Alibaba Group Holding Limited SP ADR (BABA)
BABA Q2 Earnings Miss Estimates, Revenues Increase Y/Y
BABA's Q2 fiscal 2026 earnings miss estimates as heavy quick commerce and AI investments crush margins despite strong 15% revenue growth ex-disposals.
Wasatch International Value Fund Q3 2025 Contributors And Detractors
The top contributor to the Fund's performance was Chinese e-commerce giant Alibaba Group Holding Ltd. Samsung Electronics Co. Ltd.'s stock rose on optimism that Samsung is poised to benefit from demand for the ultrafast high bandwidth memory chip architecture used in more advanced AI applications. Shares of Deutsche Telekom AG (DTEGY) declined in the quarter on mixed results that raised concerns about the impact of increasing competition within the German mobile service market on the company's revenue growth outlook.
Alibaba: The Story Keeps Getting Better (Rating Upgrade)
Alibaba Group Holding Limited is upgraded to a Strong Buy due to robust growth in cloud intelligence and AI, despite recent stock volatility. BABA's cloud intelligence segment grew 34% Y/Y, with AI products driving triple-digit growth for nine consecutive quarters, reinforcing future value potential. Investments in in-house AI chips and open-source LLM Qwen position BABA as a key player in China's AI ecosystem, despite US export controls.
Alibaba: The Margin Deterioration Is A Blessing In Disguise
My "Cloud is free" thesis has delivered a 26% gain since August, but the market is now overlooking an RMB 50 billion capital deployment that is artificially depressing Alibaba's valuation. BABA's margins are deteriorating substantially as a result of instant commerce investments. While some investors fret over the costs of building 50,000 flash warehouses and a 2-million-rider fleet, this infrastructure is projected to unlock RMB 1 trillion in GMV.
Alibaba's CEO says he doesn't see 'much of an issue' with an AI bubble and plans to invest 'aggressively'
Alibaba CEO Eddie Wu says he doesn't see "much of an issue" with an AI bubble. Wu said AI demand is outpacing global chip supply, and the company plans to invest "aggressively.
Alibaba Is Building Momentum
Alibaba Group Holding Limited delivered strong Q2 FY2026 revenue growth, driven by its core e-commerce and cloud businesses, but faced significant operating margin pressures. Now, despite burning a considerable amount of cash in H1 FY2026, BABA's aggressive investments in quick commerce and AI + Cloud are fueling user growth and market leadership. With a robust net cash position and long-term growth pillars in consumption and AI + Cloud, BABA remains fundamentally strong.
Alibaba: Most Mispriced AI Cloud Play In The Market
Alibaba Group Holding Limited's Q2 '25 results reaffirm that cloud, not e-commerce, is driving the company's next phase, with AI-related products posting another quarter of triple-digit growth. Alibaba Cloud maintains the No. 1 position in China at 35.8% share. With the AI cloud market expected to more than double by 2025, Alibaba is positioned to capture more. Despite short-term volatility and recent rallies, BABA stock's valuation remains attractive compared to global cloud peers, offering significant upside potential.
Alibaba Earnings: High And Accelerating AI Growth Continues (Rating Upgrade)
Alibaba Group Holding Limited just released its September quarter earnings. The BABA release was mixed on the surface, with a wide beat on revenue but a miss on EPS. What really mattered was delivered though: the cloud segment shone, with revenue growth accelerating to 34% and EBITA to 35%.
Alibaba Revenue Tops Estimates on Cloud, AI Growth
Alibaba reported better-than-expected quarterly revenue growth, as sales grew 5% to 247.8 billion yuan ($35 billion) in the September quarter. Tom Mackenzie reports on Bloomberg Television.
Alibaba shares rise on strong Cloud and AI revenue despite profit drop
Alibaba Group (NYSE:BABA) shares moved higher after the Chinese eCommerce giant reported fiscal second quarter results that exceeded revenue expectations, driven by strong growth in its cloud and AI businesses despite a sharp drop in profitability. Revenue for the quarter ended September 30, 2025, reached RMB 247.8 billion (US$34.8 billion), up 5% year-over-year, slightly above estimates of 245.2 billion (US$34.22 billion.
5 Things to Know Before the Stock Market Opens
Stock futures are little changed this morning after major indexes soared to start the holiday-shortened trading week; a flurry of economic data that could affect the outlook for interest rates is due today; Nvidia shares are sinking following a report that Meta might use Google's AI chips; tech manufacturer Sandisk is set to join the S&P 500 at the end of the week and its stock is rising; and shares of Alibaba are gaining after the Chinese e-commerce giant released its earnings report. Here's what you need to know today.
Alibaba's Profit Slumps but AI Business Shines
Net profit fell 53% amid fierce competition in the food-delivery sector, but revenue growth was steady as the group targets consumer AI.
