We recently published a list of 11 Best Internet Retail Stocks to Buy According to Analysts. In this article, we are going to take a look at where JD.com, Inc. (NASDAQ:JD) stands against other best internet retail stocks to buy according to analysts.

Retail Sales Rise in March Amid Volatile Stock Market

Trade policies and tariffs have dominated the stock market since the beginning of April, resulting in volatility and uncertainty. However, CNBC reported on April 16 that retail sales rose 1.4% in March, surpassing expectations. CNBC reported earlier on April 15 that the March retail sales report had the potential to impact investor positioning and confidence. According to Dow Jones, economists and experts anticipated a 1.2% month-over-month growth.

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CNBC reported that the primary catalyst for this growth is a pull-forward of consumer spending to get ahead of increased good prices brought about by tariffs. It also reported that Freedom Capital Markets chief global strategist Jay Woods opined that retail stocks could undergo a short-term bounce if the retail sales report were in line or better than expected. He said:

“Some of these names have gotten way too far ahead of themselves on the downside that bounces are natural. They’ve gotten beaten down and mean reversion could lead to a nice rally over the coming days.”

Callie Cox, chief market strategist of Ritholtz Wealth Management, expressed similar sentiments, saying a strong retail sales report could potentially lead to a rise in consumer discretionary stocks.

“Consumer Discretionary stocks have been hit so hard that they may be more susceptible to a relief rally on the back of a retail sales report that doesn’t show the economy is falling apart,” said Cox.

With the retail sales report exceeding expectations, these analyst opinions could potentially come true. So let’s look at the 11 best internet retail stocks to buy according to analysts.

Our Methodology

We sifted through stock screeners, financial media reports, and ETFs to compile a list of 30 internet retail stocks and chose the top 11 with the highest analyst upside potential as of April 17, 2025. We also added the number of hedge fund holders for each stock as of Q4 2024. We sourced the hedge fund sentiment data from Insider Monkey’s database. The list is ordered in ascending order of analyst upside.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

A wide and imposing view of a supply chain distribution center, illustrating the company's technology capabilities.

JD.com, Inc. (NASDAQ:JD)

Analyst Upside: 56.37%

Number of Hedge Fund Holders: 78

JD.com, Inc. (NASDAQ:JD) is an e-commerce company that deals with online retail and online marketplace through its retail website and mobile application. Its operations are divided into four segments: JD Retail, JD Logistics, Dada, and New Businesses segment. The JD Retail segment is engaged in online retail, marketing services, and online marketplace in China, while the JD Logistics segment covers internal and external logistics businesses. The Dada segment is a local on-demand delivery and retail platform in China. The New Businesses segment, in contrast, manages JD Property, Jingxi, and overseas businesses.

On April 16, analyst Joyce Ju from Bank of America Securities reiterated a Buy rating on JD.com Inc. (NASDAQ:JD) and set a $48.00 price target. According to the analyst, the company is anticipated to attain double revenue growth in Q1 2025, supported by growth in sales of home appliances, electronics, and general merchandise. The analyst also opined that a favorable product mix and improved supply chain efficiencies are further expected to boost JD.com Inc.’s (NASDAQ:JD) profitability.

JD.com, Inc. (NASDAQ:JD) has strong operations. For fiscal Q4 2024, the company reported net revenues of around $147.5 billion, reflecting a 13.4% increase from fiscal Q4 2023. The company is also expanding its JD Logistics segment globally, as it is a significant component of JD.com, Inc. (NASDAQ:JD) ‘s overall success. It is doubling its warehouse capacity by 2025 and is focusing investments on AI and automation to boost efficiency and streamline customer experience. These technologies include 5G-powered smart logistics parks and intelligent warehousing systems.

Overall, JD ranks 9th on our list of the best internet retail stocks to buy for 2025. While we acknowledge the potential for JD as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than JD but trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.