Alibaba (BABA) concluded the recent trading session at $181.33, signifying a -3.15% move from its prior day's close.
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.
Alibaba stock's (NYSE:BABA) resurgence has been remarkably dramatic. After struggling for a significant part of the last few years due to regulatory pressures, sluggish consumption in China, and increased competition in e-commerce, the stock has experienced a spectacular rally this year.
The tech conglomerate's American depositary receipts are up 116% so far in 2025.
Alibaba Group's (NYSE:BABA) mapping app Amap logged more than 360 million daily users on the first day of China's extended National Day holiday, setting a record high, the company said. Traditionally used for navigation, Amap has been expanding into lifestyle services, competing directly with Meituan by offering rankings of restaurants, hotels and tourist spots.
Alibaba (BABA) reached $182.78 at the closing of the latest trading day, reflecting a +2.27% change compared to its last close.
Alibaba and JD.com remain dominant in China's e-commerce, but face slowing growth and rising competition from social commerce platforms. We believe JD is significantly undervalued and offers a stable domestic focus and operational efficiency in the Chinese e-commerce market. Alibaba is favored for its diversified business segments, international reach, and superior financial profile.
I was right with my previous Strong Buy rating. I believe the recent Alibaba Group Holding Limited bull run could be just the beginning of a turnaround, mainly driven by the cloud segment. BABA's partnership to integrate Nvidia's Physical AI stack into Alibaba Cloud could reignite double-digit growth by powering simulation and training for the early-stage humanoid market in China. China hosts a diversified humanoid ecosystem (37 of Morgan Stanley's top 100). With PIPL/CAC rules and local operations, Alibaba's picks-and-shovels model can benefit regardless of the winner.
Alibaba's Q1 2026 results confirmed the bullish inflection point I predicted, with the stock up 46% since my August call, far outpacing the S&P 500. Despite headline revenue and EPS misses, adjusted revenue grew 10% year-over-year, and cloud revenue surged 26%, driven by rapid AI adoption and product innovation. AI is transforming both cloud and core e-commerce, with Alibaba deploying in-house models across logistics, advertising, and customer management, unlocking major efficiency gains.
Citi analysts expect accelerating artificial intelligence (AI) cloud demand to support faster cloud revenue growth for Alibaba Group (NYSE:BABA). In a note to clients on Monday, the analysts lifted their target price on the stock to US$217 per share from US$187, while reiterating their ‘Buy' rating, calling Alibaba a “solid AI-play".
China has set a goal of becoming an “intelligent economy” and “intelligent society” by 2035.
CNBC's Kristina Partsinevelos reports on the latest news regarding Alibaba.