Cheetah Mobile (NYSE:CMCM) Releases Earnings Results, Misses Estimates By $0.66 EPS

Cheetah Mobile (NYSE:CMCM) issued its quarterly earnings data on Wednesday. The software maker reported $0.00 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.66), FiscalAI reports. Cheetah Mobile had a negative return on equity of 4.37% and a negative net margin of 22.66%.The business had revenue of $37.56 million for the quarter, compared to analysts’ expectations of $222.62 million.

Here are the key takeaways from Cheetah Mobile’s conference call:

• Cheetah Mobile said 2026 is a transition year as it shifts from a traditional internet company toward AI-enabled applications, AI agents, and robotics, and management believes the business is moving from capability-building to early commercial validation.
• Robotics and others revenue surged 176% year over year to RMB 51 million, or about 20% of total revenue, while the segment’s adjusted operating loss narrowed 57%, and management expects strong growth to continue through 2026.
• Cloud and AI infrastructure revenue grew 68% year over year as enterprise demand rose for AI cloud and token management services; daily average token usage has climbed more than 20x since January and exceeded 400 billion in May.
• Total revenue was roughly flat year over year at RMB 259 million, but the company’s operating loss widened mainly because overseas advertising policy changes hurt the advertising agency business and pressured global enterprise services profitability.
• Management emphasized that the company still has a solid financial base, including about $186 million in cash and over $100 million in long-term investments, which it says supports continued AI and robotics investment while both internet services and global enterprise services remain profitable.

Cheetah Mobile Stock Performance

CMCM opened at $3.89 on Thursday. The company has a market capitalization of $117.78 million, a P/E ratio of -3.11 and a beta of 1.77. The company has a 50-day moving average of $5.16 and a 200-day moving average of $6.10. Cheetah Mobile has a 1-year low of $3.70 and a 1-year high of $9.44.

Analyst Ratings Changes

Separately, Weiss Ratings reiterated a “sell (d-)” rating on shares of Cheetah Mobile in a research note on Monday, April 20th. One research analyst has rated the stock with a Sell rating, According to data from MarketBeat.com, the stock has a consensus rating of “Sell”.

Institutional Trading of Cheetah Mobile

Several institutional investors and hedge funds have recently bought and sold shares of CMCM. Jane Street Group LLC lifted its holdings in Cheetah Mobile by 852.7% during the 4th quarter. Jane Street Group LLC now owns 30,142 shares of the software maker’s stock worth $181,000 after buying an additional 26,978 shares during the last quarter. Dimensional Fund Advisors LP acquired a new stake in shares of Cheetah Mobile during the 4th quarter valued at approximately $69,000. Goldman Sachs Group Inc. lifted its stake in Cheetah Mobile by 17.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 23,131 shares of the software maker’s stock worth $139,000 after purchasing an additional 3,443 shares during the last quarter. Finally, Nomura Holdings Inc. acquired a new position in shares of Cheetah Mobile in the 3rd quarter valued at about $94,000. Institutional investors and hedge funds own 0.41% of the company’s stock.

About Cheetah Mobile

Cheetah Mobile Inc operates as a mobile internet company primarily focused on developing and distributing utility and entertainment applications for smartphones and tablets. Its portfolio includes well-known security and optimization products such as Clean Master, Security Master and Battery Doctor, alongside consumer-oriented offerings in mobile gaming and content discovery. The company’s software solutions are designed to enhance device performance, improve privacy protection and deliver engaging digital experiences for end users.

Founded as the mobile internet division of Kingsoft in 2010, Cheetah Mobile spun off as an independent, publicly traded company in late 2014.