Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
BABA [neutral]
Alibaba Group Holding Limited
+14.94%
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
$2.6T
Pitch Price
$143.20
Price Target
N/A
Dividend
0.63%
EV/EBITDA
14.69
P/E
22.28
EV/Sales
2.58
Sector
Broadline Retail
Category
growth
Oakmark Global Fund Portfolio Holding: Alibaba Group Holding Limited
BABA (holding update): Mixed Q results as core e-commerce performs well, cloud revenue growth accelerating, but earnings hit by Quick Commerce subsidy spending. Losses expected to reduce over time. Well-positioned for long-term growth as early Chinese AI investor with advanced capabilities & leading market position to unlock value.
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