Macquarie raises Pinduoduo stock price target to $165 on strong profit

Published 25/08/2025, 20:34
Macquarie raises Pinduoduo stock price target to $165 on strong profit

Investing.com - Macquarie raised its price target on Pinduoduo Inc. (NASDAQ:PDD) to $165.00 from $126.00 on Monday, while maintaining an Outperform rating on the Chinese e-commerce company. The stock, currently trading at $128.32, has a market capitalization of $168.87 billion and has delivered a 31% return year-to-date.

The price target increase follows Pinduoduo’s second-quarter 2025 adjusted net profit results, which exceeded market expectations. With impressive gross margins of 59.73% and a P/E ratio of 11.96, InvestingPro analysis suggests the stock is trading at an attractive valuation relative to its near-term earnings growth. Macquarie attributes this performance to reduced marketing expenses from the company’s international platform Temu amid geopolitical headwinds.

The research firm notes that Pinduoduo continues to gain gross merchandise value (GMV) share in the market, despite ongoing investments in merchant support programs that could temporarily compress monetization. The company’s strong market position is reflected in its robust revenue growth of 35.67% over the last twelve months. For deeper insights into PDD’s valuation and growth metrics, check out the comprehensive Pro Research Report available on InvestingPro.

Macquarie points out that the second half of the year presents an easier comparison period as the industry moves past the impact of trade-in policies implemented for online channels in September of the previous year.

The firm maintained its Outperform rating on Pinduoduo stock, signaling continued confidence in the company’s growth trajectory despite current market challenges.

In other recent news, PDD Holdings Inc. reported its second-quarter 2025 earnings, significantly surpassing expectations with an earnings per share (EPS) of 22.07, compared to the forecasted 14.8. The company’s revenue also exceeded projections, reaching 103.98 billion RMB against a forecast of 103.2 billion RMB. Despite these strong financial results, investor concerns over profitability fluctuations and market competition were noted. Analysts have responded positively to Pinduoduo’s performance, with Barclays raising its price target to $165 while maintaining an Overweight rating. Jefferies also increased its price target to $146, citing high-quality growth and a Buy rating. US Tiger Securities adjusted its price target to $120, attributing the move to lower operating expenses rather than fundamental business strength. These adjustments reflect recent developments in the company’s financial performance and market position.

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