Consensus EPS · Q2 2026
CN¥18.35
Consensus revenue · Q2 2026
114.2B CNY
Analysts
7
Expected report
Aug 25, 2026
What to watch
- Analyst ratings: Downgrades trending
Analyst consensus
Based on estimates from 7 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | 97.1B CNY | 114.2B CNY | 118.2B CNY |
| EPS | CN¥12.72 | CN¥18.35 | CN¥21.42 |
| EBITDA | 30.5B CNY | 31.1B CNY | 31.7B CNY |
| EBIT | 29.4B CNY | 30B CNY | 30.6B CNY |
| Net income | 26.6B CNY | 27.4B CNY | 29.2B CNY |
- Revenue114.2B CNY
- EPSCN¥18.35
- EBITDA31.1B CNY
- EBIT30B CNY
- Net income27.4B CNY
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | 15.4B CNY | 109.5B CNY | -85.9% | CN¥1.38 | CN¥16.51 | -91.6% |
| Q4 2025 | 17.7B CNY | 124.5B CNY | -85.8% | CN¥2.53 | CN¥20.83 | -87.9% |
- Q1 2026-85.9%-91.6%
- Q4 2025-85.8%-87.9%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
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Analyst price target
Based on price targets from 1 analyst.
- Low
- $80.00
- Consensus
- $106.50
- Median
- $105.00
- High
- $136.00
- Current
- $83.59
- Upside
- +27.4%
Upside calculated vs most recent trading price of $83.59.
Consensus across all covering analysts. See the ranking ›
Analyst ratings
Consensus: Hold — based on 28 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jun 24, 2026 | Daiwa Capital | downgrade | Buy | Hold |
| Jun 23, 2026 | Daiwa Capital | downgrade | Buy | Hold |
| May 28, 2026 | Macquarie | downgrade | Outperform | Neutral |
| May 28, 2026 | Bernstein | maintain | Market Perform | Market Perform |
| May 28, 2026 | Benchmark | maintain | Buy | Buy |
| May 28, 2026 | Barclays | downgrade | Overweight | Equal Weight |
| May 27, 2026 | Citigroup | maintain | Buy | Buy |
| Jan 6, 2026 | Freedom Capital Markets | maintain | Buy | Buy |
| Jan 6, 2026 | Freedom Broker | maintain | Buy | Buy |
| Nov 19, 2025 | B of A Securities | maintain | Neutral | Neutral |
- Jun 24, 2026Daiwa CapitalHold
- Jun 23, 2026Daiwa CapitalHold
- May 28, 2026MacquarieNeutral
- May 28, 2026BernsteinMarket Perform
- May 28, 2026BenchmarkBuy
- May 28, 2026BarclaysEqual Weight
- May 27, 2026CitigroupBuy
- Jan 6, 2026Freedom Capital MarketsBuy
- Jan 6, 2026Freedom BrokerBuy
- Nov 19, 2025B of A SecuritiesNeutral
Frequently asked questions
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