Weibo Corporation's share price was $10.99 as of January 13th. Its trailing and forward P/E ratios were 6.28 and 6.32, according to Yahoo Finance data.
The company operates a social media platform in China. Its core operations have shown declining revenues and operating profits. Management has offered little indication of a strategic turnaround.
The stock rose from $7.84 in summer 2024 to $10.14. It pays an 82-cent annual dividend. On a cash flow basis, the business trades around nine times after-tax operating earnings and is no longer exceptionally cheap.
Shareholder returns appear limited. Buybacks merely offset ongoing stock-based compensation, highlighting a lack of aggressive capital allocation.
Weibo holds a 26.57% stake in INMYSHOW, a Shanghai-listed entity valued at $10 billion. This stake is carried on Weibo's books at just $300 million. This creates substantial net cash value, implying an intrinsic worth of roughly $16 per share, far above the current market price.
nVariant Capital Fund shared a bullish thesis on Weibo Corporation on its Substack. The fund emphasized the hidden value in the INMYSHOW stake, creating long-term asymmetric upside despite stagnant operations.
Previously, LongYield covered a bullish thesis on Meta Platforms, Inc. in May 2025. META's stock price has appreciated by approximately 10.28% since that coverage due to strong earnings results and accelerating AI integration.
Weibo Corporation is not on the list of the 30 Most Popular Stocks Among Hedge Funds. According to a database, 11 hedge fund portfolios held WB at the end of the third quarter, down from 15 in the previous quarter.