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Jefferies Upgrades Alibaba (NYSE:BABA) to "Buy" with a Higher Price Target
Financial Modeling Prep· 2025-09-29 17:00
Core Insights - Jefferies upgraded Alibaba's rating to "Buy" and raised the price target from $178 to $230, indicating increased confidence in the company's strategic direction and market potential [1][6] - Alibaba operates major e-commerce platforms in China and has a strong international presence, with its cloud unit holding over one-third of China's cloud services market [2] Financial Performance - Alibaba experienced a 10% organic revenue growth in the June quarter, while its stock surged by 44% over the past month and has more than doubled year to date, with a 110% increase [3][6] - The current stock price is $171.91, reflecting a decrease of 2.03% or $3.56, with a market capitalization of approximately $399 billion [5] Strategic Investments - The company's significant investments in artificial intelligence, amounting to at least $52 billion, are key drivers of its recent stock performance [3][6] - Alibaba's strong market position in cloud services and strategic moves into AI make it a compelling investment opportunity compared to competitors like CoreWeave [4][6]
Better Stock to Buy Right Now: Alibaba vs. CoreWeave
Yahoo Finance· 2025-09-29 08:42
Group 1: Alibaba - Alibaba operates major e-commerce platforms in China, including Taobao and Tmall, and has a significant presence in international digital commerce through platforms like AliExpress, Daraz, Lazada, and Trendyol [3][4] - The company holds over one-third of China's cloud services market, making it the largest cloud provider in the country [3] - With a forward price-to-earnings ratio of approximately 24, Alibaba's valuation is favorable compared to U.S. AI leaders such as Amazon, Microsoft, and Nvidia [6] Group 2: CoreWeave - CoreWeave has established a first-mover advantage by creating a cloud platform tailored for generative AI, attracting notable customers and partners like Cloudflare, Google, and Mistral AI [7] - The company has secured contracts worth up to $22.4 billion with OpenAI and has a close partnership with Nvidia, which owns nearly 24.3 million shares of CoreWeave [8] - CoreWeave reported revenue of $1.2 billion in Q2 2025, representing a year-over-year growth of more than four times [8] Group 3: Comparative Analysis - Alibaba benefits from strong growth prospects due to its dominance in Chinese e-commerce and cloud services [9] - CoreWeave is experiencing significant growth driven by the booming AI sector [9]
26国元首出席九三阅兵,释放跨境电商行业利好信号
Sou Hu Cai Jing· 2025-09-04 21:10
Core Insights - The attendance of leaders from 26 countries at the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War highlights China's growing diplomatic influence and signals a positive environment for cross-border e-commerce development [1][3]. Cross-Border E-Commerce - The event is expected to inject new momentum into the cross-border e-commerce sector, with leaders from Southeast Asia, Central Asia, and Eastern Europe present, indicating a deepening of international trade cooperation [3][5]. - Southeast Asia is identified as one of the fastest-growing markets for cross-border e-commerce, featuring prominent platforms such as Shopee, Lazada, TikTok Shop, and Daraz, which provide diverse channel options for sellers [3][5]. - The presence of leaders from countries like Vietnam and Malaysia suggests that bilateral trade relations will strengthen, potentially improving market access conditions and facilitating trade [5][6]. International Cooperation - The gathering of multiple national leaders conveys a positive signal for international cooperation and stability, which are crucial for the cross-border e-commerce industry [5][7]. - The event's atmosphere of international unity is likely to reduce trade barriers and promote cross-border trade, allowing the e-commerce sector to expand its overseas market share and enhance the international influence of Chinese goods and brands [7]. - Companies in the cross-border e-commerce space are encouraged to seize the opportunities presented by this favorable environment and actively engage with local e-commerce platforms to achieve sustained growth [7].
