Alibaba (BABA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told Reuters.
Alibaba Group Holding Limited (BABA) September Quarter 2025 Results Earnings Call Transcript
Alibaba's earnings dropped 72% YoY due to non-recurring business disposals and aggressive investments in AI and quick commerce. Total revenue growth in 1Q and 2Q FY2026 could have reached 10% YoY and 15% YoY, excluding the headwind from the disposal of the Sun Art and Intime businesses. AI-related revenue has grown at triple-digits for six consecutive quarters, expecting elevated AI capex over the next three years.
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.
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?
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 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 (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.
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 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.
Alibaba's fiscal Q2 profit plunge and rising AI investments put ETFs like PGJ and ONLN in focus for diversified e-commerce exposure.