Added to YB: 2025-11-28
Pitch date: 2025-11-26
BABA [neutral]
Alibaba Group Holding Limited
+0.06%
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
$154.00
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Alibaba Earnings Update: A quick look
BABA (earnings): Total rev +5% YOY to RMB 247.8B, but like-for-like +15% ex-divested assets. Cloud +34% to RMB 39.8B (vs 37.9B est), AI rev >100% growth 9th straight quarter. Quick commerce +60%, unit economics loss cut 50%. Adj EBITDA -78% due to strategic reinvestment. Strong AI position w/ Qwen 10M downloads. Holding core position, adding slowly on attractive valuation vs market leadership.
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