Alibaba Group Holding Limited (BABA)
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- symbol BABA
- Rev/Share 433.0667
- Book/Share 473.1191
- PB 2.3452
- Debt/Equity 0.229
- CurrentRatio 1.4485
- ROIC 0.0808
- MktCap 2387905355133.368
- FreeCF/Share 28.3196
- PFCF 36.4883
- PE 16.2414
- Debt/Assets 0.1257
- DivYield 0.0137
- ROE 0.1472
- Rating A
- Score 4
- Recommendation Buy
- P/E Score 3
- DCF Score 3
- P/B Score 3
- D/E Score 4
Recent Analyst Ratings
| Type | Ticker | Analyst Firm | Previous Rating | Current Rating | Previous Price Target | Current Price Target | Date |
|---|---|---|---|---|---|---|---|
| Upgrade | BABA | Arete | Neutral | Buy | -- | $152 | Sept. 3, 2025 |
| Downgrade | BABA | Arete | Buy | Neutral | -- | $153 | June 24, 2025 |
| Upgrade | BABA | Bernstein | Market Perform | Outperform | -- | -- | Feb. 25, 2025 |
| Upgrade | BABA | Morgan Stanley | Equal Weight | Overweight | $100 | $180 | Feb. 24, 2025 |
| Upgrade | BABA | Macquarie | Neutral | Outperform | -- | $145 | Oct. 7, 2024 |
News
Alibaba, Baidu begin using their own chips for training AI models, The Information reports
Published: September 11, 2025 by: Reuters
Sentiment: Positive
Chinese tech giants Alibaba and Baidu have started using internally designed chips to train their AI models, partially replacing AI chips made by Nvidia , according to a report by The Information on Thursday, citing four people with direct knowledge of the matter.
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Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?
Published: September 09, 2025 by: Zacks Investment Research
Sentiment: Neutral
BABA's China E-commerce arm posts 10% growth with Taobao driving user gains, but margin pressure looms amid fierce competition.
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Alibaba Stock Is Jumping. The Chinese Tech Giant Is Flexing Its AI Muscles.
Published: September 08, 2025 by: Barrons
Sentiment: Positive
The ecommerce giant unveiled its biggest artificial intelligence model to date. Investors like what they see.
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Alibaba's AI-Driven Cloud Surge: How AI Revenue Became the Growth Engine
Published: September 08, 2025 by: The Motley Fool
Sentiment: Neutral
Alibaba Group (BABA 3.56%) has been through a rocky few years. The company faced regulatory crackdowns, intensifying competition in Chinese e-commerce, and slowing macroeconomic growth at home.
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Wall Street Roundup: Jobs Data, Gold Highs, AI + Tariff Impact
Published: September 05, 2025 by: Seeking Alpha
Sentiment: Neutral
Jobs data is softening, making a September Fed rate cut highly likely, but inflation remains stubbornly high, creating tension for markets. Gold and silver are surging as investors seek inflation hedges, while most equities struggle and stock picking becomes more important.
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3 High-Growth Tech Stocks Set to Double By 2027
Published: September 04, 2025 by: 24/7 Wall Street
Sentiment: Neutral
Two years is not a long time on Wall Street, and most investors seek to double their money in 5 to 10 years if they are lucky.
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Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?
Published: September 03, 2025 by: Zacks Investment Research
Sentiment: Positive
BABA's Cloud Intelligence rises 26% with triple-digit AI revenue growth, but rivals and rising costs test its momentum.
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Alibaba Won't Disrupt Nvidia With 7nm Chips.
Published: September 03, 2025 by: Seeking Alpha
Sentiment: Negative
Despite positive momentum and a cheap FWD P/E ~18, I maintain a long-term Sell rating on Alibaba Group Holding Limited stock due to lack of a compelling growth story and persistent secular bearishness. Recent earnings show stagnant growth at 2% YoY (10% adjusted for divestitures), with declining operating income, EBITDA, EPS, and FCF, signaling underlying weakness despite a bullish stock reaction. Alibaba's Cloud grew 26% YoY but lags behind Google's 31%, Microsoft's 27%, and Oracle's accelerating 25-40% growth, holding just 4% global market share and unlikely to drive overall company growth. Alibaba's alleged 7nm AI chips, unconfirmed by management, cannot …
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Alibaba: A New AI Superpower Is Emerging - Rally Still Has Legs
Published: September 03, 2025 by: Seeking Alpha
Sentiment: Positive
BABA's AI prowess has finally been noticed by the wider market, as it seeks to consolidate its hyperscaler capability across custom AI chip and in-house LLM capabilities. The same has been observed in the "AI-related product revenue maintaining triple-digit growth for the eighth consecutive quarter" and the +25.8% YoY cloud revenue growth. This is on top of BABA's intensified efforts in instant commerce, with it already triggering the growing user base and domestic revenues by the double digits.
