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CFRA Raises JD.com's Target Price to $36

JD Group's Q1 2026 Earnings Report Shows Significant Profit Improvement

DBS Analyst Reiterates Buy Rating for JD.com

BOC International Raises JD.com's US Stock Target to $38

JD.com's A Shares 12-Month Target Price Raised to 132.47 RMB

Citi Raises Target Price on JD.com to Buy

JD is Fully Upgrading Its AI Self-researched Products

JD CFO Reveals Q1 Food Delivery Business Improved and Projects Future Profitability

JD Indicates Continued Growth in R&D Spending

JD Executives Forecast Slower Growth in Electronic Products in Q2

JD CEO says food delivery business contributed 3% to Q1 ad revenue

JD's Q1 consolidated merchandise revenue up 14.9% year-over-year

JD Q1 2026 Revenue Up 4.9% but Net Profit Declines

JD Logistics Authorized to Repurchase Up to $1.2 Billion in Shares

JD Industrial Sees Revenue and Profit Growth in Q1 2026

JD Logistics Reports Revenue and Profit Growth in Q1 2026

JD.com to Report Q1 Earnings on May 12

E-commerce Platforms Crack Down on Dropshipping

JD-SW released FY2026 Q1 earnings on May 12 Pre-Market (BJT), actual revenue HKD 357.92 B (forecast HKD 352.61 B), actual EPS HKD 2.0067

JD Property Development Commences Construction of Smart Computing Center Phase II in Langfang

REF HOLDINGS

KANGLI INT HLDG

JY GRANDMARK

GANGLONG CHINA

EDICO HOLDINGS

SHING CHI HLDGS

KWONG MAN KEE

JIN MI FANG GP

ZHONGKE GROUP

CH DEMETER FIN

09988

89988

BABA

09618

89618

HBBD

HJDD

$Alibaba(BABA.US) released its FY26 final-quarter results pre-mkt on May 13. As widely expected, BABA’s absolute performance was weak.The main drag was heavy CNY promotions and cash incentives, which drove group profit even below last year’s Q3 at the peak of the food-delivery price war. The cloud biz also lacked standout highlights, failing to offset the shortfall.From an expectations perspective, the print landed within the sell-side’s updated range, albeit near the low end, and was therefore not worse than expected. Specifically: 1) CMR growth looked weak...

AI Frenzy: Is BABA 'Bleeding'?

.HXC

03896

KWEB

NASDAQ GOLDEN DRAGON CHINA INDEX EXTENDS GAINS, UP 4%; KINGSOFT CLOUD JUMPS 18.8%, JD. COM RISES 7.7%, AND BAIDU GAINS 7%. $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG (

Unusual Whales

NASDAQ Golden Dragon China Index

KINGSOFT CLOUD

JD.com

JD-SW

Kingsoft Cloud

Invesco Golden Dragon China

iShares China Large Cap

Xtrk Hrvt Csi 300 Chn

Direxion FTSE China Bull 3X

Krne Csi China Internet

KraneShares 2x Long JD Daily ETF

iShares MSCI China

Roundhill China Dragons ETF

Baidu

BIDU-SW

SSE Index

Hang Seng Index

Direxion FTSE China Bear 3X

JD-SWR

BIDU-SWR

NASDAQ GOLDEN DRAGON CHINA INDEX EXTENDS GAINS, UP 4%; KINGSOFT CLOUD JUMPS 18.8%, JD. COM RISES 7.7%, AND BAIDU GAINS 7%. $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG (

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06618

JD.com shares are trading higher after the company reported better-than-expected Q1 financial results.

benzinga_article

JD LOGISTICS

JD HEALTH

JD.com (NASDAQ:JD) shares rose 7.5% after Morgan Stanley upgraded its price target from $25 to $27, despite maintaining an underweight rating. The stock traded at $33.85, with a volume decline of 37% from average. Analysts have mixed ratings, with 11 buy, 3 hold, and 1 sell. JD.com reported a 4.9% revenue increase in Q1, returning to profit, but faced rising costs and a regulatory fine. Institutional investors have increased their holdings, and the company has a market cap of $48.71 billion.

- JD.com, Inc. experienced a 7.5% increase in stock price after Morgan Stanley raised its price target from $25.00 to $27.00, despite maintaining an underweight rating.  
- The company reported first-quarter revenue of RMB 315.7 billion, marking a 4.9% year-over-year rise and returning to profitability, while also facing rising operational costs and regulatory fines.  
- Analysts maintain a consensus rating of "Moderate Buy" for JD.com, with a price target averaging $37.85, amid mixed sentiments influenced by recent institutional trading activities.

Market Beat

Morgan Stanley

Nomura

Nomura Holdings, Inc.

