PDD

PDD Holdings Inc.

Nasdaq · Services-Business Services, NEC · Inc. E9 · CIK 0001737806
$96.32 -1.86% $139.7B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$139.7B
Cap SizeLarge Cap
Inst. Holders11 funds
Inst. Value$8.2B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$208.2K
Reddit Sentiment38° Cool
SEC Reports4
Press Releases2
Exchange Nasdaq·Sector Services-Business Services, NEC·Inc. E9·CIK 0001737806·Prev Close $98.15

Recent Activity

May 25, 2026 earnings_calendar
PDD Q1 2026 Earnings Before Market Open — 2026-05-25
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
Apr 29, 2026 SEC
PDD's 20-F for FY2025 shows revenue growth of 10% to RMB431.8B, but net income declined 13% to RMB97.8B, driven by incre
20-F — Impact 6/10
Apr 1, 2026 SEC
Analysis based on filing metadata only — document content was unavailable. Two directors sold shares in a recent insider
CLUSTER — 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

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$142.86 (Jan 2026)
Current $96.33 Low $110.59 Median $144.07 High $207.23 33 analysts
$110.59 $207.23

Analyst Ratings

Historical distribution77% buy · 43 analysts · last covering-analyst action Jan 2026
9Strong Buy
24Buy
9Hold
1Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jan 6, 2026 Freedom Capital Markets MAINTAIN Buy → Buy
Jan 6, 2026 Freedom Broker MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $16.37 $13.62 — $18.88 43% YoY 12
Next Q $20.84 $19.02 — $22.41 -6% YoY 9
Current FY $82.08 ▼ -0.6% $70.04 — $95.26 13% YoY 30
Next FY $96.22 $64.40 — $124.04 17% YoY 29

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$3.7B
FMR LLC$1.7BTRIM
NORGES BANK$1.1BNEW
MORGAN STANLEY$674.5MADD
DODGE & COX$503.4MNEW

Recent Insider Trades

DateInsiderTypeValue
Mar 30, 2026Kam AnthonySELL$152.4K
Mar 30, 2026Rietjens IvonneSELL$55.8K

Reddit Sentiment

38°
Cool
Bearish Neutral Bullish
4 mentions 0 bullish 2 bearish
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

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC32,810,630$3.7B45.4%
2FMR LLC14,597,758$1.7B20.2%TRIM -45.9%
3NORGES BANK9,396,292$1.1B13.0%NEW
4MORGAN STANLEY5,948,846$674.5M8.2%ADD +31.9%
5DODGE & COX4,439,800$503.4M6.1%NEW
6BANK OF AMERICA CORP /DE/3,057,744$346.7M4.2%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,249,313$141.7M1.7%NEW
8CAUSEWAY CAPITAL MANAGEMENT LLC371,241$42.1M0.5%NEW
9RENAISSANCE TECHNOLOGIES LLC273,900$31.1M0.4%ADD +66.6%
10WELLS FARGO & COMPANY/MN135,516$15.4M0.2%TRIM -40.5%
11Mawer Investment Management Ltd.34,390$3.9M0.0%ADD +27.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW9,396,292$1.1B2025-Q4
DODGE & COXNEW4,439,800$503.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD164,400273,900+66.6%$31.1M2025-Q4
WELLS FARGO & COMPANY/MNTRIM227,886135,516-40.5%$15.4M2025-Q4
CAUSEWAY CAPITAL MANAGEMENT LLCNEW309,641$40.9M2025-Q3
WELLS FARGO & COMPANY/MNADD143,220227,886+59.1%$30.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT742,000164,400-77.8%$21.7M2025-Q3
Mawer Investment Management Ltd.ADD27,00034,400+27.4%$4.5M2025-Q3
NORGES BANKEXIT9,199,1720-100.0%$0.002025-Q3
FMR LLCTRIM27,611,01614,933,065-45.9%$1.6B2025-Q2
NORGES BANKNEW9,199,172$962.8M2025-Q2
UBS Group AGADD6,408,0478,253,307+28.8%$863.8M2025-Q2
MORGAN STANLEYADD6,166,7288,135,809+31.9%$851.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD589,900742,000+25.8%$77.7M2025-Q2
CAUSEWAY CAPITAL MANAGEMENT LLCEXIT105,9260-100.0%$0.002025-Q2
MORGAN STANLEYTRIM8,638,6686,166,728-28.6%$729.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM947,500589,900-37.7%$69.8M2025-Q1
WELLS FARGO & COMPANY/MNTRIM266,829161,667-39.4%$19.1M2025-Q1
CAUSEWAY CAPITAL MANAGEMENT LLCNEAR_EXIT446,272105,926-76.3%$12.5M2025-Q1
Mawer Investment Management Ltd.NEW27,000$3.2M2025-Q1
TWO SIGMA INVESTMENTS, LPEXIT20,1000-100.0%$0.002025-Q1
NORGES BANKEXIT8,374,5320-100.0%$0.002025-Q1
UBS Group AGADD6,067,5698,249,531+36.0%$800.1M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD606,200947,500+56.3%$91.9M2024-Q4
CAUSEWAY CAPITAL MANAGEMENT LLCTRIM768,777446,272-42.0%$43.3M2024-Q4
2 unique insiders with 2 transactions. Net insider value: -$208.2K ($0.00 bought, $208.2K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 30, 2026Kam Anthony Ping LeungDirectorSELL1,533$99.43$152.4K
Mar 30, 2026Rietjens Ivonne MCMDirectorSELL560$99.59$55.8K
Historical analyst distribution (last covering-analyst action Jan 2026): 77% buy across 43 analysts — 9 strong buy, 24 buy, 9 hold, 1 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jan 2026. No current recommendation available.
$142.86 mean target (Jan 2026)
$110.59 Low $207.23 High
MetricValue
Current Price$96.33
Target Low$110.59
Target Mean$142.86
Target Median$144.07
Target High$207.23
# Analysts33
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-03-31
$16.37 $13.62 $18.88 43.4% +0.0% 1↑ 3↓ $109.4B 14.3% 12
Next Q
2026-06-30
$20.84 $19.02 $22.41 -5.5% +0.0% 0↑ 4↓ $119.5B 14.9% 9
Current FY
2026-12-31
$82.08 $70.04 $95.26 13.4% -0.6% 0↑ 3↓ $493.9B 14.4% 30
Next FY
2027-12-31
$96.22 $64.40 $124.04 17.2% -0.3% 1↑ 2↓ $554.5B 12.3% 29