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BABA Q1 Earnings Miss Estimates, Revenues Increase Y/Y, Shares Rise
Published: September 01, 2025 by: Zacks Investment Research
Sentiment: Negative
Alibaba leans into AI and cloud, but Q1 earnings miss and falling margins reveal growing costs behind future bets.
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Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?
Published: September 01, 2025 by: Zacks Investment Research
Sentiment: Neutral
Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.
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Alibaba Stock Soars 19%. What's Behind the Jump.
Published: September 01, 2025 by: Barrons
Sentiment: Positive
Alibaba has been participating in a fierce race with local peers DeepSeek, Baidu and Tencent to release more powerful AI models.
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Alibaba Shares Soar on AI and E-Commerce
Published: August 29, 2025 by: Bloomberg Technology
Sentiment: Positive
Alibaba's core e-commerce business is showing strong signs of growth after restructuring, says Jacob Cooke, co-founder and CEO of e-commerce consultancy WPIC Marketing + Technologies. Cooke joins Caroline Hyde on “Bloomberg Tech.
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Alibaba Is Firing Back as the US-China AI War Heats Up
Published: August 29, 2025 by: Investopedia
Sentiment: Neutral
China intends to keep up with the Jensen Huangs of the world.
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Alibaba Group Holding Limited (BABA) Q1 2026 Earnings Call Transcript
Published: August 29, 2025 by: Seeking Alpha
Sentiment: Neutral
Alibaba Group Holding Limited (NYSE:BABA ) Q1 2026 Earnings Conference Call August 29, 2025 7:30 AM ET Company Participants Hong Xu - Chief Financial Officer Lydia Lu - Head of Investor Relations Yongming Wu - CEO, Head of Core E-Commerce Business & Director Conference Call Participants Alex C. Yao - JPMorgan Chase & Co, Research Division Alicia Yap - Citigroup Inc., Research Division Gary Yu - Morgan Stanley, Research Division Kenneth Fong - UBS Investment Bank, Research Division Thomas Chong - Jefferies LLC, Research Division Yuan Liao - Citic Securities Co., Ltd.
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Alibaba's 9% Earnings Rally: The AI Bet Is Paying Off
Published: August 29, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited just released its March quarter 2025 earnings. The Alibaba release missed on revenue and earnings, but triggered a 9% rally due to some stellar segment results. A particular bright spot in the release was the cloud segment's earnings. At $412 million, they increased 26% year over year.
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Alibaba stock surges on 1Q earnings beat, cloud growth
Published: August 29, 2025 by: Proactive Investors
Sentiment: Positive
Alibaba Group (NYSE:BABA)'s NYSE-listed shares climbed about 12% to $133.85 in early Friday trading after Chinese e-commerce and cloud-computing company reported better-than-expected earnings and stronger cloud growth for its first-quarter 2025. Alibaba saw its adjusted earnings per share for the period fall 10% to 14.75 yuan, although it surpassed the 14.16-yuan analyst consensus forecast, according to FactSet.
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AI-Related Products Help Drive 26% Revenue Growth in Alibaba's Cloud Division
Published: August 29, 2025 by: PYMNTS
Sentiment: Positive
Artificial intelligence-related products led Alibaba Group's gains during a quarter in which the global technology company earned double-digit year-over-year revenue growth across its businesses.
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Alibaba's stock rises as cloud-computing business shines and with a new AI chip in the works
Published: August 29, 2025 by: Market Watch
Sentiment: Positive
The company's cloud-intelligence business was the fastest-growing segment, increasing revenues 26% year over year.
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Alibaba's Big Comeback: Why Q1 Results Weren't A 'Miss'
Published: August 29, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited's Q1 headline miss is misleading; core business focus and divestments reveal a return to double-digit growth and improved cost structure. China E-commerce and Cloud segments both delivered strong double-digit growth, with Cloud revenues up 26% and AI demand driving future potential. International commerce is nearing profitability, and further divestments of low-potential businesses will strengthen Alibaba's core and financials.