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

JD.com (NASDAQ:JD) Trading Up 7.5% on Analyst Upgrade

ONLN

IBUY

Morgan Stanley has raised its price target for JD.com from $25.00 to $27.00, maintaining an "underweight" rating. This suggests a potential downside of 14.26% from the current price. Other analysts have set varying targets, with an average consensus price of $37.85. JD.com recently reported a quarterly revenue of RMB315.7 billion, a 4.9% year-over-year increase, and returned to net profit, indicating improved profitability in its core retail operations. The stock opened at $31.49, with a market cap of $45.11 billion and a PE ratio of 17.89.

- Morgan Stanley raised JD.com’s price target from $25.00 to $27.00 while maintaining an "underweight" rating, implying a potential downside of 14.26%.  
- Other firms like Arete Research and Bank of America have set higher price targets, with the average target price currently at $37.85, reflecting mixed analyst sentiments.  
- JD.com reported a revenue increase of 4.9% year-over-year in its latest quarterly results, returning to net profit amid growth in service revenues, although profitability was hindered by increased operational costs.

ProShares Online Retail

Amplify Online Retail ETF

SPDR S&P Retail ETF

JD.com (NASDAQ:JD) Given New $27.00 Price Target at Morgan Stanley

EBIZ

Yesterday's closing price for JD.com rose by 3.14%, closing at $31.49, with a trading volume of approximately $609 million, indicating a noticeable increase in market participation enthusiasm. The MACD daily line established a bullish signal above the zero axis, technically showing that short-term buying power is shifting from a wait-and-see approach to active involvement, with initial signs of a warming phase trend emerging. The entire day's trend exhibited a pattern of opening low and rising high, maintaining a position in the high area of the day towards the end, with bulls controlling the market rhythm. The trading volume has increased compared to recent averages, with clear signs of capital inflow. On the news front, the Chinese concept e-commerce sector has recently continued to attract market attention. Amazon announced the expansion of its rapid delivery service to more cities across the U.S., prompting the market to reassess the valuation advantages of Chinese e-commerce giants while focusing on the evolution of the global e-commerce competitive landscape. As the leading self-operated e-commerce platform in China, JD.com has significant barriers in supply chain and logistics capabilities within the industry. Meanwhile, inflation data shows that consumers are facing greater cost-of-living pressures, which somewhat benefits e-commerce platforms that emphasize cost performance. However, Pinduoduo showed a bearish technical signal on the same day, indicating a clear divergence within the Chinese concept e-commerce sector, and the tendency of funds to choose between different targets is worth continuous tracking. From a technical perspective, the $31 level has been effectively surpassed, and short-term moving averages are beginning to turn upward. If today can maintain volume and hold above $30.5, the probability of challenging the $32-33 area is increasing. However, Chinese concept stocks are generally affected by macro geopolitical and policy disturbances, with Alibaba falling by 1.84% yesterday, creating uncertainty in the sector's linkage effects

- JD.com's stock price rose by 3.14% to $31.49, with a trading volume of approximately $609 million, indicating increased investor interest.  
- The MACD indicator confirmed a bullish signal, showing a potential shift from cautious to active buying, while the overall market for Chinese e-commerce stocks remains under scrutiny due to global competition and inflationary pressures.  
- Despite the positive short-term outlook for JD.com, the overall volatility of Chinese stocks remains high, and investors should closely monitor external factors affecting capital flows in the sector.

Technical Forecast

Global X E-commerce ETF

Amazon

Alibaba

BABA-W

BABA-WR

Alibaba HK SDR 5to1

Pre-market trend | JD.com (JD) rebounded over 3% on May 12 with increased volume, is capital refocusing on Chinese concept stocks?

AASTOCKS Financial News has summarized the latest investment ratings and target prices for JD LOGISTICSfrom eight brokers. Key ratings include: CLSA (Outperform, TP HKD 14.6), Daiwa (Buy, TP HKD 19.5), Jefferies (Buy, TP HKD 18.4), M Stanley (Overweight, TP HKD 16.2), Nomura (Buy, TP HKD 18), Citi (Buy, TP HKD 17), UBS (Buy, TP HKD 17.5), and G Sachs (Buy, TP HKD 18.7). Overall, brokers express optimism about JD LOGISTICS' performance, citing strong earnings growth and operational efficiency improvements, despite some short-term challenges.

- AASTOCKS Financial News has summarized the latest investment ratings and target prices for JD LOGISTICS from eight brokers, highlighting a generally positive outlook.  
- Key takeaways include expectations of strong earnings growth, operational efficiency improvements through AI, and challenges from foreign exchange effects on net profit.  
- Overall, brokers’ ratings range from “Outperform” to “Buy,” with target prices varying from HKD 14.6 to HKD 19.5, reflecting confidence in the company’s future performance.

AASTOCKS News

Daiwa Securities Group Inc.

