Alibaba Group Holding Limited (BABA)

CN — Consumer Cyclical Sector
Peers: HD  PDD  EBAY  TM  MELI  JD  ULTA  MNSO  CART  WSM 

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Key Metrics & Ratings

  • symbol BABA
  • Rev/Share 436.3482
  • Book/Share 479.3468
  • PB 2.369
  • Debt/Equity 0.2727
  • CurrentRatio 1.4559
  • ROIC 0.0592

 

  • MktCap 2445499436391.8286
  • FreeCF/Share -11.6165
  • PFCF -90.7657
  • PE 19.8288
  • Debt/Assets 0.1495
  • DivYield 0.0132
  • ROE 0.1216

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 3
  • P/B Score 2
  • D/E Score 3

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade BABA Arete Buy Neutral -- $172 Dec. 9, 2025
Upgrade BABA Erste Group Hold Buy -- -- Oct. 3, 2025
Reiterated BABA CLSA -- Outperform $155 $200 Oct. 2, 2025
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

Brokers Suggest Investing in Alibaba (BABA): Read This Before Placing a Bet
BABA
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Neutral

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Brokers Suggest Investing in Alibaba (BABA): Read This Before Placing a Bet
Alibaba Has Soared. China Tech Stocks Can Ride the AI Wave Further, Says Goldman.
BABA
Published: December 22, 2025 by: Barrons
Sentiment: Positive

This was a great year for Chinese stocks, and especially for big technology names.

Read More
image for news Alibaba Has Soared. China Tech Stocks Can Ride the AI Wave Further, Says Goldman.
Final Trade: AMZN, BABA, GS, GM
AMZN, GM, BABA, GS
Published: December 19, 2025 by: CNBC Television
Sentiment: Neutral

CNBC's “Fast Money” team shares their final trades of the day.

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image for news Final Trade: AMZN, BABA, GS, GM
Alibaba: Better AI Value Than Amazon
AMZN, BABA
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba is transforming into a full-stack AI and cloud infrastructure leader, with its Cloud Intelligence Group now outpacing e-commerce growth. CIG revenues surged 34% year-over-year, driven by proprietary T-Head AI chips and dominant 34% market share in China's cloud infrastructure sector. BABA trades at a steep valuation discount to U.S. peers despite comparable growth and market dominance, suggesting significant upside potential if the gap narrows.

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image for news Alibaba: Better AI Value Than Amazon
Final Trades: Live Nation, Walt Disney, Alibaba and Amcor PLC
AMCR, BABA, DIS, LYV
Published: December 19, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee reveals the stocks they're watching as the market sets up for its next move.

Read More
image for news Final Trades: Live Nation, Walt Disney, Alibaba and Amcor PLC
Alibaba: Investors Are Selling The AI Leader Because Of A Retail Distraction
BABA
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

I downgraded Alibaba Group (BABA) heading into Q2 FY26 earnings on concerns of an EPS miss due to reinvestments in the quick commerce business. Sadly, I was right. EPS came in below expectaions, and shares are down high single digits since the earnings release. I now upgraded what I see as China's AI hyperscaler leader. The cloud business is growing at a healthy rate (34% yoy in Q2), and CapEx guidance was reiterated.

Read More
image for news Alibaba: Investors Are Selling The AI Leader Because Of A Retail Distraction
Alibaba: Investors Are Selling The AI Leader Because Of A Retail Distraction
BABA
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

I downgraded Alibaba Group (BABA) heading into Q2 FY26 earnings on concerns of an EPS miss due to reinvestments in the quick commerce business. Sadly, I was right. EPS came in below expectaions, and shares are down high single digits since the earnings release. I now upgraded what I see as China's AI hyperscaler leader. The cloud business is growing at a healthy rate (34% yoy in Q2), and CapEx guidance was reiterated.

