Here's What Wall Street Thinks About​ Toll ​JD.com, Inc. (JD)

By Talha Qureshi | January 14, 2026, 2:14 PM

​JD.com, Inc. (NASDAQ:JD) is one of the Undervalued Cyclical Stocks to Invest In. On January 7, Fawne Jiang from Benchmark Co. reiterated a Buy rating on the stock with a $38 price target. Earlier on January 2, Alicia Yap from Citi also reiterated a Buy rating on the stock but lowered the price target from $44 to $37.

​Analysts at Benchmark noted that the reiterated bullish sentiment comes despite the firm lowering fiscal fourth quarter 2025 estimates. The firm lowered the estimates due to significant growth challenges faced by JD.com, Inc. (NASDAQ:JD). Benchmark noted that the company is phasing out the trade-in program benefits, which is expected to create a tougher year-over-year environment. Moreover, consumer spending is also weighing in on the company’s growth prospects.

​The firm further added that this environment, topped with the company’s ongoing food delivery investments, is expected to trigger profitability setbacks. That said, Benchmark maintained its fiscal 2026 estimates for JD.com, Inc. (NASDAQ:JD). However, the firm expects the current challenges to persist during the first half of 2026, thereby indicating a slow start to the year.

​JD.com, Inc. (NASDAQ:JD) is one of China’s largest e-commerce and technology companies. It operates an extensive online retail platform supported by advanced logistics, supply chain management, and cloud services.

While we acknowledge the potential of JD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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