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

GameStop CEO Ups Alibaba Bet to $1 Billion. Why Earnings Wowed the Street.
BABA, GME
Published: February 21, 2025 by: Barrons
Sentiment: Positive

The e-commerce stock has started 2025 on a tear, with investors betting that China's faltering economy will rebound.

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image for news GameStop CEO Ups Alibaba Bet to $1 Billion. Why Earnings Wowed the Street.
The risk reward for Alibaba is "darn good", but Baidu's search business is at risk: Analyst
BABA, BIDU
Published: February 21, 2025 by: CNBC International TV
Sentiment: Neutral

Barclays' Jiong Shao says that with the largest cloud infrastructure in Asia, Alibaba is just getting started on capitalizing from the AI trends. He also highlights the ‘innovator's dilemma' Baidu faces as it pursues a chatbot strategy in tandem with its search business.

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image for news The risk reward for Alibaba is "darn good", but Baidu's search business is at risk: Analyst
Alibaba shares surge 15% on strong earnings and AI push
BABA
Published: February 21, 2025 by: Proactive Investors
Sentiment: Positive

Alibaba Group's (NYSE:BABA) shares jumped 15% in Hong Kong after the company reported impressive quarterly results, driven by growth in its e-commerce and cloud businesses. Net income for the quarter hit 48.95 billion yuan ($6.72 billion), far exceeding expectations.

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image for news Alibaba shares surge 15% on strong earnings and AI push
Jack Ma's Alibaba Soars on E-Commerce, Cloud Services
BABA
Published: February 21, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

Alibaba posted its fastest pace of revenue growth in more than a year. The Chinese internet pioneer co-founded by Jack Ma reporter better-than-anticipated gains in its two most important divisions: e-commerce and cloud services, which houses its AI endeavors.

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image for news Jack Ma's Alibaba Soars on E-Commerce, Cloud Services
Alibaba shares surge 11% in Hong Kong as strong earnings fuel China's e-commerce rebound
BABA
Published: February 20, 2025 by: Invezz
Sentiment: Positive

Alibaba shares soared in Hong Kong on Friday, climbing as much as 11% after the Chinese tech giant reported robust quarterly earnings. The strong performance was driven by growth in its cloud intelligence and e-commerce segments, signaling a broader recovery in China's digital economy.

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image for news Alibaba shares surge 11% in Hong Kong as strong earnings fuel China's e-commerce rebound
Alibaba shares soar 11% in Hong Kong after stellar earnings as China's e-commerce sector recovers
BABA
Published: February 20, 2025 by: CNBC
Sentiment: Positive

The company reported a net income of 48.945 billion yuan ($6.72 billion) for the quarter ending December 31, surpassing the LSEG forecast of 40.6 billion yuan. Alibaba became the target of an intense regulatory crackdown by Beijing, which began in 2020.

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image for news Alibaba shares soar 11% in Hong Kong after stellar earnings as China's e-commerce sector recovers
Alibaba stock climbs on strong cloud sales in Q3
BABA
Published: February 20, 2025 by: Yahoo Finance
Sentiment: Positive

Alibaba (BABA) shares gain after announcing strong cloud sales in its fiscal third quarter and highlighting its artificial intelligence (AI) related gains. The Chinese e-commerce tech company is also in focus after announcing a partnership with Apple (AAPL) to bring Apple Intelligence features to iPhones in the Chinese market.

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image for news Alibaba stock climbs on strong cloud sales in Q3
Alibaba Ramps Up AI Spending in Pursuit of AGI
BABA
Published: February 20, 2025 by: PYMNTS
Sentiment: Positive

In the next three years, Alibaba will spend more on artificial intelligence (AI) than it has in the last decade. AI played a key role in the Chinese conglomerate's earnings call Thursday (Feb. 20), with management saying the company's AI investments are based on the primary goal of achieving artificial general intelligence (AGI).

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image for news Alibaba Ramps Up AI Spending in Pursuit of AGI
Alibaba Group (BABA) Q3 2025 Earnings Call Transcript
BABA
Published: February 20, 2025 by: Seeking Alpha
Sentiment: Neutral

Alibaba Group (NYSE:BABA ) Q3 2025 Results Conference Call February 20, 2025 7:30 AM ET Company Participants Lydia Liu - Head of Investor Relations Joe Tsai - Chairman Eddie Wu - Chief Executive Officer Toby Xu - Chief Financial Officer Jiang Fan - Chief Executive Officer of Alibaba E-Commerce Business Group Conference Call Participants Alicia Yap - Citigroup Alex Yao - JPMorgan Kenneth Fong - UBS Ron Keung - Goldman Sachs Yuan Liao - Citic Securities Gary Yu - Morgan Stanley Jialong Shi - Nomura Operator Good day, ladies and gentlemen. Thank you for standing by.

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image for news Alibaba Group (BABA) Q3 2025 Earnings Call Transcript
Alibaba: Soaring On Good News
BABA
Published: February 20, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's recent quarterly earnings exceeded expectations, boosting the stock price by 56% since November, reflecting strong momentum. Revenue growth was driven by Tmall, Taobao, and international digital commerce, while cloud business also showed a solid 13% growth rate. Despite a 4% EBITA growth, margins slightly declined due to investments in customer experience; adjusted EPS rose by 13% due to share buybacks.

