PD
PDD Holdings
PDD · PDD Holdings · Consumer Discretionary
Up next day
5/15
33%
Fell despite growth
5/15
Good earnings ignored
Avg earnings move
±3.8%
typical swing on earnings
Price when beating
-0.7%
avg over 10 beats
Biggest single move
-7.5%
'23.12 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Even strong results barely move the stock
Up the next day 4 of 10 beats (40%)
Reaction is erratic and hard to predict
Avg -0.7% on a beat, -3.0% on a miss
vs Consumer Discretionary sector avg (201 peers)
This
-1.5%
Sector
+0.5%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
The number and guidance move the price about equally
Moved opposite to results 7 of last 15 times (47%)
6xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
~Nov 22
'26.9 expected
Quarter ended 6/2026
Reported 2026-08-24
Next-day move
—
After 5 days —
vs Consensus$18.35→$19.33+5.3% beat
EPS
$19.33
YoY -12%
Revenue
—
Next-Q guidance
—
N/A
Price around earnings
Earnings trend · last 12 quarters
EPS$19.33YoY -12%
'23.9'26.6
Revenue—
'23.9'26.6
Price vs earnings · last 16 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
2x18%
Disappointment
weak · down ↓
4x36%
Good earnings ignored
good · down ↓
5x45%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 5 of 11q (45%)
Community · PDD
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