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BABA Taking on NVDA, Making Chips in China
Published: August 29, 2025 by: Schwab Network
Sentiment: Positive
Alibaba (BABA) shares are on the move following a mixed 1Q earnings print. Brendan Ahern says revenue topped Street estimates and believes its cloud revenue was the key driver to the company's growth.
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Alibaba: China Easing Monetary Policy Is A Bullish Catalyst
Published: August 28, 2025 by: Seeking Alpha
Sentiment: Positive
I reiterate my Buy rating on Alibaba Group Holding Limited, driven by China's ongoing monetary easing, which is set to boost consumer spending and revenue growth. Alibaba's dominant 50% market share in China's e-commerce positions it to benefit most from rising disposable incomes and expanding consumer demand. International commerce is accelerating, aided by monetary policy and an extended U.S.-China trade truce, supporting further revenue growth beyond domestic markets.
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Alibaba: A $277 Billion Tech Conglomerate Trading At A Discount
Published: August 28, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited is a Strong Buy with a $150 price target, offering 22% upside due to attractive valuation and robust AI-driven growth prospects. Recent results show strong bottom-line expansion: 71% YoY net income growth, 24% increase in operating income, and aggressive $19.3B buyback program. Despite mixed revenue growth and ongoing competition, Alibaba's improving fundamentals and capital returns signal a positive turnaround for long-term investors.
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AI Boom at Alibaba: Will Product Momentum Meet Strategic Visibility?
Published: August 28, 2025 by: Zacks Investment Research
Sentiment: Neutral
BABA posts its seventh straight quarter of triple-digit AI revenue growth, but faces pricing pressure and fierce cloud competition.
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Alibaba results likely to show limited AI payoff for China tech
Published: August 26, 2025 by: Reuters
Sentiment: Negative
China's Alibaba is likely to highlight its artificial intelligence strategy with its quarterly results on Friday, but in line with its peers Tencent and Baidu , may struggle to show that its big AI investments are paying off.
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Alibaba Debuts Avatar Updates to Its Video AI Model
Published: August 26, 2025 by: PYMNTS
Sentiment: Positive
Chinese tech giant Alibaba has updated its open-source video-generating artificial intelligence (AI) model. That's according to a report Tuesday (Aug. 26) by Bloomberg News, which describes this move as part of the company's rapid pace of AI upgrades to keep up with its American and Chinese competition.
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Alibaba: Buy The E-Commerce Giant And Get AI And Cloud For Free
Published: August 26, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited is deeply undervalued, trading at 14x forward earnings despite aggressive $53B AI investment and strong cloud/AI growth. The market ignores Alibaba's successful pivot from e-commerce to AI/cloud, giving little value to its rapidly expanding tech segments. Sum-of-the-parts analysis shows Alibaba's core commerce alone justifies most of its market cap, with cloud and international businesses essentially free.
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Should You Stay Away From Alibaba Stock Ahead of Q1 Earnings?
Published: August 26, 2025 by: Zacks Investment Research
Sentiment: Negative
Avoid Alibaba stock ahead of the fiscal first-quarter results. PDD's dominance, China's deflation, and premium valuations amid deteriorating fundamentals make this a clear sell.
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Alibaba: Pay Attention To Cloud Results (Earnings Preview)
Published: August 26, 2025 by: Seeking Alpha
Sentiment: Positive
I reiterate my buy recommendation for Alibaba, citing a nearly 40% upside based on my DCF valuation and ongoing business improvements. Cloud growth, rapid AI adoption, and restructuring efforts—like merging Ele.me and Fliggy—are key drivers supporting Alibaba's long-term value. Upcoming Q1 earnings and continued progress in cloud and AI could trigger renewed share price momentum by year-end, justifying an attractive risk-return profile.
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Alibaba Executes On AI Bet, DeepSeek Paves The Way
Published: August 25, 2025 by: Seeking Alpha
Sentiment: Positive
I maintain a Buy rating on Alibaba Group Holding Limited stock ahead of Q1 '26 earnings. My bullish stance is driven by strong AI and cloud growth as key long-term tailwinds. Alibaba's aggressive $53B AI/cloud investment and resilient e-commerce trends position it for margin surprises despite modest topline growth. BABA stock valuation remains attractive, with discounted forward multiples, above-average growth, and sector-leading profitability supporting further upside.
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About Alibaba Group Holding Limited (BABA)
- IPO Date 2014-09-19
- Website https://www.alibabagroup.com
- Industry Specialty Retail
- CEO Yongming Wu
- Employees 124320