JD.com, Inc.

Report azionario NasdaqGS:JD

Capitalizzazione di mercato: US$41.6b

JD.com Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Sandy Xu

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO3yrs
Proprietà del CEO0.02%
Durata media del management5.4yrs
Durata media del Consiglio di amministrazione4.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

JD.com: Logistics, AI, And Marketplace Growth Could Drive A Re-Rating

May 02

JD: Ongoing Delivery Investments Will Continue To Pressure Margins And Returns

Analysts have lifted the JD.com fair value estimate from $23.65 to $26.57. This reflects updated assumptions around slightly higher revenue growth, modestly improved profit margins, a reduced discount rate, and a higher future P/E multiple, supported by a recent wave of price target increases and upgrades tied to lower food delivery spending and refreshed models after the latest results.

JD.com, Inc. (JD): The "Supply Chain Sovereign" Engineering a Global AI Retail Reset

JD.com, Inc. (JD) , China’s largest retailer by revenue and its premier vertically integrated e-commerce giant, closed the April 8, 2026, session at $29.05 USD on the NASDAQ.

JD: Ongoing Delivery And Advertising Spend Will Pressure Margins For Longer

Analysts have trimmed JD.com's fair value estimate from $26.40 to $23.65, citing recent price target cuts that reflect ongoing pressure on profitability from investments in food delivery and advertising. Updated models incorporate revised assumptions for revenue growth, margins, and future P/E levels.

JD: Europe Expansion And Ongoing Investments Will Reshape Profitability Outlook

Analysts have trimmed their fair value estimate for JD.com from about $60.47 to $53.57 as price targets across the Street move lower. The change reflects updated models that factor in a slightly higher discount rate, modestly softer margin expectations, and ongoing investment spending that is weighing on near term profitability.

JD: Slower Revenue And Higher Marketing Spend Will Test Margin Resilience

Analysts have reduced their average fair value estimate for JD.com from about $28.36 to $26.40. This change reflects updated models after recent Q4 results and concerns about slower revenue growth, slightly lower profit margins, a higher discount rate, and ongoing pressure from advertising spend on profitability.

An Intrinsic Calculation For JD.com, Inc. (NASDAQ:JD) Suggests It's 47% Undervalued

Jan 05
An Intrinsic Calculation For JD.com, Inc. (NASDAQ:JD) Suggests It's 47% Undervalued

JD: Delivery Order Momentum Will Drive Further Business Expansion Ahead

JD.com's analyst price target has been raised slightly, reflecting a modest increase of $0.14 to $45.26. Analysts point to recent order growth and ongoing strategic investments supporting a positive outlook.

Chinese Digital Retail And Logistics Will Open Markets Despite Risks

JD.com's analyst-derived fair value price target was nudged up by $0.13 to $45.12, as analysts cite slightly higher expected revenue growth. However, this is tempered by ongoing margin pressures and continued strategic investment priorities.

Chinese Digital Retail And Logistics Will Open Markets Despite Risks

Analysts have modestly raised their fair value price target for JD.com from $44.52 to $44.99. They cite balanced expectations for the company's growth outlook, ongoing strategic investments, and profitability considerations.

Chinese Digital Retail And Logistics Will Open Markets Despite Risks

Analysts have tempered their long-term outlook on JD.com due to ongoing margin pressures and uncertainty over profitability from new business investments, leading to a consensus price target that remains at $44.48 despite strong near-term revenue growth. Analyst Commentary Bullish analysts remain positive on JD.com's near-term growth outlook, citing strong Q2 topline performance and expectations for above-consensus revenue growth.

We Think That There Are Issues Underlying JD.com's (NASDAQ:JD) Earnings

Aug 21
We Think That There Are Issues Underlying JD.com's (NASDAQ:JD) Earnings

Earnings Beat: JD.com, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Aug 18
Earnings Beat: JD.com, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

There's Been No Shortage Of Growth Recently For JD.com's (NASDAQ:JD) Returns On Capital

Jul 15
There's Been No Shortage Of Growth Recently For JD.com's (NASDAQ:JD) Returns On Capital

JD.com (NASDAQ:JD) Could Easily Take On More Debt

Jun 30
JD.com (NASDAQ:JD) Could Easily Take On More Debt

JD.com, Inc.'s (NASDAQ:JD) Earnings Are Not Doing Enough For Some Investors

Jun 15
JD.com, Inc.'s (NASDAQ:JD) Earnings Are Not Doing Enough For Some Investors

With EPS Growth And More, JD.com (NASDAQ:JD) Makes An Interesting Case

May 30
With EPS Growth And More, JD.com (NASDAQ:JD) Makes An Interesting Case

JD.com: Enduring Growth Amid A Trade War, Hiking My Target Price

Apr 19

JD.com: Why I See Significant Upside Potential

Mar 20

JD.com: Upgrading To Buy On Government Subsidy Tailwinds Driving Growth

Mar 11

JD: Earnings To Reflect Q4 Stimulus

Feb 24

JD.com: Is Instant Retail A Recipe For Success Or A Misstep In A Crowded Market?

