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Stock impact report

Here's What the Street Thinks About JD.com, Inc (JD) [Yahoo! Finance]

JD.com, Inc. - American Depositary Shares (JD) 
Last jd.com, inc. - american depositary shares earnings: 3/2 05:03 am Check Earnings Report
US:NASDAQ Investor Relations: ir.jd.com
Company Research Source: Yahoo! Finance
reiterated a Buy rating on the stock (9618:HK listing) with a HK$140.00 price target. Earlier on January 7, Benchmark also reiterated a Buy rating on JD.com, Inc. (NASDAQ:JD) with a $38 price target. ?Lei Yang, CFA at CIMB, expects Q4 2025 profitability for JD retail to be low due to a tough year-over-year comparison. Last year, the company enjoyed significant appliance subsidies. Moreover, consumers are also expected to delay purchasing to wait for the 2026 incentives. The analyst noted that this is a positive for JD.com, as the decline in profitability is not due to structural factors but to seasonal ones. ?In addition, Yang expects strong growth in general merchandise, including supermarket and fashion items, to offset declines in home appliances. The analyst also found that the losses in the company's emerging business, such as food delivery, are shrinking due to better subsidy efficiency, higher average order values, and optimized delivery operations. Yang expects fiscal 2026 Show less Read more
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