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 Group Prices Offering of HK$12.023 Billion of Zero Coupon Exchangeable Bonds
BABA
Published: July 03, 2025 by: Business Wire
Sentiment: Neutral

HONG KONG--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba,” “Alibaba Group” or the “Company”) today announced the pricing of its private offering (the “Bond Offering”) of HK$12.023 billion aggregate principal amount of Zero Coupon Exchangeable Bonds due 2032 (the “Bonds”) by reference to the ordinary shares of Alibaba Health Information Technology Limited (“Alibaba Health”) that are listed on The Stock Exchange of Hong K.

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image for news Alibaba Group Prices Offering of HK$12.023 Billion of Zero Coupon Exchangeable Bonds
Alibaba Resharpens Focus on AI and eCommerce
BABA
Published: July 03, 2025 by: PYMNTS
Sentiment: Positive

In May 1999, a group of entrepreneurs launched an online B2B website called Alibaba.com, which operated out of a small apartment in Hangzhou, China. Its goal was to connect Chinese manufacturers and trading companies with overseas buyers.

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image for news Alibaba Resharpens Focus on AI and eCommerce
Alibaba: Apple Intelligence Partnership Is A Plus
AAPL, BABA
Published: July 03, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's FQ4 results showed strong growth in Ali Cloud and CMR, with AI-related products continuing to drive momentum. The Qwen3 AI model update and Apple partnership are major catalysts, positioning Alibaba as a key player in China's on-device AI space. Despite growth catalysts, profit and revenue missed expectations, and margins remain under pressure.

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image for news Alibaba: Apple Intelligence Partnership Is A Plus
Alibaba (BABA) Stock Declines While Market Improves: Some Information for Investors
BABA
Published: July 02, 2025 by: Zacks Investment Research
Sentiment: Neutral

Alibaba (BABA) closed the most recent trading day at $110.71, moving 2.86% from the previous trading session.

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image for news Alibaba (BABA) Stock Declines While Market Improves: Some Information for Investors
What Makes E-Commerce the Biggest Driver of Alibaba's Revenue Growth?
BABA
Published: June 27, 2025 by: Zacks Investment Research
Sentiment: Positive

E-commerce remains BABA's top growth driver, with Taobao, Tmall and global platforms fueling its strategy shift.

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image for news What Makes E-Commerce the Biggest Driver of Alibaba's Revenue Growth?
Is Alibaba (BABA) a Buy as Wall Street Analysts Look Optimistic?
BABA
Published: June 25, 2025 by: Zacks Investment Research
Sentiment: Positive

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 Is Alibaba (BABA) a Buy as Wall Street Analysts Look Optimistic?
Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
BABA
Published: June 23, 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 Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
Chinese Stocks and American Exchanges Head for a Breakup
BABA, BIDU, FXI, JD, KWEB, MCHI, PDD
Published: June 22, 2025 by: WSJ
Sentiment: Negative

A delisting push is adding to the unraveling of Wall Street's love affair with China Inc.

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image for news Chinese Stocks and American Exchanges Head for a Breakup
Alibaba Cloud's Rapid Rise: Is AI Setting Up More Upside Ahead?
BABA
Published: June 20, 2025 by: Zacks Investment Research
Sentiment: Positive

BABA's cloud unit gains momentum as AI adoption accelerates across industries and fuels broader enterprise demand.

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image for news Alibaba Cloud's Rapid Rise: Is AI Setting Up More Upside Ahead?
Alibaba Talks To Bamboo Works On RedNote Partnership
BABA
Published: June 20, 2025 by: Benzinga
Sentiment: Positive

Embedded links in recommendation notes on the popular lifestyle platform will take buyers directly to items for sale in Alibaba's Tmall and Taobao marketplaces

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image for news Alibaba Talks To Bamboo Works On RedNote Partnership
Alibaba: AI Tiger Roars, Market Snores
BABA
Published: June 19, 2025 by: Seeking Alpha
Sentiment: Positive

Despite recent EPS/revenue misses, Alibaba's adjusted core growth (10% YoY revenue, 36% adj. EBITDA) and strategic AI investments, like MiniMax, signal a strong turnaround and long-term potential. Alibaba's Cloud Intelligence Group revenue accelerated to 18% YoY, with AI products showing triple-digit growth, indicating its past cloud growth concerns are now likely resolved. Strategic stakes in AI "tigers" like MiniMax (eyeing IPO) and a portfolio of 99 startups (3 unicorns, 4 IPOs) significantly broaden Alibaba's valuable asset base.

