Zhihu: Why It Could Be A Good Time To Get In
ZH has lost all its gains for the year with a huge selloff in the last few months, but this could represent an opportunity for a bargain. Valuations have been slashed with the decline in the stock to the point ZH could be undervalued, if the balance sheet is anything to go by. The charts suggest the decline in the stock could be over or close to it because it has reached a level where it turned it around before.
Zhihu: Look Beyond Q3 Miss And Consider Depressed Valuations
Zhihu remains a 'Buy.' Negatives from weak Q3 results are already priced in, with its shares trading at a compelling 0.5x price-to-net cash. The intentional elimination of low-quality ads from the company's platform led to below-expectations for 3Q 2025's topline and bottom line. Management expects to realize its first full-year non-GAAP profitability in FY25, supported by good cost control and a turnaround of the marketing services segment.
Zhihu Inc. (ZH) Q3 2025 Earnings Call Transcript
Zhihu Inc. ( ZH ) Q3 2025 Earnings Call November 25, 2025 6:00 AM EST Company Participants Yolanda Liu Yuan Zhou - Founder, Chairman & CEO Wang Han - Chief Financial Officer Conference Call Participants Yi Jing Wei - Citigroup Inc., Research Division Luqing Zhou - Goldman Sachs Group, Inc., Research Division Kewei Chen - Haitong International Research Limited Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to the Zhihu Inc. Third Quarter 2025 Financial Results Conference Call. [Operator Instructions] Today's conference is being recorded and webcasted.
Zhihu: A High-Quality Company Trading At Half Its Cash Balance - With Hidden AI Upside
Zhihu trades at 50% of its net cash and 65% of its net current asset value (current assets minus total liabilities), despite turning profitable and free cash flow positive. Management has moved decisively from using AI to improve operational efficiency to now launching new AI-driven products and monetization paths. If Zhihu's leadership is right about AI, the company is not just a deep value play—it could become one of the most influential internet platforms in the AI age.
Zhihu: Turnaround Remains A 'Show Me' Story
ZH reported better-than-expected Q1 results, but fundamentals remain weak, with declines in paid membership and key business segments. AI integration and content engagement are improving, yet competition from new AI apps threatens ZH's relevance and paid user growth. The stock trades at 50% below net cash and a 10% buyback limits the downside, but weak outlook and revenue decline cap the upside.
Zhihu Inc. (ZH) Q1 2025 Earnings Call Transcript
Zhihu Inc. (NYSE:ZH ) Q1 2025 Earnings Conference Call May 27, 2025 8:00 AM ET Company Participants Yolanda Liu - Director of IR Wang Han - CFO Zhou Yuan - Founder, Chairman and CEO Conference Call Participants Xueqing Zhang - CICC Lincoln Kong - Goldman Sachs Thomas Chong - Jefferies Vicky Wei - Citi Operator Ladies and gentlemen, thank you for standing by, and welcome to the Zhihu Inc. First Quarter 2025 Financial Results Conference call. At this time, all participants are in a listen-only mode.
Zhihu Integrates AI Platform With DeepSeek, Posts First-Ever Profit
The company, sometimes called the Quora of China, is banking on growth from a new AI tool to improve expert-supplied answers to user questions
Zhihu: Turning Bullish On Bottom-Line Beat And New AI Tool (Rating Upgrade)
I have a Buy rating awarded to Zhihu, as the stock is inexpensive with potential catalysts. The continued narrowing of losses and the growing popularity of the new AI search add-on Zhida can act as valuation re-rating drivers. ZH is currently trading at less than 1 times forward revenue, which is way below its all-time historical P/S average of 2.6x.
Zhihu Inc. (ZH) Q4 2024 Earnings Call Transcript
Zhihu Inc. (NYSE:ZH ) Q4 2024 Earnings Conference Call March 26, 2025 7:00 AM ET Company Participants Yolanda Liu - Director, Investor Relations Zhou Yuan - Founder, Chairman & Chief Executive Officer Wang Han - Chief Financial Officer Conference Call Participants Xueqing Zhang - CICC Thomas Chong - Jefferies Daisy Chen - Haitong International Vicky Wei - Citi Operator Ladies and gentlemen, thank you for standing by, and welcome to the Zhihu Inc. Fourth Quarter and Full Year 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
Zhihu: Heading In The Right Direction
FY2024 is likely to end with the fourth consecutive annual loss, but the trend is favorable with smaller and smaller losses. ZH is close to breaking even, and profits do not look to be far away as a result of various measures taken by ZH. There are risks hanging over ZH, but its market cap may still be too low, especially if ZH becomes profitable.
Zhihu Inc (ZH) Q3 2024 Earnings Call Transcript
Zhihu Inc (NYSE:ZH ) Q3 2024 Results Conference Call November 26, 2024 6:00 AM ET Company Participants Yolanda Liu - CEO Wang Han - Chief Financial Officer Zhou Yuan - Chairman and Chief Executive Officer Conference Call Participants Xueqing Zhang - CICC Daisy Chen - Haitong International Lincoln Kong - Goldman Sachs Vicky Wei - Citi Stella Wang - TH Capital Cici Cheng - CLSA Operator Good morning, ladies and gentlemen. Thank you for standing by, and welcome to the Zhihu Inc. Third Quarter 2024 Financial Results Conference Call.
Zhihu Inc. (ZH) Q2 2024 Earnings Conference Call Transcript
Zhihu Inc. (NYSE:ZH ) Q2 2024 Earnings Conference Call August 22, 2024 8:00 PM ET Company Participants Yolanda Liu - Director, IR Wang Han - CFO Zhou Yuan - Founder, Chairman and CEO Conference Call Participants Vicky Wei - Citi Xueqing Zhang - CICC Thomas Chong - Jefferies Daisy Chen - Haitong International Operator Ladies and gentlemen, thank you for standing by and welcome to the Zhihu Inc., Second Quarter 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
