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PDD Stock News Image - seekingalpha.com

PDD's long-term value hinges more on macro stability than near-term execution. Geopolitics will shape its trajectory. Strategic investments and balance sheet strength are clear, but regulatory tone and market sentiment remain decisive. In a favorable macro environment, PDD offers measured upside; without it, valuation compression may persist.

seekingalpha.com 2025 May 29
PDD Stock News Image - seekingalpha.com

Pinduoduo's Q1'25 earnings missed expectations, due to U.S.-China trade tensions, but I view this as a temporary setback only. Recent tariff pauses and ongoing negotiations suggest trade relations will normalize, benefiting Pinduoduo's international growth, especially via Temu. Pinduoduo remains profitable and trades at a discount to the industry group, offering compelling long-term value, with a forward P/E below 8.0X.

seekingalpha.com 2025 May 29
PDD Stock News Image - benzinga.com

PDD Holdings Inc. PDD posted weaker-than-expected first-quarter results on Tuesday.

benzinga.com 2025 May 28
PDD Stock News Image - marketbeat.com

Most new investors are familiar with one story, which was made famous by the book “The Big Short” and eventually became a blockbuster movie. One of the main characters in this story is investor Michael Burry, a contrarian investor who bet the whole ranch on one single view that the entire market was going to crash like never before.

marketbeat.com 2025 May 28
PDD Stock News Image - nypost.com

Temu's business model has been hammered by President Trump's tariffs, including his end to the de minimis exemption, which allowed overseas fast-fashion firms to ship low-value packages into the US duty-free.

nypost.com 2025 May 27
PDD Stock News Image - marketwatch.com

PDD's stock tumbled as investments to fend off tariffs and competition lead to a big miss in quarterly earnings.

marketwatch.com 2025 May 27
PDD Stock News Image - seekingalpha.com

PDD Holdings Inc.'s significant Q1 earnings miss - marked by the steep plunge in Temu-driven transaction services revenue growth - serves as a clear warning of looming tariff implications. This follows a streak of earnings disappointments reported by its core domestic and international commerce rivals, including Alibaba, from earlier this month. The ongoing tariff uncertainties are likely to amplify the strategic and structural differences between BABA and PDD, revealing how each company responds to shifting global and domestic headwinds.

seekingalpha.com 2025 May 27
PDD Stock News Image - investopedia.com

PDD Holdings (PDD) shares are sinking Tuesday after the parent of the Temu shopping site posted first-quarter results that widely undershot analysts' estimates.

investopedia.com 2025 May 27
PDD Stock News Image - proactiveinvestors.com

PDD Holdings Inc (NASDAQ:PDD), the parent company of discount online retailer Temu, saw its US-listed shares plunge in early trade on Tuesday as its quarterly earnings fell short of expectations. For the first quarter, profit fell by 47% to RMB14.74 billion (US$2.03 billion), down from RMB28 billion in the year-ago quarter.

proactiveinvestors.com 2025 May 27
PDD Stock News Image - youtube.com

Minutes after the opening bell, the SPX retreated from premarket highs which started from a delay on EU tariffs. Kevin Green points out VIX becoming reelevated as a clear signal behind the reversal.

youtube.com 2025 May 27
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