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$16.366
7d ago$16.366
30d ago$16.366
60d ago$17.963-1.597
90d ago$17.963-1.597
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jan 6, 2026 Freedom Capital Markets MAINTAIN Buy Buy
Jan 6, 2026 Freedom Broker MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202692491077%
Apr 1, 2026923101074%
Mar 1, 2026922111072%
Feb 1, 2026921121070%
Jan 1, 20261021121070%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

38°
Cool
Bearish Neutral Bullish
4 mentions 0 bullish 2 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 25, 2026140° Cool011
Mar 25, 2026140° Cool011
Mar 12, 2026150° Neutral001
Mar 12, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bearish 1mo ago
PDD Q4 Earnings Call Live Transcript
▲ 1 💬 0 ⚡ 0.5
May 25, 2026
earnings_calendar
PDD Q1 2026 Earnings Before Market Open — 2026-05-25
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)
Mar 27, 2026
short_interest
FTD: PDD — 144,138 shares ($14.5M) failed to deliver
Settlement: 20260327, Price: $100.62, FTD Value: $14,503,165.56, PDD HOLDINGS INC. AMERICAN DEP
Mar 26, 2026
short_interest
FTD: PDD — 333,643 shares ($34.2M) failed to deliver
Settlement: 20260326, Price: $102.61, FTD Value: $34,235,108.23, PDD HOLDINGS INC. AMERICAN DEP
Mar 25, 2026
earnings
PDD Holdings Announces Fourth Quarter 2025 and Fiscal Year 2025 Unaudited Financial Results
<p align="justify">DUBLIN and SHANGHAI, March 25, 2026 (GLOBE NEWSWIRE) -- PDD Holdings Inc. (“PDD Holdings” or the “Company”) (NASDAQ: PDD), today
Mar 25, 2026
short_volume
Short Volume: PDD — 54.6% short (3.0M / 5.5M)
Short: 2,999,685 | Exempt: 4,020 | Total: 5,496,694 | Ratio: 54.6%
Mar 24, 2026
short_interest
FTD: PDD — 23,061 shares ($2.2M) failed to deliver
Settlement: 20260324, Price: $96.25, FTD Value: $2,219,621.25, PDD HOLDINGS INC. AMERICAN DEP