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Ecosystem Investments And Supply Chain Digitalization Will Reshape E-Commerce

Published
24 Nov 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$140.27
12.9% undervalued intrinsic discount
27 Aug
US$122.22
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1Y
37.1%
7D
3.6%

Author's Valuation

US$140.3

12.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 12%

Analysts raised PDD Holdings' price target from $125.60 to $140.27 following a Q2 earnings beat driven by strong profitability and competitive positioning despite ongoing margin pressures and concerns over the sustainability of these results amid regulatory and competitive uncertainties. Analyst Commentary Bullish analysts raised price targets following a Q2 earnings beat, citing better-than-expected profitability driven by cost discipline and competitive strength, with several seeing early signs of recovery amid challenging domestic and overseas conditions.

Shared on01 May 25
Fair value Decreased 13%

Shared on23 Apr 25
Fair value Decreased 6.08%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on17 Apr 25
Fair value Increased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 18%

AnalystConsensusTarget has increased profit margin from 23.8% to 26.6% and decreased future PE multiple from 13.1x to 11.7x.

Shared on19 Mar 25
Fair value Increased 0.86%

Shared on12 Mar 25
Fair value Decreased 89%

AnalystConsensusTarget has decreased revenue growth from 18.2% to 13.3% and increased discount rate from 7.5% to 8.8%.