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    How JOYY’s AI AdTech Pivot and Capital Returns Could Reshape JOYY (JOYY) Investors’ Risk Profile

    Simply Wall St·12/16/2025 05:17:14
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    • In recent weeks, JOYY Inc. was highlighted for offering an around 9% total shareholder yield through dividends and buybacks, while trading below its net cash position and reporting strong growth in non-live streaming segments such as BIGO Ads and e-commerce SaaS.
    • An interesting angle is JOYY’s push into AI-driven AdTech and planned 2026 iOS expansion, which could further shift its revenue mix toward higher-margin, advertising-led and software-based businesses.
    • We’ll now explore how JOYY’s rising earnings estimates and growing AdTech momentum may reshape its existing investment narrative and risk profile.

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    JOYY Investment Narrative Recap

    To own JOYY today, you likely need to believe that its pivot toward higher-margin AdTech and software can offset slower live streaming, while capital returns help support total returns. The recent highlight of a roughly 9% shareholder yield and rising earnings estimates may reinforce the near term catalyst of improved sentiment, but does little to reduce the key risk that current profitability is flattered by one off gains and may not reflect underlying earnings power.

    The most directly relevant recent announcement is JOYY’s inclusion in the Zacks Rank #1 list after its current year earnings estimate climbed 16.9% in 60 days. That upgrade aligns with the company’s reported momentum in BIGO Ads and e commerce SaaS, but it sits against analyst forecasts that still point to declining earnings over the next few years if non livestreaming growth and margin expansion underperform expectations.

    However, investors should also be aware that JOYY’s high reported margins are heavily influenced by a large one off gain...

    Read the full narrative on JOYY (it's free!)

    JOYY's narrative projects $2.4 billion revenue and $267.8 million earnings by 2028.

    Uncover how JOYY's forecasts yield a $72.67 fair value, a 14% upside to its current price.

    Exploring Other Perspectives

    JOYY 1-Year Stock Price Chart
    JOYY 1-Year Stock Price Chart

    Four Simply Wall St Community fair value estimates for JOYY span roughly US$37 to US$257 per share, highlighting very different return expectations. You can weigh those views against JOYY’s dependence on AdTech and non livestreaming growth to support earnings once one off gains fade.

    Explore 4 other fair value estimates on JOYY - why the stock might be worth 41% less than the current price!

    Build Your Own JOYY Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your JOYY research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
    • Our free JOYY research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate JOYY's overall financial health at a glance.

    Searching For A Fresh Perspective?

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.