Core Viewpoint - PDD Holdings Inc. Sponsored ADR is experiencing notable interest from investors, with recent performance showing a +1% return over the past month, compared to the S&P 500's +3.3% and a -1.2% change in the Zacks Diversified Operations industry [1] Earnings Estimates Revisions - For the current quarter, PDD is expected to report earnings of $2.85 per share, reflecting a +97.9% change year-over-year, with a +33.3% increase in the Zacks Consensus Estimate over the last 30 days [3] - The consensus earnings estimate for the current fiscal year is $12.18, indicating an +85.7% change from the previous year, with a +42.6% revision in the last month [3] - For the next fiscal year, the earnings estimate is $14.75, showing a +21.1% change year-over-year, with a +38.4% increase in the estimate over the past month [3] Revenue Growth Potential - The consensus sales estimate for the current quarter is $13.79 billion, representing a +91.2% year-over-year change [6] - For the current fiscal year, the sales estimate is $56.94 billion, indicating a +64.4% change, while the next fiscal year's estimate is $73.53 billion, reflecting a +29.2% change [6] Recent Performance and Surprises - In the last reported quarter, PDD Holdings Inc. achieved revenues of $12.02 billion, a +119.4% year-over-year increase, and an EPS of $2.83 compared to $1.01 a year ago [7] - The company exceeded the Zacks Consensus Estimate for revenues by +13.2% and for EPS by +76.87% [7] - PDD has consistently beaten consensus EPS and revenue estimates in the last four quarters [7] Valuation Metrics - PDD Holdings Inc. is currently graded D in the Zacks Value Style Score, indicating it is trading at a premium compared to its peers [10] - Valuation multiples such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF) are essential for assessing whether the stock is fairly valued [8] Conclusion - The Zacks Rank 1 (Strong Buy) suggests that PDD Holdings Inc. may outperform the broader market in the near term, supported by strong earnings and revenue growth projections [11]

我不会告诉他其实真相是我当时家境富裕，老师在有意的讨好我们家。我说这话不是狂妄自大，我说几件小事你们感受一下： 1、学校春游出行没有车，只能求助学生家长，最后约了4辆车，我父亲弄来了2辆。 昨晚我说我有速算小能手的合照，读者说没照片没真相，这个真的有，可以发一下。 背景是老东湖公园里的亭子和少年宫，现在已经拆了，改建成了骆临海祠，就是那个写鹅鹅鹅，曲项向天歌的骆冰王，他不是临海人，不过被贬官到临海 当过一年县丞，第二年就跟徐敬业造反去了。 照片上都是速算小能手，老师给大家拍个照片放到橱窗，以示鼓励。1、2、3年级都有我，昨天就有人问4、5、6年级怎么没了，是不是我不行了。 直接给我气笑了，谁家小学高年级还比速算的，你咋不问阿里全球数学竞赛有没有速算王？ 其实这张照片里还有一个要素，就是我当时是两条杠，哈哈哈，我每次都拿这一点pua我儿子，让他知道老父亲小时候很优秀，比他优秀。 那是怎么亏倒闭的呢？主要是销售环节出问题了，当时父亲作为厂长跑了几个展会，谈了几个外省的买家，对方装的很有实力，父亲以为找到大金主，签 完合同后就喜滋滋的把几十万的拖鞋货品发送过去。 2、学校期末考，但是校方设备出故障了，弄不出试卷。班 ...

Core Viewpoint - PDD Holdings (NASDAQ:PDD) has demonstrated strong operational momentum and growth, achieving nearly 90% growth in 2023, primarily driven by a 250% year-over-year increase in transaction services, while maintaining a relatively low valuation due to geopolitical risks [2][3][4]. Group 1: Growth and Revenue Trends - Pinduoduo's business model leverages network effects through team purchases, which enhances customer engagement and reduces acquisition costs, leading to rapid growth [3]. - Total revenues for PDD have shown significant growth, with 2023 total revenues reaching RMB 247.64 billion (approximately USD 34.5 billion), marking an 89.68% year-over-year increase [4]. - The fourth quarter of 2023 saw a remarkable 123% total revenue growth, with transaction services growing by 357% [4][6]. Group 2: Cost Management and Profitability - PDD has achieved economies of scale, with sales and marketing expenses as a percentage of revenue decreasing from approximately 103% in 2018 to around 33% in 2023 [5]. - The EBIT margin was approximately 24% at the end of 2023, indicating strong profitability despite rising costs [6]. - Operating costs are expected to continue benefiting from favorable dynamics due to an engaged customer base and strengthening network effects [6]. Group 3: Cash and Investment Opportunities - PDD holds substantial cash reserves, with cash and cash equivalents amounting to RMB 59.79 billion (approximately USD 8.42 billion) at the end of 2023, providing significant optionality for future investments [8][10]. - The company generated net interest and investment income of RMB 10.24 billion (approximately USD 1.44 billion) in 2023, which constituted about 17% of total operating income [8]. - There is potential for PDD to invest its liquid resources, estimated at RMB 288 billion (approximately USD 40 billion), into higher-return opportunities, particularly in international markets [11][12]. Group 4: Market Position and Competitive Landscape - PDD's scale and embedded network effects create a competitive advantage that is difficult for rivals to replicate, despite competition from various eCommerce and retail models [3]. - The Chinese government's recent initiatives to boost international eCommerce could further enhance PDD's growth prospects, especially through its subsidiary Temu [12].

