Added to YB: 2025-11-21
Pitch date: 2025-11-19
BABA [bullish]
Alibaba Group Holding Limited
-2.65%
current return
Author Info
AI Proem is analyzing, writing and podcasting about the business of AI/ tech, with a focus on APAC. Formerly Alibaba, CNBC. A decade of covering and working in tech. Sign up for the newsletter.
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
$158.30
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Will it be a Home Run for Alibaba?
BABA (earnings preview): Strong Double 11 growth after 4-year low, AI-powered commerce driving double-digit improvements in search relevance. Cloud revenue +26% with triple-digit AI growth 8 quarters straight, dominates 36% AI cloud market share in China. Qwen models lead open-source benchmarks, 600M downloads. Jefferies expects triple-digit AI revenue growth Q3. Trading at massive discount to US hyperscalers despite solid fundamentals.
Read full article (9 min)