JD.com Reports Strong Q1 Earnings, Exceeds Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 31 2026
0mins
Source: seekingalpha
JD.com Inc's stock rose by 3.30% and reached a 20-day high amid positive market conditions.
The company reported a non-GAAP EPS of $0.74 for Q1 2026, exceeding expectations by $0.20, which highlights its robust profitability and boosts investor confidence. Additionally, JD.com achieved a revenue of $45.8 billion, marking a 10.4% year-over-year increase, showcasing its ability to maintain steady growth in a competitive e-commerce landscape. The strong earnings report has led to a shift in retail investor sentiment from 'bearish' to 'neutral', indicating market recognition of the company's performance.
This strong performance is expected to enhance JD.com's leadership position in the e-commerce sector and support its ongoing international expansion strategy, further diversifying its revenue sources.
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Analyst Views on JD
Wall Street analysts forecast JD stock price to rise
9 Analyst Rating
7 Buy
1 Hold
1 Sell
Moderate Buy
Current: 29.140
Low
28.00
Averages
38.83
High
50.50
Current: 29.140
Low
28.00
Averages
38.83
High
50.50
About JD
JD.Com Inc is a company principally engaged in the e-commerce business, including online retail and online marketplace mainly through its retail mobile apps and www.jd.com website (collectively, JD Platform). The Company operates its businesses through four segments. JD Retail segment, including JD Health, JD Industrials, and other components, mainly engage in online retail, online marketplace and marketing services in China. JD Logistics segment includes both internal and external logistics businesses. Dada segment is a local on-demand delivery and retail platform in China. New Businesses segment mainly include JD Property, Jingxi and overseas businesses. The Company mainly conducts its businesses in the domestic market and overseas markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Auction Launch: The auction for Very Group is set to commence imminently, expected to attract interest from various trade and financial buyers, which could not only enhance Very Group's market value but also provide JD.com with an entry point into the UK market.
- Private Equity Context: This potential acquisition comes after Carlyle Group took control of Very Group in November, indicating JD.com's strategy to achieve rapid growth through acquisitions in a highly competitive e-commerce landscape.
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- Long-term Outlook: With sustained revenue growth, the company anticipates achieving an average annual growth rate exceeding 25% over the next three years, which will provide substantial returns for shareholders and solidify its market leadership position.
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