Latest news with #JD.ComInc
Yahoo
16-04-2025
- Business
- Yahoo
Is JD.Com Inc. (NASDAQ:JD) a Reddit Stock with High Potential?
We recently published a list of the . In this article, we are going to take a look at where Inc. (NASDAQ:JD) stands against other Reddit stocks with high potential. On April 15, Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, joined 'Closing Bell Overtime' on CNBC to discuss how investors should avoid knee-jerk reactions when it comes to volatility. Monica Guerra pointed out the significance of focusing on President Trump's statements, as they contribute to market volatility despite their mixed and unclear nature. She acknowledged that deciphering his comments is challenging because they lack clarity but staying attentive to both presidential statements and congressional actions is still crucial. She stressed that policy certainty might emerge once Congress finalizes the budget, which is expected around August this year. She also emphasized that while the day started positively with markets up by 0.79%, the situation otherwise remains uncertain. She reminded clients that the 90-day reprieve on tariffs is not the end of the story and the ongoing studies on semiconductors could lead to additional pressures related to tariffs and market volatility. Guerra noted that tariff revenues are being considered as funding sources for tax cuts and this interplay between tariffs and taxes could influence market volatility. On discussing future developments in tariff policy, she mentioned that more than 70 countries have approached President Trump in attempts to renegotiate the universal 10% tariff and reciprocal tariffs. She cautioned that even if reciprocal tariffs are eliminated and only the universal tariff remains, additional increases could be highly inflationary. China's effective tariff rate is already at 145% and adding reciprocal tariffs could push inflationary pressures further. Guerra advised clients against reacting impulsively to such news and encouraged them to focus on long-term investment goals. We sifted through Reddit threads to make a list of the top stocks with the highest analysts' upside potential (at least 30%) as of April 15. The stocks are ranked in ascending order of their upside potential. We have also added the hedge fund sentiment for each stock, as of Q4 2024. The hedge fund data was sourced from Insider Monkey's database which tracks the moves of over 1000 elite money managers. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A wide and imposing view of a supply chain distribution center, illustrating the company's technology capabilities. Number of Hedge Fund Holders: 78 Average Upside Potential as of April 15: 44.95% Inc. (NASDAQ:JD) is a supply chain-based technology and service provider. It offers computers, communication, consumer electronics products, home appliances, and general merchandise products. It also provides integrated data, technology, business, and user management industry solutions for digitizing enterprises. It operates tech-driven supply chain solutions and logistics services as well. The company's CAGR from 2019 to 2024 was 15%, recent years have shown a slowdown, with growth of 3.7% in 2023 and 6.8% in 2024. However, on March 10, Mizuho raised its price target for Inc. (NASDAQ:JD) from $43 to $50 while maintaining an Outperform rating. ended 2024 with a 7% year-over-year improvement in its overall revenue, which exceeded the total retail sales and online physical goods growth. The company's Electronics and Home Appliances category generated RMB 174.1 billion in Q4 2024 revenue. This was a 15.8% increase year-over-year. This was fueled by well-established supply chain, its focus on providing high-quality service, and the trust that the company's consumers place in the platform for these types of products. Government stimulus policies, such as trade-in programs, have also improved consumer demand within the electronics and home appliances sector. Ariel Global Fund stated the following regarding Inc. (NASDAQ:JD) in its Q3 2024 investor letter: 'China-based E-commerce company, Inc. (NASDAQ:JD) was the top contributor in the quarter as the People's Bank of China's (PBOC) comprehensive stimulus measures bolstered investor confidence in the Chinese economy. The improving economic sentiment is fueling consumer spending which benefits the company's retail operations. Additionally, the company's strategic decision to diversify general merchandise product offerings, expand its third-party marketplace business and monetize advertising streams has contributed to consecutive quarterly earnings beats. is also poised to capitalize on the home appliance trade-in program, which is one of its largest product categories. Given the favorable market environment, the company's strategic positioning and supply chain efficiency improvements, we continue to like its long-term growth prospects.' Overall, JD ranks 6th on our list of the 12 Reddit stocks with high potential. While we acknowledge the growth potential of JD, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than JD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
08-03-2025
- Business
- Yahoo
Is JD.Com Inc. (JD) the Most Undervalued Large Cap Stock to Buy Now?
