Added to YB: 2025-07-18
Pitch date: 2025-06-30
BABA [neutral]
Alibaba Group Holding Limited
+37.96%
current return
Author Info
No bio for this author
Company Info
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.
Market Cap
$2.5T
Pitch Price
$111.70
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Artisan Sustainable Emerging Markets Fund Portfolio Holding: Alibaba Group Holding Limited
BABA (holding update): Largest Chinese e-commerce platform underperforming due to US-China tensions. Long-term bullish view: scaling AI investments with Qwen model, largest cloud/AI provider outside US positioned for growing AI demand. E-commerce revamp driving user & order growth. Near-term macro uncertainty but strategic investments & scale maintain competitive edge.
Read full article (1 min)