Bank of America Securities has reiterated its "Buy" rating on JD.com (09618), maintaining a target price of HK$149. This valuation is based on approximately 11 times the projected adjusted price-to-earnings ratio for 2026, unchanged from previous estimates.
The investment firm has kept its adjusted net profit forecasts for 2026 through 2028 at 32 billion yuan, 41 billion yuan, and 48 billion yuan, respectively. In its report, Bank of America noted that JD.com's second-quarter results slightly exceeded market expectations, with profitability largely aligning with the heightened forecasts investors had already set.
Given the company's history of delivering significant earnings surprises, combined with the performance of the food delivery sector in the second quarter, the market had anticipated that the strong quarterly showing would lead to upward revisions in the company's full-year profit guidance.
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