Alibaba Group Holding Limited (BABA)
Alibaba: Instant Commerce Offering Exceeds 40 Million Daily Orders
Alibaba's instant commerce platform has reportedly crossed the 40-million-daily-orders mark within a month of launch. As Reuters noted in a report Monday (May 26) on this milestone, the platform brings merchants from the eCommerce giant's food delivery arm Ele.me onto its main domestic shopping app, Taobao, making deliveries within 60 minutes.
Alibaba: Short-Term Noise, Long-Term Structure Unchanged
Alibaba's Q4 FY25 revenue growth missed expectations, but the core e-commerce and cloud segments show resilience and strong long-term potential. AI-driven ad solutions and a focus on high-value users are boosting e-commerce efficiency, though rising costs and subsidies pressure margins. Cloud growth outpaced global peers, but margin compression and capex concerns linger; AI and SaaS initiatives lay the groundwork for future upside.
Alibaba: US-China Challenges Aren't Enough Deterrent
Alibaba's stock has seen sharp fluctuations recently on account of ongoing trade related uncertainties. The impact of tariffs on an already softer projected economic growth can be felt by the e-commerce division, while the US's chip export curbs can affect cloud services. However, its recent results indicate that the company has the ability to power through and even turnaround segments like the domestic e-commerce segment, despite challenges.
Alibaba Q4: Intrinsic Value Amid Potential Long-Term Geo-Harmony (Upgrade)
Alibaba Group Holding Limited delivered solid 7% revenue and 36% EBITA growth despite geopolitics; its cloud segment's surging AI demand signals massive long-term potential—but watch U.S.-China relations closely. Alibaba's fundamental undervaluation (~12x earnings) could unlock substantial upside if China shifts toward diplomatic harmony with the West—aligning its intrinsic value with global tech giants. Alibaba's long-term thesis hinges significantly on China embracing open, capitalist-friendly diplomacy; alignment here would dramatically amplify returns from today's valuation.
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3 Reasons Why Alibaba Stock May Be a Smart Buy After Q4 Earnings Beat
BABA beats earnings by 16.89%. With cloud growth surging, AI revenues tripling, and shares at just 11.07X P/E, this undervalued e-commerce giant is a smart buy for 2025.
Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should Know
Alibaba (BABA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Alibaba Q4: Strong Growth Acceleration In Cloud And CMR
Alibaba's CMR and Cloud growth acceleration confirms my bullish thesis that growth inflection has triggered and signals upside potential. The AI Cloud segment could see further growth rebound, driven by elevated AI infrastructure capex, amid rising AI demand and supportive PBOC policies. Despite the chip export ban, the recent de-escalation between the U.S. and China could lift sentiment and help relieve the chip supply shortage.
Alibaba Shares Fall On Report Of U.S. Scrutiny Of Apple AI Deal
Shares in Chinese e-commerce giant Alibaba fell as much as 4.8% on Monday in Hong Kong as a deal to provide AI technology to iPhones sold in China faced a possible backlash in the U.S.
Alibaba: Valuation Doesn't Reflect The Growth Potential
Alibaba's AI-driven cloud strategy is fueling rapid growth, with AI product revenue posting triple-digit YoY gains for seven consecutive quarters. Open-source Qwen AI models position Alibaba as a central player in the global AI ecosystem, driving developer adoption and future cloud demand. Core e-commerce (TTG) and international segments show strong user growth and monetization, but profitability improvements will require careful execution and time.
Alibaba: Pullback Sets Up Compelling Long-Term Opportunity (Rating Upgrade)
Upgrade Alibaba to BUY, seeing 20% upside as core ecommerce stabilizes and AI/cloud growth outpaces peers despite recent earnings miss. China commerce fundamentals are improving, with CMR growth accelerating and monetization gains driven by new tools and higher-commissioned product mix. AI is a long-term growth driver, but e-commerce remains the core; Alibaba leads in AI adoption and merchant productivity enhancements.
Alibaba Q4 Earnings Surpass Estimates, Revenues Increase Y/Y
BABA's fiscal fourth-quarter results show strength in Taobao, Cloud and AI. Logistics slowdown and Sun Art sales offset gains, keeping overall revenue growth modest.
