Weibo Corporation
- Open
- 6.95
- Day high
- 6.98
- Day low
- 6.83
- Prev close
- 6.99
- Volume
- 1.9M
- Mkt cap
- $1.7B
- P/E (TTM)
- 5.1
- EPS (TTM)
- $1.34
- P/B
- 0.4
- P/S
- 0.9
- Yield
- 8.93%
- Per share
- $0.61
Weibo Corporation (WB) is a Communication Services company listed on NASDAQ. The stock is down 39% over the past year. Drillr has 1 published research article covering WB.
Weibo Corporation (WB) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
WB earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 19, 2026 | $0.36 | $0.38 | +5.0% | $454M | +2.5% |
| May 28, 2026 | $0.36 | $0.34 | -5.8% | $421M | +1.3% |
| Mar 18, 2026 | $0.32 | $0.25 | -21.4% | $475M | +17.2% |
| Nov 18, 2025 | $0.43 | $0.42 | -3.0% | $443M | -0.6% |
| Aug 14, 2025 | $0.27 | $0.54 | +97.1% | $445M | -0.6% |
| May 21, 2025 | $0.33 | $0.45 | +36.0% | $397M | -8.9% |
| Mar 13, 2025 | $0.44 | $0.40 | -8.3% | $457M | +1.0% |
| Nov 19, 2024 | $0.44 | $0.53 | +20.5% | $464M | +3.0% |
| Aug 22, 2024 | $0.41 | $0.48 | +16.8% | $438M | +0.2% |
| May 23, 2024 | $0.40 | $0.41 | +2.5% | $395M | +0.7% |
| Mar 14, 2024 | $0.49 | $0.31 | -37.4% | $464M | +2.2% |
| Nov 9, 2023 | $0.54 | $0.57 | +6.1% | $442M | -1.9% |
WB insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 18, 2026 | Du Hongdirector | Option | 6,250 | — |
| Aug 18, 2026 | Du Hongdirector | Tax | 3,105 | $7.67 |
| Aug 18, 2026 | WANG YANdirector | Option | 6,250 | — |
| May 19, 2026 | Lu Pochin Christopherdirector | Option | 6,250 | — |
| May 19, 2026 | CHEN PEHONGdirector | Option | 6,250 | — |
| Jan 5, 2009 | LEHMAN ALICE Lofficer: SVP | Tax | 5,356 | $5.54 |
| Jan 5, 2009 | Phelan Kennethofficer: Chief Risk Officer | Tax | 26,323 | $5.54 |
| Jan 5, 2009 | CARROLL DAVID Mofficer: SEVP & Head of Cap. MGMT | Tax | 23,855 | $5.54 |
| Jan 5, 2009 | CUMMINGS STEPHEN Eofficer: SEVP & Head CIB | Tax | 30,521 | $5.54 |
| Jan 5, 2009 | Enos Gerald Adams JRofficer: SEVP Ops., Tech & eComm | Tax | 8,426 | $5.54 |
| Jan 5, 2009 | MCFAYDEN SHANNON Wofficer: SEVP, HR & Corp Relations Dir. | Tax | 7,110 | $5.54 |
| Jan 5, 2009 | Carlson Peter Mofficer: Principal Acct Off | Tax | 3,377 | $5.54 |
| Jan 5, 2009 | Sherburne Jane Cecileofficer: SEVP, General Counsel, Sec. | Tax | 63,515 | $5.54 |
| Jan 5, 2009 | Clark Ranjana Bofficer: SEVP & Chief Marketing Officer | Tax | 3,314 | $5.54 |
| Jan 5, 2009 | KELLY STANHOPE Aofficer: SEVP, Pres of Wealth Mgmt. | Tax | 13,052 | $5.54 |
Source: WB SEC Form 4 filings, latest Aug 18, 2026. For informational purposes only — not investment advice.
See the full WB insider & 13F page →Weibo Corporation company profile
Overview
Weibo Corporation (NASDAQ:WB) is a Chinese social media platform company founded in 2009 and headquartered in Beijing. Originally known as T.CN Corporation, the company changed its name to Weibo Corporation in 2012 and went public on NASDAQ in 2014. Weibo operates as a subsidiary of Sina Corporation and has established itself as one of China's leading social media platforms, often referred to as "China's Twitter." The platform enables users to create, distribute, and discover content while facilitating social interactions through microblogging services. With approximately 590 million monthly active users as of 2024, Weibo has become a significant player in China's digital ecosystem, serving both individual users and businesses seeking to reach Chinese consumers.
Business
Weibo operates a social media platform that functions as a microblogging service, allowing users to post short messages, images, and videos while following other users and engaging with content. The platform is essentially China's equivalent to Twitter, where users can share thoughts, news, and multimedia content in real-time. Weibo's core offering includes discovery products that help users find relevant content, self-expression tools for content creation, and social features that promote interaction between users. The company operates through two primary business segments. The Advertising and Marketing Services segment generates approximately 85-90% of total revenue and includes social display advertisements, promoted marketing offerings like Fans Headline and Weibo Express, promoted trends, and search advertising products. These services help brands reach Weibo's massive user base through targeted advertising campaigns. The Value-Added Services segment contributes around 10-15% of revenue and encompasses membership services, live streaming features, virtual gifts, gaming services, and other premium user experiences. Weibo's platform ecosystem includes various specialized features such as video and live streaming capabilities, content editing tools, search functionality, trending topics, and an open application platform that allows third-party developers to integrate their services. The company also operates Weibo Wallet, which enables financial transactions and promotional activities like digital red envelopes and coupons. The platform serves as a comprehensive social media infrastructure where users can consume news, entertainment content, follow celebrities and influencers, participate in social discussions, and engage with brands and businesses.
