Added to YB: 2025-09-03
Pitch date: 2025-09-01
BABA [neutral]
Alibaba Group Holding Limited
+10.15%
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
$139.90
Price Target
216.00 (+40%)
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
value
$BABA | Alibaba Q1 2026 Financial Report Highlights
BABA (earnings update): Q1 revenue +2% YoY (10% ex-disposals) to RMB 247.6B, but adjusted EPS fell 10% to RMB 14.75. Cloud accelerated 26% growth with AI products triple-digit growth 8th straight quarter. China e-commerce EBITA -21% due to massive Taobao instant commerce investments. AIDC losses narrowed 98% to RMB 59M, nearing breakeven. FCF negative RMB 18.8B vs +17.4B prior year on strategic investments. Fair value $144-216 based on 12-18x FY27 EPS of $12. Short-term pain for long-term AI/instant commerce dominance.
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