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 Stock Hits 3-Year High on AI Spending Plans
BABA
Published: September 24, 2025 by: Schaeffers Research
Sentiment: Positive

Alibaba Group Holding Ltd (NYSE:BABA) is up 8.7% to trade at $177.21 at last check, after the China-based e-commerce giant announced it would hike AI spending on models as well as infrastructure beyond $50 billion.

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image for news Alibaba Stock Hits 3-Year High on AI Spending Plans
Alibaba stock soars on AI spending plans, strategist talks AI-driven market bubble risks
BABA
Published: September 24, 2025 by: Yahoo Finance
Sentiment: Positive

Morning Brief anchor Julie Hyman breaks down the latest market news for September 24, 2025. Alibaba stock soared to a four-year high after it unveiled its AI plans.

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image for news Alibaba stock soars on AI spending plans, strategist talks AI-driven market bubble risks
Alibaba's $53 Billion AI Blitz Ignites Stock Rally With Nvidia As the Secret Sauce
BABA
Published: September 24, 2025 by: 24/7 Wall Street
Sentiment: Positive

Alibaba Group ( NYSE:BABA ) shares are exploding higher this morning, surging 8.5% in morning trading to over $177 per share, marking a continuation of a stunning turnaround for the Chinese e-commerce behemoth.

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image for news Alibaba's $53 Billion AI Blitz Ignites Stock Rally With Nvidia As the Secret Sauce
Should You Buy Alibaba ETFs as Stock Surges on AI Investment Push?
BABA
Published: September 24, 2025 by: Zacks Investment Research
Sentiment: Positive

Alibaba BABA shares surged to their highest price in nearly four years after unveiling renewed plans to boost artificial intelligence (AI) spending beyond its original $50 billion-plus commitment, per a Bloomberg article, as quoted on Yahoo Finance. Chief Executive Officer Eddie Wu forecasted that global AI investment could grow to roughly $4 trillion over the next five years, and Alibaba seeks to keep pace with that momentum, the Bloomberg article noted.

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image for news Should You Buy Alibaba ETFs as Stock Surges on AI Investment Push?
Alibaba Shares Jump on Plan to Boost AI Spending Beyond $53B
BABA
Published: September 24, 2025 by: Investopedia
Sentiment: Positive

China's top tech firm is spending even more than it originally planned on AI, turning up the heat on U.S. chip giants like Nvidia (NVDA) in the race to dominate the technology.

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image for news Alibaba Shares Jump on Plan to Boost AI Spending Beyond $53B
Hayes: BABA "Cheapest Way" to Play A.I. Right Now
BABA
Published: September 24, 2025 by: Schwab Network
Sentiment: Positive

Thomas Hayes sees opportunity in the current market despite some warning signs. He attributes the current market strength to sectors beyond the Mag 7, such as small caps and energy, which he believes are undervalued.

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image for news Hayes: BABA "Cheapest Way" to Play A.I. Right Now
Alibaba to offer Nvidia's physical AI development tools in its AI platform
BABA, NVDA
Published: September 24, 2025 by: TechCrunch
Sentiment: Positive

Nvidia is on a dealmaking spree: Days after committing to taking a $5 billion stake in Intel and a whopping $100 billion investment in OpenAI, the GPU maker has now struck a partnership with China's Alibaba.

Read More
image for news Alibaba to offer Nvidia's physical AI development tools in its AI platform
Alibaba Shares Jump as AI Budget Soars Past $50 Billion
BABA
Published: September 24, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive

Shares of Alibaba Group Holding Ltd. surged to their highest in nearly four years as the company revealed plans to ramp up AI spending past an original $50 billion-plus target.

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image for news Alibaba Shares Jump as AI Budget Soars Past $50 Billion
Baidu or Alibaba? Why This Is the Stock to Play China's AI Boom.
BABA, BIDU
Published: September 23, 2025 by: Barrons
Sentiment: Positive

The Chinese tech titans are benefiting from Beijing's artificial-intelligence push. Nomura analysts see this as the better pick.