Read More
image for news Alibaba: Investors Are Selling The AI Leader Because Of A Retail Distraction
Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?
BABA
Published: December 15, 2025 by: Zacks Investment Research
Sentiment: Negative

BABA's RMB 380B AI and cloud capex plan clouds margin outlook as management guides to prolonged compression and unclear payoff timing.

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image for news Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?
Touchstone Non-U.S. Equity Fund Q3 2025 Portfolio Review
BABA, DTEGY, LDNXF, MELI, NTDOY, TCEHY
Published: December 15, 2025 by: Seeking Alpha
Sentiment: Negative

Nintendo Co., Ltd. was the second top detracting position during the quarter after being a very strong performer earlier in the year driven by high expectations surrounding the Switch 2 launch. Alibaba Group Holding Ltd. (BABA) (China, Consumer Discretionary sector), a Chinese global technology and ecommerce company, was the top contributing position during the quarter. The Fund initiated a position in MercadoLibre (MELI), Inc. (Uruguay, Consumer Discretionary sector), a large ecommerce player in Latin America.

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image for news Touchstone Non-U.S. Equity Fund Q3 2025 Portfolio Review
Alibaba Group Holding Limited (BABA) Is a Trending Stock: Facts to Know Before Betting on It
BABA
Published: December 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Alibaba (BABA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Alibaba Group Holding Limited (BABA) Is a Trending Stock: Facts to Know Before Betting on It
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Alibaba Group Holding Limited - BABA
BABA
Published: December 11, 2025 by: PRNewsWire
Sentiment: Neutral

NEW YORK , Dec. 11, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Alibaba Group Holding Limited ("Alibaba" or the "Company") (NYSE: BABA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext.

Read More
image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Alibaba Group Holding Limited - BABA
BABA Investors Have Opportunity to Join Alibaba Group Holding Limited Fraud Investigation with the Schall Law Firm
BABA
Published: December 10, 2025 by: GlobeNewsWire
Sentiment: Neutral

LOS ANGELES, Dec. 10, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Alibaba Group Holding Limited (“Alibaba” or “the Company”) (NYSE: BABA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Read More
image for news BABA Investors Have Opportunity to Join Alibaba Group Holding Limited Fraud Investigation with the Schall Law Firm
Why Alibaba May Be Winning The Global Model Race
BABA
Published: December 04, 2025 by: Seeking Alpha
Sentiment: Neutral

Alibaba (BABA) has transformed into an AI-first organization, leveraging its Qwen models to lead China's AI cloud and infrastructure landscape. BABA's Qwen family now rivals Western leaders in multimodal AI, with open-weight models driving rapid developer adoption and enterprise integration. Alibaba Cloud's vertical integration, proprietary chips, and software innovations mitigate hardware supply risks and maximize AI workload scalability.

Read More
image for news Why Alibaba May Be Winning The Global Model Race
Wall Street Bulls Look Optimistic About Alibaba (BABA): Should You Buy?
BABA
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Wall Street Bulls Look Optimistic About Alibaba (BABA): Should You Buy?
Alibaba vs. Amazon: Which E-Commerce Titan Is the Better Buy Now?
AMZN, BABA
Published: December 02, 2025 by: Zacks Investment Research
Sentiment: Negative

Amazon's 20% AWS growth & $38 billion OpenAI deal trump Alibaba's 78% profit crash and negative cash flow. AMZN offers superior AI execution.

Read More
image for news Alibaba vs. Amazon: Which E-Commerce Titan Is the Better Buy Now?
Alibaba: Don't Worry About Margins
BABA
Published: December 01, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba remains an attractive large-cap Chinese stock, despite a recent earnings miss due to strategic growth investments in Quick Commerce, Cloud, and AI. BABA's Cloud segment, driven by the Qwen gen-AI model, is experiencing rapid growth and is positioned to benefit from China's expanding AI market. BABA also saw a significant revenue acceleration in Quick Commerce which is where the company is building out its instant delivery businesses.

