TickerTalks
Browse all tickers →
TickerTalks›$KC
KCKC

Kingsoft Cloud Holdings Limited

$KC·$2.7B·Software - Services·Technology
$9.10-0.9%YTD-15.2%1Y-25.5%
Mentions · last 7 days
2026-06-25: 4 posts2026-06-26: 6 posts2026-06-27: 2 posts2026-06-28: 4 posts2026-06-29: 6 posts2026-06-30: 8 posts2026-07-01: 5 posts35
Price updated 33m ago·X counts updated 23h ago
KCKC
$KCKingsoft Cloud Holdings Limited
$9.10-0.87%35 posts
AI analysisFundamentalsVoices on X
Loading…

What it does

Plain-English summary of the business — what they sell and how they make money.

Kingsoft Cloud Holdings Limited provides cloud services to businesses and organizations primarily in China. The company’s product portfolio includes cloud products, such as infrastructure as a service (IaaS) infrastructure, platform as a service (PaaS) middleware, and software as a service (SaaS) applications that primarily consist of cloud computing, network, containers, database, big data, security, storage, and delivery solutions. It offers research and development services, as well as enterprise digital solutions and related services. The company also provides public cloud services to customers in various verticals, including video, e-commerce, intelligent mobility, artificial intelligence, and mobile internet; and enterprise cloud services to customers in financial services, public service, and healthcare businesses. Kingsoft Cloud Holdings Limited was incorporated in 2012 and is headquartered in Beijing, China.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Services sits in its cycle right now — and what that implies for $KC.

Software - Services · Technology

Industry quiet this week — Verisk's analytics data business earns monopoly-like returns on insurance, energy, and financial services data while QCLS holds early-stage rights to laser computing for cryptocurrency mining. No shared structural catalyst; each name trades on company-specific drivers.

Top industry ETF

$XLKTechnology Select Sector SPDR
+27.5%YTD
+47.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-17.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-2.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-4.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-5.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-12.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
14.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 27, 2026$-0.10$-0.11+12.6%
Q4 2025Mar 25, 2026$-0.05$-0.09+41.4%
Q3 2025Nov 19, 2025$0.02$-0.10+120.0%
Q2 2025Aug 20, 2025$-0.16$-0.160.0%
Next earningsWed, Aug 19·consensus EPS $-0.09

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.7B+37.2%12.8%-6.1%$-1.20—
Q4 FY25$2.8B+23.7%16.9%6.5%$-0.52$-3.7B
Q3 FY25$2.5B+31.4%15.4%-5.9%$-0.02$1.7B
Q2 FY25$2.3B+24.2%14.4%-13.9%$-1.80$1.5B

Forward consensus

4-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.6B$10.9B – $14.0B-$2.50-$2.87 – -$2.257
FY27$15.7B$11.9B – $18.6B-$1.62-$2.70 – -$0.5414
FY28$19.1B$16.6B – $21.2B-$1.13-$1.81 – -$0.5710
FY29$18.6B$16.1B – $20.6B$0.02$0.02 – $0.025

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.8%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-30.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 295.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.955-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bears are Losing Control Over Kingsoft Cloud (KC), Here's Why It's a 'Buy' Nowzacks.com·6d agoDown 31.2% in 4 Weeks, Here's Why You Should You Buy the Dip in Kingsoft Cloud (KC)zacks.com·9d agoKingsoft Cloud Q1: AI Capex Spending Needs To Be Justified Over The Next Few Quartersseekingalpha.com·35d agoKingsoft Cloud: Bullish About Q1 Revenue Acceleration And Promising Prospectsseekingalpha.com·36d agoKingsoft Cloud Q1 Earnings Call Highlightsmarketbeat.com·36d ago

More in Software - Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$KEEL$AIB$QCLS$VRSK
Voices on X · top 3 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport