PDD Share Price Performance
US$106.38
-4.96 (-4.45%)
28.4% undervalued intrinsic discount
US$148.55
Fair Value
Price US$106.38
AnalystConsensusTarget US$148.55
AnalystLowTarget US$119.24
WallStreetWontons US$163.07
Fair ValueUS$148.55
Share Pricen/a
PDD Holdings Inc. Stock Price
- 4 Narratives written by author
- 6 Comments on narratives written by author
- 588 Fair Values set on narratives written by author
PDD Community Narratives
AN
Fair Value US$148.55 28.4% undervalued intrinsic discount
Ecosystem Investments And Cost Discipline Will Shape Future E-Commerce Landscape
2users have liked this narrative
1users have commented on this narrative
318users have followed this narrative
AN
Fair Value US$119.24 10.8% undervalued intrinsic discount
Rising Global Regulations And Trade Tensions Will Worsen Operational Complexity
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
WA
Fair Value US$163.07 34.8% undervalued intrinsic discount
PDD: A Rising Underdog in China's Ecommerce
9users have liked this narrative
5users have commented on this narrative
18users have followed this narrative
PDD: A Rising Underdog in China's Ecommerce
Catalysts Group Buying Model: PDD’s unique appeal lies in its group buying function. Users can join groups to purchase items at lower prices.Read more
1.2k
users have viewed this narrative9users have liked this narrative
5users have commented on this narrative
18users have followed this narrative
WA
US$163.07
34.8% undervalued intrinsic discount
WallStreetWontons's Fair Value
Revenue
-10.27% p.a.
Profit Margin
26.67%
Future PE
7.42x
Price in 2026
US$223.21
Temu And Advanced AI Supply Chain Will Expand Global Markets
Key Takeaways Massive ecosystem investments and AI-driven operations are expected to swiftly boost earnings power and operating margins, outpacing competitors. Expanding dominance in rural, international, and agricultural markets positions PDD to capture new revenue streams and achieve sustained growth.Read more
53
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
US$185.25
42.6% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
19.15% p.a.
Profit Margin
21.44%
Future PE
14.75x
Price in 2029
US$239.59
Ecosystem Investments And Cost Discipline Will Shape Future E-Commerce Landscape
Key Takeaways Investments in ecosystem development, supply chain efficiency, and international expansion are diversifying revenue streams and strengthening PDD's ability to capture e-commerce growth globally. Focus on affordability, digitalization, and AI-driven operations is enhancing user acquisition, repeat purchases, and long-term margin improvement amid shifting consumer and macroeconomic trends.Read more
796
users have viewed this narrative2users have liked this narrative
1users have commented on this narrative
318users have followed this narrative
AN
US$148.55
28.4% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
13.5% p.a.
Profit Margin
24.21%
Future PE
12.16x
Price in 2029
US$192.48
Rising Global Regulations And Trade Tensions Will Worsen Operational Complexity
Key Takeaways Increasing regulatory scrutiny and trade tensions present growing risks to the company's international expansion, supply chain stability, and future revenue growth. Persistent reliance on discounts, rising marketing costs, and global economic headwinds are compressing margins and curbing both user growth and profitability.Read more
90
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
US$119.24
10.8% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
9.83% p.a.
Profit Margin
19.16%
Future PE
13.65x
Price in 2028
US$154.27
Trending Discussion
Recently Updated Narratives
WA
PDD: A Rising Underdog in China's Ecommerce
Fair Value: US$163.07 34.8% undervalued intrinsic discount
18 followersusers have followed this narrative
5 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
PDD: Regulatory Clarity And Resilient Margins Will Drive Future Repricing
Fair Value: US$185.25 42.6% undervalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
PDD: Long Term Tariff Resilience Will Support Future Upside Potential
Fair Value: US$148.55 28.4% undervalued intrinsic discount
318 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
PDD Holdings Inc. Key Details
About PDD
- Founded
- 2015
- Employees
- 23465
- CEO
- WebsiteView website
PDD Holdings Inc., a multinational commerce group that owns and operates a portfolio of businesses. It operates Pinduoduo platform which provides various product categories, including agricultural produce, apparel, shoes, bags, mother and childcare products, food and beverages, consumer electronics, electronic appliances, furniture and household goods, cosmetics and other personal care items, sports and fitness, and auto accessories; 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.
