Benchmark maintains Buy on JD.com stock, $58 price target unchanged

Published 11/04/2025, 14:52
Benchmark maintains Buy on JD.com stock, $58 price target unchanged

On Friday, Benchmark analysts maintained their Buy rating on JD.com, Inc. (NASDAQ:JD) with a steady price target of $58.00. The endorsement comes as the firm adjusts its revenue growth expectations for the first quarter of 2025 upward, signaling confidence in the company's performance. According to InvestingPro data, JD.com currently trades at $36.26, with analyst targets ranging from $30.45 to $70.15, reflecting strong bullish sentiment among Wall Street analysts.

The analysts at Benchmark attributed their optimistic outlook to a forecasted strong quarter, propelled by sustained growth in key product categories. "We are modestly raising our 1Q25 revenue growth forecast in anticipation of a solid quarter, supported by continued strength across both home appliances & 3C and general merchandise (GM)," said Fawn Jiang of Benchmark.

Despite the challenges posed by evolving global tariff policies that have generally affected China-based American Depository Receipts (ADRs), JD.com is seen to have a limited exposure to tariffs, which has shielded it from some of the broader market pressures. The Chinese government's inclination towards fostering domestic consumption through policy measures is expected to play in JD.com's favor. "In response to increasing tariff headwinds, the Chinese government appears more focused on stimulating domestic consumption through supportive policy measures," Jiang noted.

As a direct sales platform, JD.com is well-positioned to capitalize on any potential government stimulus aimed at boosting consumer spending. Benchmark's analysis suggests that the company's business model aligns with the government's economic strategy, which could lead to enhanced performance.

The recent decline in JD.com's share price was highlighted by Benchmark as an opportunity for investors. The firm's analysts believe that the market has not fully recognized JD.com's resilience and potential for growth amidst the tariff-related challenges. "We view the recent share price weakness as a buying opportunity and recommend investors accumulate on the dip," Jiang advised. Trading at a P/E ratio of 11.85 with strong cash flows and healthy balance sheet metrics, InvestingPro analysis suggests the stock is currently undervalued, with additional insights available in the comprehensive Pro Research Report covering 1,400+ top stocks.

In other recent news, JD.com has been the focus of several analyst reports and market updates. Jefferies reiterated its Buy rating for JD.com, maintaining a price target of $64.00, citing the company's robust supply chain and effective execution as key strengths. The firm expects JD.com to meet first-quarter forecasts, emphasizing its commitment to long-term strategies that enhance user growth and competitiveness. Meanwhile, Bank of America analysts initiated a 1% position in JD.com, expressing confidence in the company's growth potential and its ability to benefit from Chinese government stimulus policies. Citi also maintained its Buy rating with a $56.00 price target, noting JD.com's strong profit growth in 2024 and its significant share buyback plans.

Barclays (LON:BARC) highlighted JD.com as a favored stock amid concerns over U.S. tariffs, pointing out its minimal exposure to the U.S. market. The firm suggests that Chinese tech companies, including JD.com, could benefit from increased domestic consumption driven by potential stimulus measures. Additionally, the market's recent volatility has seen U.S.-listed Chinese companies, including JD.com, experience extended losses amid escalating trade tensions between the U.S. and China. Despite these challenges, analysts continue to see JD.com as a strong player in the eCommerce sector, supported by its logistics capabilities and strategic investments.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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