Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Alibaba has added agentic and payments capabilities to its consumer-facing artificial intelligence (AI) app Qwen App. With new features that are now available for public testing in China, Qwen App can order food, complete in-chat payments, call and book travel, and call restaurants, Alibaba said in a Thursday (Jan. 15) press release.
Alibaba Group is rolling out a major update of its Qwen app, integrating the chatbot into its ecosystem and allowing it to carry out tasks on users' behalf.
Alibaba (BABA) reached $170.16 at the closing of the latest trading day, reflecting a +1.89% change compared to its last close.
MSFT's Azure-led AI growth, strong margins and a $400 billion backlog outshine BABA's cloud gains, weighed down by surging costs and profit pressure.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Over the past 12 months, the U.S. dollar has weakened meaningfully, and with additional rate cuts still on the horizon, that trend may persist against several major emerging-market currencies. That shift has helped fuel a strong rally across emerging market equities, with the iShares MSCI Emerging Markets ETF NYSEARCA: EEM surging over 34% over the last year.
Alibaba is poised for accelerated Cloud growth following resumed H200 AI-optimized GPU shipments to China. Cloud division momentum, driven by AI and Qwen adoption, now represents a major growth engine for BABA's portfolio. H200 GPU access removes a critical bottleneck for the firm's growth, positioning BABA for higher revenue growth in 2026 and beyond.
The Supreme Court may imminently rule on Trump's IEEPA-based tariffs, potentially impacting $133.5B in importer duties. Alibaba (BABA) surged after reports Beijing will approve Nvidia H200 AI chip imports, fueling optimism for Chinese AI leaders.
Alibaba (BABA) reached $150.9 at the closing of the latest trading day, reflecting a -3.43% change compared to its last close.
BABA is reiterated as a Buy, with the correction post FQ2'26 earnings call bringing the stock nearer to my Buy Zones, aided by the established trading pattern since early 2024. The near-term margin compression is offset by the outsized quick commerce revenue growth and the expanding mindshare - with it triggering its renewed growth prospects. Cloud Intelligence Group revenues grew by +34.4% YoY in FQ2'26, driven by the full stack AI capabilities across enterprise/consumer/cloud end markets and the intensified global data center expansions.
Alibaba remains a buy as accelerating AI-driven cloud growth and expanding AI applications show that the outlook is bright. Alibaba's Cloud Intelligence Group delivered 34% YoY revenue growth, with triple-digit AI-related revenue gains and dominant open-source adoption via Qwen. Short-term profitability is pressured by heavy investment in quick commerce, and FCFs are weighed down by cloud CAPEX, but these are expected to drive long-term gains.