Jefferies raises Pinduoduo stock price target to $146 on high-quality growth

Published 25/08/2025, 17:26
Jefferies raises Pinduoduo stock price target to $146 on high-quality growth

Investing.com - Jefferies has raised its price target on Pinduoduo Inc. (NASDAQ:PDD) to $146.00 from $121.00 while maintaining a Buy rating on the Chinese e-commerce company’s stock. The company, currently trading at $127.08 with a market cap of $169 billion, has demonstrated robust financial performance with a P/E ratio of 11.96 and impressive revenue growth of 35.67% over the last twelve months.

The price target increase follows Pinduoduo’s second-quarter results, which showed revenue in line with expectations and non-GAAP operating profit exceeding forecasts due to lower-than-expected sales and marketing expenses.

Pinduoduo also reported better-than-expected non-GAAP earnings, benefiting from higher interest and investment income during the quarter.

Jefferies noted that Pinduoduo’s management has reaffirmed its commitment to high-quality growth amid competition, highlighting the company’s RMB100 billion support program that assists merchants with product development, service quality, and technology.

The research firm also pointed to Pinduoduo’s ongoing globalization efforts aimed at building consumer trust, while acknowledging the company’s continued investment for long-term growth.

In other recent news, PDD Holdings Inc. reported second-quarter 2025 earnings that exceeded expectations, with an earnings per share (EPS) of 22.07, surpassing the forecasted 14.8. The company’s revenue also outperformed projections, reaching 103.98 billion RMB compared to the anticipated 103.2 billion RMB. These results indicate strong financial performance for the quarter. Additionally, US Tiger Securities raised its price target for Pinduoduo Inc. to $120 from $100 while maintaining a Hold rating. This adjustment was influenced by Pinduoduo’s better-than-expected profit performance, which was attributed to lower operating expenses rather than fundamental business strength. Despite the positive earnings report, some investor concerns lingered regarding profitability fluctuations and market competition. These developments reflect recent activities and assessments surrounding PDD Holdings and Pinduoduo.

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