We recently compiled a list of the 5 Gaming Stocks That Are Solid Bets Despite Tariffs. In this article, we are going to take a look at where Bilibili Inc. (NASDAQ:BILI) stands against the other gaming stocks.

As Trump made his move regarding tariffs on multiple trade partners, many stocks with international exposure took a dive. Gaming stocks were also negatively impacted. We decided to take a look at some of the gaming stocks that traded down after the tariff announcement but continue to be solid investments.

The reason these stocks are not hugely impacted by tariffs is because of the nature of the business. Games developed by these companies have a huge fan following, which usually isn't deterred by minor increases in price. Moreover, the digital nature of the products means enforcing tariffs isn't as straightforward as it is on physical goods. On top of that, these companies sell to a global audience so tariffs even on a significantly big market base don't impact the overall business as much.

To come up with our list of gaming stocks that are a good bet despite tariffs, we only considered stocks with a market cap of at least $5 billion.

A group of millennials playing an online game on their mobile devices.

Bilibili Inc. (NASDAQ:BILI)

Bilibili Inc. is an online entertainment services provider for the young generation.  It provides a wide range of content including mobile games, live broadcasting, professional user-generated videos, comics on Bilibili Comic, and more variety of content.

BILI stock price was down by 8% in January despite a stellar 2025. The company continues to be under pressure owing to the uncertainty of Donald Trump’s tariff strategy. On the fundamental level, it still looks solid. It is a growth bet that is still available at a reasonable valuation.

Bilibili is particularly popular among China’s youth, so much so that it has doubled its daily active users in just a matter of 4 years. The average time spent online has also gone up. These two growth drivers should be enough to convince anyone of the company’s growth prospects.

The company’s gaming revenue jumped 85% in Q3 last year. The results of the economies of scale are about to kick in for BILI and when that happens, tariffs won’t be able to dampen the investor sentiment.

Overall BILI ranks 5th on our list of the gaming stocks that are solid bets despite tariffs. While we acknowledge the potential of BILI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as BILI but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

 

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Disclosure: None. This article was originally published at Insider Monkey.