US Stock Movement | JD.com(JD.US) rises nearly 5%. Goldman Sachs believes its differentiated advantages are underestimated by the market.

LootboxPhobia · 2026-03-06T22:49:18+00:00

JD.com stock price rose nearly 5% on Friday, closing at $26.72. Goldman Sachs analysis shows that despite the impact of subsidies, JD.com's retail revenue in Q4 slightly declined, but advertising revenue remained strong. Management remains cautiously optimistic about 2026, expecting profits and logistics revenue to continue growing, demonstrating its undervalued differentiated advantages.

LootboxPhobia

2026-03-06 22:49:18

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According to the Tongce Financial APP, on Friday, JD.com (JD.US) rose nearly 5%, closing at $26.72. Goldman Sachs released a research report on March 6, noting that despite a slight year-over-year decline in JD Retail’s Q4 revenue due to the high base effect of government old-for-new subsidies, advertising revenue grew strongly, food delivery losses continued to narrow, and management’s cautious optimism guidance for 2026 exceeded market expectations.

Goldman Sachs stated that JD.com is an undervalued differentiated company with leading retail scale, a unique “self-operated online direct sales + platform” model, and industry-leading self-built warehousing and supply chain capabilities. The company’s positive guidance for 2026 includes single-digit growth in retail, over 20% growth in logistics revenue, faster profit growth, and with AI accelerating deployment and new business investments, its profitability resilience provides clear support for valuation and a safety margin.

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