Update shared on16 Aug 2025
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.
- Revenue and non-GAAP net profit estimates for 2025-26 were adjusted downward by 2% to reflect persistent pressure in standardized products’ sales.
- Adjusted EPS forecasts for 2025 and 2026 remain significantly above Bloomberg consensus, reflecting expectations for profitability outperformance relative to peers.
- Recent price target adjustments reflect a balanced outlook, with incremental optimism on core business momentum countered by near-term headwinds in certain product categories.
- Q2 results and guidance are anticipated as key near-term catalysts, with expectations set for moderate top-line improvement but cautiousness around segment-specific challenges.
What's in the News
- Completed share repurchase of 25,040,184 shares (4.86%) for $354.1 million under the August 2024 buyback program.
- Provided Q3 2025 revenue guidance of RMB 20.7–21.7 billion, representing flat to 5% year-over-year growth.
- Completed share repurchase of 69,816,738 shares (12.79%) for $1 billion under the March 2023 buyback program.
- Completed share repurchase of 285,885 shares (0.06%) for $4.3 million under the August 2024 buyback program.
- Provided Q2 2025 revenue guidance of RMB 25.5–26.9 billion, representing a year-over-year decrease of 5% to flat.
Valuation Changes
Summary of Valuation Changes for Vipshop Holdings
- The Consensus Analyst Price Target has risen from $16.65 to $17.64.
- The Consensus Revenue Growth forecasts for Vipshop Holdings has significantly risen from 1.0% per annum to 2.2% per annum.
- The Future P/E for Vipshop Holdings has significantly fallen from 9.08x to 1.18x.
Disclaimer
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