JD JD.com Inc. Loading... : Bullish and Bearish Analyst Opinions
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04:56
Sep 03
Sep 03
Food-delivery price war easing structurally.
The China food-delivery price war is fading faster than expected, with better cost discipline and narrowing quick-commerce losses for JD and Alibaba; estimates have been revised up and shares have rebounded, with the improvement seen as structural rather than seasonal.
MED
02:30
Sep 03
Sep 03
Author highlights improving China services PMI as a positive macro signal but lists ETFs.
Author highlights improving China services PMI as a positive macro signal but lists ETFs and stocks as factual beneficiaries without stating any personal position or forward call.
LOW
15:08
Aug 24
Aug 24
Seeking Alpha reports Michael Burry exited BABA for JD and rates BABA a Hold due to dilution.
Seeking Alpha reports Michael Burry exited BABA for JD and rates BABA a Hold due to dilution and AI spending concerns, but no explicit author position is stated.
11:19
Aug 24
Aug 24
Prefer JD.com over Alibaba e-commerce exposure.
Michael Burry has come out preferring JD.com as a cleaner play on Chinese e-commerce over Alibaba, because Alibaba's pivot into AI cloud services and the dilutive Hong Kong follow-on have made the stock less attractive.
MED
09:03
Aug 24
Aug 24
Block hedging forces selling in Tencent, JD
Burry sold his Alibaba stake and bought JD.com instead, saying he expects price pressures for these companies to improve; he believes that benefits JD.com and Meituan, while Alibaba still has an AI-led revenue segment losing money despite widely downloaded models and a low-cost LLM price war.
MED
17:05
Aug 23
Aug 23
Michael Burry disclosed he exited his Alibaba position as overvalued and built a large position.
Michael Burry disclosed he exited his Alibaba position as overvalued and built a large position in rival retailer JD.com.
14:45
Aug 21
Aug 21
JD post-earnings selloff viewed as unjustified
Compares BABA's recent pullback to JD's post-earnings drop, viewing both selloffs as unjustified.
MED
14:46
Aug 20
Aug 20
JD Sports shows consumer weakness.
JD Sports' profit guidance cut and commentary that its core consumer is showing softness reveal cracks in discretionary demand, justifying the sharp selloff.
MED
03:25
Aug 18
Aug 18
Several heavyweight US investors are reshuffling their positions in Chinese tech stocks amid.
Several heavyweight US investors are reshuffling their positions in Chinese tech stocks amid the ongoing artificial intelligence boom, according to a South China Morning Post report.
07:57
Aug 17
Aug 17
Author analyzes China retail sales data showing online sales deceleration and weakening.
Author analyzes China retail sales data showing online sales deceleration and weakening domestic consumption, but expresses concern without making an explicit trade call on the listed Chinese e-commerce and tech tickers.
LOW
07:00
Aug 14
Aug 14
Hong Kong internet names weaken on demand.
Earnings reveal a divergence: Hong Kong internet names are weak on soft consumer demand, with JD.com logging its first revenue loss since 2014 and Meituan investors cautious, dragging the Hang Seng Tech Index lower.
MED
06:34
Aug 14
Aug 14
JD.com weak after first revenue decline
Chinese internet names remain a drag, with JD.com leading declines of about 10% after logging its first quarterly revenue loss, reflecting weak consumer sentiment.
MED
05:52
Aug 14
Aug 14
Weak consumption and AI costs pressure JD.com.
JD.com faces an overhang from weak China consumption, and its AI embedding is currently just a cost line with no clear monetization, making its bullish second-half guidance questionable as it relies heavily on a low base effect.
HIGH
04:39
Aug 14
Aug 14
JD struggles amid weak Chinese consumer spending.
JD.com faces sustainability questions regarding its margins and growth due to weak Chinese consumption, a calmer competitive landscape that may not last, and the need for continued heavy investments in AI.
MED
01:37
Aug 14
Aug 14
Dual listing and Stock Connect re-rate JD
JD should pursue a Hong Kong dual primary listing and Stock Connect inclusion to open the stock to mainland investors and drive a potential re-rating.
MED
01:35
Aug 14
Aug 14
Buy JD: strong cash flow, cheap valuation
Buy JD after the post-earnings selloff: marketing/logistics growth and lower new-business losses drove a large cash-flow improvement, leaving the stock at ~8x P/FCF with a 3.2% yield and $1B buyback through August 2027.
