Price
$110.80-0.31%Social Signal Score
Analyst Ratings
59 analysts52-week range
- Last close
- $110.80
- Off 52w high
- -40.8%
- 200-day average
- $130.74
- vs 200-day
- -15.3%
Revenue
$268.19B+682.09%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Yongming Wu
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
- Employees
- 132,165
- Beta
- 0.50
- Country
- CN
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 2.53
Financials
Revenue
$268.19B+682.1%Net Income
$10.58B+38.8%EBITDA
$31.72B+172.8%Free Cash Flow
$-44.73B-299.3%EPS (diluted)
$3.68-84.5%Shares Outstanding (diluted)
2.42B-5.9%Operating Expenses
$82.63BCash & Debt
$428.43BReturn of Capital
$0.00Revenue by Segment (annual)
$1.02TDividend per Share
$1.05Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $1.02T | $103.59B | $45.60 |
| 2025 | $996.35B | $130.11B | $55.12 |
| 2024 | $941.17B | $80.01B | $31.60 |
| 2023 | $868.69B | $72.78B | $27.68 |
| 2022 | $853.06B | $62.25B | $22.96 |
| 2021 | $717.29B | $150.58B | $55.60 |
| 2020 | $509.71B | $149.43B | $63.76 |
| 2019 | $376.84B | $87.89B | $34.08 |
| 2018 | $250.27B | $64.09B | $25.12 |
| 2017 | $158.27B | $43.67B | $20.24 |
| 2016 | $101.14B | $71.46B | $35.44 |
| 2015 | $76.20B | $24.26B | $9.68 |
| 2014 | $52.50B | $23.32B | $10.00 |
| 2013 | $34.52B | $8.53B | $28.56 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from BABA's reported EPS growth of 3.7% a year over 13 years.
- EPS in 5 years
- $53.52
- Implied price
- $1,017
- Return from $105.85
- 57.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $505.60 — today's price is already 79.1% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 13 | 16 | 19 | 22 | 25 |
|---|---|---|---|---|---|
| -6.3% | 31.7% | 37.3% | 42.1% | 46.3% | 50.1% |
| -1.3% | 38.7% | 44.6% | 49.6% | 54.1% | 58.1% |
| 3.7% | 45.7% | 51.9% | 57.2% | 61.9% | 66.1% |
| 8.7% | 52.8% | 59.2% | 64.8% | 69.7% | 74.1% |
| 13.7% | 59.8% | 66.6% | 72.4% | 77.5% | 82.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
66+119.61%Social Signal Score
Mentions (100)
- Newsfool.com·1d ago·Positive
Alibaba vs. Uber Technologies: Which Stock Is a Better Buy in 2026? Alibaba remains a dominant force in Chinese e-commerce while aggressively expanding its artificial intelligence and cloud infrastructure. Uber Technologies has achieved significant growth in mobility and delivery services while showing a sharp improvement in net margin.
View source ↗ - Newsgurufocus.com·1d ago·Neutral
Alibaba Group Holding Limited Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - BABA Alibaba Group Holding Limited Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - BABAPR NewswireNEW YORK, Oct. 5, 2026NEW Y
View source ↗ - Newszacks.com·3d ago·Positive
Alibaba (BABA) Stock Drops Despite Market Gains: Important Facts to Note Alibaba (BABA) closed the most recent trading day at $105.85, moving 1.49% from the previous trading session.
View source ↗ - Newsbarrons.com·4d ago·Positive
Alibaba Stock Falls. Treasury Yields Aren't Just a U.S. Problem. Alibaba stock was falling alongside other Chinese technology stocks as U.S. Treasury yields bite across global markets.
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
Alibaba: On Track To Becoming A Custom Silicon Powerhouse Alibaba is emerging as a major custom silicon and AI chip producer with the launch of its Zhenwu V900 AI accelerator. BABA's in-house chip development strengthens China's independence from foreign imports and positions the company to gain market share in custom chip manufacturing. The cloud segment, fueled by proprietary chips and generative AI models, is outpacing e-commerce and could accelerate overall growth.
View source ↗ - Newsseekingalpha.com·5d ago·Negative
Alibaba: The Ant Group Stake Needs To Be Repriced Alibaba stock has gone nowhere in the past decade amid geopolitical tensions and regulatory crackdowns. After diving deep into Alibaba's international commerce business and building a valuation model for its cloud business, I am focusing on Ant Group today, of which Alibaba owns 33%. Ant Group can no longer be thought of as a fintech business amid its aggressive push to diversify into several high-growth end markets, including the AI-in-healthcar
View source ↗ - Newszacks.com·5d ago·Neutral
Alibaba's AI Spending Ramps Up: Is the Investment Paying Off? BABA's AI spending is pressuring cash flow and earnings, but surging cloud revenues and EBITA offer early signs the investment may be gaining traction.
