Kingsoft Cloud: Bullish About Q1 Revenue Acceleration And Promising Prospects

Kingsoft Cloud delivered a 1Q26 revenue increase of 37% YoY, which was better than 4Q25's actual +24% growth. The market expects KC to register strong top line expansion and higher margins for full-year FY26, which is backed by a margin-accretive shift in AI mix and enhanced pricing power. I maintain a "Buy" rating for Kingsoft Cloud, considering its solid performance and positive outlook.