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PDD Holdings Inc. Stock Price

NasdaqGS:PDD Community·US$123.9b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 650 Fair Values set on narratives written by author

PDD Share Price Performance

US$87.75
-36.16 (-29.18%)
US$115.81
Fair Value
US$87.75
-36.16 (-29.18%)
24.2% undervalued intrinsic discount
US$115.81
Fair Value
Price US$87.75
AnalystConsensusTarget US$115.81
Maxell US$165.00
AnalystHighTarget US$159.93

PDD Community Narratives

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Fair Value US$115.81 24.2% 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
334users have followed this narrative
Fair Value
·
Fair Value US$165 46.8% undervalued intrinsic discount

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

3users have liked this narrative
0users have commented on this narrative
25users have followed this narrative
·
Fair Value US$159.93 45.1% undervalued intrinsic discount

Temu And Advanced AI Supply Chain Will Expand Global Markets

1users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
US$165
46.8% 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
46.2% undervalued intrinsic discount
Revenue
-10.27% p.a.
Profit Margin
26.67%
Future PE
7.42x
Price in 2026
US$223.21
US$85.01
3.2% overvalued intrinsic discount
Revenue
7.58% p.a.
Profit Margin
18.59%
Future PE
10.27x
Price in 2029
US$111.55
US$159.93
45.1% undervalued intrinsic discount
Revenue
15.86% p.a.
Profit Margin
25.69%
Future PE
11.5x
Price in 2029
US$209.67
US$115.81
24.2% undervalued intrinsic discount
Revenue
10.11% p.a.
Profit Margin
22.82%
Future PE
10.91x
Price in 2029
US$151.47

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: US$165 46.8% undervalued intrinsic discount
25 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 46.2% 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: Future Returns Will Weigh Ecosystem Investment Against Margin And Regulatory Risks

Fair Value: US$85.01 3.2% overvalued intrinsic discount
10 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¥450.8b

Revenue

CN¥196.9b

Cost of Revenue

CN¥253.9b

Gross Profit

CN¥161.8b

Other Expenses

CN¥92.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
64.69
56.32%
20.43%
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 1h

PDD Holdings: Core Ad Deceleration And 1P Pivot Cloud Risk-Reward (Rating Downgrade)

Summary PDD Holdings is downgraded to Hold following Q2 2026 results that missed consensus, with online marketing revenue moderating and regulatory risks rising. PDD's shift from an asset-light to asset-heavy model, uncertain ROI on its RMB100bn supply chain investment, and intensifying competition are weighing on its growth outlook and valuation. Temu’s global expansion faces headwinds from regulatory changes and higher costs, while core ad revenue remains structurally challenged by Alibaba and ByteDance. With a 7.2x forward multiple and no clear shareholder return policy, PDD remains a 'show-me' story until evidence of ad revenue recovery or profitable 1P execution emerges. Read the full article on Seeking Alpha

Recent updates

No updates