BABA Alibaba Group Holding Limited

bullish · high conviction 1/3 calls correct ↓ $131.35 +3.34 (+2.6%)
Mkt Cap $305B P/E 22.5 fwd 16.8 52wk $103.71 - $192.67 Earnings missing Earnings 2026-05-14 1d ago
Est. revisions: -20.4% (2 up, 9 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)

Factor Model

net -3.3 7.1 / 10
Est. Revisions
-0.9
Insider Activity
+0.0
Momentum
-0.2
Analyst Rev.
-0.9
Narrative Gap
-0.5

Alibaba boosts AI lead with Qwen 3.6-Plus upgrade

Watch: Watch Alibaba's Q2 earnings and cloud margin for signs that AI investments fuel revenue acceleration and margin gains despite macro headwinds.

Full analysis

Alibaba launched the Qwen 3.6-Plus AI model on April 2, enhancing coding, multimodal functions, and developer API integrations. Its open-source Qwen models gain wide adoption, including by Meta's Muse Spark. Chinese AI daily token processing jumped from 100 billion to 140 trillion, helping Chinese AI models surpass U.S. peers. J.P. Morgan reiterated a Buy rating with a $205 target, implying 61% upside. AI competition intensifies with ByteDance, DeepSeek, and Baidu.

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.

Compare

vs NVDA vs AMD vs AAPL vs TSLA vs MSFT vs META vs GOOGL vs AMZN vs TSM vs ASML

Evidence

13h ago Michael Burry is Loading Up on JD.com Stock. Should You? yahoo-finance
23h ago Barclays main BABA: Overweight → Overweight
1d ago Blazing hot IPOs, an AI agent craze, and a new word for ‘token’: Here’s what’s happening in the world of Chinese AI yahoo-finance
1d ago What Alibaba’s (BABA) Improved AI Model Qwen 3.6 Means For Investors yahoo-finance
5d ago Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge cnbc-finance
7d ago Alibaba Just Revealed Its New Agentic AI Model. Should You Buy, Sell, or Hold BABA Stock Now? yahoo-finance
15d ago Huawei's cloud computing revenue dropped in 2025 as Chinese AI lagged U.S. rivals cnbc-finance
15d ago Iran, Russia Using Crypto To Buy Military Drones? Report Reveals E-Commerce Platforms Used To Sell Equipment To 'Opaque' Identities benzinga
7 older signals
17d ago Huawei Targets Nvidia's Turf With New AI Chip - AOL.com
18d ago EU agrees to fine online platforms importing unsafe products
19d ago Huawei AI chip gains orders from ByteDance and Alibaba amid China’s push for semiconductor self-sufficiency - capacityglobal.com
19d ago As Alibaba Launches a New Chip for Agentic AI, Should You Buy, Sell, or Hold BABA Stock?
21d ago Jefferies Lowers PT on Alibaba Group Holding Limited (BABA) Stock
21d ago Alibaba.com President: The one-person unicorn is coming. AI is making it possible
22d ago Alibaba Unveils High-Performing Next-Gen Chip For Agentic AI
Fundamentals & Data ▾
Alibaba Group Holding Limited Consumer Cyclical · Internet Retail
Mkt Cap
$305B
P/E
22.5 fwd 16.8
Beta
0.49
Div Yield
82.00%
52w Range
$103.71 - $192.67
Short Interest
39.4M 1.97%
Days to Cover
3.2 +1%
Technicals mixed
vs 20d MA
+4.1%
vs 50d MA
-6.1%
from 52w Hi
-30.6%
Vol (20d)
42%
1w return
+9.7%
1m return
-2.9%
3m return
-21.0%
Vol ratio
0.9x
Analysts
mixed
Earnings
missing 1B / 4M
EPS Estimate
$7.02 -20.4% 30d 2up / 9dn
Est. Dispersion
111% 15 analysts
Analyst Target
$189 $113 - $261
Options P/C
0.39 0C / 1P unusual
Fund Convergence
strong Citadel, Appaloosa, D.E. Shaw
Financials
Revenue
$284.8B +2% YoY
FCF
$36.0B
Gross Margin
40%
Op Margin
7%
Momentum: accelerating
Top Holders
Citadel $2.7B
Appaloosa $753M
D.E. Shaw $158M
Recent Filings & Data
earnings 1
EPS 7.09 (est 10.93826) · -0.4%
Track Record (1/3 correct) ▾

Direction History

1/3 correct at 5 days
2026-03-29 bullish -0.3% ✗
2026-03-20 bearish +0.2% ✗
2026-03-09 bullish +3.1% ✓
Full track record across all stocks →
ⓘ BABA is listed outside the US — no SEC insider filings
ⓘ BABA does not file 10-K/10-Q with the SEC
ⓘ Transcript analysis coming soon
15 signals · latest 13h ago

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