Recently, Zacks.com users have been paying close attention to JD.com (JD). This makes it worthwhile to examine what the stock has in store.
JD Sports Fashion PLC's (LSE:JD) third-quarter trading update was a mixed bag, analysts said, with a stronger-than-expected showing in North America helping offset ongoing weakness in footwear and soft UK demand. Group guidance for full-year profit before tax and adjusting items was trimmed to the lower end of expectations as group like-for-like sales fell 1.7% in the 13 weeks to 1 November, though this was an improvement on the 3% decline in the first half and better than the 2$ decline that analysts expected.
JD's post Q3 FY2025 earnings selloff is largely due to concerns about elevated costs in food delivery and promotions, despite beating both revenue and EPS. The New Business segment, including food delivery, grew 214% YoY, but its operating loss wiped out the entire gains from JD Retail and Logistics. Food delivery is helping boost cross-sell GMV across e-commerce, and the conversion rate keeps steadily improving, expecting strong retail in Q4.
Recently, Zacks.com users have been paying close attention to JD.com (JD). This makes it worthwhile to examine what the stock has in store.
JD.com's Q3 earnings top estimates as revenues climb and retail, logistics and new businesses record broad-based growth despite margin pressure.
JD.com delivered strong quarterly results, beating earnings and revenue estimates, highlighting robust growth and a shift to a diversified e-commerce platform. JD trades at an ultra-low forward P/E of around 6.5, with a PEG ratio near 0.6, making JD extremely undervalued relative to its growth prospects. Wall Street maintains bullish price targets for JD, with an average upside potential of 45% and limited downside risk, reinforcing the stock's appeal.
JD.com, Inc. ( JD ) Q3 2025 Earnings Call November 13, 2025 7:00 AM EST Company Participants Sean Shibiao Zhang - Director of Investor Relations Xu Ran - CEO & Executive Director Ian Su Shan - Chief Financial Officer Conference Call Participants Kenneth Fong - UBS Investment Bank, Research Division Ronald Keung - Goldman Sachs Group, Inc., Research Division Alicis a Yap - Citigroup Inc., Research Division Thomas Chong - Jefferies LLC, Research Division Presentation Operator Hello, and thank you for standing by for JD.com's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Today's conference is being recorded.
The Chinese e-commerce giant ‘s quarterly profit dropped 55% as it continued its push into the highly competitive food-delivery space and other new businesses.
JD.com and ts rivals Alibaba Group Holding and Meituan have been locked in an e-commerce price war.
JD.com (JD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
JD heads into Q3 with steady retail momentum and solid revenue growth, but rising costs and stiff competition threaten margins.
I'm maintaining JD.com, Inc. with a Buy ahead of 3Q25 earnings, as I see negatives priced in and the $32 level as an attractive entry for long-term investors. JD trades at a steep valuation discount to Alibaba, with a forward P/E of 11.95x and strong margin expansion over 13 consecutive quarters. Management's bold diversification, be it in international expansion, food delivery, and exclusive EV sales, positions it for potential upside surprises.