Alibaba Group Holding Limited (BABA)
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Alibaba Is Firing Back as the US-China AI War Heats Up
Published: August 29, 2025 by: Investopedia
Sentiment: Neutral
China intends to keep up with the Jensen Huangs of the world.
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Alibaba Group Holding Limited (BABA) Q1 2026 Earnings Call Transcript
Published: August 29, 2025 by: Seeking Alpha
Sentiment: Neutral
Alibaba Group Holding Limited (NYSE:BABA ) Q1 2026 Earnings Conference Call August 29, 2025 7:30 AM ET Company Participants Hong Xu - Chief Financial Officer Lydia Lu - Head of Investor Relations Yongming Wu - CEO, Head of Core E-Commerce Business & Director Conference Call Participants Alex C. Yao - JPMorgan Chase & Co, Research Division Alicia Yap - Citigroup Inc., Research Division Gary Yu - Morgan Stanley, Research Division Kenneth Fong - UBS Investment Bank, Research Division Thomas Chong - Jefferies LLC, Research Division Yuan Liao - Citic Securities Co., Ltd.
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Alibaba's 9% Earnings Rally: The AI Bet Is Paying Off
Published: August 29, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited just released its March quarter 2025 earnings. The Alibaba release missed on revenue and earnings, but triggered a 9% rally due to some stellar segment results. A particular bright spot in the release was the cloud segment's earnings. At $412 million, they increased 26% year over year.
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Alibaba stock surges on 1Q earnings beat, cloud growth
Published: August 29, 2025 by: Proactive Investors
Sentiment: Positive
Alibaba Group (NYSE:BABA)'s NYSE-listed shares climbed about 12% to $133.85 in early Friday trading after Chinese e-commerce and cloud-computing company reported better-than-expected earnings and stronger cloud growth for its first-quarter 2025. Alibaba saw its adjusted earnings per share for the period fall 10% to 14.75 yuan, although it surpassed the 14.16-yuan analyst consensus forecast, according to FactSet.
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AI-Related Products Help Drive 26% Revenue Growth in Alibaba's Cloud Division
Published: August 29, 2025 by: PYMNTS
Sentiment: Positive
Artificial intelligence-related products led Alibaba Group's gains during a quarter in which the global technology company earned double-digit year-over-year revenue growth across its businesses.
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Alibaba's stock rises as cloud-computing business shines and with a new AI chip in the works
Published: August 29, 2025 by: Market Watch
Sentiment: Positive
The company's cloud-intelligence business was the fastest-growing segment, increasing revenues 26% year over year.
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Alibaba's Big Comeback: Why Q1 Results Weren't A 'Miss'
Published: August 29, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited's Q1 headline miss is misleading; core business focus and divestments reveal a return to double-digit growth and improved cost structure. China E-commerce and Cloud segments both delivered strong double-digit growth, with Cloud revenues up 26% and AI demand driving future potential. International commerce is nearing profitability, and further divestments of low-potential businesses will strengthen Alibaba's core and financials.
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BABA Taking on NVDA, Making Chips in China
Published: August 29, 2025 by: Schwab Network
Sentiment: Positive
Alibaba (BABA) shares are on the move following a mixed 1Q earnings print. Brendan Ahern says revenue topped Street estimates and believes its cloud revenue was the key driver to the company's growth.
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Alibaba: China Easing Monetary Policy Is A Bullish Catalyst
Published: August 28, 2025 by: Seeking Alpha
Sentiment: Positive
I reiterate my Buy rating on Alibaba Group Holding Limited, driven by China's ongoing monetary easing, which is set to boost consumer spending and revenue growth. Alibaba's dominant 50% market share in China's e-commerce positions it to benefit most from rising disposable incomes and expanding consumer demand. International commerce is accelerating, aided by monetary policy and an extended U.S.-China trade truce, supporting further revenue growth beyond domestic markets.
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Alibaba: A $277 Billion Tech Conglomerate Trading At A Discount
Published: August 28, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited is a Strong Buy with a $150 price target, offering 22% upside due to attractive valuation and robust AI-driven growth prospects. Recent results show strong bottom-line expansion: 71% YoY net income growth, 24% increase in operating income, and aggressive $19.3B buyback program. Despite mixed revenue growth and ongoing competition, Alibaba's improving fundamentals and capital returns signal a positive turnaround for long-term investors.
