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JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection
Benzinga90d agoneutral
JD.Com Analyst Raises Estimates On Recovering Profitability, Earnings Inflection

Shares of JD.Com Inc (NASDAQ:JD) surged on Wednesday after the company posted strong first-quarter (Q1) results. Benchmark analyst Fawne Jiang said the Q1 results and second-quarter outlook point to "a clear earnings inflection point," with profitability growth "firmly back on track." The JD.Com Analyst: Jiang, reiterated a Buy rating and raised the price target from $38 to $42. The JD.Com Thesis: Despite a challenging backdrop, the company delivered modestly better-than-expected revenue, margin

Alibaba, Tencent Disappoint Investors Hoping for Big AI Payoff
Bloomberg90d agobearish
Alibaba, Tencent Disappoint Investors Hoping for Big AI Payoff

(Bloomberg) -- China’s twin leaders in artificial intelligence reported revenue that fell short of estimates, disappointing investors who hoped their growing spending on AI would turbocharge growth.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAlibaba Group Holding Ltd. post

JD.com (JD) Earnings A Test For Michael Burry’s Bull Thesis
Insider Monkey91d agoneutral
JD.com (JD) Earnings A Test For Michael Burry’s Bull Thesis

JD.com Inc. (NASDAQ:JD) is one of the 9 Stocks Big Short’s Michael Burry Is Betting On. On May 5, an SPDB analyst set a target price of HK$135 on JD.com Inc. (NASDAQ:JD) and maintained a Buy rating on the stock. This reflects a 14.5% upside from here on. Michael Burry usually backs stocks for much […]

JD.com Q1 Earnings Call Highlights
MarketBeat91d agoneutral
JD.com Q1 Earnings Call Highlights

JD.com (NASDAQ:JD) reported a faster pace of revenue growth and higher profitability in the first quarter of 2026, as gains in general merchandise, marketplace services and logistics helped offset continued pressure in electronics and home appliances. Chief Executive Officer Sandy Xu said total rev

China's JD.com reports 5% rise in quarterly revenue, beating estimates
Reuters Videos91d agobullishVIDEO
China's JD.com reports 5% rise in quarterly revenue, beating estimates

<body><p>STORY: JD.com beat first-quarter revenue and profit expectations on Tuesday.</p><p>It was seen as a positive sign by investors and shares rose about 1% after the update.</p><p>Subsidies from local governments have proved helpful to JD.com.</p><p>It's encouraged consumers to trade in old appliances and electronics, with JD.com the biggest retailer of these goods.</p><p>Markets watchers will want to see if Beijing's subsidy program can help the firm keep up its momentum.</p><p>Especially as tariff and consumer-demand pressure mounts.</p><p>JD.com's&nbsp;home Chinese market has long struggled with weak consumer confidence.</p><p>That's due to a property slump and higher tariffs imposed by the U.S. on many Chinese goods.</p><p>The U.S.-Iran war has also raised fuel prices and the cost living - which has hit consumer spending power.</p><p>JD.com said revenue for the quarter ended March was just under $46.5 billion - that was&nbsp;ahead of analyst forecasts.</p><p>However, higher costs hit net income.</p><p>JD.com has spent more on fulfilment&nbsp;costs, research and development as well as marketing.</p></body>

Investing.com108d agoneutral
The GDP-employment disconnect is deepening in China

Investing.com -- China’s economy is facing a deepening rift between headline growth and labor market health. The nation posted a solid 5.0% year-on-year GDP print in the first quarter of 2026. But, underlying data reveal persistent weakness in employment, particularly among younger cohorts.