PDD logo

PDD Holdings Inc. Stock Price

NasdaqGS:PDD Community·US$122.2b Market Cap
  • 5 Narratives written by author
  • 6 Comments on narratives written by author
  • 621 Fair Values set on narratives written by author

PDD Share Price Performance

US$85.13
-19.78 (-18.85%)
US$115.81
Fair Value
US$85.13
-19.78 (-18.85%)
26.5% undervalued intrinsic discount
US$115.81
Fair Value
Price US$85.13
AnalystConsensusTarget US$115.81
AnalystLowTarget US$111.21
WallStreetWontons US$163.07

PDD Community Narratives

·
Fair Value US$115.81 26.5% undervalued intrinsic discount

Ecosystem Investments And Cost Discipline Will Shape Future E-Commerce Landscape

3users have liked this narrative
1users have commented on this narrative
329users have followed this narrative
·
Fair Value US$111.21 23.5% undervalued intrinsic discount

Rising Global Regulations And Trade Tensions Will Worsen Operational Complexity

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
·
Fair Value US$163.07 47.8% undervalued intrinsic discount

PDD: A Rising Underdog in China's Ecommerce

9users have liked this narrative
5users have commented on this narrative
18users have followed this narrative
US$165
48.4% undervalued intrinsic discount
Fair Value
Revenue
-6.3% p.a.
Profit Margin
25%
Future PE
30x
Price in 2028
US$221.8
US$163.07
47.8% undervalued intrinsic discount
Revenue
-10.27% p.a.
Profit Margin
26.67%
Future PE
7.42x
Price in 2026
US$223.21
US$159.93
46.8% undervalued intrinsic discount
Revenue
15.86% p.a.
Profit Margin
25.69%
Future PE
11.5x
Price in 2029
US$209.67
US$115.81
26.5% undervalued intrinsic discount
Revenue
10.11% p.a.
Profit Margin
22.82%
Future PE
10.91x
Price in 2029
US$151.47
US$111.21
23.5% undervalued intrinsic discount
Revenue
9.82% p.a.
Profit Margin
17.05%
Future PE
14.49x
Price in 2029
US$144.43

Trending Discussion

Updated Narratives

PDD logo

PDD Holdings will see accelerating growth with a 74% price target increase

Fair Value: US$165 48.4% undervalued intrinsic discount
18 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
PDD logo

PDD: A Rising Underdog in China's Ecommerce

Fair Value: US$163.07 47.8% undervalued intrinsic discount
18 users have set this as their fair value
5 users have commented on this narrative
0 users have liked this narrative
PDD logo

PDD: Supply Chain Investment Cycle Will Underpin Future Repricing Potential

Fair Value: US$159.93 46.8% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

0 Risks
3 Rewards

PDD Holdings Inc. Key Details

CN¥442.4b

Revenue

CN¥194.7b

Cost of Revenue

CN¥247.7b

Gross Profit

CN¥152.0b

Other Expenses

CN¥95.6b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
67.20
55.98%
21.62%
0%
View Full Analysis

About PDD

Founded
2015
Employees
25474
CEO
Lei Chen
WebsiteView website
www.pddholdings.com

PDD Holdings Inc., a multinational commerce group that owns and operates a portfolio of businesses. The company operates Pinduoduo platform, which provides various product categories and interactive shopping experiences; and Temu, an online platform, which enables merchants to streamline their manufacturing and commercial operations. The company was formerly known as Pinduoduo Inc. and changed its name to PDD Holdings Inc. in February 2023. PDD Holdings Inc. was incorporated in 2015 and is based in Dublin, Ireland.

Recent PDD News & Updates

Narrative Update Jul 09

PDD: Supply Chain Investment Cycle Will Underpin Future Repricing Potential

PDD Holdings' updated analyst price target reflects a lower fair value estimate to about $160, as analysts factor in reduced revenue growth and profit margin assumptions, along with more cautious views on the company's China e-commerce exposure and investment-heavy strategy. Analyst Commentary Recent research on PDD Holdings points to a more cautious tone, with several firms trimming price targets and tempering expectations after the latest quarterly update and sector data points from China e-commerce.
Narrative Update Jun 25

PDD: Heavy Supply Chain And Brand Investments Will Drive Long-Term Upside

The analyst price target for PDD Holdings has been revised lower to reflect a fair value estimate of $115.81, reduced from $119.85, as analysts factor in weaker sector sentiment, recent earnings disappointments, and increased regulatory and investment uncertainties highlighted in recent research. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several firms revising ratings and price targets lower while reassessing the company’s execution, investment plans, and regulatory exposure.

Recent updates

No updates