Alibaba shares plunge as it beats earnings estimates but lags the same for revenues. This puts Alibaba-heavy ETFs in focus.
It's not easy being an investor, and markets like today's S&P 500 make it even harder for the average participant, seeing all the abrupt volatility and whipsawing prices on the back-and-forth changes brought on by negotiations between the United States and China when it comes to trade tariffs.
Alibaba's recent earnings miss triggered a selloff, but the stock still outperformed the S&P 500 and delivered a 56% total return over the past year. Core e-commerce and international commerce segments showed strong growth, while cloud intelligence continues to scale, offsetting China's economic headwinds. Despite competition and macroeconomic risks, Alibaba's robust free cash flow, buybacks, and dividends support long-term shareholder value.
On May 11, the United States and China agreed to a 90-day pause in their trade dispute. The United States agreed to slash tariffs from 145% to 30%, and China agreed to reduce its reciprocal tariffs from 125% to 10%.
In its Q4 FY2025 report, Alibaba unveiled headline numbers that fell short of pre-ER consensus estimates, triggering a sharp sell-off in BABA stock. In this report, we shall analyze Alibaba's Q4 earnings and re-run BABA stock through TQI's Valuation Model. With Alibaba's expected 5-year CAGR return significantly exceeding our investment hurdle rate, BABA remains a "Strong Buy". Read on to learn more.
During the first quarter, the Carolina Panthers owner trimmed stakes in Alibaba and other Chinese companies.
Alibaba Group Holding Limited released its March quarter earnings earlier today. It missed on both revenue and EPS due to high expectations and a 12% decline in Cainiao Smart Logistics revenue. The stock crashed 8% after the release came out. Despite the miss, core segments like China commerce and cloud delivered strong growth, with cloud revenue up 18% and EBITA up 69%.
Michael Burry's Scion Asset Management made some major changes to its portfolio during the first quarter, according to a filing with the SEC released on Thursday.
Alibaba (BABA) shares are down after earnings which Melissa Armo says "looks like a short to me" adding "it's really hard to think about buying this" amid rockier U.S.-China trade relations. She's bearish on BABA and JD.com (JD).
Last month, Chinese tech conglomerate Alibaba debuted a fast delivery service it dubbed “instant commerce.
Alibaba Group Holding Limited's core China Commerce and Cloud businesses are accelerating, with Cloud revenue up 18% YoY and strong operating income growth. Management is prioritizing heavy reinvestment in Cloud and AI, sacrificing buybacks and short-term free cash flow for long-term leadership and scalability. International Commerce growth is slowing as Alibaba shifts focus to profitability over aggressive expansion, while losses in other segments are narrowing.
U.S.-listed shares of Alibaba Group Holdings (BABA) sank Thursday after the e-commerce and cloud computing giant reported worse-than-anticipated results on slowing Chinese consumer spending and increased competition.