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Latest Broker Ratings, TPs, Views on PDD
The following is a consolidation of investment ratings, target prices and key views from 10 brokers on PDD Holdings Inc. (PDD.US):Brokers | Ratings | TPs | Key ViewsUBS | Buy | USD...
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Latest Broker Ratings, TPs, Views on PDD
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The following is a consolidation of investment ratings, target prices and key views from 10 brokers on PDD Holdings Inc. (PDD.US)      :

Brokers | Ratings | TPs | Key Views

UBS | Buy | USD198 -> USD170
1Q results missed expectations. Management reiterated its ambition for the 1P brand strategy. Temu remains the key growth driver and valuation is not demanding.

Daiwa | Buy | USD155 -> USD145
Core commerce revenue missed expectations amid macro weakness. Investment in the 1P brand program is expected to drag on profits, but Temu maintains strong momentum.

Goldman Sachs | Buy | USD145
Revenue and earnings forecasts were cut. Temu revenue growth momentum re-accelerated and the share price reaction was overdone.

CLSA | Outperform | USD142
1Q results missed expectations. China e-commerce has yet to stabilize. Temu GMV continues strong growth with narrowing losses.

Morgan Stanley | Outperform | USD148 -> USD129
1Q net profit was 41% below expectations, raising market concerns. A new investment cycle in supply chain and first-party brand businesses is expected to pressure financial performance in 2Q26 and 2H26.

Citi | Buy/High Risk | USD142 -> USD123
1Q revenue miss reflected merchant subsidies and supply chain investments. Solid cash reserves provide a buffer.

JP Morgan| Neutral | Not mentioned
Slower 1Q advertising revenue growth and losses from offline initiatives weighed on earnings.

Jefferies | Buy | USD146 -> USD121
1Q results missed expectations. The three-year RMB10 billion investment in first-party brands will serve as a long-term growth driver.

CICC | Outperform | USD118.04
1Q advertising revenue was weaker than expected, with profits remaining under pressure during the investment phase.

Nomura | Buy -> Neutral | USD136 -> USD97
China business slowed in 1Q with increased investments. Management appears uninterested in initiating capital returns.

UOB Kay Hian | Hold | USD134 -> USD94
1Q earnings missed expectations. Advertising revenue was under pressure while supply chain investments deepened.
(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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