Revenue model
Weibo generates revenue primarily through advertising and marketing services, which account for approximately 85-90% of total revenue. The company operates on a digital advertising model where businesses pay to promote their content, products, and services to Weibo's user base. Revenue streams include social display advertisements, promoted content marketing, search advertising, and trending topic promotions. Mobile advertising represents about 94% of total advertising revenue, reflecting the platform's mobile-first user engagement patterns. The company's customers include businesses across various industries such as automotive, gaming, e-commerce, consumer electronics, food and beverage, fashion, cosmetics, and luxury goods. Advertisers pay Weibo to reach specific demographics and leverage the platform's social influence and trending topic capabilities. The Value-Added Services segment generates revenue through subscription-based membership services, virtual gifts, live streaming monetization, and premium features that enhance user experience. Several factors influence Weibo's revenue margins and growth potential. Positive margin drivers include China's overall digital advertising market growth, increased mobile internet penetration, growing e-commerce sector demand for social media marketing, and the platform's ability to enhance targeting capabilities through AI and data analytics. The company benefits from major events like the Olympics, shopping festivals, and entertainment industry activities that drive advertising spending. Negative margin pressures come from macroeconomic uncertainties affecting advertiser spending, intense competition from other Chinese social media platforms like TikTok and WeChat, regulatory changes in China's internet sector, and cyclical downturns in key advertising verticals. Industries like cosmetics and luxury goods have shown volatility, while sectors such as online gaming face regulatory uncertainties. The company's revenue is also sensitive to consumer sentiment and economic conditions that affect discretionary advertising budgets.
Competitive moat
Weibo's competitive moat is moderately strong but faces significant challenges in China's highly competitive social media landscape. The platform's primary advantages include its established position as China's leading microblogging service with nearly 590 million monthly active users, creating substantial network effects where user value increases with platform participation. Weibo benefits from its role as a real-time information hub for trending topics, celebrity interactions, and social discussions, which has made it an essential platform for public discourse in China. The company's moat is strengthened by its deep integration with China's entertainment industry, celebrity ecosystem, and news media, making it difficult for competitors to replicate these established relationships. Weibo's extensive user-generated content database and social graph provide valuable targeting capabilities for advertisers, while its brand recognition and cultural significance in China create switching costs for both users and advertisers. However, Weibo's competitive position faces substantial threats from larger ecosystem players like Tencent's WeChat, which offers broader functionality beyond social media, and ByteDance's platforms including TikTok (Douyin in China), which have captured significant user attention and advertising dollars. These competitors often have deeper pockets, more diverse revenue streams, and stronger technical capabilities in areas like AI and recommendation algorithms. The company's moat is also vulnerable to regulatory risks specific to China's internet sector, where government policies can significantly impact platform operations and content policies. Additionally, Weibo's dependence on advertising revenue makes it susceptible to economic cycles and shifts in advertiser preferences toward newer platforms or formats. While the platform maintains relevance through its unique position in real-time social discourse, its long-term competitive strength depends on successful adaptation to changing user preferences and technological innovations.
Risks & safety
Weibo demonstrates a strong financial safety profile with substantial cash reserves and manageable debt levels, though trading at relatively modest valuations. **Liquidity and Solvency:** - Cash and short-term investments: $1.89 billion (29% of total assets) - Current ratio: 3.61x indicating strong short-term liquidity - Quick ratio: 3.61x showing excellent ability to meet immediate obligations - Debt-to-equity ratio: 0.55x representing moderate leverage levels - Strong free cash flow generation: $578 million in 2024 **Valuation Metrics:** - Price-to-earnings ratio: 7.5x (significantly below market averages) - Price-to-book ratio: 0.65x (trading below book value) - EV/EBITDA: 3.7x (attractive for a profitable tech company) - Graham number suggests potential undervaluation **Other Considerations:** - Consistent profitability with 17% net margins in 2024 - Healthy dividend policy with $0.82 annual dividend per share - Exposure to Chinese regulatory and macroeconomic risks - Revenue concentration in advertising creates cyclical sensitivity
Recent development
Over the past few years, Weibo has undergone significant strategic transformation focused on AI integration and content ecosystem enhancement. The company has heavily invested in artificial intelligence capabilities, developing proprietary large language models and integrating AI-powered features across its platform. Key AI initiatives include intelligent search functionality, AI-assisted content creation tools that generate approximately 5,000 content pieces daily in some verticals, and enhanced recommendation systems that have improved user engagement rates by 50% for AI-generated content. The company has strategically shifted from celebrity and IP-driven content toward more diversified vertical content ecosystems. This includes strengthening presence in automotive, gaming, digital products, healthcare, and e-commerce sectors while maintaining leadership in entertainment and sports. Weibo has introduced new creator monetization tools, implemented Golden V and Orange V badge systems for top content creators, and enhanced its content marketing offerings to better serve brand partners. Recent product developments include partnerships with advanced AI companies like DeepSeek for language model capabilities, launch of AI-powered chatbots for influencer interactions, and introduction of new social features to improve user engagement. The company has also focused on mobile-first optimization, with mobile advertising now representing 94% of total ad revenue, and has enhanced its live streaming and video capabilities to compete with short-video platforms. Weibo's monetization strategy has evolved to emphasize performance-based advertising and content marketing solutions, moving beyond traditional display advertising to offer integrated marketing services that leverage trending topics, celebrity partnerships, and AI-driven targeting capabilities. The platform has also expanded its Value-Added Services segment, achieving 13-25% growth rates through enhanced membership offerings and premium social features.
WB company profile · for informational purposes only — not investment advice.
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