PDD

Over the past six months, PDD Holdings' stock declined by 34.25% from September 8, 2025, to September 4, 2026, and experienced a 40.7% loss over the past 12 months. Key events include earnings reports: Q4 and Fiscal Year 2025 results were announced on March 25, 2026; Q1 2026 showed 11% year-over-year revenue growth but earnings fell short of estimates; and Q2 2026 had sales growth but a year-over-year earnings shrink, with revenue missing analyst estimates though EPS exceeded them. Director and executive stock activity included a director fully exiting their ADS stake on September 4, 2026, stock awards linked to director service through 2030 on September 2, 2026, and stock options awarded to the Co-CEO and an SVP on July 2, 2026. Regulatory and business developments included news on August 24, 2026, that EU tariffs could threaten Temu's margins, the company's plan to build 'another PDD' over the next three years, and a pact signed on September 2, 2026, with Hong Kong Customs to support safer e-commerce compliance. Analyst sentiment for fiscal year 2026 has deteriorated, with EPS consensus, revenue forecasts, and price targets being lowered.