Alibaba Group Holding Limited (BABA)

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News

Alibaba launches data center with 10,000 of its own chips as China ramps up AI push
BABA
Published: April 08, 2026 by: CNBC Television
Sentiment: Positive

Alibaba and China Telecom are launching a data center in southern China powered by the e-commerce giant's own chips, as the country ramps up its focus on homegrown AI infrastructure. CNBC's Kristina Partsinevelos has the details.

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image for news Alibaba launches data center with 10,000 of its own chips as China ramps up AI push
Will Alibaba Stock Recover Despite Slowing E-Commerce Market Momentum?
BABA
Published: April 08, 2026 by: Zacks Investment Research
Sentiment: Negative

BABA faces a tough recovery as slowing e-commerce growth, weak CMR gains and plunging profits highlight mounting pressure on its core business.

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image for news Will Alibaba Stock Recover Despite Slowing E-Commerce Market Momentum?
Alibaba Stock Rises. How It's Trying to Catch Up in the AI Race.
BABA
Published: April 08, 2026 by: Barrons
Sentiment: Positive

Alibaba is ramping up AI efforts with new chips and a data center buildout as it tries to compete with U.S. rivals like Nvidia and Anthropic.

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image for news Alibaba Stock Rises. How It's Trying to Catch Up in the AI Race.
Heavy AI Spending Weighs on Alibaba's Profits: Hold or Fold the Stock?
BABA
Published: April 06, 2026 by: Zacks Investment Research
Sentiment: Negative

Alibaba's massive AI spending is crushing profits and cash flow, raising doubts about whether BABA's long-term bet can justify near-term financial pain.

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image for news Heavy AI Spending Weighs on Alibaba's Profits: Hold or Fold the Stock?
Wall Street Analysts See Alibaba (BABA) as a Buy: Should You Invest?
BABA
Published: April 06, 2026 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?

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image for news Wall Street Analysts See Alibaba (BABA) as a Buy: Should You Invest?
BABA's Quick Commerce Surges: Is Margin Pressure Set to Persist?
BABA
Published: March 30, 2026 by: Zacks Investment Research
Sentiment: Positive

Alibaba's quick commerce push boosts engagement but weighs on margins, as logistics-heavy growth raises concerns about long-term profitability.

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image for news BABA's Quick Commerce Surges: Is Margin Pressure Set to Persist?
Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?
BABA, ORCL
Published: March 27, 2026 by: Zacks Investment Research
Sentiment: Negative

ORCL's surging cloud growth, $553 billion backlog and AI push contrast sharply with BABA's weak revenue and profit slump, shifting the edge decisively.

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image for news Oracle vs. Alibaba: Which Cloud & AI Giant Has an Edge Right Now?
China's AliExpress tells EU lawmakers it is working to comply with law
BABA
Published: March 23, 2026 by: Reuters
Sentiment: Neutral

Chinese online shopping site AliExpress said on Monday it was improving controls to comply with European Union regulations as European lawmakers grilled executives over ​sales of dangerous and counterfeit products in the bloc.

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image for news China's AliExpress tells EU lawmakers it is working to comply with law
Alibaba Q3: AI Transition From An E-Commerce Giant Is Painful; Expecting Growth Inflection In FY2027
BABA
Published: March 23, 2026 by: Seeking Alpha
Sentiment: Negative

Alibaba is undergoing a strategic shift from traditional e-commerce to quick commerce and AI, with elevated spending likely to persist in the near term. 3Q FY2025 results showed flat growth in traditional e-commerce and margin contraction, while quick commerce and cloud remained strong. Quick commerce is not expected to be profitable until FY2027 and is targeting RMB 1 trillion in GMV by 2028.

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image for news Alibaba Q3: AI Transition From An E-Commerce Giant Is Painful; Expecting Growth Inflection In FY2027
Alibaba's Q3 Earnings Disappoint: Time to Hold or Fold the Stock?
BABA
Published: March 23, 2026 by: Zacks Investment Research
Sentiment: Negative

BABA's weak fiscal Q3 shows collapsing margins, heavy spending and rising risks, raising doubts about its turnaround as profitability pressures mount.

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image for news Alibaba's Q3 Earnings Disappoint: Time to Hold or Fold the Stock?
Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock
BABA
Published: March 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock
Securities Fraud Investigation Into Alibaba Group Holding Ltd. (BABA) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R.
BABA
Published: March 20, 2026 by: Business Wire
Sentiment: Neutral

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz continues its investigation of Alibaba Group Holding Ltd. (“Alibaba” or the “Company”) (NYSE: BABA) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON ALIBABA GROUP HOLDING LTD. (BABA), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On November 14, 2024, Financial Times published an a.

