PDD
PDD Holdings Inc.
$81.93
-0.84%
$117.6B
No data for this timeframe.
Vol
Market Cap$117.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (65%)
Inst. Holders11 funds
Inst. Value$8.2B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$208.2K
Reddit Sentiment33° Cool
SEC Reports6
Press Releases2
Recent Activity
May 28, 2026
options_unusual
Unusual Call: PDD $90 2026-09-18 — $5.3M premium
Vol: 10,006 vs OI: 597 (16.8x). Price: $5.15, IV: 39%, Delta: 0.44. Direction: OPENING
May 28, 2026
SEC
PDD Holdings reported Q1 2026 revenue of RMB106.2B (+11% YoY) and operating profit of RMB19.6B (+22% YoY), but net incom
6-K — Impact 6/10
May 27, 2026
SEC
PDD Holdings reported Q1 2026 revenue of RMB106.2B ($15.4B), up 11% YoY, and GAAP EPS of RMB8.94 per ADS ($1.30), down 1
PRESS-RELEASE — Impact 5/10
May 20, 2026
SEC
PDD announced its Q1 2026 earnings release date (May 27 before market open) — a routine scheduling event with no financi
PRESS-RELEASE — Impact 2/10
Mar 30, 2026
Insider
Kam Anthony Ping Leung sold 1,533 shares
Director @ $99.43 ($152.4K)
Mar 30, 2026
Insider
Rietjens Ivonne MCM sold 560 shares
Director @ $99.59 ($55.8K)
Inst.
NORGES BANK — NEW
9,396,292 shares ($1.1B)
Inst.
DODGE & COX — NEW
4,439,800 shares ($503.4M)
Price Targets
$119.98
+46.4% upside
Strong Buy
Current $81.93
Low $87.08
Median $118.10
High $170.13
33 analysts
$87.08
$170.13
Analyst Ratings
7Strong Buy
19Buy
13Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 28, 2026 | Barclays | DOWNGRADE | Overweight → Equal-Weight |
| May 28, 2026 | Macquarie | DOWNGRADE | Outperform → Neutral |
| May 28, 2026 | Bernstein | MAINTAIN | Market Perform → Market Perform |
| May 28, 2026 | Benchmark | MAINTAIN | Buy → Buy |
| May 27, 2026 | Citigroup | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $18.35 ▼ -12.0% | $12.72 — $21.42 | -17% YoY | 12 |
| Next Q | $18.58 ▼ -10.3% | $14.22 — $21.97 | -12% YoY | 9 |
| Current FY | $68.36 ▼ -16.7% | $50.05 — $79.17 | -6% YoY | 28 |
| Next FY | $83.97 ▼ -12.7% | $53.16 — $112.30 | 23% YoY | 30 |
Latest Reports
BEARISH
6-K
6/10
PDD Holdings reported Q1 2026 revenue of RMB106.2B (+11% YoY) and operating profit of RMB19.6B (+22% YoY), but net incom
May 28, 2026
MIXED
PRESS-RELEASE
5/10
PDD Holdings reported Q1 2026 revenue of RMB106.2B ($15.4B), up 11% YoY, and GAAP EPS of RMB8.94 per ADS ($1.30), down 1
May 27, 2026
MIXED
Press
6/10
PDD Holdings reported Q4 and full-year 2025 earnings with revenue growth of 12% and 10% YoY, respectively, driven by str
Mar 25, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $3.7B | — |
| FMR LLC | $1.7B | TRIM |
| NORGES BANK | $1.1B | NEW |
| MORGAN STANLEY | $674.5M | ADD |
| DODGE & COX | $503.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Mar 30, 2026 | Kam Anthony | SELL | $152.4K |
| Mar 30, 2026 | Rietjens Ivonne | SELL | $55.8K |
Reddit Sentiment
33°
Cool
Bearish
Neutral
Bullish
11 institutional holders with $8.2B total value (72,315,430 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 32,810,630 | $3.7B | 45.4% | — |
| 2 | FMR LLC | 14,597,758 | $1.7B | 20.2% | TRIM -45.9% |
| 3 | NORGES BANK | 9,396,292 | $1.1B | 13.0% | NEW |
| 4 | MORGAN STANLEY | 5,948,846 | $674.5M | 8.2% | ADD +31.9% |
| 5 | DODGE & COX | 4,439,800 | $503.4M | 6.1% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 3,057,744 | $346.7M | 4.2% | — |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,249,313 | $141.7M | 1.7% | NEW |
| 8 | CAUSEWAY CAPITAL MANAGEMENT LLC | 371,241 | $42.1M | 0.5% | NEW |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 273,900 | $31.1M | 0.4% | ADD +66.6% |
| 10 | WELLS FARGO & COMPANY/MN | 135,516 | $15.4M | 0.2% | TRIM -40.5% |
| 11 | Mawer Investment Management Ltd. | 34,390 | $3.9M | 0.0% | ADD +27.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 9,396,292 | — | $1.1B | 2025-Q4 |
