Latest news with #PDDHoldingsInc
Yahoo
09-07-2025
- Business
- Yahoo
PDD Holdings Inc. (PDD) Slid Amid Investment in E-Commerce Support and External Challenges
Artisan Partners, an investment management company, released its 'Artisan Developing World Fund' second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Investor Class) returned 14.40% compared to 11.99% for the MSCI Emerging Markets Index. The Artisan Developing World Fund has returned 192.04% cumulatively, since June 30, 2015, compared to 60.03% for the index. Equities rose in the quarter despite uncertainty around US trade initiatives, strife in longer-dated bond markets, shifts in global currency preferences, and flash points in geopolitical conditions. US markets outperformed international markets in local currency terms for the same period. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Artisan Developing World Fund highlighted stocks such as PDD Holdings Inc. (NASDAQ:PDD). PDD Holdings Inc. (NASDAQ:PDD) is a multinational commerce group that operates Pinduoduo and Temu platforms. The one-month return of PDD Holdings Inc. (NASDAQ:PDD) was 3.05%, and its shares lost 23.00% of their value over the last 52 weeks. On July 8, 2025, PDD Holdings Inc. (NASDAQ:PDD) stock closed at $106.31 per share, with a market capitalization of $150.923 billion. Artisan Developing World Fund stated the following regarding PDD Holdings Inc. (NASDAQ:PDD) in its second quarter 2025 investor letter: "Bottom contributors to performance for the quarter included Meituan, Chinese e-commerce company PDD Holdings Inc. (NASDAQ:PDD), KE Holdings (BEKE), LVMH, Kanzhun (BOSS). PDD fell due to ongoing investment in domestic e-commerce merchant support and an increasingly complicated external environment related to tariffs and ADR delisting risk." A close-up of a customer using the company's e-commerce platform whilst shopping online. PDD Holdings Inc. (NASDAQ:PDD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 87 hedge fund portfolios held PDD Holdings Inc. (NASDAQ:PDD) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of 2025, PDD Holdings Inc.'s (NASDAQ:PDD) revenues increased 10% year-over-year to RMB95.7 billion While we acknowledge the potential of PDD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered PDD Holdings Inc. (NASDAQ:PDD) and shared the list of best foreign stocks to buy according to hedge funds. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
07-07-2025
- Business
- Yahoo
Investors Heavily Search PDD Holdings Inc. Sponsored ADR (PDD): Here is What You Need to Know
PDD Holdings Inc. Sponsored ADR (PDD) has recently been on list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this company have returned +3%, compared to the Zacks S&P 500 composite's +5.2% change. During this period, the Zacks Internet - Commerce industry, which PDD Holdings Inc. Sponsored ADR falls in, has gained 4.8%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, PDD Holdings Inc. Sponsored ADR is expected to post earnings of $2.04 per share, indicating a change of -36.3% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days. For the current fiscal year, the consensus earnings estimate of $8.79 points to a change of -22.4% from the prior year. Over the last 30 days, this estimate has remained unchanged. For the next fiscal year, the consensus earnings estimate of $11.42 indicates a change of +30% from what PDD Holdings Inc. Sponsored ADR is expected to report a year ago. Over the past month, the estimate has remained unchanged. With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for PDD Holdings Inc. Sponsored ADR. The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth. In the case of PDD Holdings Inc. Sponsored ADR, the consensus sales estimate of $14.28 billion for the current quarter points to a year-over-year change of +6.9%. The $59.22 billion and $67.95 billion estimates for the current and next fiscal years indicate changes of +8.3% and +14.7%, respectively. PDD Holdings Inc. Sponsored ADR reported revenues of $13.18 billion in the last reported quarter, representing a year-over-year change of +9.7%. EPS of $1.56 for the same period compares with $2.83 a year ago. Compared to the Zacks Consensus Estimate of $14.17 billion, the reported revenues represent a surprise of -6.93%. The EPS surprise was -37.35%. Over the last four quarters, PDD Holdings Inc. Sponsored ADR surpassed consensus EPS estimates two times. The company topped consensus revenue estimates times over this period. Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. PDD Holdings Inc. Sponsored ADR is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade. The facts discussed here and much other information on might help determine whether or not it's worthwhile paying attention to the market buzz about PDD Holdings Inc. Sponsored ADR. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report PDD Holdings Inc. Sponsored ADR (PDD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
02-07-2025
- Business
- Yahoo
Is the Options Market Predicting a Spike in PDD Holdings Stock?
