China Outlet Expansion And AI Investments Will Drive Success

Published
20 Nov 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$18.00
7.5% undervalued intrinsic discount
20 Aug
US$16.66
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1Y
31.2%
7D
1.8%

Author's Valuation

US$18.0

7.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Increased 8.16%

Vipshop Holdings’ analyst price target has been raised to $17.64, reflecting improved bullish sentiment on core business momentum and profitability relative to peers, despite modest downward revisions to near-term revenue and profit forecasts amid ongoing product-specific headwinds. Analyst Commentary Bullish analysts acknowledge continued mild improvement in GMV and revenue year-over-year, supporting share price upside at an attractive valuation.

Shared on01 May 25
Fair value Increased 0.22%

Shared on23 Apr 25
Fair value Decreased 0.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.36%

AnalystConsensusTarget has decreased revenue growth from 1.3% to 1.1%.

Shared on26 Mar 25
Fair value Increased 0.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 1.34%

AnalystConsensusTarget has increased revenue growth from 1.1% to 1.3%, decreased future PE multiple from 9.2x to 8.0x, decreased discount rate from 9.2% to 8.1% and decreased shares outstanding growth rate from -0.0% to -0.0%.