Alibaba Group Holding Limited (BABA)
Why Alibaba May Be Winning The Global Model Race
Alibaba (BABA) has transformed into an AI-first organization, leveraging its Qwen models to lead China's AI cloud and infrastructure landscape. BABA's Qwen family now rivals Western leaders in multimodal AI, with open-weight models driving rapid developer adoption and enterprise integration. Alibaba Cloud's vertical integration, proprietary chips, and software innovations mitigate hardware supply risks and maximize AI workload scalability.
Wall Street Bulls Look Optimistic About Alibaba (BABA): Should You Buy?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Alibaba vs. Amazon: Which E-Commerce Titan Is the Better Buy Now?
Amazon's 20% AWS growth & $38 billion OpenAI deal trump Alibaba's 78% profit crash and negative cash flow. AMZN offers superior AI execution.
Alibaba: Don't Worry About Margins
Alibaba remains an attractive large-cap Chinese stock, despite a recent earnings miss due to strategic growth investments in Quick Commerce, Cloud, and AI. BABA's Cloud segment, driven by the Qwen gen-AI model, is experiencing rapid growth and is positioned to benefit from China's expanding AI market. BABA also saw a significant revenue acceleration in Quick Commerce which is where the company is building out its instant delivery businesses.
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.
3 Reasons Why Alibaba Stock May Be a Smart Sell After Q2 Earnings Miss
Alibaba misses Q2 earnings estimates with a 71% profit plunge and negative FCF despite a revenue beat. Its premium valuation versus the industry average signals a sell.
Alibaba launches AI-powered smart glasses in China
Alibaba Group (NYSE:BABA) has entered the consumer wearables market with the launch of its first AI-powered smart glasses, the Quark S1 and G1 models. Sales began in China through platforms including Tmall, JD.com, and Douyin, with the S1 flagship priced at 3,799 yuan (US$537) and the G1 positioned as a lighter, lower-cost alternative.
ETFs in Spotlight as Alibaba Misses on Q2 Earnings Despite Higher Revenues
Alibaba's fiscal Q2 profit plunge and rising AI investments put ETFs like PGJ and ONLN in focus for diversified e-commerce exposure.
BABA Q2 Earnings Miss Estimates, Revenues Increase Y/Y
BABA's Q2 fiscal 2026 earnings miss estimates as heavy quick commerce and AI investments crush margins despite strong 15% revenue growth ex-disposals.
Wasatch International Value Fund Q3 2025 Contributors And Detractors
The top contributor to the Fund's performance was Chinese e-commerce giant Alibaba Group Holding Ltd. Samsung Electronics Co. Ltd.'s stock rose on optimism that Samsung is poised to benefit from demand for the ultrafast high bandwidth memory chip architecture used in more advanced AI applications. Shares of Deutsche Telekom AG (DTEGY) declined in the quarter on mixed results that raised concerns about the impact of increasing competition within the German mobile service market on the company's revenue growth outlook.
Alibaba: The Story Keeps Getting Better (Rating Upgrade)
Alibaba Group Holding Limited is upgraded to a Strong Buy due to robust growth in cloud intelligence and AI, despite recent stock volatility. BABA's cloud intelligence segment grew 34% Y/Y, with AI products driving triple-digit growth for nine consecutive quarters, reinforcing future value potential. Investments in in-house AI chips and open-source LLM Qwen position BABA as a key player in China's AI ecosystem, despite US export controls.
Alibaba: The Margin Deterioration Is A Blessing In Disguise
My "Cloud is free" thesis has delivered a 26% gain since August, but the market is now overlooking an RMB 50 billion capital deployment that is artificially depressing Alibaba's valuation. BABA's margins are deteriorating substantially as a result of instant commerce investments. While some investors fret over the costs of building 50,000 flash warehouses and a 2-million-rider fleet, this infrastructure is projected to unlock RMB 1 trillion in GMV.