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AI Boom at Alibaba: Will Product Momentum Meet Strategic Visibility?
Published: August 28, 2025 by: Zacks Investment Research
Sentiment: Neutral
BABA posts its seventh straight quarter of triple-digit AI revenue growth, but faces pricing pressure and fierce cloud competition.
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Alibaba results likely to show limited AI payoff for China tech
Published: August 26, 2025 by: Reuters
Sentiment: Negative
China's Alibaba is likely to highlight its artificial intelligence strategy with its quarterly results on Friday, but in line with its peers Tencent and Baidu , may struggle to show that its big AI investments are paying off.
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Alibaba Debuts Avatar Updates to Its Video AI Model
Published: August 26, 2025 by: PYMNTS
Sentiment: Positive
Chinese tech giant Alibaba has updated its open-source video-generating artificial intelligence (AI) model. That's according to a report Tuesday (Aug. 26) by Bloomberg News, which describes this move as part of the company's rapid pace of AI upgrades to keep up with its American and Chinese competition.
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Alibaba: Buy The E-Commerce Giant And Get AI And Cloud For Free
Published: August 26, 2025 by: Seeking Alpha
Sentiment: Positive
Alibaba Group Holding Limited is deeply undervalued, trading at 14x forward earnings despite aggressive $53B AI investment and strong cloud/AI growth. The market ignores Alibaba's successful pivot from e-commerce to AI/cloud, giving little value to its rapidly expanding tech segments. Sum-of-the-parts analysis shows Alibaba's core commerce alone justifies most of its market cap, with cloud and international businesses essentially free.
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Should You Stay Away From Alibaba Stock Ahead of Q1 Earnings?
Published: August 26, 2025 by: Zacks Investment Research
Sentiment: Negative
Avoid Alibaba stock ahead of the fiscal first-quarter results. PDD's dominance, China's deflation, and premium valuations amid deteriorating fundamentals make this a clear sell.
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Alibaba: Pay Attention To Cloud Results (Earnings Preview)
Published: August 26, 2025 by: Seeking Alpha
Sentiment: Positive
I reiterate my buy recommendation for Alibaba, citing a nearly 40% upside based on my DCF valuation and ongoing business improvements. Cloud growth, rapid AI adoption, and restructuring efforts—like merging Ele.me and Fliggy—are key drivers supporting Alibaba's long-term value. Upcoming Q1 earnings and continued progress in cloud and AI could trigger renewed share price momentum by year-end, justifying an attractive risk-return profile.
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Alibaba Executes On AI Bet, DeepSeek Paves The Way
Published: August 25, 2025 by: Seeking Alpha
Sentiment: Positive
I maintain a Buy rating on Alibaba Group Holding Limited stock ahead of Q1 '26 earnings. My bullish stance is driven by strong AI and cloud growth as key long-term tailwinds. Alibaba's aggressive $53B AI/cloud investment and resilient e-commerce trends position it for margin surprises despite modest topline growth. BABA stock valuation remains attractive, with discounted forward multiples, above-average growth, and sector-leading profitability supporting further upside.
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Chinese Stocks Hit New Highs. Why Momentum Could Continue.
Published: August 22, 2025 by: Barrons
Sentiment: Positive
Chinese stocks have been climbing since early this year, when DeepSeek's simpler, cheaper AI models reinvigorated interest in China's technology companies.
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Alibaba: Getting All Ready For The Breakout Higher
Published: August 22, 2025 by: Seeking Alpha
Sentiment: Positive
Bullish sentiments have finally returned to Alibaba stock, as Chinese equities have continued to mount a solid recovery from the doldrums. Alibaba's burgeoning AI capabilities and Alicloud's profitability growth underpin its bullish thesis. While it has contended with substantive challenges in its broader e-commerce business, Alibaba still yields substantial financial might against its peers.
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Alibaba: Why This Could Be The Breakout Quarter (Earnings Preview)
Published: August 22, 2025 by: Seeking Alpha
Sentiment: Positive
I maintain my bullish stance on Alibaba since early 2025, betting on the company's AI leadership potential in the less competitive Chinese market. The upcoming August 29th earnings could trigger a breakout after a 20% correction, with technical consolidation above the 52-week moving average line. Trading at 11.28x FY2027 P/E with 0.55x PEG ratio, Alibaba appears 50-70% undervalued versus Amazon and other e-commerce peers.
