July 9, 2025 12:10 PM GMT Alibaba Group Holding | Asia Pacific 1QF26 Preview: Earnings Pressure with Heightened Investments | What's Changed | | | | --- | --- | --- | | Alibaba Group Holding (BABA.N) | From | To | | Price Target | US$180.00 | US$150.00 | With estimate ~Rmb10bn in instant commerce investments and expect consolidated EBITA to fall 16% YoY (TTG + local services EBITA -20%) in F1Q with investments potentially peaking (~Rmb20bn) in F2Q. We forecast cloud revenue growth at 22% YoY. Reiterate OW a ...

Core Insights - Alibaba is actively expanding its AI infrastructure to meet the growing demand for generative AI, positioning Alibaba Cloud as a key component of its long-term growth strategy [2][10] - In Q4 of fiscal 2025, Alibaba's Cloud Intelligence Group reported revenues of RMB 30.1 billion ($4.15 billion), marking an 18% year-over-year increase and contributing approximately 12.7% to total revenues [3] - The company has committed RMB 380 billion ($52.7 billion) over three years to enhance its global cloud infrastructure, with recent openings of data centers in Malaysia and plans for a facility in the Philippines by October 2025 [4][10] Infrastructure Expansion - Alibaba Cloud's global infrastructure will expand to 90 availability zones across 29 regions, following investments in Thailand, Mexico, and South Korea [5] - This expansion aims to meet the rising global demand for secure and scalable cloud solutions amid the rapid adoption of AI across various industries [5] Competitive Landscape - Alibaba Cloud faces significant competition from Amazon and Microsoft, both of which are increasing their investments in global infrastructure [6][7] - Amazon is expanding its AI-ready data centers across multiple regions, while Microsoft has opened new data center regions to cater to enterprise demand [6][7] Financial Performance - Alibaba's stock has increased by 22.5% year-to-date, outperforming the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector, which grew by 6% and 4.1%, respectively [8] - The stock is currently trading at a forward 12-month Price/Earnings ratio of 9.76X, significantly lower than the industry's 24.59X, indicating a favorable valuation [12]

Buying and holding quality stocks is one of the most efficient ways to build wealth. Three Motley Fool contributors believe now is a great time to consider buying shares of Alibaba (BABA 0.16%), Lyft (LYFT -0.76%), and RH (RH -1.05%) (formerly Restoration Hardware).What's more, Wall Street analysts also see attractive upsides for these stocks based on their average price targets. Here's why these stocks are poised to soar. Alibaba stock: 39% upsideJohn Ballard (Alibaba): Alibaba is one of the leading e-comm ...

Key Takeaways Alibaba Cloud is scaling rapidly as AI adoption drives momentum across key industry verticals. BABA is boosting AI investments to capture rising demand and reinforce its cloud market leadership. Product innovation and global expansion, including new AI models and partnerships, support growth.Alibaba’s (BABA) Cloud Intelligence Group is gaining strong momentum as its core unit, Alibaba Cloud, continues to scale with rising AI adoption, an area that is expected to remain a key driver of accele ...

Core Insights - Alibaba is undergoing a transformation to regain its market position and enhance shareholder value, with significant leadership changes and a focus on core businesses [1][2][4] E-commerce Business - Alibaba's e-commerce segment is showing signs of recovery, with a reported 12% growth in customer management revenue for the quarter ending March 31, up from 9% in the previous quarter and 4% in the fiscal year ending March 31, 2024 [6] - The international e-commerce business has also seen a 22% growth, indicating diversification and potential for future expansion across various regions and platforms [7] Cloud Computing Business - Alibaba Cloud faced challenges in fiscal 2024 with only 3% revenue growth, but has recently rebounded with an 18% increase in revenue to 30 billion yuan, driven by public cloud growth and AI-related revenue [8][9] - AI-related revenue has experienced triple-digit growth for seven consecutive quarters, reflecting a strong adoption of cloud computing and AI solutions across multiple industries [10] Shareholder Returns - In the latest fiscal year, Alibaba repurchased $11.9 billion of its stock and distributed $4.6 billion in dividends, totaling $16.5 billion returned to shareholders [13] - These actions are aimed at rebuilding investor trust and attracting long-term investment, particularly from Western markets, while signaling the company's strong financial health [14] Future Outlook - Alibaba's recent performance indicates that its turnaround efforts are gaining traction, positioning the company favorably for sustained growth in the upcoming quarters [15]

