Jefferies analyst Thomas Chong raised the firm’s price target on PDD Holdings (PDD) to $146 from $121 and keeps a Buy rating on the shares following the Q2 report. PDD reported in-line revenue with an earnings beat on less than expected expenses, the analyst tells investors in a research note. The firm believes the company’s RMB 100B support program will help its global expansion and increase trust from customers.
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Chinese online retailer PDD Holdings’ stock gained solid momentum after the company released its Q2 2025 results.
China-based e-commerce company PDD Holdings PDD +0.87% ▲ reported mixed Q2 2025 results. Revenue rose 7% year-over-year to ¥103.98 billion, just above estimates of ¥103.2 billion. However, higher spending to counter rising competition weighed on net profit. Following the announcement, PDD stock gained over 7% in pre-market trading as of this writing on Monday.
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For context, PDD Holdings operates discount shopping platform Pinduoduo and global marketplace Temu, focusing on affordable products.
PDD Profits Take a Hit Despite Revenue Beat
In the second quarter, PDD’s operating profit dropped 21% year-over-year to ¥25.79 billion ($3.6 billion), while net income attributable to shareholders slipped 4% to ¥30.75 billion ($4.29 billion).
The Chinese government is trying to boost local spending to revive an economy under pressure from a weak property market and trade policies from U.S. President Donald Trump. As a result, PDD has been offering heavy discounts and promotions to attract customers. While this has supported demand, it has also fueled a price war.
At the same time, low pricing in China and higher costs from U.S. tariffs on international shipping and sales have hurt PDD’s profit margins in recent quarters.
PDD’s Costs Climb in Q2
In the second quarter, PDD’s costs rose due to higher spending on fulfillment, servers, payment processing, and marketing.
Notably, management said they will keep investing in merchant support and platform improvements to drive long-term value, even though these efforts could continue to weigh on short-term profits.
Is PDD a Good Stock to Buy?
According to TipRanks, Wall Street has a Moderate Buy consensus rating on PDD stock, based on nine Buys, six holds, and one Sell assigned in the last three months. The average PDD stock price target of $124.26 implies a downside of 2.24% from the current level.
These ratings and price targets will likely change as analysts update their coverage following today’s earnings report.
Here’s a quick look at the Invesco QQQ Trust ETF’s performance.
How is QQQ stock faring? The Invesco QQQ ETF has declined 0.97% over the past five days, but is up about 11% year-to-date.
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According to TipRanks’ unique ETF analyst consensus, which is based on a weighted average of analyst ratings on its holdings, QQQ is a Moderate Buy. The Street’s average price target of $644.06 for the QQQ ETF implies an upside potential of 12.6%.
Today, several major companies are expected to report earnings: HEICO (HEI), Heico Cp Cl A (HEI.A), Napco Security Technologies (NSSC), Semtech (SMTC), StealthGas (GASS), PDD Holdings (PDD).
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Ahead of earnings, TipRanks shows you the expected earnings move, which is based on options prices. Many investors follow options activity prior to earnings announcements, as it provides insights into how the stock might move immediately after the earnings announcement.
To help you plan your investing, here is a list of today’s major earnings and their implied moves. The list is divided according to the timing of each company’s earnings release.
Click on any ticker to see the additional data about options on the stock, including real-time expected earnings moves, prices, volume, and open interest.
Companies Reporting Before Market Open NSSC: +/- 13.91% GASS: +/- 10.64% PDD: +/- 7.75%
Companies Reporting After Market Close HEI: +/- 7.66% HEI.A: +/- 6.83% SMTC: +/- 17.73%
Please note that options trading has known risks. Thorough research is recommended before engaging in options trading.
This week, several major companies will be reporting earnings. Among them are Nvidia (NVDA), Alibaba (BABA), CrowdStrike Holdings (CRWD), Marvell (MRVL), Snowflake (SNOW).
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Ahead of this week’s major earnings announcements, TipRanks has calculated the expected moves of these companies’ stocks. We use the at-the-money straddle of the options whose post-earnings expiration dates are closest to the earnings announcement date.
Note that options volatility tends to be high in the days leading up to an earnings announcement, due to uncertainty around the earnings. Investors don’t know whether the earnings will be positive or negative, so the price of options (aka the option premium) rises.
