TipRanks cites HKD 14.30 target for Kingdee stock

Published on 10/13/2026 at 03:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ARR reached CNY 4.60 billion as of September 30, 2026, up 19.30 percent. For Kingdee stock, AI contracts reached CNY 1.00 billion in nine months.

Key points in brief

Kingdee reported subscription ARR of CNY 4.60 billion as of September 30, 2026, up 19.30 percent year over year.
Net new ARR rose 46.90 percent in the third quarter, while AI-native product contracts reached CNY 1.00 billion in the first nine months.
Kingdee stock was quoted at HKD 8.32 on the HKEX on October 13, 2026, while TipRanks cited a HKD 14.30 target.
The latest interim report showed CNY 3.63 billion of revenue and CNY 116.0 million of adjusted profit for the first half of 2026.

Kingdee, KYG525681477, Illustration mit AI erstellt.

TipRanks reported on October 12, 2026, that Kingdee International Software Group had a Buy rating with a HKD 14.30 price target. The same update put subscription annual recurring revenue at CNY 4.60 billion as of September 30, 2026, up 19.30 percent year over year.

ARR growth accelerates

GMT Eight reported that net new ARR increased 46.90 percent year over year in the third quarter. The company attributed the expansion to rising demand for its AI Suite and Lingji products as enterprise software adoption broadens.

The update also showed CNY 1.00 billion of contracted AI-native product value for the nine months ended September 30, 2026. Net dollar retention ranged from 95.00 percent to 101.00 percent across three AI and SaaS offerings, giving investors a more detailed view of subscription quality than ARR growth alone.

What does AI demand add?

The answer is visible in the contract pipeline. AI-native contracts reached CNY 1.00 billion in the first nine months, while third-quarter net new ARR grew 46.90 percent, creating a quantified link between product demand and recurring revenue expansion.

Interim revenue and margin

According to Kingdee in its interim results released on August 11, 2026, first-half revenue was CNY 3.63 billion, up 13.60 percent year over year. Adjusted profit attributable to equity holders reached CNY 116.0 million, while gross margin increased to 67.70 percent from 65.60 percent in the first half of 2025.

The interim figures add operating context to the September ARR update. Cloud services generated CNY 3.12 billion in the first half of 2026, or 86.00 percent of total revenue, and subscription revenue rose 20.40 percent to CNY 2.03 billion.

Three dated growth markers

On March 17, 2026, Kingdee reported fiscal-year 2025 revenue of CNY 7.01 billion, up 12.00 percent year over year. On August 11, 2026, first-half revenue reached CNY 3.63 billion, up 13.60 percent, and on October 12, 2026, subscription ARR reached CNY 4.60 billion, up 19.30 percent.

Kingdee stock on October 13

Kingdee International Software Group is listed on the Hong Kong Stock Exchange under ticker 268, according to Global Banking and Finance. The finance quote for October 13, 2026, showed HKD 8.32 at 9:29 a.m. HKT, with a market capitalization of HKD 29.0 billion and a 52-week range of HKD 5.63 to HKD 17.07.

The valuation question is therefore tied to execution rather than a single quarter. ARR growth of 19.30 percent, AI-native contracts of CNY 1.00 billion and adjusted first-half profit of CNY 116.0 million provide three separate measures of the company's transition toward recurring AI-led software revenue.

The further course of trading is shown by the continuously updated real-time quote of Kingdee stock.