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image for news Baidu or Alibaba? Why This Is the Stock to Play China's AI Boom.
Alibaba's Stock Price Does Not Reflect The Reality
BABA
Published: September 23, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's recent earnings received a big applause from Wall Street with the help of it 26% YoY growth in Alibaba Cloud. Despite chip restrictions, Alibaba's cloud business seems to be showing strong growth signs as new AI tools and services are launched. Alibaba's Qwen AI model is often listed among the top 10 AI models and the development of new AI chip could further improve the growth potential of Alibaba Cloud.

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image for news Alibaba's Stock Price Does Not Reflect The Reality
2 Top Chinese AI Picks to Buy
BABA, BIDU
Published: September 23, 2025 by: 24/7 Wall Street
Sentiment: Positive

With the broad basket of Chinese internet stocks marching higher again, investors may wish to give the forgotten names a second look for their newfound momentum and intriguing new AI developments.

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image for news 2 Top Chinese AI Picks to Buy
Alibaba Cloud's AI Boom: Can This Momentum Drive Even Higher Growth?
BABA
Published: September 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Alibaba Cloud surges 265 on AI demand, but can it sustain momentum against Microsoft Azure's 39% growth and Amazon's $24B AI investments? Analysis inside.

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image for news Alibaba Cloud's AI Boom: Can This Momentum Drive Even Higher Growth?
Make Alibaba Great Again
BABA
Published: September 22, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba Group Holding Limited offers a compelling turnaround story, trading at a significant discount despite strong growth in AI, cloud, and proprietary chips. BABA's cloud and AI divisions are expanding rapidly, with government support and partnerships positioning it as a domestic tech leader amid U.S.-China tensions. Valuation remains attractive, with BABA trading at a low P/E and PEG ratio; a re-rating could drive shares 40% higher to a $220 target.

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image for news Make Alibaba Great Again
Alibaba Stock Is Up 87%. Time to Sell?
BABA
Published: September 19, 2025 by: The Motley Fool
Sentiment: Neutral

Alibaba Group (BABA 1.49%) has tested investors' patience over the past few years. Regulators cracked down, China's consumer spending slowed, and rivals like Pinduoduo and Meituan intensified competition.

Read More
image for news Alibaba Stock Is Up 87%. Time to Sell?
Alibaba's AIDC Growth Nears Breakeven: A Path to Stronger Profits?
BABA
Published: September 18, 2025 by: Zacks Investment Research
Sentiment: Positive

BABA's AIDC revenues jump 19% YoY as AliExpress and Trendyol expand globally, narrowing losses and edging closer to breakeven.

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image for news Alibaba's AIDC Growth Nears Breakeven: A Path to Stronger Profits?
2 China-Based Tech Stocks Rising on AI Updates
BABA, BIDU
Published: September 17, 2025 by: Schaeffers Research
Sentiment: Positive

China-based tech stocks are surging today, with help from a boom in artificial intelligence (AI) spending after the Financial Times reported the country banned Nvidia (NVDA) chips.

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image for news 2 China-Based Tech Stocks Rising on AI Updates
NVDA China Woes Continue as BABA, BIDU Hit 52-Week Highs
NVDA, BABA, BIDU
Published: September 17, 2025 by: Schwab Network
Sentiment: Negative

Nvidia's (NVDA) China headwinds grow. Reports say Chinese internet regulators ordered companies not to buy the company's chips.

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image for news NVDA China Woes Continue as BABA, BIDU Hit 52-Week Highs
Still Undervalued: Why Alibaba's 90% Rally Isn't The End Of The Story
BABA
Published: September 17, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's cloud computing and AI segments are driving growth, with cloud revenue up 26% and AI-related products seeing triple-digit growth for eight quarters. E-commerce remains challenged, missing revenue expectations and facing intense competition, but quick commerce investments aim to expand Alibaba's consumer base. Profitability is pressured by heavy investments in instant commerce and AI infrastructure, though management sees these as key to long-term growth.

