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PDD Holdings Inc. Stock Price

NasdaqGS:PDD Community·US$137.6b Market Cap
  • 5 Narratives written by author
  • 6 Comments on narratives written by author
  • 611 Fair Values set on narratives written by author

PDD Share Price Performance

US$86.61
-11.27 (-11.51%)
US$148.52
Fair Value
US$86.61
-11.27 (-11.51%)
41.7% undervalued intrinsic discount
US$148.52
Fair Value
Price US$86.61
AnalystConsensusTarget US$148.52
AnalystHighTarget US$185.21
AnalystLowTarget US$111.21

PDD Community Narratives

·
Fair Value US$148.52 41.7% 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
327users have followed this narrative
·
Fair Value US$183.36 52.8% undervalued intrinsic discount

Temu And Advanced AI Supply Chain Will Expand Global Markets

1users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
·
Fair Value US$111.21 22.1% undervalued intrinsic discount

Rising Global Regulations And Trade Tensions Will Worsen Operational Complexity

0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
US$165
47.5% 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
46.9% undervalued intrinsic discount
Revenue
-10.27% p.a.
Profit Margin
26.67%
Future PE
7.42x
Price in 2026
US$223.21
US$183.36
52.8% undervalued intrinsic discount
Revenue
17.71% p.a.
Profit Margin
26.6%
Future PE
12.1x
Price in 2029
US$240.4
US$111.21
22.1% 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

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

Fair Value: US$165 47.5% 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
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PDD: A Rising Underdog in China's Ecommerce

Fair Value: US$163.07 46.9% 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
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PDD: Supply Chain And First Party Investments Will Support Future Repricing Potential

Fair Value: US$183.36 52.8% undervalued intrinsic discount
6 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 2h

PDD Holdings: Unjustified Sell-Off, Strong Buy

Summary PDD Holdings Inc. experienced a 10%+ stock drop after reporting lower profitability and slowing revenue growth, but I see the market reaction as overdone. PDD's Q1 revenues grew 11% year-over-year to $15.4B, with core online marketing services up just 2% Y/Y and transaction services up 20% Y/Y. Lower profits are driven by aggressive supply chain investments which I believe will yield long-term free cash flow and operating income benefits. Despite fierce competition from Alibaba and JD.com, PDD maintained double-digit top line growth in Q1, supporting my view that the recent selloff is exaggerated. Read the full article on Seeking Alpha

Recent updates

No updates