JD.com Expands In Europe As Valuation Lags Analyst Targets

Simply Wall St

Thu, February 12, 2026 at 2:10 PM GMT+9 2 min read

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JD.com (NasdaqGS:JD) has launched JoyExpress, an express delivery service, to support its expansion in Europe.

The company is preparing to roll out Joybuy, a UK focused retail platform aimed at local consumers.

JD.com has formed a partnership with the China Britain Business Council to help UK brands access Chinese shoppers.

JD.com, a large Chinese e commerce and logistics company, is extending its reach into Europe with a mix of delivery infrastructure and a new consumer facing platform. JoyExpress is designed to give the group its own express shipping channel in the region, while Joybuy targets UK shoppers directly. Together, they indicate that JD.com is building both demand and fulfillment capacity outside its home market.

For investors watching cross border retail, the new partnership with the China Britain Business Council is important because it positions JD.com as a conduit for UK brands into China. The combination of outbound European expansion and inbound brand partnerships may be worth tracking if you are assessing how JD.com is positioning its international supply chain and customer network over time.

Stay updated on the most important news stories for JD.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on JD.com.

NasdaqGS:JD Earnings & Revenue Growth as at Feb 2026

📰 Beyond the headline: 1 risk and 3 things going right for JD.com that every investor should see.

Quick Assessment

**✅ Price vs Analyst Target**: JD.com trades at US$28.27 versus a consensus target of about US$41.02, roughly 31% below where analysts see it.

**✅ Simply Wall St Valuation**: The shares are described as trading about 45.9% below an estimated fair value.

**❌ Recent Momentum**: The 30 day return is about 8% lower, so the share price has been under pressure recently.

There is only one way to know the right time to buy, sell or hold JD.com. Head to Simply Wall St’s company report for the latest analysis of JD.com’s Fair Value.

Key Considerations

📊 JoyExpress and Joybuy extend JD.com's reach in Europe, while the China Britain Business Council partnership aims to pull more UK brands onto its China platform.

📊 Watch how international revenue, logistics efficiency and user adoption of Joybuy progress relative to the current P/E of 8.61 and the analyst target of US$41.02.

⚠️ One flagged risk is that the dividend yield of 3.54% is not well covered by free cash flows, which can matter when funding overseas expansion.

 






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Dig Deeper

For the full picture, including more risks and rewards, check out the complete JD.com analysis. Alternatively, you can visit the community page for JD.com to see how other investors believe this latest news will impact the company’s narrative.

_ This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._

Companies discussed in this article include JD.

Have feedback on this article? Concerned about the content? Get in touch with us directly._ Alternatively, email editorial-team@simplywallst.com_

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