Read More
image for news Still Undervalued: Why Alibaba's 90% Rally Isn't The End Of The Story
Alibaba's shares jump after it lands a major customer for its AI chips
BABA
Published: September 17, 2025 by: CNBC
Sentiment: Positive

China Unicom will deploy Alibaba's AI chips through the e-commerce giant's cloud computing unit, according to state media CCTV. The chips are developed by Alibaba's semiconductor unit called Pingtouge or T-Head.

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image for news Alibaba's shares jump after it lands a major customer for its AI chips
Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock
BABA
Published: September 15, 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.

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image for news Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock
Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?
BABA
Published: September 12, 2025 by: Zacks Investment Research
Sentiment: Positive

BABA's AI reaches global parity with superior cost efficiency, positioning it well for Asia's adoption curve. However, geopolitical risks persist.

Read More
image for news Is Alibaba's AI Revolution Worth the Risk for Growth Investors Now?
Alibaba, Baidu use own AI chips in move away from US: report
BABA, BIDU
Published: September 12, 2025 by: Proactive Investors
Sentiment: Positive

China's Alibaba Group (NYSE:BABA) and Baidu.com (NASDAQ:BIDU) have begun using internally designed semiconductors to train their AI models, partly replacing those made by Nvidia, The Information reported on Thursday, citing people with direct knowledge of the matter. The media outlet noted that Alibaba has been deploying its Zhenwu processors for smaller AI models since early 2025, while Baidu has started testing its Kunlun P800 chip to train updated versions of its Ernie AI model.

Read More
image for news Alibaba, Baidu use own AI chips in move away from US: report
Here's how much Michael Burry is up on his $3.8 billion Alibaba option position
BABA
Published: September 12, 2025 by: Finbold
Sentiment: Neutral

‘The Big Short' Michael Burry's Scion Asset Management reversed his course on Chinese equities, rebuilding exposure to Alibaba (NYSE: BABA) through call option contracts in Q2 2025, even after fully liquidating its prior direct stake earlier this year.

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image for news Here's how much Michael Burry is up on his $3.8 billion Alibaba option position
Alibaba, Baidu begin using their own chips for training AI models, The Information reports
BABA, BIDU
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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image for news Alibaba, Baidu begin using their own chips for training AI models, The Information reports
Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?
BABA
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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image for news Is Alibaba's China E-Commerce Growth Durable Amid Margin Pressure?
Alibaba Stock Is Jumping. The Chinese Tech Giant Is Flexing Its AI Muscles.
BABA
Published: September 08, 2025 by: Barrons
Sentiment: Positive

The ecommerce giant unveiled its biggest artificial intelligence model to date. Investors like what they see.

Read More
image for news Alibaba Stock Is Jumping. The Chinese Tech Giant Is Flexing Its AI Muscles.
Alibaba's AI-Driven Cloud Surge: How AI Revenue Became the Growth Engine
BABA
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.

Read More
image for news Alibaba's AI-Driven Cloud Surge: How AI Revenue Became the Growth Engine
Wall Street Roundup: Jobs Data, Gold Highs, AI + Tariff Impact
AAPL, ADBE, AEO, AVGO, BABA, CRM, DIA, DLTR, GOOG, GOOGL, M, MSFT, NDAQ, NVDA, QQQ, SPY, XLK
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.

Read More
image for news Wall Street Roundup: Jobs Data, Gold Highs, AI + Tariff Impact
3 High-Growth Tech Stocks Set to Double By 2027
AEVA, BABA, FEIM
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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image for news 3 High-Growth Tech Stocks Set to Double By 2027
Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?
BABA
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.

Read More
image for news Cloud Intelligence Drives Alibaba's Growth: Can It Keep the Lead?

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.