View source ↗ - Newszacks.com·6d ago·Negative
Will Accelerating Cloud & International Growth Lift Alibaba Stock Now? BABA's cloud and AI growth is accelerating, but rising spending, weak international sales and cash outflows cloud the outlook.
View source ↗ - Newsfool.com·7d ago·Positive
Amazon vs. Alibaba: Which Consumer Stock Is a Better Buy in 2026? Amazon maintains a dominant lead in global cloud infrastructure and North American e-commerce growth. Alibaba Group offers a value-oriented play on the Chinese digital economy with a highly liquid balance sheet.
View source ↗ - Newszacks.com·7d ago·Positive
Is It Worth Investing in Alibaba (BABA) Based on Wall Street's Bullish Views? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
View source ↗ - Newszacks.com·7d ago·Neutral
Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should Know Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
View source ↗ - Newszacks.com·10d ago·Negative
Trump-Xi Meeting Puts These 5 Chinese AI Stocks in Focus As China's AI ecosystem continues to expand, these stocks provide investors with several different ways to monitor the country's accelerating AI buildout.
View source ↗ - Newsfool.com·10d ago·Negative
Alibaba Group vs. Uber Technologies: Examining Quarterly Revenue Trends Alibaba consistently generates a significantly higher absolute volume of total revenue across all measured periods, while Uber repeatedly demonstrates a noticeably faster overall rate of expansion. Uber displays a continuous upward trajectory punctuated by occasional quarter-over-quarter dips, while Alibaba consistently maintains a notably seasonal business pattern featuring distinct and recurring quarter-over-quarter fluctu
View source ↗ - Newszacks.com·12d ago·Positive
BABA Stock After Q1: Can Qwen, Chips & Global AI Expansion Deliver? Alibaba is scaling Qwen, AI chips and global cloud capacity as triple-digit AI product growth meets heavy capex and execution risk.
View source ↗ - Newsbusinesswire.com·12d ago·Neutral
Lincoln Electric Becomes First Manufacturer to earn NEMA's Make It American® BABA Product Certification in the Electric Vehicle Supply Equipment Category CLEVELAND--(BUSINESS WIRE)--Lincoln Electric today announced that it has become the first electric vehicle supply equipment (EVSE) manufacturer to earn product-level certification under the National Electrical Manufacturers Association's (NEMA) Make It American program, marking a significant milestone for the EV charging industry and reinforcin…
View source ↗ - Newszacks.com·12d ago·Neutral
Alibaba's Quick Commerce Growth Accelerates: Can It Boost Revenues? BABA's Quick Commerce revenues surge 45% as Taobao Instant Commerce improves unit economics, but profitability is targeted for fiscal 2029.
View source ↗ - News247wallst.com·13d ago·Neutral
Alibaba Falls 4% as Reported Beijing AI Probe Undercuts Chip Rally; Baidu Eases, JD.com Dips Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are falling in Wednesday morning trading, reversing part of the run the company's own Apsara conference announcements produced earlier this week. Alibaba stock is at $112.09, down 4%.
View source ↗ - Newsglobenewswire.com·13d ago·Negative
Alibaba Group Holding Ltd Investigated by the Portnoy Law Firm LOS ANGELES, Sept. 22, 2026 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Alibaba Group Holding Ltd, (“BABA" or the "Company") (NYSE:BABA) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors.
View source ↗ - Newsprnewswire.com·13d ago·Negative
Alibaba Group Holding Limited (BABA) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit LOS ANGELES, Sept. 22, 2026 /PRNewswire/ -- The Law Offices of Frank R.
View source ↗ - Newszacks.com·13d ago·Neutral
3 Reasons to Hold Alibaba Stock Despite Its High Premium P/S BABA's cloud and AI growth, resilient commerce engine and disciplined AI spending offer three reasons to hold despite its premium valuation.
View source ↗ - Newsproactiveinvestors.com·13d ago·Negative
Alibaba unveils new AI chip and data center expansion plans Alibaba Group (NYSE:BABA), the Chinese technology giant, unveiled a new AI chip and plans to expand its data center capacity at its annual Apsara Conference in Hangzhou on Tuesday. The company introduced the Zhenwu V900, which it called China's most powerful AI chip and said it delivers three times the performance of its predecessor, the Zhenwu M890.
View source ↗ - News247wallst.com·13d ago·Positive
Alibaba Jumps 4% as Zhenwu V900 Chip Targets the Gap NVIDIA Left in China; Baidu Sits Tight Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are rallying Tuesday morning after the company unveiled its most powerful AI chip yet at Alibaba Cloud's annual conference in Hangzhou. Alibaba stock is up 4% to $120.