| DODGE & COX | NEW | — | 4,439,800 | — | $503.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 164,400 | 273,900 | +66.6% | $31.1M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 227,886 | 135,516 | -40.5% | $15.4M | 2025-Q4 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEW | — | 309,641 | — | $40.9M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 143,220 | 227,886 | +59.1% | $30.1M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 742,000 | 164,400 | -77.8% | $21.7M | 2025-Q3 |
| Mawer Investment Management Ltd. | ADD | 27,000 | 34,400 | +27.4% | $4.5M | 2025-Q3 |
| NORGES BANK | EXIT | 9,199,172 | 0 | -100.0% | $0.00 | 2025-Q3 |
| FMR LLC | TRIM | 27,611,016 | 14,933,065 | -45.9% | $1.6B | 2025-Q2 |
| NORGES BANK | NEW | — | 9,199,172 | — | $962.8M | 2025-Q2 |
| UBS Group AG | ADD | 6,408,047 | 8,253,307 | +28.8% | $863.8M | 2025-Q2 |
| MORGAN STANLEY | ADD | 6,166,728 | 8,135,809 | +31.9% | $851.5M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 589,900 | 742,000 | +25.8% | $77.7M | 2025-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | EXIT | 105,926 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | TRIM | 8,638,668 | 6,166,728 | -28.6% | $729.8M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 947,500 | 589,900 | -37.7% | $69.8M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 266,829 | 161,667 | -39.4% | $19.1M | 2025-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NEAR_EXIT | 446,272 | 105,926 | -76.3% | $12.5M | 2025-Q1 |
| Mawer Investment Management Ltd. | NEW | — | 27,000 | — | $3.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 20,100 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 8,374,532 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 6,067,569 | 8,249,531 | +36.0% | $800.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 606,200 | 947,500 | +56.3% | $91.9M | 2024-Q4 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | TRIM | 768,777 | 446,272 | -42.0% | $43.3M | 2024-Q4 |
2 unique insiders with 2 transactions. Net insider value: -$208.2K ($0.00 bought, $208.2K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Mar 30, 2026 | Kam Anthony Ping Leung | Director | SELL | 1,533 | $99.43 | $152.4K |
| Mar 30, 2026 | Rietjens Ivonne MCM | Director | SELL | 560 | $99.59 | $55.8K |
6 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 1 mixed, 2 neutral. Avg impact: 4.8/10.
BEARISH
6-K
6/10
PDD Holdings reported Q1 2026 revenue of RMB106.2B (+11% YoY) and operating profit of RMB19.6B (+22%
May 28, 2026
MIXED
PRESS-RELEASE
5/10
PDD Holdings reported Q1 2026 revenue of RMB106.2B ($15.4B), up 11% YoY, and GAAP EPS of RMB8.94 per
May 27, 2026
NEUTRAL
PRESS-RELEASE
2/10
PDD announced its Q1 2026 earnings release date (May 27 before market open) — a routine scheduling e
May 20, 2026
BEARISH
20-F
6/10
PDD's 20-F for FY2025 shows revenue growth of 10% to RMB431.8B, but net income declined 13% to RMB97
Apr 29, 2026
NEUTRAL
CLUSTER
2/10
Analysis based on filing metadata only — document content was unavailable. Two directors sold shares
Apr 1, 2026
BULLISH
INST-CLUSTER
8/10
Three major institutions — Norges Bank, Dodge & Cox, and RenTech — initiated or expanded positions i
Feb 28, 2026
Current analyst consensus: Buy (65% buy). Based on 40 analysts: 7 strong buy, 19 buy, 13 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$119.98 mean target
+46.4% upside
Strong Buy (1.86)
$87.08 Low
$170.13 High
| Metric | Value |
|---|---|
| Current Price | $81.93 |
| Target Low | $87.08 |
| Target Mean | $119.98 |
| Target Median | $118.10 |
| Target High | $170.13 |
| # Analysts | 33 |
| Recommendation | Strong Buy (1.86) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$18.35 | $12.72 | $21.42 | -16.9% | -12.0% | 0↑ 8↓ | $114.4B | 10.0% | 12 |
| Next Q 2026-09-30 |
$18.58 | $14.22 | $21.97 | -11.9% | -10.3% | 1↑ 6↓ | $121.2B | 12.0% | 9 |
| Current FY 2026-12-31 |
$68.36 | $50.05 | $79.17 | -5.5% | -16.7% | 0↑ 23↓ | $479.9B | 11.1% | 28 |
| Next FY 2027-12-31 |
$83.97 | $53.16 | $112.30 | 22.8% | -12.7% | 0↑ 26↓ | $535.9B | 11.7% | 30 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $18.346 | |
