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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
122% more call options, than puts
Call options by funds: $3.52B | Put options by funds: $1.59B
8% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 103
0% less funds holding
Funds holding: 534 [Q3] → 532 (-2) [Q4]
0.48% less ownership
Funds ownership: 10.74% [Q3] → 10.26% (-0.48%) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 187
16% less capital invested
Capital invested by funds: $12.2B [Q3] → $10.2B (-$1.98B) [Q4]
32% less funds holding in top 10
Funds holding in top 10: 41 [Q3] → 28 (-13) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
B of A Securities Joyce Ju 25% 1-year accuracy 1 / 4 met price target | 34%upside $48 | Buy Maintained | 16 Apr 2025 |
Susquehanna Shyam Patil 36% 1-year accuracy 17 / 47 met price target | 26%upside $45 | Neutral Maintained | 12 Mar 2025 |
Mizuho James Lee 39% 1-year accuracy 12 / 31 met price target | 40%upside $50 | Outperform Maintained | 7 Mar 2025 |
JP Morgan Andre Chang 20% 1-year accuracy 1 / 5 met price target | 54%upside $55 | Overweight Maintained | 7 Mar 2025 |
Benchmark Fawne Jiang 46% 1-year accuracy 26 / 57 met price target | 63%upside $58 | Buy Maintained | 7 Mar 2025 |
Financial journalist opinion
Based on 39 articles about JD published over the past 30 days
