Why Meitu (SEHK:1357) Is Up 26.2% After AI Agent Upgrade And Record Subscribers

• In late April 2026, Meitu unveiled a major upgrade to its imaging AI agent RoboNeo, adding multi-agent “Agent Teams” to automate end-to-end visual content creation across short dramas, social media, and e-commerce, while also reporting record global paying subscribers of 17.90 million as of March 2026 with strong subscription-driven revenue from its photo, video, and design products.
• This combination of rapid AI product innovation, such as RoboNeo’s Seedance 2.0 video engine and reusable Skills, and expanding paid user adoption highlights Meitu’s push to turn complex, professional-grade content workflows into simple, natural-language experiences for creators, small businesses, and solo entrepreneurs.
• We’ll now examine how RoboNeo’s multi-agent AI workflow automation and Meitu’s expanding subscription base may influence the company’s existing investment narrative.

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Meitu Investment Narrative Recap

To own Meitu, you need to believe its AI driven photo, video and design tools can convert a growing share of users into paying subscribers. The latest RoboNeo upgrade, with multi agent workflows and Seedance 2.0, supports that subscription story in the near term, while the key risk remains whether Meitu can stay differentiated as competition in AI imaging and content tools intensifies. The impact on that risk is meaningful, but not yet decisive.

The most relevant recent announcement here is Meitu’s update that global paying subscribers reached a record 17.90 million as of March 2026, with subscription revenue from photo, video and design products growing strongly. When set alongside RoboNeo’s Agent Teams launch, it reinforces the idea that Meitu’s main catalyst is deeper monetization of its existing user base, rather than simply chasing raw downloads across new markets.

Yet behind the subscription growth, investors should be aware of how quickly larger AI platforms could compress Meitu’s differentiation and pricing power if...

Read the full narrative on Meitu (it's free!)

Meitu's narrative projects CN¥7.6 billion revenue and CN¥2.1 billion earnings by 2029.

Uncover how Meitu's forecasts yield a HK$9.68 fair value, a 84% upside to its current price.

Exploring Other Perspectives

The most optimistic analysts were already assuming Meitu could reach about CN¥6.8 billion of revenue and CN¥1.6 billion of earnings by 2029, which is a far bolder view than the baseline story. Those forecasts depend heavily on RoboNeo and PVD apps converting free usage into higher priced, recurring plans, so this new multi agent launch might support their case or expose its limits, and you should weigh how your expectations line up with these different narratives.

Explore 4 other fair value estimates on Meitu - why the stock might be worth over 2x more than the current price!

Decide For Yourself

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Meitu research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Meitu research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Meitu's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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