HIGH
11:17
Aug 13
Aug 13
JD.com reports Q2 2026 revenue decline of 2.9% but strong bottom-line growth with record retail.
JD.com reports Q2 2026 revenue decline of 2.9% but strong bottom-line growth with record retail margins and share repurchases.
10:11
Aug 13
Aug 13
JD Q2 mixed results, no directional view
Reports JD Q2 revenue miss, EPS beat, wider new-biz loss, strong FCF, and 2.7% premarket drop; no directional view.
LOW
03:17
Aug 13
Aug 13
JD Q2 preview: revenue and EPS growth
JD.com Q2 2026 earnings expected later today: revenue +3.5% to $51.5B, adjusted EPS +24.6% to $0.86, food-delivery losses cut ~50%.
LOW
07:10
Aug 12
Aug 12
China ADR Q2 earnings calendar, no view
Lists Q2 earnings dates for 13 China ADRs from Aug 12 to Sep 2; no directional view.
LOW
06:39
Aug 12
Aug 12
Chinese internet early in AI investment cycle.
Chinese hyperscalers (Tencent, JD.com, Baidu) are in a very early phase of AI investment compared to the U.S., with chip availability increasing and technology gap narrowing (Kimi3, Alibaba chairman model), giving them confidence to invest in AI CapEx and potentially generate strong returns.
MED
02:41
Aug 12
Aug 12
JD.com plans to directly import South Korean products according to a Yonhap news report.
09:54
Aug 09
Aug 09
JD.com cheap with cash and buybacks.
Michael Burry is investing in JD.com, the 'Amazon of China'. The company is deeply out of favor, has fallen ~70%, and is consolidating with high volume rotation. Its valuation ex-cash is only 5x earnings, with massive buybacks and dividends yielding 8% annual shareholder return. The business is stabilizing, not declining, and China remains a dynamic, entrepreneurial economy. Burry has a successful track record in Asian equities (e.g., Tencent).
HIGH
03:32
Aug 07
Aug 07
The author sarcastically pings NIO, BIDU, and JD management after Minimax's StockConnect surge.
The author sarcastically pings NIO, BIDU, and JD management after Minimax's StockConnect surge, implying they should emulate the move but without taking a position.
LOW
20:02
Aug 06
Aug 06
Author agrees with the parent's undervaluation thesis on Chinese names but frames it.
Author agrees with the parent's undervaluation thesis on Chinese names but frames it as a future realization of his China thesis, not an explicit current position or trade call.
19:49
Aug 06
Aug 06
JD deep discount, net cash, delisting risk overblown
Buy JD as it trades at a deep discount — $44B market cap vs. $23B enterprise value on heavy net cash — with a 3% dividend yield, ongoing buybacks, and dual primary listing (Nasdaq + Hong Kong) that eliminates delisting risk; market underestimates Chinese e-commerce/logistics compounders long-term.
MED
06:01
Aug 06
Aug 06
Author notes Minimax's StockConnect inclusion and rhetorically asks when NIO, JD.
Author notes Minimax's StockConnect inclusion and rhetorically asks when NIO, JD, and BIDU might follow, without taking a position.
LOW
02:20
Aug 06
Aug 06
Market participants say China's rapid progress in low-cost artificial intelligence is.
Market participants say China's rapid progress in low-cost artificial intelligence is strengthening the investment case for the country's internet giants after years in the shadow of chipmakers.
13:48
Jul 31
Jul 31
Speaker observes Chinese equities firming and leading the bounce.
Speaker observes Chinese equities firming and leading the bounce, naming these four tickers specifically, but offers no personal position or specific catalyst.
MED
07:56
Jul 30
Jul 30
Observing continued price strength and noting upcoming 2Q26 earnings announcement in two weeks.
Observing continued price strength and noting upcoming 2Q26 earnings announcement in two weeks; no directional stance expressed.
LOW
About JD Analyst Coverage
Buzzberg tracks JD (JD.com Inc.) across 19 sources. 30 bullish vs 2 bearish calls from 30 analysts. Sentiment: predominantly bullish (35%). 80 total trade ideas tracked. Past 7 days: 1 bullish, 1 watch. Latest voices: Jeannie, briantycangco, SeekingAlpha.