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Goldman Sachs on Kingsoft Cloud (KC): 'AI cloud to drive revenue expansion with attractive investment payback'

Tue, 01 Sep 2026 04:36:17 -0400

Goldman Sachs analyst Timothy Zhao reiterated a Buy rating and $18.00 price target on Kingsoft Cloud (NASDAQ: KC)

The analyst comments "Key takeaways: 1) AI cloud is a key driver of revenue growth (+82% yoy and 43% total revenue in 2Q26), out of which MaaS carries the highest GPM; 2) Rmb15bn capex is budgeted in 2026 including both direct procurement and computing power rental, and the AI IaaS payback period is currently at 3.5 years by revenue, or shorter by cash flow thanks to prepayment and computing power rental; 3) Profitability wise, management aims to maintain stable GPM, EBITDA margin and

Goldman Sachs on Kingsoft Cloud (KC): 'AI cloud to drive revenue expansion with attractive investment payback'

Tue, 01 Sep 2026 04:36:17 -0400

Goldman Sachs analyst Timothy Zhao reiterated a Buy rating and $18.00 price target on Kingsoft Cloud (NASDAQ: KC)

Form 144 Kingsoft Cloud Holdings Filed by: Liu Tao

Fri, 21 Aug 2026 08:48:00 -0400

si-local-file:///var/storage/secattach/20260821/26958816.html

Form 144 Kingsoft Cloud Holdings Filed by: Liu Tao

Fri, 21 Aug 2026 08:48:00 -0400

si-local-file:///var/storage/secattach/20260821/26958816.html

Form 144 Kingsoft Cloud Holdings Filed by: Liu Tao

Fri, 21 Aug 2026 08:48:00 -0400

si-local-file:///var/storage/secattach/20260821/26958816.html

Kingsoft Cloud (KC) PT Raised to $21.40 at BofA Securities

Wed, 19 Aug 2026 12:21:24 -0400

BofA Securities analyst Daley Li raised the price target on Kingsoft Cloud (NASDAQ: KC) to $21.40 (from $21.00) while maintaining a Buy rating.

The analyst comments "Kingsoft Cloud (KC) reported its 2Q26 results on 19 Aug (HKT), and we attended the post-results analyst briefing. Revenue increased 31% YoY to Rmb3.07bn in 2Q26 (1% above consensus / BofAe), driven by strong public cloud revenue growth. Adj. EBITDA surged 171% YoY to Rmb1.1bn in 2Q26 (22% / 18% above consensus / BofAe), and nonGAAP net loss narrowed 80% YoY to Rmb60mn. GPM recovered 2.4ppts QoQ to 15.2% in 2Q26 thanks to rising profit

Kingsoft Cloud (KC) PT Raised to $21.40 at BofA Securities

Wed, 19 Aug 2026 12:21:24 -0400

BofA Securities analyst Daley Li raised the price target on Kingsoft Cloud (NASDAQ: KC) to $21.40 (from $21.00) while maintaining a Buy rating.

Kingsoft Cloud (KC) PT Raised to $17.70 at Jefferies

Wed, 19 Aug 2026 12:20:51 -0400

Jefferies analyst Thomas Chong raised the price target on Kingsoft Cloud (NASDAQ: KC) to $17.70 (from $17.00) while maintaining a Buy rating.

The analyst comments "KC reported 2Q results with revenue inline and adjusted EBITDA beat expectations. AI revenue contribution increases to 56% in 2Q. It achieves positive GAAP operating profit for the first time. Fast growth is seen in both external and internal customers. In 2H, we estimate revenue to accelerate with continued adjusted EBITDA margin improvement. MaaS is in the early stage of development. Maintain Buy."

Kingsoft Cloud (KC) PT Raised to $17.70 at Jefferies

Wed, 19 Aug 2026 12:20:51 -0400

Jefferies analyst Thomas Chong raised the price target on Kingsoft Cloud (NASDAQ: KC) to $17.70 (from $17.00) while maintaining a Buy rating.

Form 6-K Kingsoft Cloud Holdings For: Aug 19

Wed, 19 Aug 2026 06:04:00 -0400

si-local-file:///var/storage/secattach/20260819/26946790.html

Form 6-K Kingsoft Cloud Holdings For: Aug 19

Wed, 19 Aug 2026 06:04:00 -0400

si-local-file:///var/storage/secattach/20260819/26946790.html

Form 6-K Kingsoft Cloud Holdings For: Aug 19

Wed, 19 Aug 2026 06:04:00 -0400

si-local-file:///var/storage/secattach/20260819/26946790.html

Form 6-K Kingsoft Cloud Holdings For: Aug 19

Wed, 19 Aug 2026 06:04:00 -0400

si-local-file:///var/storage/secattach/20260819/26946791.html

Form 6-K Kingsoft Cloud Holdings For: Aug 19

Wed, 19 Aug 2026 06:04:00 -0400

si-local-file:///var/storage/secattach/20260819/26946791.html

Form 6-K Kingsoft Cloud Holdings For: Aug 19

Wed, 19 Aug 2026 06:04:00 -0400

si-local-file:///var/storage/secattach/20260819/26946791.html

Kingsoft Cloud Holdings Limited (KC) Tops Q2 EPS by 40c

Wed, 19 Aug 2026 05:08:16 -0400

Kingsoft Cloud Holdings Limited (NASDAQ: KC) reported Q2 EPS of (RMB0.02), RMB0.40 better than the analyst estimate of (RMB0.42). Revenue for the quarter came in at RMB3.07 billion versus the consensus estimate of RMB3.03 billion.

For earnings history and earnings-related data on Kingsoft Cloud Holdings Limited (KC) click here.

Kingsoft Cloud Announces Unaudited Second Quarter 2026 Financial Results