View source ↗ - Newsyoutube.com·14d ago·Positive
Alibaba Shares Jump on New AI Chip Alibaba is rolling out what it calls China's most powerful AI chip, an accelerator to compete with Nvidia Corp. and underpin a massive expansion of data center capacity in coming years. -------- More on Bloomberg Television and Markets Like this video?
View source ↗ - Newsyoutube.com·14d ago·Positive
Alibaba Unveils Powerful AI Chip as Meta Revives AI Optimism Stocks held gains driven by a rally in the artificial-intelligence trade as oil fell for a fifth day, with investors tracking diplomatic efforts to end the US-Iran war. Early signs of success for Meta's new personal agent revived optimism over chip demand, bolstering the sector after a recent rough patch driven by calls for slower AI development.
View source ↗ - Newsyoutube.com·14d ago·Neutral
Tech Rallies on Meta Muse & Alibaba's China AI Chip Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia.
View source ↗ - Newscnbc.com·14d ago·Negative
Alibaba shares jump as new AI chip, data center buildout plans unveiled Alibaba aims to operate more than 20 gigawatts of global data center capacity by 2032. Its new Zhenwu V900 AI chip delivers three times the performance of its predecessor.
View source ↗ - Newsyoutube.com·14d ago·Neutral
Alibaba Says It Will Roll Out China's Top AI Chip “Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter.
View source ↗ - Newsreuters.com·14d ago·Neutral
Alibaba plans AI model with 5 trillion to 10 trillion parameters, unveils new chip Alibaba Group plans to train a new artificial intelligence model with 5 trillion to 10 trillion parameters, Chief Executive Eddie Wu said on Tuesday, as the Chinese technology giant laid out a sweeping push across AI models, chips and data centres.
View source ↗ - Newsfool.com·14d ago·Positive
Alibaba vs. MercadoLibre: Which Consumer Stock Is a Better Buy in 2026? Alibaba continues to dominate the Chinese e-commerce market while expanding its footprint in global cloud services and artificial intelligence. MercadoLibre maintains robust double-digit growth across its integrated retail and fintech ecosystem throughout Latin America.
View source ↗ - News247wallst.com·17d ago·Neutral
Alibaba Climbs 3%, PDD and JD.com Tick Up: Is China Technology Finding Buyers Again? Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are climbing in Friday morning trading, leading a broader lift across U.S.-listed Chinese internet names. Alibaba stock is up 3% to $111.39.
View source ↗ - Newsseekingalpha.com·18d ago·Positive
Alibaba: Expecting Strong Earnings Growth In Q2, Cloud Margin Continues To Improve Alibaba is upgraded to Strong Buy after a 16% correction post-Q1 earnings miss, with forward P/E compressed to 16.5x, which seems overdone. AI Cloud revenue surged 45% YoY; maintaining over 40% and an improved non-GAAP EBITA margin are expected in the next several quarters. Traditional China e-commerce remains sluggish, with management prioritizing steady profit over growth, dampening overall revenue acceleration.
View source ↗ - Newsfool.com·24d ago·Positive
Alibaba vs. MercadoLibre: Which E-Commerce Giant Is a Better Buy in 2026? Alibaba remains a dominant force in Chinese e-commerce and cloud infrastructure with a growing focus on artificial intelligence. MercadoLibre is delivering hyper-growth in Latin America by integrating e-commerce, logistics, and a massive fintech ecosystem.
View source ↗ - Newsyoutube.com·25d ago·Neutral
Alibaba.com President on Accio AI, Global Ecommerce & "A2A" Business Kuo Zhang, president of Alibaba.com, joins Market on Close to explain how the AI buildout is impacting the global commerce space, especially for smaller businesses. He also offers insight into Alibaba's Accio AI agent and ways the company balances tech costs with efficiency.
View source ↗ - Newsprnewswire.com·26d ago·Negative
Alibaba Group Holding Limited (BABA) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit BENSALEM, Pa., Sept. 9, 2026 /PRNewswire/ -- The Law Offices of Howard G.
View source ↗ - Newsetftrends.com·26d ago·Positive
AI & Robotics in 2026: 16 Recent Developments for Investors If AI and robotics suddenly feel like they are moving faster, August gave investors plenty of evidence that the pace really is accelerating. We saw longer-running agents, faster and cheaper inference, AI systems reaching into laboratories and physical equipment, robots learning from fewer demonstrations, and new capital and infrastructure forming around commercial deployment.
