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 2.4813
  • Debt/Equity 0.2727
  • CurrentRatio 1.4559
  • ROIC 0.0592

 

  • MktCap 2561406197957.1074
  • FreeCF/Share 1.1354
  • PFCF 972.6742
  • PE 20.7686
  • Debt/Assets 0.1495
  • DivYield 0.0124
  • ROE 0.1216

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 4
  • 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
Upgrade BABA Arete Neutral Buy -- $190 Jan. 21, 2026
Reiterated BABA Morgan Stanley -- Overweight $200 $180 Jan. 8, 2026
Reiterated BABA Jefferies -- Buy $231 $225 Jan. 8, 2026
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

News

Alibaba's Stock Surges on AI Breakthrough: ETFs in Focus
BABA
Published: March 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Alibaba (BABA) experienced its biggest stock surge in weeks after introducing the QwQ-32B model, an AI system that rivals DeepSeek but requires only a fraction of the data.

Read More
image for news Alibaba's Stock Surges on AI Breakthrough: ETFs in Focus
Why Alibaba, JD, and Other Chinese Tech Stocks Rallied Wednesday Morning
BABA, JD, TCEHY
Published: March 05, 2025 by: The Motley Fool
Sentiment: Positive

Stocks of several of China's most popular technology companies were rallying on Wednesday as the country's leader promised to support the technology industry and kept its economic growth goals intact.

Read More
image for news Why Alibaba, JD, and Other Chinese Tech Stocks Rallied Wednesday Morning
Final Trades: Taiwan Semi, Alibaba and S&P Global
BABA, SPGI, TSM
Published: March 05, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

Read More
image for news Final Trades: Taiwan Semi, Alibaba and S&P Global
DeepSeek Fuels China's Tech Resurgence: 3 Stocks Worth Watching
BABA, BIDU, TCEHY
Published: February 28, 2025 by: Zacks Investment Research
Sentiment: Positive

China tech soars in 2025 as AI, EVs and AR lead the way. Investors can keep an eye on TCEHY, BABA and BIDU as they capitalize on this technological renaissance.

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image for news DeepSeek Fuels China's Tech Resurgence: 3 Stocks Worth Watching
Alibaba Shares Jump on AI Gains as Momentum Continues. Is It Too Late to Buy the Stock?
BABA
Published: February 28, 2025 by: The Motley Fool
Sentiment: Positive

Alibaba (BABA -1.82%) shares got a nice boost following the Chinese company's fiscal third-quarter results, which showed a nice rebound in its e-commerce business as well as strong artificial intelligence (AI) growth.

Read More
image for news Alibaba Shares Jump on AI Gains as Momentum Continues. Is It Too Late to Buy the Stock?
Chinese Stocks Are Beating U.S. Stocks. Where to Find the Bargains.
BABA, BIDU, FXI, JD, KWEB, MCHI, PDD
Published: February 28, 2025 by: Barrons
Sentiment: Positive

As President Trump widens his tariff threats to other nations and China backstops its economy, investors are dipping back into a market they once shunned.

Read More
image for news Chinese Stocks Are Beating U.S. Stocks. Where to Find the Bargains.
Zhang: BABA's "Deep Discount," "Quite Bullish" on NVDA Long-Term
NVDA, BABA
Published: February 27, 2025 by: Schwab Network
Sentiment: Positive

@OptionsPlay's Tony Zhang believes deregulation in China and increasing competition with the U.S. puts Alibaba (BABA) at the forefront of markets. He says Alibaba trades at a "deep discount" compared to other peers in the space.

Read More
image for news Zhang: BABA's "Deep Discount," "Quite Bullish" on NVDA Long-Term
If You Timed Alibaba, It's Now Time To Sell
BABA
Published: February 26, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba rallied on Jack Ma's return, AI buzz, and earnings, but it's still below its 2020 peak, lagging broader indices and supposed Tech peers. Perfect timers should cash out. Alibaba's Qwen2.5 is CCP-hyped, not monetized, and trails Western models like Grok 3. It is no game changer, in my view. Jack Ma's comeback signals domestic pride for the private sector, not openness to the West. I think China remains uninvestable for foreigners.

Read More
image for news If You Timed Alibaba, It's Now Time To Sell
Alibaba Group: ~80% Upside By 2027 (Regression Analysis)
BABA
Published: February 26, 2025 by: Seeking Alpha
Sentiment: Positive

I am bullish on Alibaba due to its growth in cloud business, AI investments, market position, and international expansion, projecting 81% upside by 2027. Alibaba's dominance in China's e-commerce market and international expansion, especially in emerging markets, are key growth catalysts, reducing reliance on the Chinese market. The cloud business, driven by AI and substantial investments, is expected to be a significant growth frontier, enhancing Alibaba's overall performance.

