Alibaba Group (NYSE:BABA ) Q4 2025 Earnings Conference Call May 15, 2025 7:30 AM ET Company Participants Lydia Liu - Head of Investor Relations Eddie Wu - Chief Executive Officer Toby Xu - Chief Financial Officer Jiang Fan - Chief Executive Officer of Alibaba E-Commerce Business Group Conference Call Participants Gary Yu - Morgan Stanley Alex Yao - JPMorgan Ronald Keung - Goldman Sachs Kenneth Fong - UBS Joyce Ju - Bank of America Alicia Yap - Citigroup Operator Good day, ladies and gentlemen. Thank you for standing by.
Alibaba (BABA) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move.
Chinese internet giant Alibaba on Thursday reported growing earnings as sales growth came in lighter than analysts had estimated.
The Chinese e-commerce giant's fourth-quarter revenue grew even as it continued to face fierce domestic competition and geopolitical uncertainties abroad.
The e-commerce company's shares have climbed on hopes of a rebound in Chinese consumer spending.
Alibaba shares fell on Thursday after the Chinese e-commerce giant missed earnings expectations for its fiscal fourth quarter on both the top and bottom line. Shares were down as much as 6% in premarket trade in the U.S.
Alibaba's AI-driven revival and cloud momentum make it the standout Chinese e-commerce play for 2025, offering better value and growth potential than rival PDD Holdings.
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I firmly believe that we will hear several bullish forward-looking statements from the management during the upcoming earnings call. The U.S.-China trade deal and bullish outlook on Alibaba's cloud and AI business are significant positive catalysts for the stock. Despite some risks, including potential revenue misses and trade deal temporary status, the stock's historical seasonality and valuation analysis suggest substantial upside potential.
Alibaba Group releases its first quarter earnings on Thursday May 15. The company faces relatively high expectations this time around, as it guided for accelerating revenue growth in its cloud segment. Still, I think the consensus revenue estimate is too low. It doesn't seem to account for the revenue impact of Alibaba Cloud's dominance in Chinese AI.
BABA's AI surge and cloud expansion signal strong Q4 outlook. With record investments and triple-digit AI growth, this undervalued tech giant offers compelling pre-earnings entry.
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.