View source ↗ - Newsseekingalpha.com·27d ago·Positive
Alibaba: Decoding The AI Pivot Beyond Insider Signals Alibaba is aggressively pivoting from mature e-commerce to a full-stack AI and cloud strategy, backed by significant insider buying. AI Cloud and Compute Services revenue surged 45% YoY, with adjusted EBITA up 133% to $830 million, highlighting strong early returns from AI investments. Heavy AI capex—up 75% YoY—will likely keep near-term cash flow negative, but management targets breakeven in three years and RMB 100 billion external cloud rev
View source ↗ - Newsprnewswire.com·27d ago·Negative
Alibaba Group Holding Limited (BABA) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit LOS ANGELES, Sept. 8, 2026 /PRNewswire/ -- The Law Offices of Frank R.
View source ↗ - Newsfool.com·28d ago·Positive
Alibaba vs. Shopify: Which Retail Platform Is a Better Buy in 2026? Alibaba maintains a dominant position in Chinese e-commerce and cloud services with massive scale. Shopify is a high-growth leader providing essential global commerce infrastructure for millions of merchants.
View source ↗ - Newsmarketbeat.com·32d ago·Positive
3 CEOs Are Buying Millions of Dollars of Their Beaten-Down Stocks Insider purchases are one of many signals that investors can use to gauge the outlook of a stock. While insider buys are just one piece of a larger picture, they can be particularly notable when made by a company's top executive: the CEO.
View source ↗ - Newsfool.com·37d ago·Positive
Thinking of Buying Alibaba Stock Now? Here's 1 Green Flag and 1 Red Flag. The results of Alibaba's AI investments are finally showing up in Alibaba's revenue numbers. Pursuing the AI opportunity comes with a huge price tag.
View source ↗ - Newsseekingalpha.com·38d ago·Neutral
Alibaba: Three-Year AI CapEx Payback Period Silence Bears Alibaba Group Holding Limited remains a high-conviction, bullish opportunity, trading at a forward P/E of 13x with a 73% upside to a $208 target. I see the cloud's accelerating revenue (+45% YoY) and expanding margins as underappreciated, with AI-driven growth and a clear 2–3 year CapEx payback. Quick commerce unit economics are improving, with losses per order narrowing and robust order growth, supporting profitability recovery.
View source ↗ - Newsinvezz.com·40d ago·Negative
Alibaba unveils cheaper Qwen AI model: is this what its stock needed? Alibaba unveiled a lower-cost AI model on Wednesday, giving investors a reason to examine whether the company can make its AI push more economically efficient. Qwen3.8-Flash is a multimodal model aimed at coding and office tasks while reducing training costs.
View source ↗ - Newsseekingalpha.com·40d ago·Neutral
…ue achieving triple-digit growth for the twelfth consecutive quarter and adjusted EBITA up 133%. Heavy CapEx—up 75% to RMB67.68 billion—pressured free cash flow, but BABA management expects AI-related CapEx to break even within three years, supported by a still profitable commerce base.
View source ↗ - Newsreuters.com·40d ago·Positive
Alibaba's Qwen launches Qwen3.8-Flash AI model with lower training costs Alibaba's Qwen has released a new multimodal model, Qwen3.8-Flash, that delivers stronger coding and office-task performance while cutting training costs, it said in a statement on Wednesday published on social media.
View source ↗ - Newszacks.com·41d ago·Neutral
Alibaba's Wan 3.0 AI Debut Follows $10.2B Share Sale: What's Ahead? Wan3.0 expands BABA's AI ambitions with video generation as a $10.2B share sale funds chips, infrastructure and model development.
View source ↗ - Newsseekingalpha.com·41d ago·Neutral
Alibaba: Burry Sold, But The Math Still Says Strong Buy Alibaba (BABA) remains a Strong Buy after its $10.2B share issuance, as the market reaction appears far larger than the actual economic dilution. Cloud revenue grew 45% YoY, Cloud EBITA margin reached 12%, and AI-related revenue has now posted triple-digit growth for twelve consecutive quarters. The key number is 0.13%: that is the estimated theoretical dilution impact on BABA's ADR price, far below the selloff investors associated with the…
View source ↗ - Newsseekingalpha.com·41d ago·Neutral
…uded In AI Doubts Alibaba Group Holding Limited is doubling down on AI spending with a HK$80 billion equity raise, intensifying its cloud and AI compute investments. BABA's aggressive spend sparks dilution and monetization concerns, but management projects faster payback and rising gross margins within 2–3 years. At under 15x forward earnings, BABA trades near its five-year average, presenting surprisingly attractive value as the market doubts its AI spending plans.
View source ↗ - News247wallst.com·42d ago·Neutral
Alibaba's $10 Billion Stock Sale Was Nearly 3 Times Oversubscribed. Should You Follow the Smart Money? Sovereign wealth funds and long-only institutions took more than 40% of the allocation in Alibaba's (NYSE:BABA | BABA Price Prediction) $10.2 billion share placement, and orders reportedly reached roughly $28 billion.