Jefferies Financial

Citigroup

UBS Group AG

Goldman Sachs

CITIGROUP INC 6.250 NON CUM SER II PFD WI

GS Hldg R

Summary of Latest Ratings, TPs, Views on JD LOGISTICS from Brokers

The latest investment ratings and target prices for JD-SWhave been compiled from nine brokerages. Key ratings include: BOCI (Buy, TP USD34-38), CLSA (Outperform, TP USD41), Citi (Buy, TP USD36-39), JPM (Overweight, TP HKD148/USD38), HSBC (Buy, TP HKD137-144/USD35-37), Nomura (Buy, TP USD40), Jefferies (Buy, TP USD49), M Stanley (Underweight, TP USD25), and UBS (Buy, TP USD48). Overall, the ratings reflect strong performance and growth potential despite some challenges in electronics sales.

- The latest investment ratings and target prices for JD-SW (09618.HK) have been summarized from nine brokerages, indicating a generally positive outlook.  
- Key insights include strong growth in core retail profit, supply chain efficiency, and improved earnings sustainability, although challenges remain in the electronics segment.  
- The highest target price from Jefferies is USD 49, while Morgan Stanley maintains a cautious view with a target of USD 25.

JPMorgan Chase

HSBC HOLDINGS

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

HSBC 5xShortSG241213

HSBC Holdings Plc

HSBC

Summary of Latest Ratings, TPs and Views on JD-SW   from Brokers

CFRA maintains a Buy opinion on JD.com, raising the target price to USD36 from USD30, based on an 8x EV/EBITDA estimate for 2026. They anticipate mid-single-digit revenue growth for 2026-2027, supported by renewed government electronics subsidies. JD.com is expanding its general merchandise segment and expects stable net margins in 2026, improving in 2027. The 2026 EPADS forecast remains at CNY15.08 (+17% Y/Y) and CNY23.19 for 2027.

- CFRA has increased its target price for JD from USD 30 to USD 36, reflecting an 8x estimate of EV/EBITDA for 2026.  
- They anticipate mid-single-digit revenue growth for 2026-2027, driven by renewed government subsidies and improvements in profitability through synergies and supply chain efficiency.  
- The projection includes a stable net margin in 2026, rising in 2027, with an expected EPADS of CNY 15.08 for 2026 and CNY 23.19 for 2027.

Fidelity

Research Alert: CFRA Keeps Buy Opinion On Adss Of Jd.com, Inc.

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On May 13, a comprehensive surge in Hong Kong-listed AI concept stocks drove market strength, with the Hang Seng Tech Index closing up 0.46%. Expectations of NVIDIA CEO Jensen Huang's visit to China and positive developments in the computing power supply chain resonated, sending stocks like KNOWLEDGE ATLAS and Han's CNC soaring. JD-SW jumped over 8% with strong support from major banks after its earnings release, while leaders in the automotive, lithium battery, and consumer sectors, including Pop Mart, retreated collectively

Market Pulse

KNOWLEDGE ATLAS

TRACKER FUND

CSOP HS TECH

HANS CNC

XUNCE

MEITUAN

POP MART

SMIC

GEELY AUTO

MONTAGE TECH

MINIMAX-W

NVIDIA

KUAISHOU-W

FIT HON TENG

INNOSCIENCE

SICC

HUA HONG SEMI

BYD COMPANY

GANFENGLITHIUM

TENCENT

XL2CSOPHYNIX

HSCEI ETF

Han's CNC

MEITUAN-WR

Meituan

Meituan HK SDR 5to1

POP MART HK SDR 20to1

SMIC HK SDR 5to1

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

Montage Technology

NVIDIA Corporation

KUAISHOU-WR

Hua Hong

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

Ganfeng Lithium

Tencent

TENCENT-R

Tencent HK SDR 10to1

Tencent Holdings Limited

HK Stocks Close | Three Major Indices Show Divergent Volatility, AI Wave Sweeps the Market, JD-SW Surges Over 8% Post-Earnings

Financial Analysis

JD HK SDR 10to1

I am still bullish about banks. The 3 local banks have strong balance sheets and are reliable payers of dividends.

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AI Frenzy: Is BABA 'Bleeding'?

NASDAQ GOLDEN DRAGON CHINA INDEX EXTENDS GAINS, UP 4%; KINGSOFT CLOUD JUMPS 18.8%, JD. COM RISES 7.7%, AND BAIDU GAINS 7%. $SHCOMP $SSEC $ASHR $HSI $KWEB $FXI $HXC $DRAG $YINN $YANG (

JD.com shares are trading higher after the company reported better-than-expected Q1 financial results.

JD.com (NASDAQ:JD) Trading Up 7.5% on Analyst Upgrade

JD.com (NASDAQ:JD) Given New $27.00 Price Target at Morgan Stanley