
Qwen is the story of Alibaba's (BABA) growth, says Dave Nicholson of Futurum. He adds that it raises "huge price pressure" concerns for Alphabet (GOOGL) and Meta Platforms (META) as Alibaba's model threatens to take more market share.
JD.com, Inc. is an e-commerce company and retail infrastructure service provider in the People's Republic of China. The company is headquartered in Beijing, China.
| Revenue (TTM) | $1.31T |
| Gross Profit (TTM) | $123.74B |
| EBITDA | $11.80B |
| Operating Margin | 1.20% |
| Return on Equity | 6.79% |
| Return on Assets | 0.19% |
| Revenue/Share (TTM) | $948.26 |
| Book Value | $24.34 |
| Price-to-Book | 1.21 |
| Price-to-Sales (TTM) | 0.22 |
| EV/Revenue | 0.108 |
| EV/EBITDA | 5.48 |
| Quarterly Earnings Growth (YoY) | 21.30% |
| Quarterly Revenue Growth (YoY) | -2.90% |
| Shares Outstanding | $1.35B |
| Float | $1.20B |
| % Insiders | 0.96% |
| % Institutions | 16.46% |
Volatility is currently expanding

Qwen is the story of Alibaba's (BABA) growth, says Dave Nicholson of Futurum. He adds that it raises "huge price pressure" concerns for Alphabet (GOOGL) and Meta Platforms (META) as Alibaba's model threatens to take more market share.

JD.com, Inc. remains under pressure as core retail revenue declined 4.7% y/y, mainly due to weak electronics and home appliance sales. Despite margin improvement and a headline earnings beat, JD's retail weakness and China's soft macro environment create a persistent overhang. We maintain a Neutral rating on JD stock: valuation is cheap at 7x forward earnings, supported by a strong net cash position and 5–6% shareholder yield.

JD.com beat Q2 earnings estimates as margin gains, better marketing efficiency and narrower Food Delivery losses offset revenue pressure.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

JD frames Q2 as a profitability inflection, with retail revenues expected to return to growth in Q3 on easier comparisons and supply-chain execution.

JD.com NASDAQ: JD reported a 2.9% year-over-year decline in second-quarter revenue to RMB 346 billion, as sales of electronics and home appliances faced comparisons against a high prior-year base and pressure from rising upstream component costs. Despite the revenue decline, the company reported stronger profitability, with non-GAAP net income attributable to ordinary shareholders rising 20.8% to RMB 8.9 billion.

Andrew Wang believes JD.com's (JD) AI growth remains solid from its latest earnings but still faces consumer-centric headwinds. When it comes to related names, Andrew has his eyes on Alibaba's (BABA) cloud growth and Baidu's (BIDU) "interesting" set-up into its report.

JD.com stock was falling on Thursday after the Chinese online retail giant reported earnings. Investors soured on the stock despite better-than-expected results.

JD.com reported better-than-expected results in the second quarter as the Chinese e-commerce titan made steady progress in narrowing losses at its food-delivery business.

BEIJING, Aug. 13, 2026 (GLOBE NEWSWIRE) -- JD.com, Inc. (NASDAQ: JD and HKEX: 9618 (HKD counter) and 89618 (RMB counter), the “Company” or “JD.com”), a leading supply chain-based technology and service provider, today announced its unaudited financial results for the three and six months ended June 30, 2026.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on JD and any ticker you trade — then tracks every position and per-strategy win rate.