Added to YB: 2025-03-18
Pitch date: 2025-03-15
BABA [neutral]
Alibaba Group Holding Limited
+8.88%
current return
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 to engage with their users and customers in the People's Republic of China and internationally.
Market Cap
$2.5T
Pitch Price
$137.85
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
growth
Alibaba ($BABA): Momentum, AI, and Challenges
BABA (overview): Core e-commerce solid, cloud+AI growing. 8% YoY rev growth, 4% adj EBITA rise. TTG monetization up 9.4%. Cloud AI rev 3x YoY. $52B 3yr AI capex planned. Trades at 13.5x 2025 P/E, 7.5x EV/EBITDA. Risks: competition, regulation, AI pricing war. Upside from e-commerce stability & AI potential.
Read full article (4 min)