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1 Artificial Intelligence (AI) Stock That Wall Street Thinks Will Soar 64% Higher Over the Next 12 Months (Hint: It's Not Nvidia or Palantir)

2025-07-18 08:10:00 英文原文

作者:Keith Speights, The Motley Fool Fri, Jul 18, 2025, 4:10 PM 5 min read

In This Article:

  • Wall Street has a much more positive price target for this Chinese AI stock than it does for Nvidia or Palantir.

  • Analysts like the Chinese company's business and its attractive stock valuation.

  • Risk-averse investors probably won't like this stock, but aggressive investors could.

  • 10 stocks we like better than JD.com ›

Finding hot artificial intelligence (AI) stocks is an easy task. For example, shares of both Nvidia (NASDAQ: NVDA) and Palantir Technologies (NASDAQ: PLTR) have skyrocketed by roughly 50% in just the past three months.

But predicting which AI stocks will be huge winners in the future isn't so easy, at least not with a high degree of confidence. However, Wall Street analysts think one AI stock will soar 64% higher over the next 12 months.

A person pointing to a display with a digital image of "AI" and other icons surrounding the display.

Image source: Getty Images.

The stock I'm referring to isn't Nvidia or Palantir, by the way. The consensus 12-month price target for Nvidia reflects an upside potential of less than 3%. Many analysts are downright pessimistic about Palantir's near-term prospects, with an average price target that's more than 30% lower than the current share price.

However, Wall Street loves JD.com (NASDAQ: JD). The consensus price target for this Chinese AI stock is $51.82. This number indicates that analysts, on average, believe that JD.com's share price could soar roughly 64% over the next 12 months. The most optimistic analyst surveyed by LSEG thinks that the stock could vault 123% higher during the period.

The upbeat view about JD.com is nearly universal, too. Of the 37 analysts surveyed by LSEG in July, seven rated the stock as a "strong buy." Another 26 analysts rated it as a "buy." The four outliers recommended holding JD.com. Not a single analyst contacted by LSEG thought selling shares was a good idea.

Why does Wall Street think so highly of JD.com? At least part of the appeal is the company's solid business. JD.com is sometimes called the "Amazon (NASDAQ: AMZN) of China." Like Amazon, it runs a large e-commerce platform and major logistics operations.

Also similar to Amazon, JD.com has expanded into the healthcare arena. JD Health is one of China's largest online healthcare platforms. It provides telehealth services and healthcare products (including prescription drugs) to customers. While JD Health is traded publicly, it's still a subsidiary of JD.com.

JD.com is well positioned to benefit from the integration of AI into its online platforms and logistics operations. It should also profit more directly from AI via its 43.6% stake in JD Technology. In 2021, JD.com transferred its AI and cloud business to JD Technology.

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摘要

Wall Street analysts have a highly positive outlook on JD.com, with a consensus 12-month price target indicating potential growth of around 64%. Unlike Nvidia and Palantir, which face less optimistic forecasts, JD.com is viewed favorably due to its robust e-commerce platform, logistics operations, and expansion into healthcare. The company's integration of AI across its business segments and significant stake in JD Technology contribute to the bullish sentiment among analysts.

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