Professional
Added to YB: 2025-12-17
Pitch date: 2025-11-17
BABA [neutral]
Alibaba Group Holding Limited
-5.87%
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
$153.20
Price Target
N/A
Dividend
0.67%
EV/EBITDA
13.84
P/E
21.00
EV/Sales
2.43
Sector
Broadline Retail
Category
growth
Tall Oak Capital Advisors Portfolio Holding: Alibaba Group Holding Limited
BABA (holding update): Allocated RMB¥53B for 2025 AI infrastructure incl custom chips & cloud platforms. Qwen LLM integrated across logistics/fintech/e-commerce. First major Asian cloud provider w/ native multi-lingual generative AI. Cloud revenue +26% YoY, AI >20% of external cloud revenue.
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