JD Stock Recent News

JD.com (JD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

A delisting push is adding to the unraveling of Wall Street's love affair with China Inc.

JD Retail is leveraging AI, low prices and ecosystem scale to capture China's consumer rebound in 2025.

JD.com trades at deeply discounted valuations versus peers, despite strong fundamentals: growing revenues, robust free cash flow, and improving operating margins. Consensus is overwhelmingly bullish, with 82% Buy ratings and a 52% average upside target, reflecting expectations for earnings recovery and rerating potential. JD's vertically integrated model, premium positioning, and proprietary logistics offer defensive qualities and resilience amid macro uncertainty and intense competition.

JD.com remains deeply undervalued, trading at single-digit valuation multiples and far below intrinsic value, offering a significant margin of safety for long-term investors. Recent quarterly results show accelerating double-digit revenue growth, margin improvements, and robust user engagement, signaling a strong business recovery. Growth opportunities abound, including a rapidly expanding food delivery segment and new initiatives leveraging JD's logistics and AI capabilities.

JD.com is a strong buy for me, due to robust financials, strong cash flow, and significant growth potential, especially after the recent stock price drop. China's monetary policy shift and economic stimulus should boost consumer demand, directly benefiting JD's integrated retail and logistics model. Valuation is compelling: even conservative DCF estimates show JD trading at a deep discount, with scenarios indicating even 60-240% upside potential.

JD.com has transitioned from a high-growth e-commerce player to a mature, efficient business focused on margin expansion and shareholder returns. Despite fierce competition and macro risks, JD's operational metrics and capital allocation have improved, with dividends and buybacks signaling a shareholder-friendly shift. Valuation models (DCF, P/E, EV/EBITDA) show JD trading at a significant discount to peers and history, supporting a 10-15% upside potential.

JD.com is executing well, posting strong growth, margin improvement, and buybacks, yet trades at a deep discount due to persistent China risk sentiment. Despite macro and regulatory headwinds, JD's core business remains robust, with unique supply chain control, expanding into food delivery and AI healthcare. Valuation is extremely attractive—under 8x earnings, 3% yield, and a DCF fair value of $45–$50, offering compelling risk-reward for patient investors.

JD's falling margins, cost surges and fierce e-commerce rivalry signal a tough road ahead despite solid revenue growth.

JD.com (JD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.