PDD logo

PDD Holdings Inc. Stock Price

NasdaqGS:PDD Community·US$126.7b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 643 Fair Values set on narratives written by author

PDD Share Price Performance

US$84.17
-30.57 (-26.64%)
US$165.00
Fair Value
US$84.17
-30.57 (-26.64%)
49.0% undervalued intrinsic discount
US$165.00
Fair Value
Price US$84.17
Maxell US$165.00
AnalystConsensusTarget US$115.81
AnalystHighTarget US$159.93

PDD Community Narratives

Fair Value
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Fair Value US$165 49.0% undervalued intrinsic discount

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

3users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
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Fair Value US$115.81 27.3% 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
332users have followed this narrative
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Fair Value US$159.93 47.4% undervalued intrinsic discount

Temu And Advanced AI Supply Chain Will Expand Global Markets

1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
US$165
49.0% 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
48.4% undervalued intrinsic discount
Revenue
-10.27% p.a.
Profit Margin
26.67%
Future PE
7.42x
Price in 2026
US$223.21
US$80
5.2% overvalued intrinsic discount
Revenue
8.88% p.a.
Profit Margin
15.74%
Future PE
11.25x
Price in 2029
US$104.77
US$159.93
47.4% 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
27.3% undervalued intrinsic discount
Revenue
10.11% p.a.
Profit Margin
22.82%
Future PE
10.91x
Price in 2029
US$151.47

Trending Discussion

No trending discussion available.

Updated Narratives

PDD logo

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

Fair Value: US$165 49.0% undervalued intrinsic discount
23 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 48.4% undervalued intrinsic discount
17 users have set this as their fair value
5 users have commented on this narrative
0 users have liked this narrative
PDD logo

PDD: Future Returns Will Balance Weaker Margins And Legal Regulatory Headwinds

Fair Value: US$80 5.2% overvalued intrinsic discount
10 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

Seeking Alpha Aug 08

PDD: Cheap, But Regulatory Risk Makes The Discount Deserved

Summary PDD Holdings is fundamentally cheap, highly profitable, and maintains a real competitive edge in lower-end Chinese retail. With growing regulatory scrutiny both in China and internationally over food and product safety and PDD's compliance record, I believe a meaningful discount is warranted. PDD received the harshest penalty in China's “ghost takeout” crackdown, with regulators specifically citing false information and repeated obstruction during the investigation. The financial impact of the penalty is minor, but ongoing regulatory scrutiny, reputation risks, and general uncertainty now weigh heavily on the investment thesis and PDD's rerating potential. At this valuation I cannot justify rating PDD a Sell, but I would avoid initiating new positions until PDD demonstrates materially better regulatory cooperation and compliance; I rate PDD a hold. Read the full article on Seeking Alpha
Narrative Update Jul 24

PDD: Future Returns Will Balance Weaker Margins And Legal Regulatory Headwinds

Analysts cut their price target on PDD Holdings to $80 from $111.21, citing weaker assumed revenue growth, slimmer profit margins, a slightly higher discount rate, and a lower future P/E multiple that reflect softer e-commerce data points in China and a more cautious sector stance. Analyst Commentary Recent research on PDD Holdings has turned more cautious, with several bearish analysts flagging a mix of macro, regulatory, and company specific issues that they say could weigh on execution and growth expectations.
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.

Recent updates

No updates