P PDD

PDD Holdings Inc

INTERNET RETAIL · CONSUMER CYCLICAL

PDD Holdings Inc. stands out as a prominent force in the Chinese e-commerce landscape, leveraging its innovative social commerce platform to drive user engagement and facilitate group buying. Headquartered in Shanghai, the company employs unique business models that effectively connect consumers wit...

$90.15

+1.80% (+$1.59)

Volume 6.41M

52W High $139.41

52W Low $71.94

Market Cap $139.71B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$2.69

Whisper EPS

$2.33

13.4% below consensus

Last Quarter

$9.51

Current Streak

4 Misss

Avg Surprise (4Q)

-29.54%

Next Earnings Report

Reports in 19 days

Report Date Aug 24, 2026

Whisper Spread -13.41%

Consensus Estimate

$2.69

Official analyst average

Whisper Number

$2.33

What traders expect

Cautious Sentiment: The whisper number is 13.4% below consensus, suggesting traders are skeptical. Meeting consensus may not be enough to satisfy the market.

Price Chart

EPS History: Consensus vs Actual

Last 10 quarters

Price Movement Around Earnings

Q1 2026 May 27, 2026

1-Day: -4.13%

5-Day: +0.73%

Q1 2026 May 26, 2026

1-Day: -10.38%

Q1 2026 May 22, 2026

5-Day: -8.37%

Q4 2025 Mar 25, 2026

1-Day: -1.94%

5-Day: -4.08%

Revenue & Financial Performance

Revenue Whisper

$123.53B

TWN Proprietary Estimate

Last Quarter Revenue

$105.59B

+10.4% YoY

Gross Margin

55.9%

Net Margin: 11.8%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$105.59B	+10.4%	55.9%	19.9%	$12.47B
Q4'25	$122.20B	+10.5%	55.5%	22.4%	$24.20B
Q3'25	$108.28B	+9.0%	56.7%	23.1%	$29.33B
Q2'25	$103.98B	+7.1%	55.9%	24.8%	$30.75B
Q1'25	$95.67B	+10.2%	57.2%	16.8%	$14.74B
Q4'24	$110.61B	+27.4%	56.8%	23.1%	$27.45B
Q3'24	$99.35B	+44.3%	60.0%	24.5%	$24.98B
Q2'24	$97.06B	+85.7%	65.3%	33.6%	$32.01B

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	May 27, 2026	$16.37	$14.04	$9.51	-41.91%	Missed
Q1 2026	May 26, 2026	$2.03	$1.73	--	--	--
Q1 2026	May 22, 2026	$17.98	$18.09	$9.51	-47.11%	Missed
Q4 2025	Mar 25, 2026	$20.71	$18.84	$17.69	-14.58%	Missed
Q4 2025	Mar 23, 2026	$20.71	$20.84	$17.69	-14.58%	Missed
Q4 2025	Mar 19, 2026	$21.08	$21.25	--	--	--
Q3 2025	Nov 18, 2025	$16.57	$27.03	$21.08	+27.22%	Missed
Q2 2025	Aug 25, 2025	$14.80	$17.02	$22.07	+49.12%	Beat
Q1 2025	May 27, 2025	$18.96	$21.80	$11.41	-39.82%	Missed
Q1 2025	May 20, 2025	$18.96	$21.80	$11.41	-39.82%	Missed
Q4 2024	Mar 20, 2025	$19.67	$22.62	$20.15	+2.43%	Missed
Q4 2024	Mar 18, 2025	$19.67	$22.62	$20.15	+2.43%	Missed