Read More
image for news Alibaba Group: ~80% Upside By 2027 (Regression Analysis)
Alibaba makes AI video generation model free to use globally
BABA
Published: February 26, 2025 by: CNBC
Sentiment: Positive

The Chinese giant said it is open sourcing four models that are part of its Wan2.1 series, the latest version of the company's foundational AI model that can generate images and video from text and image inputs. Open source is in contrast to proprietary models such as those created by OpenAI.

Read More
image for news Alibaba makes AI video generation model free to use globally
US SMEs prioritise trendy and high-quality products as direct sourcing takes centre stage, reveals new Alibaba.com research
BABA
Published: February 26, 2025 by: PRNewsWire
Sentiment: Neutral

As 44% of US SMEs plan to find new suppliers, driving cost efficiency and enhancing product quality amongst top priorities for year ahead NEW YORK , Feb. 26, 2025 /PRNewswire/ -- Small and medium-sized enterprises (SMEs) across the USA are set to make major changes to their product sourcing strategies this year, according to new data from Alibaba.com, a leading platform for global business-to-business (B2B) e-commerce. Just over a third of US SMEs say that sourcing products at more cost-effective prices (36%) is a top priority in 2025.

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image for news US SMEs prioritise trendy and high-quality products as direct sourcing takes centre stage, reveals new Alibaba.com research
Alibaba Health: AI-Driven Growth And Digital Healthcare Leadership
BABA
Published: February 26, 2025 by: Seeking Alpha
Sentiment: Positive

I'm bullish on Alibaba Health Information Tech with a 24% upside, driven by favorable macro trends, robust ecosystem, and AI integration enhancing long-term profitability. Structural shift in online drug penetration and China's digital health market growth to $54.17bn by 2029, per Statista, benefit Alibaba Health's established platform. AI implementation to improve e-commerce efficiency, user engagement, and regulatory compliance, driving higher sales conversion and long-term revenue growth.

Read More
image for news Alibaba Health: AI-Driven Growth And Digital Healthcare Leadership
Alibaba launches AI model Wan 2.1 for video and image generation
BABA
Published: February 25, 2025 by: Invezz
Sentiment: Neutral

Alibaba has made its latest artificial intelligence model for video and image generation, Wan 2.1, publicly available, a move that is expected to accelerate adoption and intensify competition in the AI space.

Read More
image for news Alibaba launches AI model Wan 2.1 for video and image generation
Chinese competition regulator holds talks with Alibaba, Mercedes-Benz
BABA, MBGAF, MBGYY
Published: February 25, 2025 by: Reuters
Sentiment: Neutral

China's market regulator held a symposium on fair competition with executives from seven companies, including Alibaba and LONGi Green Energy , the State Administration for Market Regulation (SAMR) said on Wednesday in a statement.

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image for news Chinese competition regulator holds talks with Alibaba, Mercedes-Benz
Alibaba to release open-source version of video-generating AI model
BABA
Published: February 25, 2025 by: Reuters
Sentiment: Positive

Alibaba will release an open-source version of its video and image-generating AI model, Wan 2.1, the Chinese tech giant said in a post on X on Tuesday.

Read More
image for news Alibaba to release open-source version of video-generating AI model
Alibaba: Doubled In Value But Still Undervalued
BABA
Published: February 25, 2025 by: Seeking Alpha
Sentiment: Positive

Despite short-term volatility and risks like the looming trade war, Alibaba remains a strong long-term investment. The Chinese stock market shows signs of recovery, and Alibaba's recent 25% rally aligns with broader positive trends in Chinese stocks and economic growth. Alibaba's Q3/25 results were strong, with significant revenue and EPS growth, driven by its core business and increasing AI-related product adoption.

Read More
image for news Alibaba: Doubled In Value But Still Undervalued
Bull Market Intact: Why Friday's Plunge was Likely Overdone
AAPL, BABA, GOOGL, MSFT, NVDA
Published: February 24, 2025 by: Zacks Investment Research
Sentiment: Negative

After stocks plunged Friday and the Nasdaq gave up its year-to-date gains, investors may wonder whether or not the US equity bull market remains intact. Stock Strategist Andrew Rocco provides some timely clues.

Read More
image for news Bull Market Intact: Why Friday's Plunge was Likely Overdone
Alibaba Places $52 Billion Price Tag on AI Plans
BABA
Published: February 24, 2025 by: PYMNTS
Sentiment: Positive

Last week, Chinese tech conglomerate Alibaba announced a major uptick in AI spending. Now, the company has put a price tag on the effort, according to a Monday (Feb. 24) report by Reuters: at least 380 billion yuan, or $52.44 billion, over a three-year period.