| 7d ago | $18.346 | |
| 30d ago | $20.848 | -2.502 |
| 60d ago | $20.848 | -2.502 |
| 90d ago | $22.490 | -4.144 |
7 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 28, 2026 | Barclays | DOWNGRADE | Overweight | Equal-Weight |
| May 28, 2026 | Macquarie | DOWNGRADE | Outperform | Neutral |
| May 28, 2026 | Bernstein | MAINTAIN | Market Perform | Market Perform |
| May 28, 2026 | Benchmark | MAINTAIN | Buy | Buy |
| May 27, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | Freedom Capital Markets | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 19 | 13 | 1 | 0 | 65% | |
| May 1, 2026 | 9 | 24 | 9 | 1 | 0 | 77% | |
| Apr 1, 2026 | 9 | 23 | 10 | 1 | 0 | 74% | |
| Mar 1, 2026 | 9 | 22 | 11 | 1 | 0 | 72% | |
| Feb 1, 2026 | 9 | 21 | 12 | 1 | 0 | 70% | |
| Jan 1, 2026 | 10 | 21 | 12 | 1 | 0 | 70% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
33°
Cool
Bearish
Neutral
Bullish
8 mentions
0 bullish
4 bearish
8 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 27, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 27, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 25, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| May 25, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 25, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
PDD Q1 Earnings Call Live Transcript
▲ 1
💬 0
⚡ 0.5
PDD Holdings(Temu) Just Hit a Fresh 52-Week Low. Buyers or Sellers Heading Into Earnings?
▲ 1
💬 0
⚡ 0.5
PDD Q4 Earnings Call Live Transcript
▲ 1
💬 0
⚡ 0.5
May 28, 2026
options_unusual
Unusual Call: PDD $90 2026-09-18 — $5.3M premium
Vol: 10,006 vs OI: 597 (16.8x). Price: $5.15, IV: 39%, Delta: 0.44. Direction: OPENING
May 27, 2026
earnings
PDD Holdings Announces First Quarter 2026 Unaudited Financial Results
<p align="justify">DUBLIN and SHANGHAI, May 27, 2026 (GLOBE NEWSWIRE) -- PDD Holdings Inc. (“PDD Holdings” or the “Company”) (NASDAQ: PDD), today an
May 27, 2026
short_volume
Short Volume: PDD — 72.3% short (11.3M / 15.6M)
Short: 11,298,668 | Exempt: 380,630 | TRF Vol: 15,634,860 | Short Ratio: 72.3% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: PDD — 55.6% short (1.6M / 3.0M)
Short: 1,647,417 | Exempt: 1,155 | TRF Vol: 2,962,352 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 25, 2026
earnings_calendar
PDD Q1 2026 Earnings Before Market Open — 2026-05-25
May 22, 2026
short_volume
Short Volume: PDD — 63.4% short (2.2M / 3.5M)
Short: 2,226,662 | Exempt: 4,391 | TRF Vol: 3,511,498 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
May 20, 2026
earnings
PDD Holdings to Report First Quarter 2026 Unaudited Financial Results on May 27, 2026
<p align="left">DUBLIN and SHANGHAI, May 20, 2026 (GLOBE NEWSWIRE) -- PDD Holdings Inc. (“PDD Holdings” or the “Company”) (NASDAQ: PDD) today announ
May 14, 2026
short_volume
Short Volume: PDD — 55.2% short (1.4M / 2.6M)
Short: 1,408,608 | Exempt: 40 | TRF Vol: 2,550,082 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: PDD — 33,127 shares ($3.2M) failed to deliver
Settlement: 20260430, Price: $97.67, FTD Value: $3,235,514.09, PDD HOLDINGS INC. AMERICAN DEP
Apr 28, 2026
short_volume
Short Volume: PDD — 57.5% short (0.7M / 1.1M)
Short: 653,654 | Exempt: 15 | TRF Vol: 1,136,972 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: PDD — 57.9% short (0.8M / 1.4M)
Short: 797,331 | Exempt: 0 | TRF Vol: 1,377,323 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: PDD — 60.7% short (1.5M / 2.4M)
Short: 1,484,509 | Exempt: 19 | TRF Vol: 2,443,672 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: PDD — 60.4% short (2.6M / 4.3M)
Short: 2,621,740 | Exempt: 2,826 | TRF Vol: 4,343,450 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
options_unusual
Unusual Call: PDD $105 2027-01-15 — $1.8M premium
Vol: 1,027 vs OI: 1,916 (0.5x). Price: $16.80, IV: 39%, Delta: 0.64. Direction: UNKNOWN
Apr 6, 2026
short_volume
Short Volume: PDD — 58.2% short (0.8M / 1.4M)
Short: 791,237 | Exempt: 20 | TRF Vol: 1,360,477 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)