
Ratio PEG	−0,25
Ratio P/B	+2,32
Ratio P/S	+1,85

Profil de l'entreprise

Kingsoft Cloud Holdings Limited bietet Cloud-Dienste für Unternehmen und Organisationen in China an. Das Produktportfolio des Unternehmens umfasst Cloud-Produkte, einschließlich Infrastructure-as-a-Service (IaaS)-Infrastruktur, Platform-as-a-Service (PaaS)-Middleware und Software-as-a-Service (SaaS)-Anwendungen, die hauptsächlich aus Cloud-Computing-, Speicher- und Bereitstellungslösungen bestehen. Es bietet Forschungs- und Entwicklungsdienstleistungen sowie digitale Unternehmenslösungen und damit verbundene Dienstleistungen an. Das Unternehmen bietet auch öffentliche Cloud-Dienste für Kunden in verschiedenen vertikalen Bereichen, einschließlich Video, Spiele, Unterhaltung, E-Commerce, Bildung, Reisen, Werbung, intelligente Mobilität, Büroautomatisierung, künstliche Intelligenz und mobiles Internet; und Enterprise-Cloud-Dienste für Kunden in den Bereichen Finanzdienstleistungen, öffentlicher Dienst und Gesundheitswesen. Kingsoft Cloud Holdings Limited wurde 2012 gegründet und hat seinen Hauptsitz in Peking, der Volksrepublik China.