PinduoduoPDD
PDD
About: PDD Holdings operates commerce businesses in over 80 countries globally. Its main operations are Pinduoduo, a social commerce platform in China, and Temu, a global e-commerce marketplace. PDD also has a community group purchase business in China. PDD has built a network of sourcing, logistics, and fulfillment capabilities that support its underlying businesses.
Employees: 23,465
0
Funds holding %
of 7,290 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
28% more call options, than puts
Call options by funds: $7.04B | Put options by funds: $5.52B
23% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 180
22% more capital invested
Capital invested by funds: $39.5B [Q4 2024] → $48.1B (+$8.68B) [Q1 2025]
4% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 93
0.86% more ownership
Funds ownership: 7.2% [Q4 2024] → 8.06% (+0.86%) [Q1 2025]
1% less funds holding
Funds holding: 578 [Q4 2024] → 572 (-6) [Q1 2025]
7% less funds holding in top 10
Funds holding in top 10: 73 [Q4 2024] → 68 (-5) [Q1 2025]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$105
4%
upside
Avg. target
$127
26%
upside
High target
$165
64%
upside
7 analyst ratings
3 positive
43%
4 neutral
57%
0 negative
0%
JP Morgan Ellie Jiang | 4%upside $105 | Neutral Maintained | 28 May 2025 |
Benchmark Fawne Jiang | 27%upside $128 | Buy Maintained | 28 May 2025 |
China Renaissance Charlie Chan | 6%upside $107 | Hold Downgraded | 28 May 2025 |
Jefferies Thomas Chong | 20%upside $121 | Buy Maintained | 27 May 2025 |
Citigroup Alicia Yap | 64%upside $165 | Buy Upgraded | 12 May 2025 |
Financial journalist opinion
Based on 47 articles about PDD published over the past 30 days
Negative
Seeking Alpha
4 days ago
'The Big Short' Michael Burry's Latest Moves: What Investors Are Getting Wrong
Michael Burry just sold everything and initiated major short positions. Is 'The Big Short' happening all over again? I don't think so. The story is more complex than that. Here's why.
Neutral
Bloomberg Markets and Finance
5 days ago
China's Shein, Temu Shift Some Focus to Europe Amid Trump Tariffs
As Donald Trump's administration's on-off trade war with China threatens the economics of retail platforms like Shein and Temu, firms are shifting resources to Europe and other markets. But tackling the complexity and bureaucracy of the European Union isn't easy.
Negative
PYMNTS
6 days ago
Report: Temu Loses 58% of US Daily Users Due to Tariffs
Temu reportedly lost 58% of its eCommerce platform's daily U.S. users in May after the U.S. ended the de minimis exemption on imported goods from China on May 2. Reuters reported the drop Monday (June 2), citing data from market intelligence firm Sensor Tower.
Negative
New York Post
6 days ago
Temu's daily US users cut in half following end of ‘de minimis' loophole
Temu's parent, PDD Holdings, said last week that tariffs had created significant pressure for its merchants.
Negative
Reuters
6 days ago
Retailer Temu's daily US users halve following end of 'de minimis' loophole
Daily U.S. users of PDD Holdings' global discount e-commerce platform Temu fell by 58% in May, according to market intelligence firm Sensor Tower, one of many headwinds the e-retailer is facing amid a U.S.-China trade war.
Positive
Benzinga
6 days ago
China Stocks Get Boost As UBS, HSBC Cite Stimulus Hopes, Tariff Truce, Low Valuations
UBS Group expressed optimism about Chinese stocks, citing the recent tariff pause with the U.S., potential stimulus measures from Beijing and attractive low valuations as key drivers.
Positive
Zacks Investment Research
6 days ago
PDD Holdings Inc. Sponsored ADR (PDD) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to PDD Holdings Inc. Sponsored ADR (PDD). This makes it worthwhile to examine what the stock has in store.
Positive
24/7 Wall Street
1 week ago
UnitedHealth and 2 More Deep Value Stocks to Buy Before a Triple-Digit Rebound
Retirement can be daunting, but it doesn't need to be. Imagine having an expert in your corner to help you with your financial goals.
Positive
Seeking Alpha
1 week ago
PDD Holdings Q1: Resilient Growth Amid China's Macro Storm
PDD's long-term value hinges more on macro stability than near-term execution. Geopolitics will shape its trajectory. Strategic investments and balance sheet strength are clear, but regulatory tone and market sentiment remain decisive. In a favorable macro environment, PDD offers measured upside; without it, valuation compression may persist.
Negative
Seeking Alpha
1 week ago
PDD Holdings: Sell-Off Creates Big Opportunity
Pinduoduo's Q1'25 earnings missed expectations, due to U.S.-China trade tensions, but I view this as a temporary setback only. Recent tariff pauses and ongoing negotiations suggest trade relations will normalize, benefiting Pinduoduo's international growth, especially via Temu. Pinduoduo remains profitable and trades at a discount to the industry group, offering compelling long-term value, with a forward P/E below 8.0X.
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