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image for news Alibaba: Soaring On Good News
Alibaba Earnings Make It Official; Why I'm Buying China
BABA
Published: February 20, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's Q4 earnings exceeded expectations, with significant growth in Cloud and AI, boosting investor confidence and driving the stock up over 7%. The Chinese market shows signs of recovery, making BABA a prime stock for exposure, with potential to double based on past valuation metrics. Alibaba's financial discipline, strategic divestitures, and share repurchases highlight a strong commitment to profitability and investor returns.

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image for news Alibaba Earnings Make It Official; Why I'm Buying China
Is Alibaba Still A Buy After The Fiscal Q3 2025 Earnings Rally?
BABA
Published: February 20, 2025 by: Seeking Alpha
Sentiment: Positive

In our previous coverage of Alibaba Group Holding Limited, we've identified 3 impending catalysts to the stock: 1) core commerce reacceleration, 2) cloud arrival, and 3) a potential Apple partnership. All three have materialized since, representing key drivers to the stock's upsurge, alongside broader momentum from the DeepSeek sensation since January. BABA's latest earnings outperformance also reinforces our previous views that a sustained recovery rally will arrive when the company demonstrates idiosyncratic fundamental strength that's not fully dependent on Chinese stimulus.

Read More
image for news Is Alibaba Still A Buy After The Fiscal Q3 2025 Earnings Rally?
Jobless Claims Increased More Than Expected
BABA, WMT
Published: February 20, 2025 by: Zacks Investment Research
Sentiment: Neutral

We have an informative and far-reaching morning of investment data ahead of today's opening bell, with Weekly Jobless Claims and Philly Fed manufacturing joining some key quarterly earnings reports. Pre-market indexes are once again starting off lower than the previous-day's close, but the S&P 500 is working on a two-day record-closing-high streak.

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image for news Jobless Claims Increased More Than Expected
Steady Jobless Claims, Good Philly Fed, Healthy Q4 Earnings
BABA, TRIP, W, WMT
Published: February 20, 2025 by: Zacks Investment Research
Sentiment: Positive

Pre-markets are once again starting off lower, but the S&P 500 is working on a two-day record-closing-high.

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image for news Steady Jobless Claims, Good Philly Fed, Healthy Q4 Earnings
Alibaba Stock: The Rally Has Just Begun
BABA
Published: February 20, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's Q3 earnings show an 8% YoY sales growth and a significant 83% YoY EBIT margin increase, driving a 17% stock price rise. Strong performance in AIDC (+32% YoY) and Cloud Intelligence (+13% YoY) segments, with AI-related products showing triple-digit growth for six consecutive quarters. Despite a 31% YoY drop in FCF due to high CapEx, Alibaba repurchased ~$1.3 billion in shares, indicating confidence in future growth.

Read More
image for news Alibaba Stock: The Rally Has Just Begun
Chinese giant Alibaba posts profit and revenue beat in December quarter amid strength in cloud unit
BABA
Published: February 20, 2025 by: CNBC
Sentiment: Positive

Chinese e-commerce titan Alibaba on Thursday beat expectations on top and bottom line in its December quarter, citing the strength ongoing strength at its Cloud Intelligence unit.

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image for news Chinese giant Alibaba posts profit and revenue beat in December quarter amid strength in cloud unit
Alibaba beats revenue estimates for third quarter
BABA
Published: February 20, 2025 by: Reuters
Sentiment: Positive

China's Alibaba Group Holding on Wednesday topped Wall Street expectations for third-quarter revenue, on strong year-end shopping sales and the success of its strategy to attract cost-conscious consumers.

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image for news Alibaba beats revenue estimates for third quarter
Alibaba Group Announces December Quarter 2024 Results
BABA
Published: February 20, 2025 by: Business Wire
Sentiment: Neutral

HANGZHOU, China--(BUSINESS WIRE)---- $BABA #alibaba--Alibaba Group Holding Limited today announced its financial results for the quarter ended December 31, 2024.

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image for news Alibaba Group Announces December Quarter 2024 Results
Alibaba Earnings Are Coming. China's AI Battle Is Heating Up.
BABA
Published: February 19, 2025 by: Barrons
Sentiment: Positive

The e-commerce company said last week that it would partner with Apple in China to support iPhone AI services.

Read More
image for news Alibaba Earnings Are Coming. China's AI Battle Is Heating Up.
George Soros Makes Fresh Bets On Alphabet, Small Caps: What About SPY Puts And Alibaba?
BABA, GOOG, GOOGL
Published: February 19, 2025 by: Benzinga
Sentiment: Positive

Billionaire investor George Soros made some bold portfolio adjustments in the fourth quarter, signaling a shift toward growth while easing off defensive bets.

