Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
BABA [neutral]
Alibaba Group Holding Limited
-3.01%
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
$159.50
Price Target
N/A
Dividend
0.63%
EV/EBITDA
14.51
P/E
22.00
EV/Sales
2.55
Sector
Broadline Retail
Category
growth
SGA International Growth Portfolio Holding: Alibaba Group Holding Limited
BABA (trimmed position): Mixed Q2 - cloud growth accelerated w/ stable margins, but core commerce struggled w/ profit pressure from quick commerce investments. Prioritizing market share over unit economics near-term. Expects high-teens EPS growth over 3yrs via scale, innovation & China digital economy leadership. Ongoing AI/cloud infra investments ahead.
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