- The shares of Pinduoduo Inc. (NASDAQ: PDD) have received a $55 price target from JPMorgan. These are the details.
The shares of Pinduoduo Inc. (NASDAQ: PDD) have received a $55 price target from JPMorgan. And JPMorgan analyst Andre Chang upgraded Pinduoduo from an “Underweight” rating to an “Overweight” rating while increasing the price target from $27.
“Although PDD has turned profitable since 2Q21, the stock price has exhibited a higher correlation to revenue revision than earnings revision. As the stock trades more on market expectations of future revenue, we believe key to stock performance in 2022 is its revenue growth rate relative to market expectations, particularly online marketing revenue growth,” wrote Chang in a research note. “Despite the COVID impact in the near term, we forecast PDD’s online marketing revenue growth rate to sustain at teens throughout 2022 and recover to mid to high teens in 2H22. We believe PDD’s revenue resiliency is based on: 1) weak macro leads to increasing demand for value for money products; and 2) high GMV exposure to consumer staples. Trading at 13x 2023E P/E on our estimate against a 40% 2023-25E earnings CAGR, we believe the stock is attractive.”
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