Q3 Earnings Reaction: Recent posts on X have been buzzing with reactions to PDD Holdings' third-quarter earnings report. Despite beating earnings per share expectations, the company missed revenue forecasts slightly, leading to a notable drop in stock price. Investors seem concerned about slowing growth amid competitive pressures.
Market Challenges: Discussions on X also highlight broader challenges facing PDD, including policy headwinds and business transformation both in China and globally. Some users point out long-term risks that could impact the company’s trajectory. The tone reflects uncertainty about how these factors will play out.
Analyst Downgrade Impact: Adding to the conversation, a recent downgrade by a major financial firm has fueled further debate on X about PDD’s outlook. Shares dipped following the lowered price target, with some users questioning the stock’s momentum. The mix of opinions keeps the discussion dynamic and intense.
Note: This discussion summary was generated from an AI condensation of post data.
PDD Holdings Congressional Stock Trading
Members of Congress have traded $PDD stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PDD stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 07/16, 06/09 and 1 sale worth up to $15,000 on 06/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PDD Holdings Hedge Fund Activity
We have seen 312 institutional investors add shares of PDD Holdings stock to their portfolio, and 319 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 9,239,441 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,221,176,916
- ASSENAGON ASSET MANAGEMENT S.A. removed 5,736,129 shares (-77.6%) from their portfolio in Q3 2025, for an estimated $758,144,169
- TIGER GLOBAL MANAGEMENT LLC removed 4,415,681 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $462,145,173
- HSBC HOLDINGS PLC added 4,082,645 shares (+94.4%) to their portfolio in Q3 2025, for an estimated $539,603,189
- FIL LTD added 3,653,902 shares (+102.7%) to their portfolio in Q3 2025, for an estimated $482,936,227
- ASPEX MANAGEMENT (HK) LTD added 3,172,333 shares (+inf%) to their portfolio in Q3 2025, for an estimated $419,287,252
- JANE STREET GROUP, LLC added 2,934,823 shares (+168.6%) to their portfolio in Q3 2025, for an estimated $387,895,555
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PDD Holdings Analyst Ratings
Wall Street analysts have issued reports on $PDD in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 08/26/2025
- Barclays issued a "Overweight" rating on 08/26/2025
- Jefferies issued a "Buy" rating on 05/27/2025
To track analyst ratings and price targets for PDD Holdings, check out Quiver Quantitative's $PDD forecast page.
PDD Holdings Price Targets
Multiple analysts have issued price targets for $PDD recently. We have seen 7 analysts offer price targets for $PDD in the last 6 months, with a median target of $121.0.
Here are some recent targets:
- Joyce Ju from B of A Securities set a target price of $140.0 on 11/19/2025
- Fawne Jiang from Benchmark set a target price of $160.0 on 08/26/2025
- Jiong Shao from Barclays set a target price of $165.0 on 08/26/2025
- Jin Yoon from New Street Research set a target price of $120.0 on 08/26/2025
- Ellie Jiang from JP Morgan set a target price of $105.0 on 05/28/2025
- Charlie Chan from China Renaissance set a target price of $107.0 on 05/28/2025
- Thomas Chong from Jefferies set a target price of $121.0 on 05/27/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