Furthermore, after the earnings announcement, because the uncertainty has been resolved, the price of options (the option premium) decreases substantially. This is known as the volatility crush.
Here are the major companies reporting this week and their expected earnings moves. Click on any ticker to see additional data about options on the stock, including real-time expected earnings moves, prices, volume, and open interest.
Nvidia will announce its financial results for second-quarter Fiscal 2026 earnings on Wednesday, August 27. Analysts expect earnings per share to come in at $1.01 on revenue of $46.05 billion.
AI giant Nvidia NVDA +1.02% ▲ is set to release its Q2 FY26 results tomorrow, August 27. NVDA stock has gained about 42% over the past year, primarily due to the booming demand for its AI-capable chips and data center servers. Wall Street expects strong revenue and profit growth for NVIDIA (NVDA) in Q2. In particular, analysts anticipate that Nvidia will report earnings of $1.01 per share, reflecting a 49% year-over-year increase.
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Meanwhile, revenues are expected to rise by 53% from the same quarter last year, reaching $46.05 billion, according to data from the TipRanks Forecast page. Importantly, Nvidia has topped Wall Street’s earnings forecasts in each of the last nine quarters.
Analysts’ Opinions Ahead of Q2 Results
Ahead of NVDA’s Q2 print, the stock has earned multiple Buy ratings from Wall Street analysts. One such analyst is John Vinh of KeyBanc, who maintained his Buy rating and raised the price target to $215 from $190. He sees strong July-quarter results, supported by robust demand for AI products and higher server rack shipments thanks to improved manufacturing yields. The 5-star analyst highlighted strong growth in NVIDIA’s Blackwell GPU (B200), which saw a 40% rise in supply in the second quarter and is expected to grow another 20% in the third quarter.
On the financial side, Vinh raised his second-quarter revenue estimate to $47.1 billion from $45.1 billion, above the Street’s $45.7 billion forecast. However, he trimmed the third-quarter forecast to $50.4 billion from $53.5 billion to exclude China’s contributions, slightly below consensus.
Using TipRanks’ Options tool, we can see what options traders are expecting from the stock immediately after its earnings report. The expected earnings move is determined by calculating the at-the-money straddle of the options closest to expiration after the earnings announcement. If this sounds complicated, don’t worry; the Options tool does this for you.
According to TipRanks, NVDA stock has a Strong Buy consensus rating based on 36 Buys, three Holds, and one Sell assigned in the last three months. At $199.94, the Nvidia share price target implies an 11.20% upside potential.
Ace hedge fund manager Cathie Wood’s ARK Invest ETFs (exchange-traded funds) made a few but notable portfolio adjustments on Monday, August 25, according to the funds’ daily disclosures. The trades reflect ARK’s continued confidence in the biotechnology sector and a decision to reduce exposure to TV streaming giant Roku ROKU -0.24% ▼ .
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Wood has been consistently trimming the funds’ position in Roku over the past several days. On Monday, the ARK Innovation ETF ARKK -1.12% ▼ sold 141,194 shares of Roku, valued at approximately $13.30 million. Notably, Wood seems to be capitalizing on Roku’s recent rally, with shares up 30.6% over the past three months.
Moreover, ARK also sold 1,045 shares of precision oncology company Guardant HealthGH +0.78% ▲ , continuing a trend of divestment in GH seen over the past week.
Wood Pours Millions into Biotech Stocks
Wood has recently been accumulating shares in innovative biotech companies, taking advantage of dips in their stock prices. The renowned hedge fund manager has expressed strong confidence in gene-editing technologies as a promising pathway to developing treatments for rare diseases.
On August 25, the ARKK ETF purchased 188,879 shares of CRISPR Therapeutics CRSP -0.35% ▼ , valued at $10.26 million. With ARK’s continued purchases of CRSP, the company now holds the #10 position across ARK’s combined portfolio, with a market value of $425.7 million and a 3.32% weighting.