View source ↗ - Newsmarketwatch.com·42d ago·Negative
Major Alibaba figures make purchases as Chinese giant sells $10 billion of stock Major Alibaba shareholders have made big share purchases ahead of vital secondary market offering
View source ↗ - Newsfool.com·42d ago·Negative
Alibaba Is Selling $10.2 Billion of Stock to Fund AI. Alphabet and Intel Went First. Alibaba priced an 80 billion Hong Kong dollar placement of 710 million new shares, with all net proceeds going into its full-stack AI capabilities, including expanded AI infrastructure. The sale ranks as 2026's third-largest primary follow-on offering, behind Alphabet's $84.75 billion equity program and Intel's $20 billion sale.
View source ↗ - Newsfool.com·42d ago·Positive
Should You Buy Alibaba Stock Right Now? Alibaba's AI revenue is soaring.
View source ↗ - Newsseekingalpha.com·42d ago·Neutral
Alibaba: The Market Got This One Wrong Alibaba Group Holding Limited stock is being punished after its disappointing June quarter results last Thursday and raising $10.2B for AI buildout this Monday. We think the market is overreacting; BABA is still spending a fraction of its U.S. counterparts' AI CapEx even with a 75% surge this quarter. The whole push of "show us the ROIC" is valid, but the market is taking a cookie-cutter approach to all players, and we don't think China fits the mold.
View source ↗ - Newszacks.com·42d ago·Positive
Amazon vs. Alibaba: Which AI and E-Commerce Stock Is the Better Buy? AMZN's accelerating AWS growth, AI monetization and diversified revenues make it the stronger buy over BABA despite a higher valuation.
View source ↗ - Newsproactiveinvestors.co.uk·42d ago·Neutral
Alibaba launches Wan3.0 AI video model after record $10 billion share sale Alibaba Group (NYSE:BABA), the Chinese technology giant, officially rolled out its latest artificial intelligence (AI) video generation model, Wan3.0, on Monday. The new software can generate 30-second videos directly from text documents, data spreadsheets, presentation slides, and web pages.
View source ↗ - Newsschaeffersresearch.com·42d ago·Neutral
Alibaba Stock Extends Slide on $10.2 Billion Share Sale Alibaba Group Holding Ltd (NYSE:BABA) is down 1.3% to trade at $117.77, after the China-based e-commerce giant announced a massive $10.2 billion share sale to non-U.S. investors in order to fund artificial intelligence (AI) projects.
View source ↗ - News247wallst.com·42d ago·Negative
Michael Burry Abandons Alibaba Over Broken Management Pledge On August 20, 2026, Alibaba (NYSE:BABA | BABA Price Prediction) CFO Toby Xu told investors the company held approximately $30.7 billion in net cash excluding debt with maturities beyond five years, with a net cash position of approximately $46.5 billion.
View source ↗ - News247wallst.com·42d ago·Neutral
Down 40% on AI Pressure, Michael Burry Says Alibaba Needs to Still Fall by Half The AI spending boom has created an uncomfortable split in technology stocks.
View source ↗ - Newsbarrons.com·43d ago·Neutral
Alibaba Stock Falls as Share Issue Exposes Cost of Chinese AI Alibaba stock was dropping as the company looks to raise $10.2 billion with a share issue.
View source ↗ - Newsfinbold.com·43d ago·Negative
‘Big Short' Michael Burry shares his updated Chinese stock portfolio ‘The Big Short' investor Michael Burry has revealed a major change to his Chinese stock portfolio, fully exiting Alibaba (NYSE: BABA) and significantly increasing his position in JD.com (NASDAQ: JD).
View source ↗ - Newsbarrons.com·43d ago·Neutral
Sandisk, Alibaba, Micron, Steel Dynamics, and More Stocks That Explain Today's Market Stock futures are falling to start the week with tech names leading the way lower ahead of Nvidia's key earnings report.
View source ↗ - Newsseekingalpha.com·43d ago·Neutral
Wall Street Breakfast Podcast: AI Plans Weigh On BABA Alibaba (BABA) fell 8% in Hong Kong after announcing a $10.3B equity placement at an 8.4% discount to its prior close. Investor Michael Burry exited BABA for JD.com, citing concerns over Alibaba's share issuance.
View source ↗ - Newsmarketwatch.com·43d ago·Neutral
Alibaba shares tumble as investors question whether AI spending splurge is justified The market's negative reaction to Alibaba's announcement of a major share issue illustrates a broader skepticism among global investors about the eventual payback on present AI spending
View source ↗ - Newsyoutube.com·43d ago·Neutral
Here's What's Behind Alibaba's $10 Billion Share Sale Alibaba raised HK$80 billion ($10.2 billion) in Hong Kong's biggest secondary share sale. Bloomberg reporters and Bloomberg Intelligence talk about what this means and why it's sparked backlash from some investors like Michael Burry.