Investors in PDD Holdings Inc. PDD need to pay close attention to the stock based on moves in the options market lately. That is because the Jul 18, 2025 $50 Call had some of the highest implied volatility of all equity options today. Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy. Clearly, options traders are pricing in a big move for PDD Holdings shares, but what is the fundamental picture for the company? Currently, PDD Holdings is a Zacks Rank #5 (Strong Sell) in the Internet - Commerce industry that ranks in the Top 26% of our Zacks Industry Rank. Over the last 60 days, no analysts have increased their earnings estimates for the current quarter, while two analysts have revised their estimates downward. The net effect has taken our Zacks Consensus Estimate for the current quarter from $2.85 per share to $2.04 in that the way analysts feel about PDD Holdings right now, this huge implied volatility could mean there's a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected. Check out the simple yet high-powered approach that Zacks Executive VP Kevin Matras has used to close recent double and triple-digit winners. In addition to impressive profit potential, these trades can actually reduce your to see the trades now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report PDD Holdings Inc. Sponsored ADR (PDD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
17-06-2025
- Business
- Yahoo
PDD Holdings' (PDD) Temu Experiences a Whopping 48% Drop in Daily US Users in May
PDD Holdings Inc. (NASDAQ:PDD) is one of the 13 Most Undervalued Retail Stocks to Buy Right Now. On June 4, Reuters reported that the global discount e-commerce platform Temu, which is owned and operated by PDD Holdings Inc. (NASDAQ:PDD), reported a notable 48% drop in its daily US users in May compared to March. The drop occurred after the United States closed the 'de minimis' loophole on May 2, which allowed Chinese companies to deliver low-value packages to the United States without incurring tariff obligations. A close-up of a customer using the company's e-commerce platform whilst shopping online. The closure of de minimis led to Temu slashing its ad spending in the United States and shifting its strategy associated with order fulfillment. Engagement on the platform dropped considerably after the end of the exemption, as stated by Simeon Gutman, Morgan Stanley equity analyst, in a May note. Gutman further stated: 'While the tariff environment is uncertain, if the status quo remains for an extended period, we believe Temu's competitive threat will continue to weaken.' PDD Holdings Inc. (NASDAQ:PDD) is a Chinese multinational online commerce group and retailer that owns and operates a range of diverse businesses. It also has a strong logistics, sourcing, and fulfillment capabilities network that supports its operations. The company owns Pinduoduo, a popular online commerce platform in China, and also runs the fast-growing e-commerce marketplace Temu. Temu now operates in more than 50 countries worldwide. While we acknowledge the potential of PDD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
13-06-2025
- Business
- Yahoo
PDD Holdings Inc. Sponsored ADR (PDD) is Attracting Investor Attention: Here is What You Should Know
PDD Holdings Inc. Sponsored ADR (PDD) is one of the stocks most watched by visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned -12.2%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Internet - Commerce industry, which PDD Holdings Inc. Sponsored ADR falls in, has gained 0.3%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. PDD Holdings Inc. Sponsored ADR is expected to post earnings of $2.04 per share for the current quarter, representing a year-over-year change of -36.3%. Over the last 30 days, the Zacks Consensus Estimate has changed -30.4%. For the current fiscal year, the consensus earnings estimate of $8.78 points to a change of -22.4%. from the prior year. Over the last 30 days, this estimate has changed -29.3%. For the next fiscal year, the consensus earnings estimate of $11.27 indicates a change of +28.3% from what PDD Holdings Inc. Sponsored ADR is expected to report a year ago. Over the past month, the estimate has changed -16.8%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, PDD Holdings Inc. Sponsored ADR is rated Zacks Rank #5 (Strong Sell). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. In the case of PDD Holdings Inc. Sponsored ADR, the consensus sales estimate of $14.28 billion for the current quarter points to a year-over-year change of +6.9%. The $58.85 billion and $65.82 billion estimates for the current and next fiscal years indicate changes of +7.6% and +11.8%, respectively. PDD Holdings Inc. Sponsored ADR reported revenues of $13.18 billion in the last reported quarter, representing a year-over-year change of +9.7%. EPS of $1.56 for the same period compares with $2.83 a year ago. Compared to the Zacks Consensus Estimate of $14.17 billion, the reported revenues represent a surprise of -6.93%. The EPS surprise was -37.35%. Over the last four quarters, PDD Holdings Inc. Sponsored ADR surpassed consensus EPS estimates two times. The company could not beat consensus revenue estimates in any of the last four quarters. Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. PDD Holdings Inc. Sponsored ADR is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade. The facts discussed here and much other information on might help determine whether or not it's worthwhile paying attention to the market buzz about PDD Holdings Inc. Sponsored ADR. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report PDD Holdings Inc. Sponsored ADR (PDD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