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image for news Securities Fraud Investigation Into Alibaba Group Holding Ltd. (BABA) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R.
Alibaba: On Track To $100B In Cloud Revenue
BABA
Published: March 20, 2026 by: Seeking Alpha
Sentiment: Positive

Alibaba Group Holding Limited shares dropped 7% after Q3'26 earnings, reflecting a temporary earnings dip due to heavy investment in AI and Cloud initiatives. I remain bullish on BABA, highlighting long-term growth potential in the Cloud Intelligence Group, which saw 36% Y/Y growth and accelerating momentum in Q3'26. Despite a slowdown in core e-Commerce (6% Y/Y growth), BABA remains profitable on an EBITA and free cash flow basis and trades at a cheap 14.3X forward P/E.

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image for news Alibaba: On Track To $100B In Cloud Revenue
Alibaba Q3 Earnings Miss Estimates, Revenues Rise Y/Y
BABA
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Negative

BABA's Q3 earnings miss estimates as heavy AI and commerce investments hit margins, despite rising revenues and strong cloud and quick commerce growth.

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image for news Alibaba Q3 Earnings Miss Estimates, Revenues Rise Y/Y
Wall Street Stays Bullish on Alibaba Despite Profit Drop: Key Analyst Price Targets Today
BABA
Published: March 20, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Alibaba Group Holding Ltd (NYSE:BABA) reported Q3 FY2026 earnings on March 19, 2026, and the results handed Wall Street a genuinely difficult read: non-GAAP net income fell 67% year-over-year to $2.39 billion while Cloud Intelligence Group revenue accelerated 36% to $6.19 billion.

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image for news Wall Street Stays Bullish on Alibaba Despite Profit Drop: Key Analyst Price Targets Today
Alibaba Q3 Earnings: Cloud Growth And Better Macro Warrant Optimism Despite Short-Term Issues
BABA
Published: March 20, 2026 by: Seeking Alpha
Sentiment: Positive

Alibaba (BABA) reported Q3 FY2026 revenue of RMB284.8bn (+1.7% YoY), missing estimates, with adjusted net profit down 67% YoY due to heavy investments. I remain bullish on BABA, citing e-commerce growth re-acceleration, improving quick commerce unit economics, and Alicloud revenue acceleration from surging AI token demand. BABA's full-stack AI capabilities, proprietary silicon, and foundational models position it as China's AI and local commerce leader, mirroring Google's ecosystem.

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image for news Alibaba Q3 Earnings: Cloud Growth And Better Macro Warrant Optimism Despite Short-Term Issues
Is It Worth Investing in Alibaba (BABA) Based on Wall Street's Bullish Views?
BABA
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Is It Worth Investing in Alibaba (BABA) Based on Wall Street's Bullish Views?
Forget Amazon: These 3 Global E-Commerce Giants Are Trading at Bargain Prices
BABA, MELI, SE
Published: March 20, 2026 by: 24/7 Wall Street
Sentiment: Positive

Amazon (NASDAQ: AMZN | AMZN Price Prediction) continues to dominate financial headlines again, riding its cloud and AI narrative to a valuation that commands a premium most investors accept without question.

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image for news Forget Amazon: These 3 Global E-Commerce Giants Are Trading at Bargain Prices
Alibaba: Why This Post-Earnings Drop Is A Gift
BABA
Published: March 20, 2026 by: Seeking Alpha
Sentiment: Positive

Alibaba Group reported a significant Q3 earnings miss, with GAAP net income down 66% YoY and non-GAAP EPS missing consensus by the largest margin in years. BABA's Cloud Intelligence Group delivered 36% YoY sales growth and sustained triple-digit AI product revenue growth, supporting a bullish long-term thesis despite near-term FCF and margin pressure. Heavy investment in AI and cloud is expected to unlock operating leverage and margin expansion, with management targeting $100B in combined cloud and AI revenue over five years.

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image for news Alibaba: Why This Post-Earnings Drop Is A Gift
Alibaba AI Adoption Drives 36% Cloud Growth
BABA
Published: March 19, 2026 by: PYMNTS
Sentiment: Positive

Alibaba Group saw growth across both its cloud and eCommerce segments during the quarter ended Dec. 31, according to a Thursday (March 19) earnings release. Overall, the company saw year-over-year revenue growth of 2%.