Read More
image for news Alibaba: Don't Worry About Margins
Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should Know
BABA
Published: December 01, 2025 by: Zacks Investment Research
Sentiment: Positive

Alibaba (BABA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Read More
image for news Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should Know
3 Reasons Why Alibaba Stock May Be a Smart Sell After Q2 Earnings Miss
BABA
Published: November 27, 2025 by: Zacks Investment Research
Sentiment: Negative

Alibaba misses Q2 earnings estimates with a 71% profit plunge and negative FCF despite a revenue beat. Its premium valuation versus the industry average signals a sell.

Read More
image for news 3 Reasons Why Alibaba Stock May Be a Smart Sell After Q2 Earnings Miss
Alibaba launches AI-powered smart glasses in China
BABA
Published: November 27, 2025 by: Proactive Investors
Sentiment: Positive

Alibaba Group (NYSE:BABA) has entered the consumer wearables market with the launch of its first AI-powered smart glasses, the Quark S1 and G1 models. Sales began in China through platforms including Tmall, JD.com, and Douyin, with the S1 flagship priced at 3,799 yuan (US$537) and the G1 positioned as a lighter, lower-cost alternative.

Read More
image for news Alibaba launches AI-powered smart glasses in China
ETFs in Spotlight as Alibaba Misses on Q2 Earnings Despite Higher Revenues
BABA
Published: November 27, 2025 by: Zacks Investment Research
Sentiment: Negative

Alibaba's fiscal Q2 profit plunge and rising AI investments put ETFs like PGJ and ONLN in focus for diversified e-commerce exposure.

Read More
image for news ETFs in Spotlight as Alibaba Misses on Q2 Earnings Despite Higher Revenues
Pentagon said Alibaba should be on list for China military ties: Report
BABA
Published: November 26, 2025 by: CNBC Television
Sentiment: Negative

CNBC's Deirdre Bosa discusses a recent report indicating that the Pentagon said Alibaba should be on a list for its military ties in China.

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image for news Pentagon said Alibaba should be on list for China military ties: Report
Pentagon suggests adding Alibaba, Baidu, BYD to list for aiding China military, Bloomberg News reports
BABA, BIDU, BYDDF, BYDDY
Published: November 26, 2025 by: Reuters
Sentiment: Negative

The Pentagon has concluded that Alibaba Group Holding , Baidu Inc and BYD Co should be added to a list of companies that aid the Chinese military, Bloomberg News reported on Wednesday.

Read More
image for news Pentagon suggests adding Alibaba, Baidu, BYD to list for aiding China military, Bloomberg News reports
BABA Q2 Earnings Miss Estimates, Revenues Increase Y/Y
BABA
Published: November 26, 2025 by: Zacks Investment Research
Sentiment: Negative

BABA's Q2 fiscal 2026 earnings miss estimates as heavy quick commerce and AI investments crush margins despite strong 15% revenue growth ex-disposals.

Read More
image for news BABA Q2 Earnings Miss Estimates, Revenues Increase Y/Y
These Analysts Revise Their Forecasts On Alibaba After Q2 Results
BABA
Published: November 26, 2025 by: Benzinga
Sentiment: Positive

Alibaba Group Holding (NYSE: BABA) posted better-than-expected second-quarter results on Tuesday.

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image for news These Analysts Revise Their Forecasts On Alibaba After Q2 Results
Alibaba: The Market Got Its Earnings Wrong
BABA
Published: November 26, 2025 by: Seeking Alpha
Sentiment: Neutral

Alibaba's headline EPS collapse and free‑cash‑flow swing mostly reflect disposals and front‑loaded AI, not weakness; like‑for‑like revenue grew 15% and cloud AI investments deepen Alibaba's moat. AI is driving explosive cloud growth and better e‑commerce unit economics; gross margins and logistics efficiency are improving, setting up operating leverage as investment normalizes. I think the market is ignoring stronger AI‑driven growth that should support higher long‑term margins and a rerated multiple.

