Alibaba Q3 Earnings: Cloud Growth And Better Macro Warrant Optimism Despite Short-Term Issues

Alibaba reported Q3 FY2026 earnings on Thursday. 3Q26 revenue was RMB284.8bn, up 1.7% YoY, missing estimates (RMB 289.8bn, +2% YoY). Adj. net profit for the quarter was RMB16.7bn, down 67% YoY and underperforming consensus of RMB29.6bn, driven by continuous marketing expenses in quick commerce andA long-term investor passionate about Equity Research. My investment objective is to identify market asymmetries with positive reward-to-risk. I invest in high-quality, wide-moat companies that generate strong cash ...