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image for news George Soros Makes Fresh Bets On Alphabet, Small Caps: What About SPY Puts And Alibaba?
Stock Of The Day: Will A 'Crowded Trade' Force Alibaba Lower?
BABA
Published: February 19, 2025 by: Benzinga
Sentiment: Neutral

Shares of Alibaba Group Holding Limited BABA are off slightly ahead of tomorrow's report. The company will release its earnings tomorrow and is scheduled to have a conference call at 7:30 AM EST to discuss the results.

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image for news Stock Of The Day: Will A 'Crowded Trade' Force Alibaba Lower?
Options Corner: BABA Before Earnings
BABA
Published: February 19, 2025 by: Schwab Network
Sentiment: Positive

Kevin Green points to key areas on the chart of Alibaba (BABA). The Chinese internet giant has spiked higher this month, with a potential partnership on Apple (AAPL) Intelligence roll out in China.

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image for news Options Corner: BABA Before Earnings
Alibaba, BYD Could Get Boost After Xi Meeting. Why Beijing's Private Sector Shift Is Important.
BABA, BYDDF, BYDDY
Published: February 18, 2025 by: Barrons
Sentiment: Positive

Chinese leader Xi Jinping ‘s remarks at an event signaled that Beijing wants to repair business confidence after years of crackdowns.

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image for news Alibaba, BYD Could Get Boost After Xi Meeting. Why Beijing's Private Sector Shift Is Important.
DeepSeek IPO Remains Far Off—Investors Eye 4 Chinese AI Stocks
BABA, BIDU, PDD, QFIN
Published: February 18, 2025 by: MarketBeat
Sentiment: Negative

The introduction of the cutting-edge, chip-efficient AI chat model DeepSeek sent markets into a frenzy in late January, sparking an American AI sell-off. Featuring twice the computing power at a fraction of the cost of models like ChatGPT, the introduction of DeepSeek was particularly painful for chip manufacturer NVIDIA Co. NASDAQ: NVDA, whose shares fell more than 14% on the date of DeepSeek's introduction.

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image for news DeepSeek IPO Remains Far Off—Investors Eye 4 Chinese AI Stocks
Up 55% In A Month, Is Alibaba Stock A Buy Ahead Of Earnings?
BABA
Published: February 18, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba stock has surged over 55% in the past month, potentially entering a Stage-2 ascent, with further gains expected if it holds above the top-end of its accumulation base. Despite negative revenue and EPS revision trends, Alibaba is set to extend its top-line growth re-acceleration trend in Q3 FY-2025 and end its y/y EPS declines. Amid significant macroeconomic headwinds, Alibaba's near-term business outlook remains uncertain. However, long-term growth prospects look strong, with TTG and Cloud set for a healthy recovery.

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image for news Up 55% In A Month, Is Alibaba Stock A Buy Ahead Of Earnings?
Alibaba Q3 Earnings Preview: Should You Buy, Sell or Hold the Stock?
BABA
Published: February 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

BABA faces a mixed outlook as international growth and AI momentum contrast with domestic challenges and cloud competition ahead of fiscal Q3 results.

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image for news Alibaba Q3 Earnings Preview: Should You Buy, Sell or Hold the Stock?
Alibaba, Baidu, JD.com Stocks Are Moving. China's Xi Just Met With Tech Leaders.
BABA, BIDU, JD
Published: February 17, 2025 by: Barrons
Sentiment: Positive

Chinese tech stocks have been red hot lately and now they appear to have the support of China's president.

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image for news Alibaba, Baidu, JD.com Stocks Are Moving. China's Xi Just Met With Tech Leaders.
This Michael Burry stock enters most overbought zone in 7 years; Time to sell?
BABA
Published: February 17, 2025 by: Finbold
Sentiment: Negative

Michael Burry of ‘ The Big Short ' fame has shown a preference for Chinese technology stocks, with Alibaba (NYSE: BABA) ranking among the key positions in his portfolio.

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image for news This Michael Burry stock enters most overbought zone in 7 years; Time to sell?
Alibaba: Strategically Bullish As AI Optimism Drives Multiple Higher
BABA
Published: February 16, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's stock jumped nearly 50% in a month, fueled by AI optimism from the DeepSeek news and a potential AI partnership with Apple in China. The company's core retail business is stabilizing, and overall revenue growth has accelerated on a year-over-year basis in 2Q FY2025, driven by strong performance in the cloud segment. While increased spending on AI infrastructure has impacted FCF, down 70% YoY in 2Q, it is expected to drive higher cloud revenue growth, helping to diversify Alibaba's revenue mix.

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image for news Alibaba: Strategically Bullish As AI Optimism Drives Multiple Higher
Apple's China AI partnership with Alibaba a gamechanger, says investment bank
AAPL, BABA
Published: February 14, 2025 by: Proactive Investors
Sentiment: Positive

Apple Inc (NASDAQ:AAPL, ETR:APC) has finally secured its long-awaited artificial intelligence launch in China, with Alibaba stepping in as its key tech partner. Wedbush analysts see this as a major breakthrough for the iPhone maker, which has been waiting for Beijing's approval to roll out Apple Intelligence in its most important international market.

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image for news Apple's China AI partnership with Alibaba a gamechanger, says investment bank

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.