15 Best Humanoid Robot Stocks That Will Ride A $30 Trillion Opportunity According To Morgan Stanley

13. JD.com, Inc. (NASDAQ:JD)

Number of Hedge Fund Investors  in Q1 2024: 52

JD.com, Inc. (NASDAQ:JD) is a Chinese eCommerce company that sells products such as appliances, electronics, and care products on its platform. It operates its own warehouses, which also exposes JD.com, Inc. (NASDAQ:JD) to become a beneficiary of the growth in humanoid robots. Robots have been shown to be quite beneficial for the logistics industry, with Jeff Bezos’ eCommerce company reducing its click to ship time in warehouses by 78% by using them. JD.com, Inc. (NASDAQ:JD) is an early mover in the broader robotics space, and it opened an automated warehouse in 2018 that was designed to ship 200,000 packages daily by employing a mere four people to demonstrate the scale of humanoid robots’ impact on the warehouse industry. As a whole, JD.com, Inc. (NASDAQ:JD) is vulnerable to economic downtrends due to the consumer centric nature of its business which is susceptible to purchasing power drops. This has created worries stemming from the weakening Chinese economy, with JD.com, Inc. (NASDAQ:JD)’s stock jumping 4% in August after it announced a $5 billion buyback to keep investor pessimism at bay.

Ariel Investments mentioned JD.com, Inc. (NASDAQ:JD) in its Q1 2024 investor letter. Here is what the fund said:

“We initiated a position in China-based technology-driven E- commerce company, JD.com, Inc. The brand has long been known across the region as a superior online shopping channel due to its unique first-party model and unparalleled fulfillment service underpinned by JD Logistics. Yet, a challenging macro environment drove shares lower as shoppers began seeking bargains. In response, the company made significant investments in elevating its third-party merchant platform to enhance its variety of product offerings and price competitiveness for consumers. We believe these actions will yield an improved product mix, stronger top-line growth and margin expansion on a go-forward basis.”