From Nasdaq: 2025-03-27 07:45:00

PDD (NASDAQ: PDD) has seen a strong 32% return year-to-date, outperforming the S&P 500. However, Q4 earnings showed slowed sales growth compared to analyst expectations, with revenue growth dropping significantly. Analysts increased price targets by 3% on average post-earnings, indicating a 15% upside potential for PDD shares.

The Trump administration’s potential elimination of the de minimis exemption on Chinese goods poses a significant risk to PDD. This exemption benefits its U.S. business, Temu, by allowing tariff-free goods under $800. Ending this exemption could create volatility in PDD’s revenue and earnings, impacting up to 500 million Chinese packages annually.

Despite competition and potential de minimis changes, PDD maintains a solid business model. With its merchant fee reduction program and uncertainty around tariffs, it may be wise to observe PDD’s financials for a few quarters. The stock is currently trading 40% below its all-time high, offering potential upside in the long term. 1. The stock market saw a significant downturn today, with the Dow Jones Industrial Average dropping 500 points due to concerns over rising inflation rates and potential interest rate hikes by the Federal Reserve.

2. A new study published in the Journal of Medicine revealed that the Pfizer-BioNTech COVID-19 vaccine is 95% effective at preventing hospitalizations and severe illness caused by the Delta variant of the virus.

3. The United Nations reported that over 82 million people worldwide have been forcibly displaced from their homes due to conflict, persecution, and other factors, marking the highest number of refugees and internally displaced persons on record.



Read more at Nasdaq:: Up 32% in 2025, Is Chinese E-Commerce Giant PDD Still a Buy?