We recently published a list of . In this article, we are going to take a look at where Inc. (NASDAQ:JD) stands against other most undervalued large cap stocks to buy now. On March 4, David Katz, Chief Investment Officer at Matrix Asset Advisors, joined 'The Exchange' on CNBC to share his perspective on the current state of the bull market and what February's mixed action and sector rotation might signal for the rest of the year. Katz acknowledged that while people might not want to hear it, the volatility seen in February is likely to persist throughout the year, with both upside and downside movements. He emphasized that this creates opportunities for investors but also necessitates caution. Katz highlighted several positive factors supporting the market, which included a strong economy and solid corporate performance. However, he expressed concerns about certain policies from the administration, such as tariffs, immigration, and the relationship with the Fed. While these issues have been largely ignored by the market so far, Katz warned that they could eventually lead to a 3-5% correction. Despite this, he remained optimistic about the economy's ability to navigate these challenges and recommended buying into market dips rather than chasing rallies. To support his sentiment, Katz pointed to companies that have already experienced significant corrections and are positioned to perform well regardless of broader market movements. He highlighted their strong fundamentals, attractive valuations (most trading at under 13-14 times earnings), and good outlooks. He also noted that last year's market leaders have slowed significantly, while sectors that underperformed are beginning to show meaningful improvement, a trend he expects to continue. This sector rotation suggests that investors should be prepared to adapt their strategies as different sectors gain momentum throughout the year. We used the Finviz stock screener to compile a list of the top stocks trading between $10 billion and $200 billion. We then selected stocks with a forward P/E ratio under 15 and made a list of 12 stocks that were the most popular among elite hedge funds and that analysts were bullish on. The stocks are ranked in ascending order of the number of hedge funds that have stakes in them, as of Q4 2024. The hedge fund data was sourced from Insider Monkey's database which tracks the moves of over 900 elite money managers. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A wide and imposing view of a supply chain distribution center, illustrating the company's technology capabilities. Forward Price-to-Earnings Ratio as of March 4: 9.75 Number of Hedge Fund Holders: 78 Inc. (NASDAQ:JD) is a Chinese supply chain-based technology and service provider. It offers products like electronics, home appliances, and general merchandise. It also offers online marketplace services, marketing solutions, and omni-channel capabilities. Beyond its core retail operations, it develops and manages logistics infrastructure, provides integrated technology and supply chain solutions, and offers online healthcare services. JD Logistics is a key component of the company's overall success and is building a strong logistics network. In Q3 2024, the segment's revenue grew by 7% year-over-year, with internal revenue up 8% and external revenue up 6%. This growth shows the effectiveness of JD Logistics' efforts to expand its reach and service both Inc. (NASDAQ:JD) and external clients. The company improved its profitability in Q3 through this segment. Non-GAAP operating income saw a 624% year-over-year increase. JD Logistics is expanding globally with doubled warehouse capacity anticipated by 2025. It's investing heavily in smart technologies like AI and automation to enhance efficiency and customer experience. These include such intelligent warehousing systems and 5G-powered smart logistics parks. Ariel Global Fund is highly positive on the company due to its strong performance driven by Chinese stimulus, improved consumer spending, successful diversification strategies, and the ability to capitalize on growth opportunities like home appliance trade-in programs. It stated the following regarding Inc. (NASDAQ:JD) in its Q3 2024 investor letter: 'China-based E-commerce company, Inc. (NASDAQ:JD) was the top contributor in the quarter as the People's Bank of China's (PBOC) comprehensive stimulus measures bolstered investor confidence in the Chinese economy. The improving economic sentiment is fueling consumer spending which benefits the company's retail operations. Additionally, the company's strategic decision to diversify general merchandise product offerings, expand its third-party marketplace business and monetize advertising streams has contributed to consecutive quarterly earnings beats. is also poised to capitalize on the home appliance trade-in program, which is one of its largest product categories. Given the favorable market environment, the company's strategic positioning and supply chain efficiency improvements, we continue to like its long-term growth prospects.' Overall, JD ranks 9th on our list of most undervalued large cap stocks to buy now. While we acknowledge the growth potential of JD as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than JD but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at Insider Monkey.
