Added to YB: 2026-05-25
Pitch date: 2026-05-21
BABA [neutral]
Alibaba Group Holding Limited
Author Info
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Company Info
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses in the People's Republic of China and internationally.
Market Cap
$2.0T
Pitch Price
N/A
Price Target
360.00
Dividend
0.81%
EV/EBITDA
16.99
P/E
20.08
EV/Sales
2.00
Sector
Broadline Retail
Category
growth
Alibaba (BABA) Full FY 2026 Earnings
BABA (earnings): FY26 rev $150.5B (+13% adj), but adj EBITDA -84%, FCF -$17.3B on heavy AI/cloud/quick commerce investment. Cloud rev +38% (8th consecutive accel), AI 30% of cloud rev, +40% external growth expected to continue. MaaS grew 8x YoY, targeting 30B RMB ARR by YE. Balance sheet strong w/ $37.8B net cash sustains invest. Mgmt expects quick commerce profitable by FY27, AIDC flipped from -3.57B to -138M RMB loss. AI revenue to hit 50% of cloud segment in ~1yr. Price target $360 by 2029.
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