Jefferies cuts Dingdong stock target to $4.40, keeps Buy rating

Published 16/05/2025, 15:56
Jefferies cuts Dingdong stock target to $4.40, keeps Buy rating

On Friday, Jefferies analyst Thomas Chong adjusted the price target for Dingdong Cayman Limited (NYSE:DDL) shares, reducing it to $4.40 from the previous target of $4.60. Despite the decrease in the price target, the firm maintained a Buy rating on the company’s stock. According to InvestingPro data, DDL currently trades at an attractive P/E ratio of 13.6x, suggesting potential value for investors. The stock has seen a significant decline of over 40% in the past six months, potentially creating an entry opportunity.

Dingdong Cayman Limited recently disclosed its first-quarter financial results, which showed that the company’s revenue was in line with Jefferies’ projections. Additionally, the company’s non-GAAP earnings surpassed expectations, which was a positive note in the report. InvestingPro analysis reveals the company achieved impressive revenue growth of 15.5% over the last twelve months, with a healthy gross profit margin of 30.1%. For deeper insights into DDL’s financial health and growth prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

During the earnings conference call, Dingdong’s management team emphasized their strategic focus on the "4G strategies," which include Good users, Good products, Good services, and Good mindshare. This approach is designed to set Dingdong apart from its competitors by providing high-quality produce.

The company’s in-house supply chain was also a point of discussion. Management detailed how it is extensively involved in every stage of the process. This involvement is not limited to domestic operations, as the company is also looking to capitalize on overseas opportunities that may arise in the future.

In concluding his analysis, Chong reiterated the Buy rating for Dingdong Cayman Limited. The endorsement reflects confidence in the company’s strategic direction and its potential for growth, as outlined by the management during the earnings call.

In other recent news, Dingdong reported its first-quarter earnings, which fell short of analyst expectations for profit, despite surpassing revenue projections. The company posted adjusted earnings per share of RMB0.09, which did not meet the consensus forecast. However, Dingdong’s revenue reached RMB5.48 billion ($755 million), exceeding analyst projections of RMB5.43 billion and marking a 9.1% year-over-year increase. This quarter marked the tenth consecutive quarter of non-GAAP profitability for Dingdong, with a non-GAAP net income of RMB30.3 million ($4.2 million), though this was a 26.8% decline from RMB41.5 million in the same period last year. CFO Song Wang highlighted the company’s consistent revenue growth and positive operating net cash inflow. Dingdong also reported a 12.1% year-over-year increase in total orders, attributing revenue growth to higher average monthly transacting users and increased order frequency. The company opened new frontline fulfillment stations in East China, contributing to its performance. Looking ahead, Dingdong aims to sustain year-over-year growth and achieve non-GAAP profits in the second quarter of 2025.

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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