[Stock Prediction] Will Tencent’s AI Boost Help the Stock Break HK$700 Again?
Tencent Holdings will release its Q3 FY2025 earnings after the Hong Kong market closes on November 13. $TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$
Many investment banks believe Tencent is entering a key stage of AI commercialization at scale, with strong momentum expected across its advertising, gaming, and cloud segments. Analysts expect revenue of RMB 189.1B (+13% YoY) and adjusted net profit of RMB 67.9B (+13% YoY).
Earnings Highlights
AI is powering growth across Tencent’s major businesses.
🎮 Gaming — Delta Force: Hawk Ops has become a breakout hit, with quarterly gross revenue possibly exceeding RMB 8B. Classic titles like Honor of Kings and Peacekeeper Elite have seen renewed engagement thanks to AI-driven gameplay. Overall gaming revenue is expected to rise 16%+ YoY.
📺 Advertising — Strong momentum continues. WeChat Channels ad revenue may surge 60%+, powered by AI-optimized ad placements that improve conversion rates by over 20%. Mini Programs and Search Ads remain highly active, with total ad revenue projected to grow 19–22% YoY.
☁️ FinTech & Cloud — Payment services maintain solid growth, while Tencent Cloud is set to re-accelerate with AI computing demand, potentially achieving 20%+ revenue growth — its strongest pace this year.
AI monetization is also in focus. On the consumer side, the Tencent Yuanbao AI app surpassed 30M MAUs, while enterprise adoption of the Hunyuan large model keeps expanding across advertising, gaming, and cloud. Both Morgan Stanley and Goldman Sachs forecast Tencent’s non-IFRS operating profit to grow about 18% YoY, driven by better margins and operating leverage.
Analysts remain bullish. Goldman Sachs raised its price target to HK$770, citing AI-driven valuation upside of over 18%. Morgan Stanley lists Tencent as a top Hong Kong pick, with a HK$700 target.
So — can Tencent’s earnings help the stock climb back to HK$700?
🎁Events Details
What do you think will happen after the earnings?
💬 Comment below with your predicted closing price on November 14 (in HKD, two decimal places).
📈 Are you bullish or bearish on $TENCENT(00700)$ Tell us why!
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⏰Event Duration
November10-November 13 16：00 $TENCENT(00700)$ $Tencent Holding Ltd.(TCEHY)$
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FinTech and Cloud are steady contributors. Rising AI computing demand and wider use of the Hunyuan model should lift Tencent Cloud’s margins, while payment services continue to grow. Overall, I expect solid double-digit gains in both revenue and profit.
I remain bullish on Tencent. If management offers upbeat AI guidance, sentiment should stay positive. My prediction for Tencent’s closing price on November 14 is around HK$700.00, reflecting confidence in its AI-driven outlook.
@Tiger_comments @TigerStars @Tiger_Earnings
The current consensus rating for Tencent from analysts is a Strong Buy. This can be attributed to its continued growth and profitability.
Tencent is also successfully integrating AI into its products with AI driven upgrades leading to robust growth and new AI tools being implemented within its products like Weixin.
I like Tencent for its diversified business models from gaming, social media, fintech and cloud services, reducing its reliance on a single sector.
Tencent would be a great stock to buy and hold long term.
@Tiger_Earnings @TigerStars @TigerClub @CaptainTiger @Tiger_comments
HKD 660.00
Bias
Still modestly bullish.
Why
short-term flows into China tech have improved
buyback cadence remains strong and highly price-supportive
ad + gaming seasonal uplift is entering its “better” window
offshore funds are dipping toes back in selectively — Tencent is always first beneficiary when that rotation happens
But we are still in a “fragile recovery”, not a breakout regime.
So upside is incremental rather than parabolic.
660 reflects that balance:
constructive — yet disciplined in expectations.
Tencent is the leader in this space of technology and applications with furthe growth forecast and strong momentum on earnings with further upside expected