Alibaba said in a filing on Wednesday that Banma, a smart car supplier that the company backs, will list shares on the Hong Kong Stock Exchange. Alibaba owns about 45% of Banma, and the company said it will continue to hold over 30% of its stock.
Despite China's mixed macroeconomic backdrop and ongoing tariff implication uncertainties, Alibaba's stock has maintained a resilient upsurge this year. Looking ahead into its upcoming F1Q26 earnings update, which deviates from the historical timeline and has been scheduled for August 29, AI and core commerce resilience remain key focus areas. TTG and AIDC are likely to deliver strong performance on a relative basis to comparable local e-commerce peers, given the platforms' inherent alignment with goods favoured by trade-in purchase subsidies.
Alibaba (BABA) concluded the recent trading session at $119.99, signifying a -1.16% move from its prior day's close.
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.
Bridgewater Associates exited its investments in five Chinese stocks in the second quarter, including e-commerce giant Alibaba.
Alibaba Cloud faces significant headwinds, but its pivot to high-margin AI services and its deeply depressed valuation present a compelling long-term opportunity. A sum of the parts analysis reveals the market is embedding a negative valuation for the cloud intelligence group. I break down why a direct comparison between AWS and Alibaba Cloud is flawed due to different market structures and geopolitical realities, yet the underlying value potential remains.
Hedge fund giant Bridgewater Associates divested from U.S.-listed Chinese stocks in the second quarter, signaling a clear pullback from the market. Longtime China bull Ray Dalio, who founded Bridgewater Associates, had previously defended his investments in China.
Michael Burry warmed to stocks last quarter, switching out bearish put options for bullish calls. The "Big Short" investor bet on the likes of Meta, Alibaba, and UnitedHealth.
Shares of Chinese companies rallied as markets interpreted the latest U.S. inflation data as boosting chances for a September rate cut.
Microsoft Azure's 39% growth crushes Alibaba's 65 expansion with Microsoft's proven AI monetization. Buy MSFT, sell BABA to avoid deteriorating fundamentals.
Alibaba's decade-long underperformance highlights the risks of Chinese stocks, but extreme negative sentiment creates a contrarian opportunity. The company's aggressive 'all-in AI' pivot, leadership in open-source models, and cloud growth position it as a top AI player in China. Despite competitive pressures, Alibaba remains highly profitable, with strong financials and a valuation far below global AI peers.
Alibaba (BABA -0.50%) was once the crown jewel of China's internet economy. Today, it's more complicated.