View source ↗ - Newsreuters.com·43d ago·Neutral
Alibaba launches Wan3.0 AI video model after $10 billion share sale Alibaba officially rolled out its latest AI video generation-model Wan3.0 on Monday with enhanced capabilities after the Chinese internet giant launched a $10 billion share placement to fund rising AI spending.
View source ↗ - Newsproactiveinvestors.co.uk·43d ago·Negative
Alibaba slides as group raises US$10.2 billion for AI expansion Alibaba Group (NYSE:BABA) Holding Ltd shares fell sharply in Hong Kong after the Chinese technology group priced a HK$80 billion (US$10.2 billion) equity placement to finance further investment in artificial intelligence. The company will issue 710 million new ordinary shares to investors outside the US at HK$112.70 each, an 8.4% discount to Friday's HK$123 closing price.
View source ↗ - Newsyoutube.com·43d ago·Neutral
Alibaba Raises $10 Bln in Record Hong Kong Share Sale Alibaba raised HK$80 billion ($10.2 billion) in Hong Kong's biggest secondary share sale. The online retail giant-turned-AI player sold 710 million shares at HK$112.7 each.
View source ↗ - Newsinvezz.com·43d ago·Negative
Here's why the Alibaba stock is crashing in Hong Kong today Alibaba stock price dropped sharply in Hong Kong, reaching its lowest level since July 30th, as traders reacted to its earnings report and its plan to dilute shareholders. It plunged to H$111, down substantially from this month's high of H$130.1.
View source ↗ - Newscnbc.com·43d ago·Negative
Alibaba plunges after announcing $10.2 billion share placement to fund AI push Alibaba will issue new shares, with all net proceeds earmarked for AI investments. The fundraising comes days after Alibaba reported a 75% profit drop as heavy AI spending weighed on results.
View source ↗ - Newsreuters.com·43d ago·Neutral
Alibaba shares fall 8% after $10 billion Hong Kong share sale Alibaba shares fell 8% in early Hong Kong trade on Monday after the tech company finalised a HK$80 billion ($10.21 billion) share placement at HK$112.70 apiece, in a deal aimed at funding artificial intelligence-related development.
View source ↗ - Newsreuters.com·43d ago·Neutral
Alibaba set to open down 8% in Hong Kong after $10.2 billion share placement plan Hong Kong-listed shares of Alibaba are set to open 8% lower on Monday after the Chinese e-commerce and cloud computing giant launched a $10.2 billion share placement to fund AI development.
View source ↗ - Newswsj.com·43d ago·Neutral
Alibaba to Bulk Up AI Investment via $10.20 Billion Share Placement The Chinese company has been spending heavily on the technology as it jostles with rivals for dominance in the rapidly growing AI sector.
View source ↗ - News247wallst.com·43d ago·Neutral
This Chinese Tech Giant Quietly Cut Its Buyback 80% to Fund AI Alibaba (NYSE:BABA | BABA Price Prediction) just made its capital allocation priorities unmistakable.
View source ↗ - Newsnypost.com·43d ago·Neutral
Alibaba launches $10B Hong Kong share placement to fund AI spending A deal by the Chinese e-commerce and cloud computing giant would mark the largest-ever primary follow-on offering by a Hong Kong-listed company.
View source ↗ - Newsbusinesswire.com·43d ago·Neutral
Alibaba Group Announced Pricing of HK$80 Billion Placing of New Shares in Hong Kong HONG KONG--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba,” “Alibaba Group” or the “Company”) today announced the pricing of its HK$80 billion placing of 710,000,000 newly issued ordinary shares of the Company (the “Placement Shares”) to non-U.S. persons outside the United States, at a placing price of HK$112.70 per Placement Share (the “E…
View source ↗ - Newsinvestorplace.com·43d ago·Positive
2 Stocks to Buy for the AI Revolution Tom Yeung here with your Sunday Digest . At the start of 2021, Nvidia Corp. ( NVDA ) was a $330 billion company.
View source ↗ - Newsreuters.com·44d ago·Neutral
Alibaba proposes Hong Kong share placement worth $10 billion China's Alibaba announced on Sunday a proposed placement of new shares in Hong Kong.
View source ↗ - Newsbusinesswire.com·44d ago·Neutral
Alibaba Group Announced Proposed Placing of New Shares in Hong Kong HONG KONG--(BUSINESS WIRE)--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba,” “Alibaba Group” or the “Company”) today announced that it proposes to place newly issued ordinary shares of the Company (the “Placement Shares”) to non-U.S. persons outside the United States with an aggregate placing consideration of HK$80 billion, subject to market and other conditions (the “Equ…
View source ↗ - Newsbenzinga.com·45d ago·Neutral
These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings Alibaba Group Holding Ltd. (NYSE:BABA) reported mixed results for its first quarter on Thursday.
