JD.com
About: JD.com is the third-largest Chinese e-commerce platform by GMV in 2024. it offers a wide selection of authentic products with speedy and reliable delivery. The company has built its own nationwide fulfilment infrastructure and last-mile delivery network, staffed by its own employees, which supports both its online direct sales, its online marketplace and omnichannel businesses.
Employees: 517,124
0
Funds holding %
of 7,363 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
122% more call options, than puts
Call options by funds: $3.52B | Put options by funds: $1.59B
6% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 103
0.51% less ownership
Funds ownership: 10.77% [Q3] → 10.26% (-0.51%) [Q4]
1% less funds holding
Funds holding: 535 [Q3] → 530 (-5) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 187
17% less capital invested
Capital invested by funds: $12.2B [Q3] → $10.2B (-$2.02B) [Q4]
34% less funds holding in top 10
Funds holding in top 10: 41 [Q3] → 27 (-14) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$45
11%
upside
Avg. target
$53
30%
upside
High target
$58
44%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
Susquehanna Shyam Patil 50% 1-year accuracy 23 / 46 met price target | 12%upside $45 | Neutral Maintained | 12 Mar 2025 |
Mizuho James Lee 59% 1-year accuracy 17 / 29 met price target | 24%upside $50 | Outperform Maintained | 7 Mar 2025 |
JP Morgan Andre Chang 29% 1-year accuracy 2 / 7 met price target | 36%upside $55 | Overweight Maintained | 7 Mar 2025 |
Benchmark Fawne Jiang 67% 1-year accuracy 40 / 60 met price target | 44%upside $58 | Buy Maintained | 7 Mar 2025 |
Barclays Gregory Zhao 75% 1-year accuracy 3 / 4 met price target | 36%upside $55 | Overweight Maintained | 28 Feb 2025 |
Financial journalist opinion
Based on 41 articles about JD published over the past 30 days
Positive
Finbold
9 hours ago
Michael Burry's China stock portfolio up big as U.S. market crashes
Though controversial for well over a year, Michael Burry's portfolio balance appears to have been proven right in the first two months of the second Donald Trump administration.
Positive
Seeking Alpha
1 day ago
JD: A Value Buy
JD.com reported strong Q4 and full-year results last week, beating top and bottom line estimates, driven by robust growth in electronics and home appliances. The company saw significant operating income growth and free cash flow, enabling aggressive stock buybacks. E-commerce growth opportunity in China and reliance on core business JD Retail create long term upside for JD.com's revenues.
Positive
Seeking Alpha
1 day ago
JD.com: Upgrading To Buy On Government Subsidy Tailwinds Driving Growth
We are upgrading JD.com stock to Buy from Sell due to strong 4Q24 results and government consumption subsidies boosting revenue growth, especially in electronics and home appliances. Valuing JD at $56/share based on 8x forward EV/EBITDA multiple, reflecting its above-industry revenue growth and favorable macro policy support. Government subsidies are expected to continue, benefiting JD's large-ticket items; Xiaomi also seen as a potential beneficiary in non-smartphone segments.
Positive
Zacks Investment Research
2 days ago
Is It Worth Investing in JD.com (JD) Based on Wall Street's Bullish Views?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Positive
Seeking Alpha
5 days ago
The Market Is Still Getting JD Wrong
JD's Q4/24 results showed strong growth with a 13.4% increase in revenue, 202% rise in net income per share, and 76.5% boost in free cash flow. Management is optimistic about 2025, expecting government stimulus to boost sales, and continues aggressive share buybacks, enhancing shareholder returns. JD's intrinsic value is estimated between $75 and $100, supported by strong financials and significant cash reserves, making it a compelling long-term investment.
Neutral
Seeking Alpha
6 days ago
JD.com, Inc. (JD) Q4 2024 Earnings Call Transcript
JD.com, Inc. (NASDAQ:JD ) Q4 2024 Earnings Conference Call March 6, 2025 7:00 AM ET Company Participants Sean Zhang - Director of IR Sandy Xu - CEO Ian Shan - CFO Conference Call Participants Ronald Keung - Goldman Sachs Kenneth Fong - UBS Jialong Shi - Nomura Alicia Yap - Citigroup Thomas Chong - Jefferies Operator Hello, and thank you for standing by for JD.com's Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time all participants are in listen-only mode.
Positive
Schwab Network
6 days ago
BABA A.I. Boost, JD Earnings Beat, ZS Shines in Cybersecurity
As red arrows plunge markets, Diane King Hall points to some green investors may have missed. China showed strength through Alibaba (BABA) after the company announced its QwQ-32B A.I.
Positive
Finbold
6 days ago
Michael Burry just made $850k in 12 hours on this stock
Though controversial for a long time, Michael Burry's long bets on a series of Chinese technology stocks have been providing a massive payoff in 2025.
Positive
Benzinga
6 days ago
China's JD.com Q4 Retail Revenue And Margin Growth Impress, Hikes Annual Dividend
On Thursday, China-based JD.com, Inc. (NASDAQ: JD) reported fiscal fourth-quarter 2024 revenue growth of 13.4% year over year to $47.54 billion, beating the analyst consensus estimate of $45.96 billion.
Positive
The Motley Fool
6 days ago
JD.com Q4 Revenue Tops Estimates, Up 13%
Chinese e-commerce giant JD.com (JD 6.86%) reported fourth-quarter and full-year 2024 earnings on Thursday, March 6, that topped analysts' consensus expectations. Adjusted net income per American depositary share rose to $1.02, significantly outpacing analysts' forecasts of $0.87.
Charts implemented using Lightweight Charts™