Added to YB: 2026-03-16
Pitch date: 2026-03-12
XNET [bullish]
Xunlei Limited
+7.03%
current return
Author Info
Mispriced Assets breaks down finance, economics, and crypto to make the complex more accessible—and help you think clearly, invest better, and stay ahead. Sign up for the newsletter.
Company Info
Xunlei Limited, together with its subsidiaries, operates an internet platform for digital media content in the People's Republic of China.
Market Cap
$379.3M
Pitch Price
$6.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.29
P/E
0.36
EV/Sales
0.33
Sector
Software
Category
special_situation
Xunlei: A $360M Market Cap Sitting on a Billion-Dollar Wake-Up Call
XNET: Q4 rev $143.3M (+70% YoY) beat guidance; FY25 rev $462M (+43%). Real story: sits on massive Insta360 stake w/ $1B+ GAAP gains from mark-to-market. Lockup expires June, mgmt plans to monetize—potential massive cash event into $360M mkt cap co already growing 70% top line. Holds $8 & $10 calls June/Jan '27 + 10% shares position.
Read full article (2 min)