Despite recent EPS/revenue misses, Alibaba's adjusted core growth (10% YoY revenue, 36% adj. EBITDA) and strategic AI investments, like MiniMax, signal a strong turnaround and long-term potential. Alibaba's Cloud Intelligence Group revenue accelerated to 18% YoY, with AI products showing triple-digit growth, indicating its past cloud growth concerns are now likely resolved. Strategic stakes in AI "tigers" like MiniMax (eyeing IPO) and a portfolio of 99 startups (3 unicorns, 4 IPOs) significantly broaden Alibaba's valuable asset base.
Every investor in today's market has had to deal with the ongoing uncertainty that trade tariffs have brought on for the S&P 500 index and other specific stocks. Specifically, the retail sector has been handed the harshest environment for businesses to operate in, with uncertainty about whether previous inventory management measures will suffice for the months to come as cost and price uncertainty rise.
Alibaba is undervalued, trading at a forward P/E 22% below the sector median, despite delivering 55% returns and strong cloud/international growth. Cloud division revenue grew 18% in Q4 2025, outpacing Amazon and nearly matching Microsoft, with $53B earmarked for AI/cloud investment. International commerce is a key growth driver, with 22% revenue growth, while domestic e-commerce remains dominant but slower-growing.
![]() BABA 1 weeks ago Announced | Other | $0.95 Per Share |
![]() BABA 13 Jun 2024 Paid | Other | $0.66 Per Share |
![]() BABA 20 Dec 2023 Paid | Annual | $1 Per Share |
15 May 2025 Date | | 12.81 Cons. EPS | 12.52 EPS |
12 May 2025 Date | | - Cons. EPS | - EPS |
5 Feb 2025 Date | | - Cons. EPS | - EPS |
14 Nov 2024 Date | | 14.77 Cons. EPS | 15.06 EPS |
27 Sep 2024 Date | | 2.08 Cons. EPS | - EPS |
![]() BABA 1 weeks ago Announced | Other | $0.95 Per Share |
![]() BABA 13 Jun 2024 Paid | Other | $0.66 Per Share |
![]() BABA 20 Dec 2023 Paid | Annual | $1 Per Share |
15 May 2025 Date | | 12.81 Cons. EPS | 12.52 EPS |
12 May 2025 Date | | - Cons. EPS | - EPS |
5 Feb 2025 Date | | - Cons. EPS | - EPS |
14 Nov 2024 Date | | 14.77 Cons. EPS | 15.06 EPS |
27 Sep 2024 Date | | 2.08 Cons. EPS | - EPS |
Specialty Retail Industry | Consumer Cyclical Sector | Mr. Yongming Wu CEO | XSTU Exchange | US01609W1027 ISIN |
CN Country | 124,320 Employees | 12 Jun 2025 Last Dividend | - Last Split | - IPO Date |
Alibaba Group Holding Limited is a technological giant that offers an extensive range of services that facilitate merchants, brands, retailers, and other businesses to efficiently engage with their users and customers, not only within the People's Republic of China but also on an international scale. The conglomerate composition of Alibaba Group is manifested through its operation across seven segments, namely China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. Established in 1999 and headquartered in Hangzhou, China, Alibaba Group has revolutionized the e-commerce, digital media, and technology sectors through its innovative solutions and extensive reach.