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image for news Alibaba: AI Tiger Roars, Market Snores
Alibaba Call Options Surge, New Hopes of a Trade Deal?
BABA
Published: June 19, 2025 by: MarketBeat
Sentiment: Neutral

Every investor in today's market has had to deal with the ongoing uncertainty that trade tariffs have brought on for the S&P 500 index and other specific stocks. Specifically, the retail sector has been handed the harshest environment for businesses to operate in, with uncertainty about whether previous inventory management measures will suffice for the months to come as cost and price uncertainty rise.

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image for news Alibaba Call Options Surge, New Hopes of a Trade Deal?
Alibaba: Significantly Mispriced, This Cloud And AI Powerhouse Is A Buy
BABA
Published: June 18, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba is undervalued, trading at a forward P/E 22% below the sector median, despite delivering 55% returns and strong cloud/international growth. Cloud division revenue grew 18% in Q4 2025, outpacing Amazon and nearly matching Microsoft, with $53B earmarked for AI/cloud investment. International commerce is a key growth driver, with 22% revenue growth, while domestic e-commerce remains dominant but slower-growing.

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image for news Alibaba: Significantly Mispriced, This Cloud And AI Powerhouse Is A Buy
BABA Down 8% in a Month: Will Partnership With Apple Aid Recovery?
BABA
Published: June 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

Alibaba faces regulatory headwinds despite Apple AI progress. Mixed Q4 results suggest holding existing positions or waiting for better entry points in fiscal 2026.

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image for news BABA Down 8% in a Month: Will Partnership With Apple Aid Recovery?
Alibaba, PDD Stocks Climb As China's Retail Sector Gains Despite US Tariffs
BABA, PDD
Published: June 16, 2025 by: Benzinga
Sentiment: Positive

Chinese e-commerce giants Alibaba Group Holding Ltd. BABA and PDD Holdings, Inc. PDD saw their shares rise on Monday after China reported a stronger-than-expected jump in retail sales.

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image for news Alibaba, PDD Stocks Climb As China's Retail Sector Gains Despite US Tariffs
Alibaba's Dip Is a Gift—Here's the Price That Matters
BABA
Published: June 12, 2025 by: MarketBeat
Sentiment: Neutral

Any investor who has been exposed to Chinese stocks has likely noticed a decline in sleep quality over the past few months. These names have become so volatile lately because of the same driving factor across the S&P 500 and the overall technology sector today.

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image for news Alibaba's Dip Is a Gift—Here's the Price That Matters
Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock
BABA
Published: June 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Alibaba (BABA). This makes it worthwhile to examine what the stock has in store.

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image for news Here is What to Know Beyond Why Alibaba Group Holding Limited (BABA) is a Trending Stock
Brokers Suggest Investing in Alibaba (BABA): Read This Before Placing a Bet
BABA
Published: June 09, 2025 by: Zacks Investment Research
Sentiment: Neutral

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 Brokers Suggest Investing in Alibaba (BABA): Read This Before Placing a Bet
Alibaba vs. Baidu: Which Chinese Internet Stock is a Better Bet?
BABA, BIDU
Published: June 05, 2025 by: Zacks Investment Research
Sentiment: Positive

BABA's diversified growth, AI traction, and strong financials give it the edge over BIDU in China's tech rebound.

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image for news Alibaba vs. Baidu: Which Chinese Internet Stock is a Better Bet?
Alibaba: A Tech And AI Giant Severely Mispriced As A Retailer
BABA
Published: June 05, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's AI revenue grew triple-digits for 7 straight quarters, yet trades at just 11.6x P/E. Revenue growth jumped to 18% in Q4 from 13% in Q3, with 300M+ Qwen AI model downloads worldwide. With 33.5% market share, Alibaba dominates China's cloud market, now expanding AI into manufacturing, agriculture, and SMEs.

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image for news Alibaba: A Tech And AI Giant Severely Mispriced As A Retailer
4 Stocks From the Tech Industry of China to Keep an Eye On in 2H25
BABA, NTES, TCEHY, TSM
Published: June 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Given China's technological strength and resilience and with AI, EVs and AR leading the way, one can watch stocks like NTES, TSM, BABA and TCEHY.