Read More
image for news Alibaba: The Market Got Its Earnings Wrong
Alibaba Is Building Momentum
BABA
Published: November 25, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba Group Holding Limited delivered strong Q2 FY2026 revenue growth, driven by its core e-commerce and cloud businesses, but faced significant operating margin pressures. Now, despite burning a considerable amount of cash in H1 FY2026, BABA's aggressive investments in quick commerce and AI + Cloud are fueling user growth and market leadership. With a robust net cash position and long-term growth pillars in consumption and AI + Cloud, BABA remains fundamentally strong.

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image for news Alibaba Is Building Momentum
Alibaba: Most Mispriced AI Cloud Play In The Market
BABA
Published: November 25, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba Group Holding Limited's Q2 '25 results reaffirm that cloud, not e-commerce, is driving the company's next phase, with AI-related products posting another quarter of triple-digit growth. Alibaba Cloud maintains the No. 1 position in China at 35.8% share. With the AI cloud market expected to more than double by 2025, Alibaba is positioned to capture more. Despite short-term volatility and recent rallies, BABA stock's valuation remains attractive compared to global cloud peers, offering significant upside potential.

Read More
image for news Alibaba: Most Mispriced AI Cloud Play In The Market
Big Morning of Data: Any of It Good?
ADP, ADSK, ANF, BABA, BBY, DELL, DKS, KSS, PPI, URBN
Published: November 25, 2025 by: Zacks Investment Research
Sentiment: Neutral

Retail Sales, PPI, Weekly ADP and retail earnings reports all hit the tape ahead of the opening bell.

Read More
image for news Big Morning of Data: Any of It Good?
Alibaba Earnings: High And Accelerating AI Growth Continues (Rating Upgrade)
BABA
Published: November 25, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba Group Holding Limited just released its September quarter earnings. The BABA release was mixed on the surface, with a wide beat on revenue but a miss on EPS. What really mattered was delivered though: the cloud segment shone, with revenue growth accelerating to 34% and EBITA to 35%.

Read More
image for news Alibaba Earnings: High And Accelerating AI Growth Continues (Rating Upgrade)
Top Stocks with Earnings This Week: Alibaba, CleanSpark and More
BABA, CLSK
Published: November 24, 2025 by: Benzinga
Sentiment: Neutral

The current earnings season is winding down, but there are still some big names reporting during the holiday-shortened week.

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image for news Top Stocks with Earnings This Week: Alibaba, CleanSpark and More

About Alibaba Group Holding Limited (BABA)

  • IPO Date 2014-09-19
  • Website https://www.alibabagroup.com
  • Industry Specialty Retail
  • CEO Yongming Wu
  • Employees 124320

Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally. The company operates through seven segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. It operates Taobao and Tmall, which are digital retail platforms; Alimama, a proprietary monetization platform; 1688.com and Alibaba.com, which are online wholesale marketplaces; AliExpress, a retail marketplace; Lazada, Trendyol, and Daraz that are e-commerce platforms; Freshippo, a retail platform for groceries and fresh goods; and Tmall Global, an import e-commerce platform. The company also operates Cainiao Network logistic services platform; Ele.me, an on-demand delivery and local services platform; Koubei, a restaurant and local services guide platform; and Fliggy, an online travel platform. In addition, it offers pay-for-performance, in-feed, and display marketing services; and Taobao Ad Network and Exchange, a real-time online bidding marketing exchange. Further, the company provides elastic computing, storage, network, security, database, big data, and IoT services; and hardware, software license, software installation, and application development and maintenance services. Additionally, it operates Youku, an online video platform; Quark, a platform for information search, storage, and consumption; Alibaba Pictures and other content platforms that provide online videos, films, live events, news feeds, literature, music, and others; Amap, a mobile digital map, navigation, and real-time traffic information app; DingTalk, a business efficiency mobile app; Tmall Genie smart speaker; and Qwen, an artificial intelligence chatbot. The company was incorporated in 1999 and is based in Hangzhou, the People's Republic of China.