Cheetah Mobile (NYSE:CMCM) Announces Quarterly Earnings Results

Cheetah Mobile (NYSE:CMCM) released its quarterly earnings results on Tuesday. The software maker reported $0.00 earnings per share for the quarter, FiscalAI reports. Cheetah Mobile had a negative return on equity of 12.54% and a negative net margin of 39.76%.

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

• Strong 2025 financial recovery: Full-year revenue grew ~48% to RMB 1,150M and the company reported its first full-year non-GAAP operating profit in six years (RMB 14M), with RMB 215M cash on hand and Q4 non-GAAP operating profit of RMB 15M.
• Robotics is scaling: Robotics revenue rose ~31% in 2025 (Q4 ≈ RMB 60M, +94% YoY, +43% QoQ), with voice robots growing 100% YoY for three consecutive quarters and a smart wheelchair slated for initial shipments in Q2 2026 under framework deals with mobility brands.
• AI agent strategy (EasyClaw/OpenClaw): Management is building an agentic platform (EasyClaw) that emphasizes execution, multi-cloud aggregation and token-based monetization, reporting rapidly rising token usage and early integrations with PC and robotics products to drive engagement and ARPU.
• Remaining profitability and execution risks: GAAP operating loss for 2025 was RMB 179M, the company gave no specific 2026 financial guidance, and future performance depends on external factors (cloud/model partners, policy) even as management emphasizes disciplined, cash-funded investment.

Cheetah Mobile Trading Down 0.7%

NYSE CMCM opened at $7.00 on Wednesday. Cheetah Mobile has a 12 month low of $3.28 and a 12 month high of $9.44. The stock has a 50 day moving average of $6.55 and a 200-day moving average of $7.05. The company has a market cap of $212.24 million, a PE ratio of -3.47 and a beta of 1.88.

Wall Street Analyst Weigh In

Separately, Weiss Ratings reissued a “sell (d-)” rating on shares of Cheetah Mobile in a research report on Wednesday, January 21st. One analyst has rated the stock with a Sell rating, Based on data from MarketBeat, the stock has a consensus rating of “Sell”.

Institutional Trading of Cheetah Mobile

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Jane Street Group LLC lifted its stake in Cheetah Mobile by 852.7% in the fourth quarter. Jane Street Group LLC now owns 30,142 shares of the software maker’s stock valued at $181,000 after acquiring an additional 26,978 shares during the last quarter. Goldman Sachs Group Inc. increased its stake in shares of Cheetah Mobile by 17.5% during the 4th 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. Nomura Holdings Inc. acquired a new position in shares of Cheetah Mobile during the 3rd quarter worth about $94,000. Finally, Dimensional Fund Advisors LP bought a new stake in shares of Cheetah Mobile in the 4th quarter valued at about $69,000. 0.41% of the stock is owned by institutional investors.

Cheetah Mobile Company Profile

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.