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image for news 4 Stocks From the Tech Industry of China to Keep an Eye On in 2H25
Alibaba: Strong Cloud And AI Progress Despite Poor Sentiment
BABA
Published: June 03, 2025 by: Seeking Alpha
Sentiment: Neutral

Alibaba's recent earnings have dampened sentiment on Wall Street as the company missed both EPS and revenue estimates. However, there are several bright spots in the recent earnings numbers that can significantly improve the earnings trajectory of the company. The cloud business is showing a higher revenue growth trend with 18% YoY growth and 69% YoY improvement in EBITA.

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image for news Alibaba: Strong Cloud And AI Progress Despite Poor Sentiment
Where Will Alibaba Stock Be in 10 Years?
BABA
Published: June 02, 2025 by: The Motley Fool
Sentiment: Neutral

Alibaba (BABA 1.06%), the largest e-commerce and cloud company in China, went public at $68 per share on Sept. 18, 2014. It raised $25 billion, making it the largest IPO in history at the time, and it held that record until Saudi Aramco's $29.4 billion IPO in 2019.

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image for news Where Will Alibaba Stock Be in 10 Years?
Is Trending Stock Alibaba Group Holding Limited (BABA) a Buy Now?
BABA
Published: May 30, 2025 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 Is Trending Stock Alibaba Group Holding Limited (BABA) a Buy Now?
Trade Tracker: Joe Terranova sells Alibaba and Sarat Sethi sells Charter Communications
BABA, CHTR
Published: May 28, 2025 by: CNBC Television
Sentiment: Neutral

Joe Terranova and Sarat Sethi join CNBC's "Halftime Report" to detail their latest portfolio moves.

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image for news Trade Tracker: Joe Terranova sells Alibaba and Sarat Sethi sells Charter Communications
Alibaba: Convertible Bond Fuels AI-Powered E-Commerce Revolution
BABA
Published: May 28, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba's $250mn convertible bond investment in Meitu is a strategic move to enhance its e-commerce ecosystem with advanced AI-powered tools. The partnership includes Meitu's commitment to purchase RMB 560mn in AliCloud services, reinforcing Alibaba's cloud and AI leadership in China. Integrating Meitu's technology will improve merchant efficiency, user experience, and live-streaming competitiveness, differentiating Alibaba from rivals like PDD, JD, and Amazon.

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image for news Alibaba: Convertible Bond Fuels AI-Powered E-Commerce Revolution
Is Michael Burry Right Betting Against the Market Again?
BABA, JD, NVDA, PDD
Published: May 28, 2025 by: MarketBeat
Sentiment: Neutral

Most new investors are familiar with one story, which was made famous by the book “The Big Short” and eventually became a blockbuster movie. One of the main characters in this story is investor Michael Burry, a contrarian investor who bet the whole ranch on one single view that the entire market was going to crash like never before.

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image for news Is Michael Burry Right Betting Against the Market Again?
Baidu vs. Alibaba: Which Chinese AI Stock Is the Better Investment Now?
BABA, BIDU
Published: May 27, 2025 by: Zacks Investment Research
Sentiment: Neutral

Should you bet on BIDU's autonomous driving or BABA's AI-powered cloud? Find out which stock stands tall.

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image for news Baidu vs. Alibaba: Which Chinese AI Stock Is the Better Investment Now?
Alibaba Vs. PDD Holdings: There's Only One Winner In The Tariff Standoff
BABA, PDD
Published: May 27, 2025 by: Seeking Alpha
Sentiment: Negative

PDD Holdings Inc.'s significant Q1 earnings miss - marked by the steep plunge in Temu-driven transaction services revenue growth - serves as a clear warning of looming tariff implications. This follows a streak of earnings disappointments reported by its core domestic and international commerce rivals, including Alibaba, from earlier this month. The ongoing tariff uncertainties are likely to amplify the strategic and structural differences between BABA and PDD, revealing how each company responds to shifting global and domestic headwinds.

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image for news Alibaba Vs. PDD Holdings: There's Only One Winner In The Tariff Standoff
Alibaba vs. JD.com: Which Chinese E-Commerce Stock Has More Upside?
BABA, JD
Published: May 27, 2025 by: Zacks Investment Research
Sentiment: Neutral

BABA's AI, cloud and global retail push drive upside, while JD.com faces profit pressure despite strong revenues and user growth.

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image for news Alibaba vs. JD.com: Which Chinese E-Commerce Stock Has More Upside?

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.