“抢人大战”继续:阿里国际计划秋招1000人,80%岗位与AI有关
Guan Cha Zhe Wang· 2025-08-06 09:01
Group 1 - Alibaba International has opened its fall recruitment channel on August 5, aiming to hire around 1,000 graduates from the 2026 class, with 80% of positions related to AI, including roles in algorithms, engineering, product, operations, design, and logistics [1] - The company has been focusing on AI-driven initiatives since its inception, launching the world's first AI-native application in foreign trade, Accio, and significantly upgrading its e-commerce platforms, resulting in a hundredfold increase in usage [1] - The recruitment will take place in various locations including Hangzhou, Beijing, Guangzhou, Shenzhen, Hong Kong, and Sunnyvale, USA, with campus presentations starting in September at key universities [1] Group 2 - Over the past year, Alibaba International has published multiple papers in the AI field, with over 30 papers accepted at top international conferences, including 9 at the ACL [2] - The AI solutions from Alibaba International have received significant recognition, winning the SAIL Star Award at the World Artificial Intelligence Conference, and the open-source model Ovis has surpassed 1 million downloads [2] - Alibaba Group has initiated its fall recruitment for the 2026 class, planning to issue over 7,000 offers, with AI-related positions making up more than 60% of the total, an increase from 50% in the spring recruitment [3] Group 3 - Other major tech companies are also increasing their recruitment in the AI and tech development sectors, with ByteDance seeing a 23% year-on-year increase in R&D positions, and JD.com planning to open 35,000 positions across various sectors [4] - Meituan is set to recruit 6,000 people, including specialized programs aimed at attracting top tech talent globally [4]
Where Will Alibaba Stock Be in 1 Year?
The Motley Fool· 2025-07-11 08:20
Core Viewpoint - Alibaba's stock has shown a nearly 50% increase over the past year, but it remains 65% below its all-time high from October 2020, indicating potential for future growth despite challenges [1][2]. Financial Performance - In fiscal 2022, Alibaba's revenue grew by 19%, but growth slowed to 2% in fiscal 2023, 8% in fiscal 2024, and is projected at 6% for fiscal 2025, primarily due to regulatory and macroeconomic challenges [2][4][5]. - Analysts expect Alibaba's revenue to rise by 7% in fiscal 2026 and by 8% in fiscal 2027, with adjusted EPS growth projected at 8% and 14% respectively [10]. Challenges Faced - Alibaba faced significant regulatory challenges, including fines and restrictions from China's antitrust regulators, which limited its competitive strategies [4]. - The Chinese economy's slowdown, exacerbated by "zero-COVID" policies and a weak real estate market, negatively impacted consumer spending and cloud customer expenditures [5]. - Leadership changes, including the departure of CEO Daniel Zhang in 2023, raised concerns about the company's growth trajectory [6]. Business Stabilization - Despite challenges, Alibaba's retail business saw growth in overseas markets, which helped offset weaker performance in its domestic marketplaces [7]. - The company implemented cost-cutting measures, share buybacks, and increased revenue from higher-margin cloud and AI businesses, leading to improved earnings per share [8]. Future Outlook - Alibaba's stock trades at 11 times its forward adjusted earnings, with potential for a higher valuation if trade tensions ease, possibly rising to about $167 by fiscal 2027 [12]. - The company may integrate its various business units more closely, enhancing its competitive position against less diversified rivals [11].
Where Will Alibaba Stock Be in 10 Years?
The Motley Fool· 2025-06-03 00:05
Core Viewpoint - Alibaba, the largest e-commerce and cloud company in China, faces significant long-term challenges, including regulatory pressures and economic headwinds, which have impacted its stock performance and growth prospects [1][4][5]. Business Segments - Alibaba operates through seven business groups: Taobao and Tmall Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, Cainiao Smart Logistics Group, Local Services Group, Digital Media and Entertainment Group, and "All Others" segment [6][7]. - In fiscal 2025, Alibaba's total revenue reached $137.3 billion, reflecting a 6% year-over-year growth, with notable double-digit gains in international digital commerce, cloud intelligence, and local services [8][9]. Near-term Catalysts - The company anticipates growth from its overseas e-commerce marketplaces, cloud infrastructure, and advancements in AI technologies, particularly through its new family of large language models [10]. - To stabilize its core Chinese e-commerce business, Alibaba plans to enhance Taobao's live streaming features and offer more discount goods to compete with rivals like PDD and ByteDance's Douyin [11]. Long-term Catalysts - Alibaba's strategy to integrate its various business segments more deeply could drive growth as a diversified retail and tech giant, despite the cessation of plans to spin off most groups [12]. - The Chinese e-commerce market is projected to grow at a CAGR of 10% from 2025 to 2030, while the public cloud market is expected to grow at a CAGR of 23% from 2024 to 2030, providing opportunities for Alibaba to maintain its market leadership [13]. Growth Projections - Assuming a conservative EPS growth rate of 10% from 2025 to 2035, Alibaba's stock price could potentially exceed $257 over the next decade, although this would still be below its all-time high of $310.29 in 2020 [14][15].