Alibaba Stock Rallies 72% in 2025: Can the Momentum Continue?

Group 1 - Alibaba's stock has increased nearly 72% year-to-date, indicating strong investor confidence and structural improvements in its core businesses, particularly e-commerce and cloud [1] - Wall Street analysts maintain a bullish outlook on Alibaba, with the highest price target set at $195, representing a 35% upside from current levels [2] - The e-commerce segment is a key growth driver, with revenue from China e-commerce rising 10% year-over-year in the latest quarter [4] Group 2 - The number of 88VIP members, Alibaba's premium consumer group, increased by double digits, surpassing 53 million, indicating resilience in high-spending segments [5] - Alibaba's quick commerce segment saw a revenue growth of 12%, driven by Taobao Instant Commerce, which has expanded product categories and increased warehouse coverage [6] - Adjusted EBITDA for the China e-commerce business fell 21% due to heavy investments in quick commerce, but profitability grew year-over-year when excluding these investments, showing a healthy core business [7] Group 3 - Alibaba International Digital Commerce (AIDC) grew 19%, with EBITDA losses narrowing significantly, indicating progress towards breakeven and positive signs for long-term global expansion [8]