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 7,296 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]
3% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 94
0.86% more ownership
Funds ownership: 7.2% [Q4 2024] → 8.06% (+0.86%) [Q1 2025]
1% less funds holding
Funds holding: 579 [Q4 2024] → 572 (-7) [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 43 articles about PDD published over the past 30 days
Negative
Forbes
1 day ago
Temu Attacks Remind Us U.S. Politicians Were Never Stopping At TikTok
Temu is a low-cost online marketplace that has had the temerity to achieve popularity with American buyers while also being Chinese. In response to Temu's achievements in the world's most competitive consumer market, Nebraska attorney general Mike Hilgers has filed a complaint that Temu installs “malware” of some kind that gives the company access to “sensitive information.
Positive
Zacks Investment Research
1 day ago
PDD Holdings Inc. Sponsored ADR (PDD) is Attracting Investor Attention: Here is What You Should Know
PDD Holdings Inc. Sponsored ADR (PDD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Negative
Schwab Network
3 days ago
The Big 3: BAC, COST, PDD
@Theotrade's Don Kaufman says he's "all beared up" on today's U.S. and China tariff developments and the latest CPI print. His bearish perspective isn't shifting on today's Big 3.
Positive
Zacks Investment Research
3 days ago
Wall Street Bulls Look Optimistic About PDD Holdings Inc. Sponsored ADR (PDD): Should You Buy?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Negative
CNBC
5 days ago
Temu and Shein are pivoting to Europe to deal with U.S. tariffs. But they may not get a warm welcome
As Temu and Shein suffer from tariffs in the U.S., the companies have been shifting focus to Europe, where their sales grew in May, according to consumer trend data from Consumer Edge. However, experts warn that the China-founded budget shopping platforms will meet familiar regulatory scrutiny in the region.
Negative
Seeking Alpha
1 week 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
1 week 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
1 week 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
1 week 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
1 week 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.
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