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image for news Alibaba AI Adoption Drives 36% Cloud Growth
Alibaba: Mixed Quarter, But I'm Staying The Course
BABA
Published: March 19, 2026 by: Seeking Alpha
Sentiment: Positive

Alibaba missed Q3 FY2026 top and bottom line estimates, with revenue up 2% y/y and non-GAAP EPS down 67% y/y. Profitability is temporarily compressed by aggressive investments in Quick Commerce (+56% y/y revenue) and AI + Cloud (+36% y/y revenue), both businesses showing strong sales momentum. Cloud Intelligence Group is increasingly profitable, with AI-related revenues growing at a triple-digit rate, positioning it as a potential future profit center.

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image for news Alibaba: Mixed Quarter, But I'm Staying The Course
Alibaba stock is falling as it spends heavily on AI. CEO Eddie Wu insists the tech will be its main growth driver
BABA
Published: March 19, 2026 by: Fast Company
Sentiment: Negative

Alibaba's net income fell 66% year-over-year (YOY) for 2025's fourth quarter while it invested heavily in AI.

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image for news Alibaba stock is falling as it spends heavily on AI. CEO Eddie Wu insists the tech will be its main growth driver
Alibaba: Enormous Price For A Tough Turnaround
BABA
Published: March 19, 2026 by: Seeking Alpha
Sentiment: Negative

Alibaba Group Holding Limited remains a Hold as its aggressive AI and cloud investments drive heavy cash burn and margin compression amid heightened competition. BABA's Cloud Intelligence revenue grew 36%, but this lags global peers and fails to offset weak overall revenue growth and a 74% drop in operating income. Valuation is unattractive: BABA trades at a forward P/E of 21.57 and PEG of 2.48, far richer than domestic competitors JD.com and PDD Holdings.

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image for news Alibaba: Enormous Price For A Tough Turnaround
Weekly Jobless Claims Softer-Than-Expected
BABA
Published: March 19, 2026 by: Zacks Investment Research
Sentiment: Neutral

Weekly Jobless Claims Softer-Than-Expected.

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image for news Weekly Jobless Claims Softer-Than-Expected
Alibaba stock hands investors an AI business for free: find out more
BABA
Published: March 19, 2026 by: Invezz
Sentiment: Neutral

Alibaba (NYSE: BABA) is under immense pressure this morning after posting its Q4 earnings that came in short of Street estimates as strategic investments triggered an alarming 66% decline in net income. Still, experts at First Eagle – a US-based investment firm – recommend long-term investors to load up on BABA on post-earnings weakness as its artificial intelligence (AI) business remains largely underappreciated.

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image for news Alibaba stock hands investors an AI business for free: find out more
Alibaba Drops 7%: Deep Value or Value Trap? Investors Can't Agree
BABA
Published: March 19, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Alibaba (NYSE:BABA) stock is getting hit Thursday morning, with shares down 7% to the $125 area after the company reported earnings before the open.

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image for news Alibaba Drops 7%: Deep Value or Value Trap? Investors Can't Agree
Alibaba Group reports revenue miss for December quarter, shares fall
BABA
Published: March 19, 2026 by: Proactive Investors
Sentiment: Negative

Alibaba Group (NYSE:BABA) reported weaker-than-expected results for its December quarter, as revenue fell short of forecasts and profits declined sharply, sending its US-listed shares down about 8%. For the quarter ended December 31, 2025, the company posted revenue of 284.8 billion yuan ($41.4 billion), below the 290.7 billion yuan expected by analysts.

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image for news Alibaba Group reports revenue miss for December quarter, shares fall
Alibaba's stock slips as a big drop in net income overshadows AI progress
BABA
Published: March 19, 2026 by: Market Watch
Sentiment: Negative

While Alibaba's cloud and AI units delivered another quarter of triple-digit growth, the company's costly pivot to rapid e-commerce delivery led to an earnings miss.

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image for news Alibaba's stock slips as a big drop in net income overshadows AI progress
Alibaba Joins Other Tech Giants in Raising AI Prices
BABA
Published: March 18, 2026 by: PYMNTS
Sentiment: Positive

Alibaba is reportedly increasing its AI and computing storage prices by up to 34%. That's according to a report Wednesday (March 18) from Bloomberg News, which says this places the Chinese tech giant among several of its contemporaries hoping to make the most of heavy demand following major tech investments.

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image for news Alibaba Joins Other Tech Giants in Raising AI Prices
Alibaba Is No Longer the Tech Darling of China. How Earnings Could Help.
BABA
Published: March 18, 2026 by: Barrons
Sentiment: Neutral

Alibaba stock is being outshone by MiniMax and Zhipu in China but its earnings could be an opportunity to point to its own AI strengths.

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image for news Alibaba Is No Longer the Tech Darling of China. How Earnings Could Help.

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.