Dec 30, 2025 • AzerNews
BULLISH
JD.com and Huawei forge technology collaboration
JD.com and Huawei Technologies have announced a deep technical cooperation aimed at optimizing advertising services through joint innovation projects. This collaboration will focus on low-latency inference for advertising, intelligent AI models, and cloud computing infrastructure to enhance stability and efficiency during peak traffic periods. The partnership could also accelerate AI-driven personalized marketing and serve as a blueprint for leveraging advanced AI in e-commerce.
Dec 30, 2025 • AD HOC NEWS
NEUTRAL
JD.com Inc Is Quietly Going Off — Is This the Chinese E?Com Stock You’re Sleeping On?
This article evaluates JD.com Inc, a major Chinese e-commerce platform, balancing the hype surrounding it with financial realities. It contrasts JD.com with rivals like Alibaba and PDD/Temu, highlighting JD's unique logistics-heavy approach. The piece concludes by advising potential investors on whether JD.com is a "cop" (worth buying) or a "drop" based on their risk tolerance and long-term outlook on the Chinese market.
Dec 30, 2025 • The Motley Fool
NEUTRAL
XY Capital Dumps 419,000 JD.com Shares in $13.7 Million Exit
XY Capital Ltd has fully divested its position in JD.com, selling all 419,251 shares for an estimated $13.68 million, as disclosed in a November 13, 2025 SEC filing. The exit comes amidst a long-term downtrend for JD.com's stock, with XY Capital redirecting focus to other holdings, primarily in the Chinese market, including Alibaba. This move reflects a strategic shift towards companies with broader tech models compared to JD.com's focus on retail and logistics.
Dec 30, 2025 • JD Corporate Blog
BULLISH
JINGDONG Property Signs Agreement for Grade-A Warehouse at the Special Integrated Logistics Zone, Riyadh
JINGDONG Property announced an investment in a new Grade-A logistics facility located in the Special Integrated Logistics Zone (SILZ) in Riyadh, Saudi Arabia. This facility will integrate JD.com's automation and digital operations to enhance efficiency and will be operated by JINGDONG Logistics. The investment aligns with Saudi Arabia's Vision 2030 and supports the Kingdom's logistics and industrial development by creating new employment opportunities and contributing to sustainable economic growth.
Dec 30, 2025 • Investing.com South Africa
SOMEWHAT-BEARISH
HSBC lowers JD.com stock price target to $37 on weaker appliance sales
HSBC has reduced its price target for JD.com (NASDAQ:JD) to $37 from $39, citing weaker home appliance sales trends, despite maintaining a Buy rating. The bank expects a 3% year-over-year revenue decline for JD Retail in Q4 2025 and has trimmed overall revenue and earnings estimates for 2025-2027 due to softer demand and margin dilution from a revenue mix shift, particularly from food delivery investments. Despite these adjustments, JD.com is considered undervalued by InvestingPro, currently trading at $29.40 with a strong cash position.
Dec 29, 2025 • Benzinga
SOMEWHAT-BEARISH
Holiday Lull, Weak Data Hit China's Tech Stocks
US-listed Chinese tech stocks, including Alibaba, JD.com, and PDD Holdings, experienced declines on Monday, mirroring losses in Hong Kong equities. This downturn was attributed to thin holiday trading and weak economic data from China, particularly a sharper-than-expected fall in industrial profits. Despite this recent pullback, Alibaba has seen significant year-to-date gains, driven by its cloud computing and AI initiatives.