View source ↗ - Newsseekingalpha.com·45d ago·Neutral
Alibaba: Pay 13x FWD Earnings For 45% AI Cloud Growth Alibaba Group Holding Limited is accelerating its transition to an AI-led growth model, with AI cloud and compute revenues up 45% year-over-year in Q1. Despite a 74% year-over-year profit decline due to heavy AI and cloud investments, BABA's management expects a major acceleration of growth. The Qwen 3.8-Max generative AI model launch is a key catalyst for further AI-driven cloud growth.
View source ↗ - Newsseekingalpha.com·45d ago·Negative
Alibaba Q1 Earnings: Back To Cash Flow Basics Alibaba Group delivered a mixed Q1 2027, with revenue slightly above expectations but profitability missing consensus. BABA's cash flow and capital allocation pressure are even more concerning than the EPS misses. Despite pausing dividends and essentially eliminating share repurchases, overall free cash flow worsened to -RMB44.6 bn in the quarter (vs. -RMB18.8 bn a year ago).
View source ↗ - Newszacks.com·45d ago·Neutral
Alibaba Q1 Earnings Fall Short of Estimates, Revenues Rise Y/Y BABA's Q1 earnings miss estimates as AI investments pressure margins, while revenues rise on strong AI Cloud and China Quick Commerce growth.
View source ↗ - News247wallst.com·45d ago·Positive
Alibaba Sinks 7% as a 75% Capex Surge Swallows 45% Cloud Growth; Baidu Ticks Up Friday's action in Chinese internet stocks is an Alibaba-specific repricing, not a sector selloff.
View source ↗ - Newszacks.com·45d ago·Neutral
BABA Q1 Earnings Call Centers on AI Cloud Growth & CapEx Alibaba is betting heavily on AI as cloud revenues accelerate, margins improve and management defends rising CapEx while targeting quicker payback.
View source ↗ - Newsseekingalpha.com·46d ago·Neutral
Alibaba: AI Transformation Offsets E-Commerce Drag, Reiterate Buy Alibaba delivered in-line revenue but missed on EPS due to aggressive AI investment and negative free cash flow. BABA's AI and cloud business posted +45% y/y growth, with AI-related product revenue growing triple-digit for the 12th consecutive quarter. Quick Commerce drove China ecommerce EBITA improvement, but core CMR revenue remains pressured by weak macro and competitive headwinds.
View source ↗ - Newsinvezz.com·46d ago·Negative
Why is Alibaba stock falling despite 45% cloud growth and booming AI demand? Alibaba stock tanked after Thursday's earnings despite the company delivering its strongest cloud growth in years, as investors focused on the cost of its artificial-intelligence buildout. The US-listed shares fell about 5% after the results, then recovered much of the decline later.
View source ↗ - Newsfool.com·46d ago·Negative
Alibaba Cloud Revenue Jumps 45%. Is the Profit Plunge and China E-Commerce Slide Cause for Concern? It fell well short of analyst profitability estimates, although its revenue was essentially in line. Investors clearly chose to focus on the positive developments in the quarter, particularly the company's leap in revenue from next-generation tech offerings.
View source ↗ - Newsseekingalpha.com·46d ago·Positive
Alibaba Group Holding Limited (BABA) Q1 2027 Earnings Call Transcript Alibaba Group Holding Limited (BABA) Q1 2027 Earnings Call Transcript
View source ↗ - Newsbenzinga.com·46d ago·Neutral
Alibaba Gives Nvidia's Older AI Chips an Unexpected Vote of Confidence One of the most revealing comments from Alibaba Group Holding Ltd.'s (NYSE:BABA) (OTC:BABAF) fiscal first quarter earnings call wasn't about revenue or artificial intelligence demand.
View source ↗ - Newsbenzinga.com·46d ago·Neutral
Alibaba Says AI Now Drives More Than One-Third of Cloud Revenue For all the excitement around artificial intelligence, investors have had surprisingly little visibility into one key question: how much revenue is AI actually generating? Alibaba Group Holding Ltd.
View source ↗ - Newspymnts.com·46d ago·Negative
AIibaba Focuses on Agentic Commerce as AI Spending Balloons Alibaba is focusing on agentic commerce innovations as it spends heavily on artificial intelligence. The Chinese tech giant shared quarterly earnings results Thursday (Aug. 20) that showed revenue up 9% for the year, while its AI investments drove a 75% decline in net income.
View source ↗ - Newsmarketbeat.com·46d ago·Neutral
Alibaba Group Q1 Earnings Call Highlights Alibaba Group NYSE: BABA reported June-quarter revenue growth of 9% as accelerating demand for artificial intelligence products and cloud services helped offset the effects of heavier technology investment on profitability.