Read More
image for news Alibaba Places $52 Billion Price Tag on AI Plans
Alibaba to invest $53 billion over next three years to advance AI infrastructure
BABA
Published: February 24, 2025 by: CNBC Television
Sentiment: Positive

CNBC's Deirdre Bosa reports on the latest news regarding Alibaba.

Read More
image for news Alibaba to invest $53 billion over next three years to advance AI infrastructure
Why Alibaba Stock Was Falling Today
BABA
Published: February 24, 2025 by: The Motley Fool
Sentiment: Negative

Shares of Alibaba (BABA -9.11%) were taking a dive today after investors balked at the company's big spending plans in cloud and artificial intelligence (AI).

Read More
image for news Why Alibaba Stock Was Falling Today
Best-Performing Leveraged ETFs of Last Week
BABA, BOIL, MU, SMCI
Published: February 24, 2025 by: Zacks Investment Research
Sentiment: Positive

These leveraged ETF areas won last week.

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image for news Best-Performing Leveraged ETFs of Last Week
Alibaba Stock Falls After China Tech Giant Pledges $52 Billion AI Spending Push
BABA
Published: February 24, 2025 by: Investors Business Daily
Sentiment: Negative

The Chinese tech giant pledged to spend $53 billion on cloud-computing and AI over the next three years. The post Alibaba Stock Falls After China Tech Giant Pledges $52 Billion AI Spending Push appeared first on Investor's Business Daily.

Read More
image for news Alibaba Stock Falls After China Tech Giant Pledges $52 Billion AI Spending Push
China's Alibaba to invest $50 bn in AI, cloud computing
BABA
Published: February 24, 2025 by: TechXplore
Sentiment: Positive

Chinese tech giant Alibaba said Monday it will spend more than $50 billion on artificial intelligence and cloud computing over the next three years, a week after co-founder Jack Ma was seen meeting President Xi Jinping.

Read More
image for news China's Alibaba to invest $50 bn in AI, cloud computing
Alibaba set to invest $53 Billion in AI and cloud expansion
BABA
Published: February 24, 2025 by: Proactive Investors
Sentiment: Positive

Alibaba has announced plans to invest $53 billion in artificial intelligence and cloud computing over the next three years, marking its largest-ever commitment to technological innovation. The move comes as Chinese technology stocks, including Alibaba, surge to multi-year highs, fuelled by strong earnings and renewed investor confidence.

Read More
image for news Alibaba set to invest $53 Billion in AI and cloud expansion
Alibaba is going all in on trying to beat the US at developing AI that can reason like a human being
BABA
Published: February 24, 2025 by: Business Insider
Sentiment: Positive

Alibaba has shifted its focus to artificial general intelligence, or AGI. The Chinese tech giant recently reported an 8% rise in quarterly revenue, boosting its stock price.

Read More
image for news Alibaba is going all in on trying to beat the US at developing AI that can reason like a human being
Alibaba to invest more than $52 billion in AI over next 3 years
BABA
Published: February 23, 2025 by: Reuters
Sentiment: Positive

Alibaba said on Monday it plans to invest at least 380 billion yuan ($52.44 billion) in its cloud computing and artificial intelligence infrastructure over the next three years.

Read More
image for news Alibaba to invest more than $52 billion in AI over next 3 years
China Stocks: Why the Party is Just Starting
BABA
Published: February 21, 2025 by: Zacks Investment Research
Sentiment: Positive

In today's commentary, Stock Strategist Andrew Rocco explains how an expanding balance sheet, record share buybacks, and historically high short interest suggest that the Chinese stock market is just getting started.

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image for news China Stocks: Why the Party is Just Starting
Alibaba's AI Expansion, E-Commerce Growth Reinforce Bullish Analyst Outlook
BABA
Published: February 21, 2025 by: Benzinga
Sentiment: Positive

Alibaba Group Holding BABA stock gained after multiple Wall Street firms raised their respective price targets on the stock on Friday.

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image for news Alibaba's AI Expansion, E-Commerce Growth Reinforce Bullish Analyst Outlook
Alibaba Jumps Post Q3 Earnings: ETFs to Buy
BABA
Published: February 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Alibaba records its fastest pace of revenue growth in more than a year, spreading cheer among investors.

Read More
image for news Alibaba Jumps Post Q3 Earnings: ETFs to Buy
Alibaba: Why I Am More Bullish Than Ever
BABA
Published: February 21, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba Group Holding Limited's strong fiscal Q3 '25 earnings and free cash flow performance highlight its value, with significant growth in e-commerce and promising momentum in Cloud. The e-commerce firm beat Q3 EPS estimates by $0.29 and revenue estimates by $351M. Alibaba is on track to achieve $20B in annual free cash flow going forward, if the current rate of growth can be sustained.

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image for news Alibaba: Why I Am More Bullish Than Ever

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.