Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Considering buying BABA stock? Here’s what analysts think: ...

In this articleBABA9618-HKA person seen walking next to the Alibaba's corporate logo, in front of its office building at Chaoyang Technology Park in Beijing, China.Sopa Images | Lightrocket | Getty ImagesBEIJING — Chinese e-commerce giants Alibaba and JD.com's quarterly results from Thursday underscored the slowdown in China's consumer market, with retailers struggling to attract value-conscious customers.Major U.S. consumer brands have highlighted the softness in demand from China in their second quarter r ...

电商商业化优先级提高，重点关注下季度 GMV 增长确定性 估值：我们认为淘天市占率稳定性确定是平台变现率提升先行指标，全站 推及技术服务费等变现手段的引入将逐渐带来收入恢复增长的信心，各项 业务利润表现将在未来 1-2 年内持续优化。现价对应 2024/25 年 9/7.7 倍市 盈率，关注 9 月港股通入通进度，维持目标价 111 美元/107 港元（BABA US/9988 HK），维持买入。 | --- | --- | |---------------------------------------------|------------------| | 股份资料 | | | 52 周高位 (美元) | 95.01 | | 52 周低位 (美元 ) | 68.05 | | 市值 ( 百万美元 ) (百万 ) | 170,474.11 31.53 | | 日均成交量 | | | 年初至今变化 (%) 200 天平均价 (美元 ) | 2.62 75.93 | | 资料来源 : FactSet | | | --- | --- | --- | --- | --- | --- | |-------------- ...

Wall Street is having a stellar day following strong retail sales data, with the major indexes completely recovering their early month deficits caused by a global market selloff. Amid this backdrop, here are three stocks seeing high options volume today. Cisco Systems Inc (NASDAQ:CSCO) stock is currently at the top of the Dow Jones Industrial Average (DJI), beating even Walmart's (WMT) impressive post-earnings pop, after the company's better-than-expected fiscal fourth-quarter results. Up 7.2% at $48.70 at ...

Key TakeawaysAlibaba's June-quarter results missed expectations for revenue and profit.Revenue from the Chinese e-commerce retailer's cloud division rose 6% year-over-year and artificial intelligence (AI)-related product revenue was reported to grow at a "triple-digit" pace.The Chinese company's U.S.-traded shares edged lower Thursday afternoon after a steep decline in premarket trading. Alibaba Group Holding's (BABA) U.S.-traded shares shook off premarket struggles Thursday following quarterly results that ...

U.S. stocks traded higher toward the end of trading, with the S&P 500 gaining around 1.5% on Thursday.The Dow traded up 1.23% to 40,501.91 while the NASDAQ jumped 2.28% to 17,584.56. The S&P 500 also rose, gaining, 1.52% to 5,538.34.Check This Out: Wall Street’s Most Accurate Analysts Spotlight On 3 Materials Stocks With Over 4% Dividend YieldsLeading and Lagging SectorsConsumer discretionary shares climbed by 2.9% on Thursday.In trading on Thursday, real estate shares fell 0.4%.Top HeadlineAlibaba Group Ho ...

Core View - Alibaba's stock has faced significant downward pressure due to regulatory crackdowns and macroeconomic challenges, but recent earnings improvements suggest that downside risks are already priced in at current levels [1] - The company's strong earnings performance in F1Q25, driven by disciplined spend management and improved operating leverage, reinforces the view that Alibaba is poised for a valuation re-rate if regulatory and macroeconomic conditions improve [1][9] - Alibaba's valuation remains rangebound until there is a positive inflection in its fundamental and regulatory backdrop, with potential catalysts including external partnerships and improved macroeconomic conditions [1][7] E-Commerce (Taobao & Tmall; AIDC) - Alibaba's core TTG segment has shown resilience despite a shift towards lower take-rate Taobao sales, with adjusted EBITA expanding sequentially from RMB 38.5 billion in F4Q24 to RMB 48.8 billion in F1Q25 [2][4] - The company has leveraged AI-powered tools like Quanzhantui to improve monetization rates, targeting consumer purchase trends and driving conversion, which has contributed to sustained improvements in TTG's monetization [3][4] - Alibaba International Digital Commerce (AIDC) continues to deliver robust growth, with double-digit revenue growth driven by effective execution of its diversified supply chain strategy and Cainiao's logistics network [5] Cloud Intelligence Group (CIG) - Alibaba's Cloud Intelligence Group is progressing towards restored double-digit growth in F2H25, driven by triple-digit growth in AI-related revenue and robust adoption of AI products like Tongyi Qianwen [6] - The segment's focus on higher-margin public cloud solutions and integration of AI capabilities across its cloud business and other products like Taobao and DingTalk has driven significant user adoption and revenue growth [6] - Alibaba's cloud infrastructure was selected for broadcasting the Paris 2024 Olympics in China, marking a positive turn in regulatory sentiment and solidifying its leadership in the AI-driven cloud market [6] Logistics (Cainiao) - Cainiao's integration with Alibaba's core commerce operations continues to unlock profit synergies, particularly in cross-border fulfillment services, which have supported AIDC's growth and improved unit economics [5][9] - Despite the withdrawal of Cainiao's IPO, the segment's narrowing losses highlight long-term synergies with AIDC and TTG, driven by vertical integration and global logistics capabilities [5] AI and External Partnerships - Alibaba's AI investments, both internal and external, position the company as a top contender for potential partnerships, such as with Apple for AI-enhanced iPhones in the Chinese market [7][8] - The company's flagship large language model, Tongyi Qianwen, is well-integrated across China's AI value chain, supporting half of China's generative AI firms and 80% of the country's technology companies [7] - Alibaba's investments in AI start-ups like Zhipu, 01.AI, Baichuan, Moonshot, and MiniMax reinforce its global reach and technological capabilities, which could drive future monetization opportunities [8] Financial Performance and Valuation - Alibaba's F1Q25 earnings outperformance highlights improving unit economics across core operating segments, despite a slight revenue miss, driven by disciplined spend management and scale benefits [1][9] - The company's base case valuation is set at $86, with potential upside to $110 per share if inflection catalysts, such as global partnerships or regulatory improvements, materialize [10][12] - Alibaba's capital returns program, with $24 billion remaining in share buyback authorization, provides support for the stock at current levels and potential for further appreciation [16] Conclusion - Alibaba's F1Q25 results demonstrate sustained fundamental progress, driven by synergies from Cainiao integration and consistent earnings improvements across core operating segments [15] - The company's focus on product monetization and AI-driven growth, combined with its capital returns program, positions it for potential stock price appreciation in the near term [15][16]

Alibaba Group TodayBABAAlibaba Group$79.84 +0.37 (+0.47%) 52-Week Range$66.63▼$96.68Dividend Yield1.23%P/E Ratio18.61Price Target$109.28Add to WatchlistMichael Burry, the founder of Scion Asset Management and renowned for his visionary bet against the housing market in 2008, continues to captivate the investment community with his unconventional strategies. His latest portfolio disclosures, revealed in the recent 13F filing for the second quarter of 2024, have sparked considerable interest, particularly his ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Alibaba’s Chinese commerce business has shrunk for the first time amid weak consumer spending.The Chinese conglomerate released earnings Thursday (Aug. 15) showing a 27% decline in profit, which dampened the hopes of a turnaround for the company, Bloomberg News reported.According to that report, Alibaba CEO Eddie Wu is leading an overhaul at the company, hoping to drive growth and increase innovation in the wake of China’s crackdown on Big Tech firms earlier in the decade.The company last year embarked on a ...