Is PDD Holdings (PDD) Zhang Lei’s Top Pick?

PDD Holdings Inc. (NASDAQ:PDD) is Zhang Lei’s largest holding, accounting for 27.76% ($1.14 billion) of the billionaire’s full portfolio. We precocious published a database of youngest hedge money billionaires and their apical banal picks.

As of February 13, 2026, astir 70% of analysts who screen PDD Holdings Inc. (NASDAQ:PDD) are inactive bullish. The statement terms people of astir $150 indicates a 50% upside, suggesting that capitalist assurance remains beardown contempt regulatory and competitory headwinds.

This optimism stands successful opposition to Citi’s much cautious code connected January 28, 2026, erstwhile the steadfast lowered its terms people connected PDD Holdings Inc. (NASDAQ:PDD) from $170 to $142 and kept a ‘Neutral’ rating. Citi noted that improving U.S. postulation astatine Temu helped partially offset the unit connected profitability successful 2026 amid slowing home retail request and rising expenses.

Previously, connected January 21, 2026, Citi described a Rmb 100,000 Shanghai taxation good arsenic “smaller-than-feared,” arguing that it was the removal of an overhang. Before that, connected January 20, 2026, aft it heard astir a increasing regulatory investigation, Citi issued a downside 30-day catalyst watch.

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Separately, connected January 15, 2026, Morgan Stanley reiterated an ‘Overweight’ standing connected PDD Holdings Inc. (NASDAQ:PDD) and a $148 terms people portion removing the banal from its “Top Pick” database owed to increasing net regulatory risks successful China.

PDD Holdings, Inc., a planetary commerce group, operates integer marketplaces supported by integrated sourcing, logistics, and fulfillment networks, with the purpose of enhancing productivity for merchants and consumers crossed home and planetary markets.

While we admit the imaginable of PDD arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.