All 8 analysts maintain a BUY recommendation on Dear U, with target prices ranging from 30,000 to 50,000 won. The consensus highlights robust 1Q26 results, where revenue rose around 33% and operating profit jumped over 75% year-on-year, driven by subscription price increases, web payment adoption lowering fees, and a weak won. The expansion of C-pop artists on QQ Music bubble is expected to sustain long-term royalty growth, while a new US business may further diversify revenue. However, a common risk noted is the continued erosion in subscriber numbers, which could signal structural challenges
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