View source ↗ - Newsyoutube.com·46d ago·Neutral
BABA Earnings Mixed Despite Cloud Growth: What's Next for AI Push? U.S. shares of Alibaba (BABA) moved lower after the Chinese ecommerce giant posted mixed earnings even as cloud revenue increased by 45%. Jenny Horne talks about the key takeaways from the report and commentary from leadership suggesting AI growth remains a top priority.
View source ↗ - Newsproactiveinvestors.com·46d ago·Neutral
Alibaba profit sinks 75% as AI spending surges Alibaba Group (NYSE:BABA) reported a 75% drop in quarterly profit on Thursday, as heavy investment in artificial intelligence infrastructure squeezed margins at China's e-commerce and cloud giant. Net income for the June quarter fell to 10.4 billion yuan ($1.5 billion), missing analyst estimates of 26.98 billion yuan.
View source ↗ - Newszacks.com·46d ago·Neutral
Alibaba's E-Commerce Business: Can Quick Commerce Aid Growth? Quick commerce is emerging as a key growth lever for BABA, with surging orders, improving unit economics and broader platform engagement.
View source ↗ - Newswsj.com·47d ago·Negative
Alibaba Posts Weaker Earnings Amid Heavy AI Investments Alibaba's earnings slumped in its fiscal first quarter, as the Chinese e-commerce titan continued to invest heavily in artificial intelligence, racing to preserve its lead in the AI sector.
View source ↗ - Newscnbc.com·47d ago·Neutral
Alibaba cloud revenue rises 45% even as AI spending weighs on profit Alibaba cloud revenue rises 45% even as AI spending weighs on profit
View source ↗ - Newsreuters.com·47d ago·Positive
Alibaba reports 9% rise in quarterly revenue China's Alibaba , on Thursday reported a 9% rise in quarterly revenue, as strong demand for AI services fueled growth in its cloud business, while an extended "618" shopping festival boosted its core e-commerce unit.
View source ↗ - Newsbusinesswire.com·47d ago·Neutral
Alibaba Group Announces June Quarter 2026 Results HONG KONG--(BUSINESS WIRE)---- $BABA #AI--Alibaba Group Holding Limited today announced its financial results for the quarter ended June 30, 2026.
View source ↗ - Newsinvezz.com·47d ago·Negative
Alibaba earnings today: can AI cloud growth finally break its losing streak? Alibaba reports June-quarter results on Thursday with investors looking to its cloud business to end a four-quarter run of earnings disappointments. The company will release results before the US market opens, followed by a conference call at 7:30 a.m.
View source ↗ - Newsbarrons.com·47d ago·Positive
Alibaba Earnings Will Test Whether the Stock Is Among China's AI Winners Alibaba stock has slipped this year but earnings are an opportunity to flip the narrative on its artificial-intelligence progress.
View source ↗
Earnings
Tue, Nov 24(in 7 weeks)
Consensus estimate $1.63 per share
Typical surprise -7.6% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 20$1.25 vs $1.94miss
- Wed, May 13$0.09 vs $1.02miss
- Thu, Mar 19$1.01 vs $1.91miss
- Tue, Nov 25$0.61 vs $0.66miss
- Fri, Aug 29$2.06 vs $1.95beat
- Thu, May 15$1.73 vs $1.48beat
Estimates and results for BABA via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by BABA officers and directors.
- Bought
- $25.7m
- Sold
- $84.4m
3 trades
10 trades
- Jiang Fangsold
- Yu Siyingsold
- Jiang Fangsold
- Xu Hongsold
- Tsai Joseph Cbought
- Tsai Joseph Cbought
- Wu Yongmingbought
- Evans J. Michaelsold
87 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Gilbert Ray Cisneroshouse · CA31 · disclosed Sep 7, 2026 (45d later)Sell$100,001 - $250,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jul 8, 2026 (37d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Mar 10, 2026 (29d later)Buy$50,001 - $100,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Dec 15, 2025 (26d later)Buy$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Nov 18, 2025 (32d later)Buy$15,001 - $50,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Nov 18, 2025 (35d later)Buy$15,001 - $50,000
- Sheri Biggshouse · SC03 · disclosed Oct 6, 2025 (202d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (22d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (65d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (57d later)Sell$1,001 - $15,000
- Laurel Leehouse · FL15 · disclosed Aug 12, 2025 (592d later)Sell$100,001 - $250,000
- Josh S. Gottheimerhouse · NJ05 · disclosed May 14, 2025 (40d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (24d later)Sell$15,001 - $50,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (31d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 28, 2025 (25d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 11, 2025 (18d later)Buy$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Mar 7, 2025 (25d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.