04:30 AM EDT, 05/22/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We lower our 12-month target price for Vipshop ( VIPS ) to USD18.00 (from USD21.00), based on 6.6x our 2026 EPADS estimate. The P/E multiple represents a valuation broadly in line with the company's three-year historical average of 6.5x, which we believe is justified by: (i) strategic growth in the high-value SVIP customer segment; (ii) demonstrated earnings resilience despite challenging macroeconomic conditions; and (iii) disciplined cost management. We keep our 2026 EPADS estimate at CNY18.50 and lower 2027's to CNY20.30 from CNY20.32. While near-term revenue visibility remains limited given macroeconomic headwinds and cautious Q2 2026 guidance, we expect sequential improvement in 2H 2026 as seasonality normalizes and AI-driven merchandising initiatives gain traction. We believe the market is underestimating Vipshop's ( VIPS ) defensive business model resilience even as the management has demonstrated commitment to shareholder returns through both dividends and buybacks.