PDD logo

PDD Holdings Inc. Stock Price

NasdaqGS:PDD Community·US$116.1b Market Cap
  • 5 Narratives written by author
  • 6 Comments on narratives written by author
  • 613 Fair Values set on narratives written by author

PDD Share Price Performance

US$83.55
-19.24 (-18.72%)
US$183.36
Fair Value
US$83.55
-19.24 (-18.72%)
54.4% undervalued intrinsic discount
US$183.36
Fair Value
Price US$83.55
AnalystHighTarget US$183.36
AnalystConsensusTarget US$119.85
AnalystLowTarget US$111.21

PDD Community Narratives

·
Fair Value US$183.36 54.4% undervalued intrinsic discount

Temu And Advanced AI Supply Chain Will Expand Global Markets

1users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
·
Fair Value US$119.85 30.3% 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
327users have followed this narrative
·
Fair Value US$111.21 24.9% 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
49.4% 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
48.8% 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
54.4% 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
24.9% 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

PDD logo

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

Fair Value: US$165 49.4% 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
PDD logo

PDD: A Rising Underdog in China's Ecommerce

Fair Value: US$163.07 48.8% 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: Heavy Supply Chain Investments Will Support Long-Term Ecosystem Upside

Fair Value: US$119.85 30.3% undervalued intrinsic discount
327 users have set this as their fair value
1 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 9h

PDD Holdings: Even 'Deeply Undervalued' May Be An Understatement Now

Summary PDD Holdings is reiterated as a Strong Buy, supported by a fortress balance sheet and compelling long-term potential. PDD is entering a major investment cycle, allocating RMB 100 billion over three years to build first-party brands and strengthen supply chains. Despite near-term margin pressure and regulatory risks, PDD's major net cash position remains among China's best, with valuation and growth metrics also being very attractive. Intrinsic value is estimated well above current levels, making the risk-reward profile highly attractive even under conservative assumptions. Read the full article on Seeking Alpha
Narrative Update Jun 11

PDD: Heavy Supply Chain Investments Will Support Long-Term Ecosystem Upside

Analysts have trimmed their price targets on PDD Holdings, with one model price fair value moving from about $148.52 to $119.85. This reflects softer revenue growth assumptions, slightly lower margin expectations, a higher discount rate, and a reduced future P/E multiple following recent Q1 commentary.

Recent updates

No updates