Price (90d)
$55.27Signal Score (90d)
53Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $731.28B | $218.72B | $24.05 |
| 2024 | $660.26B | $194.07B | $20.94 |
| 2023 | $609.01B | $115.22B | $12.19 |
| 2022 | $554.55B | $188.24B | $19.76 |
| 2021 | $560.12B | $224.82B | $23.60 |
Social Signal Score
Earnings
Thu, Nov 12(in 3 months)
Consensus estimate $1.12 per share
Typical surprise +0.9% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 12$1.09 vs $1.08beat
- Wed, May 13$1.06 vs $1.07miss
- Wed, Mar 18$0.98 vs $1.02miss
- Thu, Nov 13$1.06 vs $0.98beat
- Wed, Aug 13$0.94 vs $0.96miss
- Wed, May 14$0.91 vs $0.88beat
Estimates and results for TCEHY via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from TCEHY's reported EPS growth of 0.5% a year over 4 years.
- EPS in 5 years
- $24.68
- Implied price
- $543.01
- Return from $56.47
- 57.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $269.97 — today's price is already 79.1% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 16 | 19 | 22 | 25 | 28 |
|---|---|---|---|---|---|
| -9.5% | 32.9% | 37.5% | 41.6% | 45.3% | 48.6% |
| -4.5% | 40.2% | 45.1% | 49.4% | 53.3% | 56.8% |
| 0.5% | 47.5% | 52.7% | 57.3% | 61.3% | 65.0% |
| 5.5% | 54.9% | 60.3% | 65.1% | 69.4% | 73.2% |
| 10.5% | 62.2% | 67.9% | 72.9% | 77.4% | 81.4% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (12)
- Newsfool.com·6h ago·Neutral
Why Tencent Music Stock Sank This Week Tencent Music's Q2 sales and earnings surpassed the average Wall Street analyst targets. Overall business momentum looked solid, but performance in some categories slipped.
View source ↗ - Newsseekingalpha.com·8h ago·Neutral
Tencent Music: Buy Fan Economy And AI Shift When Market Sells The Dip Tencent Music Entertainment is actively transitioning from traditional streaming to a fan-centered, IP-driven monetization model, leveraging concerts, merchandise, and premium content. I remain bullish on TME, targeting a $18.69 share price (121% upside), supported by dominant market share, strategic acquisitions of Ximalaya and AI integration. TME's AI adoption accelerates music creation, enhances user engagement, and reduces
View source ↗ - Newsseekingalpha.com·2d ago·Positive
Tencent Holdings Limited (TCEHY) Q2 2026 Earnings Call Transcript Tencent Holdings Limited (TCEHY) Q2 2026 Earnings Call Transcript
View source ↗ - Newsseekingalpha.com·3d ago·Positive
Tencent: The Market Is Underestimating This AI Giant Tencent Holdings Limited remains a Buy, with current valuation implying a significant discount to intrinsic value and strong AI-driven growth prospects. TCEHY reported robust YoY revenue growth across core segments, with a notable 21.8% increase in Marketing Services and a 176% jump in CAPEX. Significant balance sheet strength, $82.85 billion in liquidity, and aggressive AI investments position Tencent to capitalize on emerging opportunities.
View source ↗ - Newsseekingalpha.com·3d ago·Negative
Tencent Music: Organic Deceleration And Competition Weigh On Outlook (Rating Downgrade) Tencent Music (TME) is downgraded to Hold from Buy due to intensifying competition, especially from ByteDance's Soda Music. Organic revenue growth decelerated, with management acknowledging user churn among casual users and rising operating expenses to retain users. Social entertainment revenue declined 17% y/y, weighing on PnL despite 11% y/y growth in music services; macro headwinds persist.
View source ↗ - Newsmarketwatch.com·3d ago·Neutral
Another AI lab is burning through cash as Tencent earnings rise It's not just American artificial-intelligence companies burning through cash as they roll out ever-more advanced models.
View source ↗ - Newswsj.com·3d ago·Neutral
AI Spending Snuffs Out Tencent's Profit-Growth Run Tencent has reported promising progress on the AI front in recent months, including the release of its Hy3 model.
View source ↗ - Newscnbc.com·3d ago·Neutral
Chinese tech giant Tencent posts revenue beat on accelerating games sales, AI-driven ads Tencent said domestic game revenue jumped 17% year-on-year, accelerating from the first quarter. It beat analyst estimates on revenue in the first quarter but missed on profit.
View source ↗ - Newsreuters.com·3d ago·Neutral
China's Tencent posts 11% second-quarter revenue rise, profit misses estimates Tencent Holdings reported a 11% rise in second-quarter revenue on Wednesday, driven by strong advertising sales and steady gaming income, as the Chinese technology giant ramps up AI spending.
View source ↗ - Newsfool.com·3d ago·Neutral
Why Tencent Music Entertainment Stock Dived by Nearly 12% Today The quarter was mixed, with a revenue miss but a net profit beat. Both operational and financial growth is slowing for the company.
View source ↗ - Newsmarketbeat.com·3d ago·Neutral
Tencent Music Entertainment Group Q2 Earnings Call Highlights Tencent Music Entertainment Group NYSE: TME reported second-quarter 2026 revenue of RMB 8.9 billion, up 6% from a year earlier, as growth in music-related services and the consolidation of Ximalaya offset pressure in advertising. Net profit attributable to equity holders rose to RMB 2.5 billion from RMB 2.4 billion in the prior-year period.
View source ↗ - Newsprnewswire.com·4d ago·Positive
Tencent Music Entertainment Group Announces Second Quarter 2026 Unaudited Financial Results SHENZHEN, China, Aug. 11, 2026 /PRNewswire/ -- Tencent Music Entertainment Group ("TME," or the "Company") (NYSE: TME and HKEX: 1698), the leading all-in-one music and audio entertainment platform in China, today announced its unaudited financial results for the second quarter ended June 30, 2026. Second Quarter 202 6 Financial Highlights Total revenues were RMB8.93 billion (US$1.32 billion), representing
View source ↗