US · Consumer Cyclical · Internet Retail
EPS came in at 2.72 against a street estimate of 2.69 — a beat of 1.1%.
Analysts rate PDD Holdings Inc. a buy (22 buy, 13 hold, 0 sell out of 35) with an average price target of $115.27.
MIXED PDD grew revenue 8% YoY to RMB 112.4B but net income fell 12% amid heavy R&D and governance investments. Management emphasizes long-term supply chain upgrading and compliance over near-term profitability; first-party brand rollout slower than expected. Q2 2026 Domestic supply chain initiatives progressing with CNY 100B program; global business facing near-term regulatory pressure from EU tariffs but management emphasizing long-term local infrastructure buildout. Analysts pressed on EU tariff impact and first-party brand progress. Management acknowledged near-term cross-border pressure but reframed as catalyst to deepen local infrastructure and supply chain resilience over medium term. 2026-08-24…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 2.77% |
| Baillie Gifford & Co Limited. | 1.87% |
| H&H International Investment, LLC | 1.76% |
| Vanguard Capital Management, LLC | 1.69% |
| Amvescap Plc. | 1.44% |
| State Street Corp | 0.85% |
| HSG Holding Ltd | 0.80% |
| Himalaya Capital Management LLC | 0.76% |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for PDD Holdings Inc. — free to start.
Google PlayApp StoreData updated 2026-09-18.