ab 15 May 2025 Global Research First Read Alibaba Group 4QFY25 quick take; result slight missed but core OP ahead Q: How did the results compare vs expectations? A: Revenue +7% YoY at Rmb236bn. Adj. EBITA +36% YoY at Rmb32.6bn. Both missed marginally by 1-2%. By segment, 1) Taobao Tmall Group (TTG; beat): Revenue +9% YoY, with CMR accelerated from Dec Q's +9% to +12% (beat by 3%) on continued benefits from 0.6% software service fee and ramp up of site-wide promotion tool. GMV growth (UBSe +4- 5% YoY) is est ...

Core Insights - Alibaba Group reported mixed fourth-quarter fiscal 2026 results, beating earnings estimates but lagging on revenues, leading to a 7.6% stock decline due to slowing Chinese consumer spending and increased competition [1] Financial Performance - Earnings per ADS were $1.73, surpassing the Zacks Consensus Estimate of $1.48 and reflecting a 23% increase year-over-year [3] - Revenues grew 7% year-over-year to $32.5 billion, falling short of the consensus mark of $33.08 billion, attributed to growth in core e-commerce and cloud businesses [3] Business Segments - The Cloud Intelligence Group experienced an 18% revenue growth driven by strong AI demand, with AI-related product revenues achieving triple-digit growth for the seventh consecutive quarter [4] - Customer management revenues at Taobao and Tmall Group grew 12% year-over-year, indicating effective monetization and user experience investments [4] Future Outlook - AI is expected to be a key driver for accelerated revenue growth in Alibaba Cloud, with plans to invest at least $53 billion over the next three years in AI and cloud computing infrastructure [5] ETFs with Significant Alibaba Exposure - Roundhill China Dragons ETF (DRAG) has 16.2% of its assets in Alibaba, with AUM of $34.4 million and annual fees of 59 bps [6] - Invesco Golden Dragon China ETF (PGJ) holds 8.3% of its assets in Alibaba, with AUM of $150.1 million and annual fees of 67 bps [7][8] - The Nightview Fund (NITE) includes Alibaba at 7.1% of its assets, with AUM of $25.2 million and annual fees of 1.25% [9] - CoreValues Alpha Greater China Growth ETF (CGRO) has Alibaba at 7.09% of its assets, with AUM of $9.8 million and annual fees of 85 bps [10] - ProShares Online Retail ETF (ONLN) includes Alibaba at 6.02% of its portfolio, with AUM of $75.4 million and annual fees of 58 bps [11]

It’s not easy being an investor, and markets like today’s S&P 500 make it even harder for the average participant, seeing all the abrupt volatility and whipsawing prices on the back-and-forth changes brought on by negotiations between the United States and China when it comes to trade tariffs.  Alibaba Group TodayBABAAlibaba Group$124.74 +0.84 (+0.68%) 52-Week Range$71.80▼$148.43Dividend Yield0.79%P/E Ratio18.04Price Target$150.36Add to WatchlistOne week, terms are reasonable and bullish for the economy, b ...

阿里巴巴 20250515 摘要 What were some key financial highlights for Alibaba Group this fiscal year? For fiscal year ending March 31st2025 total consolidated revenues amounted RMB2,365 billion reflecting7%year-on-yeargrowth excluding contributions from RT-Mart & Intime Retail overall group revenues witnessed10%year-on-yeargrowth adjusted EBITA stood atRMB326billion marking36%increase primarily drivenbyrevenuegrowth&operational efficiency improvements partially counterbalancedbyincreased investments into e- commerce ...

15 May 2025 | 7:53PM HKT We expect key focus on the results call to be on: 1) AI capex/cloud strategies in light of recent AI model breakthroughs, the trajectory for Alibaba Cloud's revenue growth and margin outlook (with the proliferation of AI inference demand yet step-up in AI-related depreciation), while also considering evolving foreign chip availability, time for domestic chip supply ramp-up and more edge-deployed AI models. 2) Outlook for Taobao-Tmall's growth, take rate outlook and profits, with con ...