BABA Earnings
Thursday, May 14 2026
EPS Estimate
$7.02
$3.32 – $11.11
Revenue Estimate
$247.6B
Track Record
1/5 beats
Current Price
$131.35
Our Position
bullish · highAlibaba boosts AI lead with Qwen 3.6-Plus upgrade
structured data
est. revisions falling
(-7.7pp / 30d)
This AI upgrade solidifies Alibaba's growing edge in China’s AI race, supporting cloud and developer ecosystem growth that could drive long-term revenue and investor returns amid tech volatility.
Watch: Watch Alibaba's Q2 earnings and cloud margin for signs that AI investments fuel revenue acceleration and margin gains despite macro headwinds.
Data Signal Summary
1 bullish
1 bearish
Estimates down -20%
Put/call 0.4 (bullish skew)
Key Context
Analyst Consensus
mixed
Price Trend
mixed
1-Month Return
-2.9%
From 52w High
-30.6%
P/E Ratio
22.5
Est. Revisions (30d)
-20.4% 2up/9dn
Analyst Target (mean)
$189 $113–$261 +44%
Options P/C Ratio
0.39 0C/1P unusual
Est. Dispersion
111% 15 analysts
Fund Convergence
strong Citadel, Appaloosa, D.E. Shaw
Recent Activity
analyst ratings
6 ratings
Barclays
→Overweight
23h ago
JP Morgan
→Overweight
25d ago
Mizuho
→Outperform
26d ago
Barclays
→Overweight
26d ago
Baird
→Outperform
26d ago
1 more
Jefferies
→Buy
earnings
1
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