Feb 13

JD.com: Consumption Subsidies A Short-Term Catalyst, But Value Trap Remains

Jan 13

JD.Com: A Capital Return Play For 2025

Jan 05

JD.Com Stock Should Surge Anew Despite Trump Tariffs

Dec 26
User avatar

Enhanced Supply Chain And Strategic Programs Set The Stage For A Retail Growth Revolution

Enhanced supply chain and logistics are expected to lower costs and improve margins, positively impacting revenue and net margins.

JD.com: Excellent Q3 Results, Cheap Again

Nov 14

JD.com Could Thrive In A Trump Presidency

Nov 08

JD.com: Valuation And Fundamentals At An Inflection Point

Oct 21

JD.com: This Is Probably Just The Beginning

Oct 04

Can JD Maintain Its Momentum

Sep 21

JD.com: Top Chinese Stock To Buy Now

Aug 30

JD.com's Q2 Earnings: Profit Margins Are Well Set To Soar 2x

Aug 19

JD.com: A Depressed Multiple With Real EPS Growth And Impressive FCF

Aug 12

JD.com: Great Bang For The Buck

Jul 18

JD.com: Big Buyback Could Ramp Up Growth

Jul 10

JD.com: A Cautious Buy On The Back Of Sentiment Recovery And The Economy

Jun 26

JD.com: The Sell-Off Created An Opportunity

Jun 06

JD.com: What Can We Expect From Q1 Results? (Rating Downgrade)

May 14

AMMINISTRATORE DELEGATO

Sandy Xu (43 yo)

3yrs
Mandato

Ms. Ran Xu, also known as Sandy, served as Director of Yonghui Superstores Co., Ltd. since June 29, 2023 until July 26, 2024. She serves as CEO & Executive Director at JD.com, Inc. since May 11, 2023 and s...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Qiangdong Liu
Founder & Chairmanno dataNessun dato11.98%
$ 5.0b
Ran Xu
CEO & Executive Director3yrsNessun dato0.017%
$ 6.9m
Su Shan
Chief Financial Officer3yrsNessun dato0.0029%
$ 1.2m
Ruiyu Li
Senior Director of Investor Relationsno dataNessun datoNessun dato
Chengfeng He
Chief Compliance Officer5.3yrsNessun datoNessun dato
Pang Zhang
Chief Human Resources Officer5.4yrsNessun dato0.0089%
$ 3.7m
Li Yayun
Senior Vice Presidentno dataNessun datoNessun dato
Yanzhong Yao
President of JD Retail Appliance & Home and Senior VPno dataNessun datoNessun dato
Sean Shibiao Zhang
Director of Investor Relationsno dataNessun datoNessun dato
Daxue Li
Advisorno dataNessun datoNessun dato
Jia Dong
Investor Relations of Associate Directorno dataNessun datoNessun dato
5.4yrs
Durata media
43yo
Età media

Gestione esperta: Il team dirigenziale di JD è esperto e expertise (durata media dell'incarico 5.4 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Qiangdong Liu
Founder & Chairmanno dataNessun dato11.98%
$ 5.0b
Ran Xu
CEO & Executive Director3yrsNessun dato0.017%
$ 6.9m
Tung-Jung Hsieh
Independent Director12yrsNessun dato0.0036%
$ 1.5m
Ming Huang
Independent Director12.2yrsNessun dato0.0018%
$ 760.7k
Dingbo Xu
Independent Director8yrsNessun dato0.0022%
$ 922.8k
Caroline Scheufele
Independent Director4.9yrsNessun dato0.0015%
$ 644.3k
Yun Yau Li
Independent Director3.7yrsNessun dato0.0013%
$ 548.7k
Ngar Wing Yu
Independent Director1.8yrsNessun dato0.00030%
$ 124.7k
Kun Ding
Independent Director1.8yrsNessun dato0.00030%
$ 124.7k
4.3yrs
Durata media
52yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di JD sono considerati esperti (durata media dell'incarico 4.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 13:47
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

JD.com, Inc. è coperta da 72 analisti. 41 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Zixiao YangArete Research Services LLP
Jiong ShaoBarclays
Alicia YapBarclays