Jefferies Lowers JD LOGISTICS Q4 Earnings Projection and Reduces Target Price to HKD18.2
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Source: aastocks
Earnings Forecast: Jefferies predicts JD LOGISTICS' 4QFY25 non-GAAP earnings will decline due to increased competition, product upgrades, and one-off events in late 2025.
Revenue Growth: The firm estimates a 20% year-over-year revenue growth for JD LOGISTICS in 4FQ, reaching approximately RMB62.5 billion, with non-GAAP net profit expected to remain flat at around RMB2.2 billion.
Profit Margin: The non-GAAP net profit margin for JD LOGISTICS is projected to be 3.6% for the quarter.
Rating and Target Price: Jefferies maintains a Buy rating on JD LOGISTICS but has reduced its target price from HKD19 to HKD18.2.
Analyst Views on 02618
Wall Street analysts forecast 02618 stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for 02618 is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 11.510
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Current: 11.510
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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.