Furthermore, Wood bought an additional 359,000 shares of Intellia Therapeutics NTLA +8.17% ▲ , worth $3.78 million. Finally, the ARKK ETF acquired 90,214 shares of cloud-based incident management platform PagerDuty PD -2.33% ▼ for $1.50 million. This latest purchase underscores Wood’s growing confidence in PagerDuty’s role in digital operations and enterprise software. However, PD shares have lost 10.6% so far this year.
Roblox stock rose over 6% on Monday as a top Wedbush analyst called it the “most compelling” opportunity in the video game sector.
Roblox RBLX +6.20% ▲ stock jumped more than 6% on Monday after Alicia Reese, a top Wedbush analyst, called it the “most compelling” growth opportunity in the video game sector. The 5-star analyst’s bullish comments come amid controversies and legal woes related to child safety on the online gaming platform.
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Reese expects some ongoing volatility in Roblox’s stock price when headlines related to new hit releases or legal action appear. That said, the analyst highlighted that the company continues to respond promptly by taking meaningful actions to ensure a safe and engaging environment across its age cohorts.
Reese expects management’s “quick, decisive, and robust child safety response” to mitigate investor concerns.
Top Wedbush Analyst Stays Bullish on RBLX Stock
Reese reiterated a Buy rating on RBLX stock with a price target of $165, which reflects a 50x EV/EBITDA multiple based on Fiscal 2027 earnings estimates. Noting significant engagement driven by popular titles like Grow a Garden and Steal a Brainrot, the 5-star analyst stated that Roblox’s platform strength is broad-based across various genres.
The analyst believes that the company’s Q3 bookings growth outlook of 41% to 45% reflects the “flywheel effect” from the recent hit releases, with multiple games going viral compared to the previous quarter. Additionally, Reese noted that Roblox is in the early stages of unlocking value from games and advertising on the platform. The analyst also noted enhanced operating leverage.
Reese highlighted massive platform growth, driven by developer incentives, better infrastructure, and AI-driven tailwinds. Moreover, pricing optimization across games and regions is fueling improved revenue streams.
Reese ranks 657 out of 10,000 analysts on TipRanks. The analyst has a success rate of 67%, with an average return per rating of 16.7%.
Overall, Wall Street has a Strong Buy consensus rating on Roblox stock based on 16 Buys, three Holds, and one Sell recommendation. The average RBLX stock price target of $146.90 implies about 18% upside potential from current levels.
Joby Aviation JOBY -4.35% ▼ , a developer of electric vertical take-off and landing (eVTOL) aircraft, disclosed in a regulatory filing that company director Paul Sciarra sold 500,001 shares of common stock on August 25 in a transaction worth roughly $7.2 million. The sale was executed under a Rule 10b5-1 trading plan that Sciarra adopted in June 2024, indicating it was a pre-planned move rather than a reaction to recent market events.
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While insider selling can raise concern, the use of a structured plan suggests routine diversification rather than a loss of confidence.
A Closer Look at the Insider’s Transactions
According to the Form 4 filing submitted on August 25, Sciarra sold shares at a weighted average price of $14.35, with trade prices ranging between $14.22 and $14.81. Despite the sale, Sciarra remains one of Joby’s largest stakeholders, holding more than 56.8 million shares through the Sciarra Management Trust, in addition to direct and foundation-linked holdings.
This marks Sciarra’s second major sale this summer. In July 2025, he sold another 500,001 shares for approximately $6 million, also under a 10b5-1 plan.
Joby Aviation stock has surged this year on growing excitement around its electric air taxi plans. The shares are up 76% in 2025 and have gained about 174% over the past 12 months. Milestones such as the first piloted eVTOL flight between two FAA-controlled airports and the planned acquisition of Blade Air Mobility’s passenger division have added to the rally.
That momentum cooled in August. Since reporting Q2 2025 results on August 6, Joby’s share price has fallen roughly 24%. The company posted a GAAP EPS loss of $0.41, missing estimates by $0.22, while revenue came in at just $20,000, well below the $1.57 million analysts had projected.
Is JOBY Stock a Good Buy?
Wall Street remains cautious on Joby Aviation. Over the past three months, the stock has received one Buy, five Hold, and one Sell rating, resulting in a Hold consensus. The average JOBY price target of $11.33 per share implies 20.77% downside risk.
