Alibaba (BABA) is leaving no stone unturned to boost technological innovation driven by generative AI.In this regard, Alibaba’s recent launch of Qwen2-Math, a group of maths-specific large language models (LLMs), remains noteworthy.The latest models, built on the Qwen2 LLM, are designed to improve reasoning capabilities in solving complex mathematical problems.Alibaba aims to gain solid popularity among students and mathematicians on the back of Qwen2-Math.The latest move will also add strength to Alibaba’s ...

Alibaba Group Holding Limited (BABA) is scheduled to report first-quarter fiscal 2025 results on Aug 15.For the fiscal first quarter, the Zacks Consensus Estimate for revenues is pegged at $34.95 billion, suggesting an 8.2% rise from the year-ago quarter’s reported figure.The Zacks Consensus Estimate for earnings is pinned at $2.20 per share, indicating a fall of 8.3% from the prior-year quarter’s reported figure. The figure has moved 1.8% south over the past 30 days. Image Source: Zacks Investment Research ...

Though Michael Burry is best known for ‘The Big Short’ during the Great Recession, his most controversial investment is at the time of publication and has been for more than a year the bet on the Chinese e-commerce and technology giant Alibaba (NYSE: BABA).Indeed, Burry’s investment in BABA has been closely watched since it was first made in the third quarter of 2023, thanks to both being one of his largest positions – second only to JD.com (NASDAQ: JD) in the latest available full portfolio update – and to ...

The Chinese tech company could be a huge wealth generator in the coming years.It's been frustrating for investors in Alibaba (BABA 0.72%) stock. After peaking in 2020 at $306, it has gone nowhere but down, trading at just $77 as of writing. Most investors have avoided the stock as the company undergoes multiple internal and external challenges, including competition, slower growth, and geopolitical tensions.Still, investors with a longer horizon might want to focus not only on the downsides but also the opp ...

maybefalseIntroduction In my previous report on Alibaba Group Holding Limited (NYSE:BABA), I rated the Chinese tech conglomerate a "Strong Buy" in light of its Q4 FY2024 report, citing fundamental business improvements at Alibaba (underneath the surface), management's commitment to delivering shareholder value via buybacks & dividends, and asymmetric risk/reward for long-term investors due to BABA's depressed valuation - While BABA stock has continued to tread water around multi-year lows for severa ...

Investment Rating - The report maintains a "Buy" rating for the company, with a target price of $116 per share, representing a 45% upside potential [116] Core Views - The company is focusing on its core businesses, including Taotian Group, AIDC, and cloud computing, to drive growth and enhance user experience [116] - Taotian Group, as the core asset of the company, is undergoing a comprehensive upgrade in user experience, with a focus on GMV-driven traffic allocation and the introduction of small and medium-sized merchants to improve platform ecosystem [116][8] - The company is accelerating its overseas business, with international retail revenue reaching 81.7 billion yuan in FY2024, a 60% YoY increase, driven by the full-chain cross-border channel and the semi-hosted model [116][31] - The cloud business is a key growth driver, with FY2024 revenue of 106.4 billion yuan, a 3% YoY increase, and a focus on public cloud and AI-driven growth [116][67] Taotian Group - The company has repurchased 1.249 billion shares, totaling $12.5 billion, reducing the number of outstanding shares by 5.1% [1] - In FY2024, the company paid a regular cash dividend of $0.125 per share and a special cash dividend of $0.0825 per share, totaling approximately $4 billion [1] - The company plans to complete the conversion to a dual primary listing in Hong Kong by August 2024 [1] - The company increased its share repurchase program by $25 billion, with a total repurchase quota of $35.3 billion over the next three years [1] - In Q2 2024, the company repurchased 613 million shares for $5.8 billion, a $1 billion increase from the previous quarter, with $26.1 billion remaining in the repurchase quota as of March 2027 [1] E-commerce Industry - The penetration rate of online retail sales of physical goods reached 27.6% in 2023, with significant growth potential in categories such as personal accessories, food, and beverages, which have low online penetration rates [6] - The company has adjusted its traffic allocation strategy to prioritize GMV, moving away from a focus on low prices and order volume, and instead emphasizing brand and service quality [8] - The company has introduced AI tools like "Taobao Ask" to improve product matching and conversion rates, leveraging AI to enhance user experience and operational efficiency [24][25] International Business - The company's international retail business achieved revenue of 81.7 billion yuan in FY2024, a 60% YoY increase, driven by the full-chain cross-border channel and the semi-hosted model [31] - Trendyol, one of the company's international platforms, saw order growth of 68%, 47%, and over 20% in FY2022, FY2023, and FY2024, respectively, with GMV growth of 80% and 110% in FY2022 and FY2023 [35] - The company's international wholesale business achieved revenue of 20.9 billion yuan in FY2024, a 7% YoY increase [31] Cloud Business - The company's cloud business achieved revenue of 106.4 billion yuan in FY2024, a 3% YoY increase, with AI-related revenue growing at a triple-digit rate [67] - The company has reduced prices for core cloud products, with an average price reduction of 23% and a maximum reduction of 59% in April 2024 [70] - The company plans to increase AI computing power, which is expected to drive growth in public cloud services [73] Financial Projections - The company is expected to achieve revenue of 1,037.8 billion yuan, 1,104.3 billion yuan, and 1,180.4 billion yuan in FY2025, FY2026, and FY2027, respectively, representing YoY growth of 10.3%, 6.4%, and 6.9% [116] - Non-GAAP net profit is expected to reach 157 billion yuan, 170.6 billion yuan, and 183.8 billion yuan in FY2025, FY2026, and FY2027, respectively, representing YoY growth of -0.9%, 8.7%, and 7.7% [116]

alexsl Alibaba (NYSE:BABA) has been buying back stock at a furious pace ahead of earnings. In the company's fiscal first quarter of 2025 (calendar second quarter), it bought back 77 million ADRs for a total of $5.8 billion. The buyback retired an impressive 3.16% of the previous share count (2.434 billion). For reference, Apple's (AAPL) ongoing $110 billion buyback can retire about 2.6% of that company's stock if it is used over the course of an entire year! Alibaba's share count reduction (Alibaba) Alibaba ...

Dr. Michael Burry, a legendary investor played by Christian Bale in “The Big Short,” is an investment legend. He’s the type of independent-thinking investor who’s more than willing to place massive contrarian bets for a shot at even outsized rewards.Additionally, he seems to have a knack for spotting macro trends from miles away, even as others are blind to them. Taking massive contrarian positions (think the Big Short) takes courage. But more importantly, it takes patience and confidence in one’s abilities ...

The Federal Reserve kept short-term interest rates steady, indicating that inflation is approaching the 2% target. Identifying top stocks to buy after July 2024 inflation data is crucial. Inflation trends and interest rates significantly influence investment decisions. As inflation stabilizes, certain companies demonstrate resilience and growth potential. With inflation data continuing to set the tone in the markets, some sectors are better positioned than others to take advantage of easing inflationary pre ...

The Alibaba International Digital Commerce Group plans to launch an artificial intelligence (AI)-powered “conversational sourcing engine” in September.This new tool will facilitate the global B2B sourcing process for small- to medium-sized businesses (SMBs) by enabling quicker, easier searches for potential business partners and products, the company said in a Wednesday (July 31) press release.“Traditional search engines evaluate web page importance through interlinking, credibility and ad spend,” Kuo Zhang ...