Core Viewpoint - PDD Holdings Inc. has reached a significant support level, indicating a potential investment opportunity from a technical perspective [1] Technical Analysis - PDD recently broke through the 20-day moving average, suggesting a short-term bullish trend [1] - The 20-day simple moving average is a useful tool for traders, as it smooths out short-term price trends and provides more trend reversal signals compared to longer-term moving averages [1] - A stock price above the 20-day moving average indicates a positive trend, while a price below it may signal a negative trend [1] Earnings Estimates - PDD has experienced positive earnings estimate revisions, with no estimates decreasing in the past two months and three estimates increasing [3] - The consensus estimate for PDD has also increased, reinforcing the bullish outlook for the company [3] - Investors are encouraged to monitor PDD for potential gains in the near future due to its key technical level and positive earnings revisions [3]

Market Overview - The S&P 500 and Nasdaq reached record highs on June 6, driven by technology stocks, with a favorable environment for growth stocks due to backing off interest rates [1] - Economic indicators are strong, with the U.S. adding 272,000 jobs in May and a projected 3.1% real GDP growth for Q2 [1] Growth vs. Value - Growth stocks have consistently outperformed value stocks since the 2007-2008 financial crisis, supported by low interest rates [1] - Despite rising rates, the current economic conditions remain favorable for growth stocks [1] PDD Holdings (PDD) - PDD Holdings is expanding its reach beyond China, successfully entering the U.S. market with its platform Temu, which has gained traction through aggressive marketing [3][4] - The company reported a 124% year-over-year revenue increase in Q1, with adjusted earnings per American depositary share growing by 199% [4] - PDD's forward PEG non-GAAP ratio stands at 0.33, indicating it is a strong growth stock pick [4] Amazon (AMZN) - Amazon is highlighted as a key growth stock, benefiting from its leadership in e-commerce and cloud computing, with $49 billion in digital advertising revenue [6] - The company is expected to see substantial earnings growth due to reduced capital expenditures and increased cost efficiencies through automation and AI [7] - Analysts project earnings growth of 56% in 2024 and 26% in 2025, with a median price target of $221 [7] Shift4 Payments (FOUR) - Shift4 Payments has seen significant insider buying, indicating confidence in the company's future [8] - The company is projected to achieve 39% EBITDA growth in 2024, supported by a roll-up strategy in acquiring point-of-sale systems [8] - In Q1 2024, Shift4's SkyTab system experienced a 38% quarter-over-quarter growth in installs, contributing to a 50% increase in end-to-end payment volume [9] - The company is expanding into new verticals, including sports and entertainment, with notable partnerships [9]

Core Viewpoint - The average brokerage recommendation (ABR) for PDD Holdings Inc. Sponsored ADR is 1.04, indicating a consensus between Strong Buy and Buy based on 14 brokerage firms' recommendations [1][2]. Brokerage Recommendations - Out of the 14 recommendations, 13 are classified as Strong Buy and 1 as Buy, representing 92.9% and 7.1% of total recommendations respectively [2]. - Despite the positive ABR, reliance solely on brokerage recommendations may not be prudent, as studies indicate limited success in guiding investors towards stocks with the highest price increase potential [2]. Analyst Bias - Brokerage analysts often exhibit a strong positive bias due to their firms' vested interests, leading to a disproportionate number of favorable ratings compared to negative ones [2][5]. - For every "Strong Sell" recommendation, there are five "Strong Buy" recommendations, indicating a misalignment of interests between brokerage firms and retail investors [2][3]. Zacks Rank vs. ABR - The Zacks Rank, which is based on earnings estimate revisions, is a more reliable indicator of near-term stock price performance compared to ABR, which is solely based on brokerage recommendations [3][4]. - Zacks Rank is displayed in whole numbers (1 to 5) and is updated more frequently, reflecting timely changes in earnings estimates [4][6]. Earnings Estimates for PDD - The Zacks Consensus Estimate for PDD Holdings Inc. has increased by 42.6% over the past month to $12.18, indicating growing analyst optimism regarding the company's earnings prospects [7]. - This significant change in consensus estimates, along with other factors, has resulted in a Zacks Rank 1 (Strong Buy) for PDD Holdings Inc. [7].

PDD Holdings Inc. Sponsored ADR (PDD) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this company have returned +5.5%, compared to the Zacks S&P 500 composite's +3.5% change. During this period, the Zacks Diversified Operations industry, which PDD Holdings Inc. Sponsored ADR falls in, has gained 8.5%. The key question now is: What co ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores ...

Investors might want to bet on PDD Holdings Inc. (PDD) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The upward trend in estimate revisions for this company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trend ...

Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, June 3rd:PDD Holdings Inc. (PDD) : This e-commerce company that operates Pinduoduo has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 43.8% over the last 60 days.PDD’s shares gained 22.7% over the last three months compared with the S&P 500’s advance of 3.6%. The company possesses a Momentum Score of A.MS&AD Insurance Group Holdings, Inc. (MSADY) : Thi ...