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Alibaba Aims for Capital Efficiency: Can the Banma Spin-Off Succeed?
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Positive
BABA's Banma spin-off aims to cut cash drain, boost capital efficiency and refocus investments on core growth drivers.
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Alibaba Doubles Down on AI Margins: Time to Hold or Cut Your Losses?
Published: August 21, 2025 by: Zacks Investment Research
Sentiment: Negative
Alibaba's AI bet is backfiring as margins collapse and ByteDance steals market share. With competition intensifying, BABA looks like a value trap.
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Alibaba Q1 Earnings Preview: Can Core Commerce And AI Innovation Outshine Geopolitical Risks?
Published: August 20, 2025 by: Seeking Alpha
Sentiment: Positive
Despite China's mixed macroeconomic backdrop and ongoing tariff implication uncertainties, Alibaba's stock has maintained a resilient upsurge this year. Looking ahead into its upcoming F1Q26 earnings update, which deviates from the historical timeline and has been scheduled for August 29, AI and core commerce resilience remain key focus areas. TTG and AIDC are likely to deliver strong performance on a relative basis to comparable local e-commerce peers, given the platforms' inherent alignment with goods favoured by trade-in purchase subsidies.
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Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should Know
Published: August 19, 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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Chinese Stocks Take Off On The Upside: The PGJ ETF Is Another Option For Exposure
Published: August 18, 2025 by: Seeking Alpha
Sentiment: Positive
A looming trade deal between the U.S. and China is bullish for the Chinese stock market. When Invesco Golden Dragon China ETF is compared to iShares China Large-Cap ETF, FXI appears to be a better choice. Seeking Alpha ETF Grades highlight the differences between PGJ and FXI.
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Alibaba Group Will Announce June Quarter 2025 Results on August 29, 2025
Published: August 18, 2025 by: Business Wire
Sentiment: Neutral
HANGZHOU, China--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba” or “Alibaba Group”) today announced that it will report its unaudited financial results for the quarter ended June 30, 2025 before the U.S. market opens on Friday, August 29, 2025, and will hold a conference call to discuss the financial results at 7:30 a.m. U.S. Eastern Time (7:30 p.m. Hong Kong Time) the same day. All participants must pre-register to joi.
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World's Largest Hedge Fund Sells Alibaba, Baidu, Nio, and More Chinese Stocks
Published: August 15, 2025 by: Barrons
Sentiment: Negative
Bridgewater Associates exited its investments in five Chinese stocks in the second quarter, including e-commerce giant Alibaba.
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Alibaba: The Cloud Business Is Valued By The Market At Less Than Zero
Published: August 15, 2025 by: Seeking Alpha
Sentiment: Negative
Alibaba Cloud faces significant headwinds, but its pivot to high-margin AI services and its deeply depressed valuation present a compelling long-term opportunity. A sum of the parts analysis reveals the market is embedding a negative valuation for the cloud intelligence group. I break down why a direct comparison between AWS and Alibaba Cloud is flawed due to different market structures and geopolitical realities, yet the underlying value potential remains.
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FXI: The Prospects For Chinese Stocks (Rating Upgrade)
Published: August 12, 2025 by: Seeking Alpha
Sentiment: Positive
iShares China Large-Cap ETF offers compelling value, trading at a significant discount to U.S. indices, with a bullish trend since early 2024 and strong technical momentum. Geopolitical tensions have eased, supporting a rally in Chinese stocks, while lower U.S. interest rates and Chinese stimulus policies could further boost FXI. Risks remain due to China's political system, potential policy shifts, and ongoing U.S.-China tensions, including threats of tariffs, sanctions, or delistings.
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Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Negative
Microsoft Azure's 39% growth crushes Alibaba's 65 expansion with Microsoft's proven AI monetization. Buy MSFT, sell BABA to avoid deteriorating fundamentals.
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About Alibaba Group Holding Limited (BABA)
- IPO Date 2014-09-19
- Website https://www.alibabagroup.com
- Industry Specialty Retail
- CEO Yongming Wu
- Employees 124320