Astrada Advisors has increased its valuation range for Alibaba to $144-$165 per share, up from $128-$148, due to shrinking losses in Alibaba's Quick Commerce segment and strong momentum in AI and cloud services. The Quick Commerce unit is nearing breakeven, with losses expected to drop from RMB 16 billion to RMB 10 billion sequentially, which supports margin recovery. Despite ongoing macroeconomic challenges and overseas competition, the shift towards profitability in Quick Commerce and growth in high-margin cloud services underpin a positive outlook for the second half of the year.
On August 27, 2026, major Chinese internet stocks diverged sharply: Alibaba, PDD Holdings, and JD.com fell between 1% to 4%, while Baidu, focused on AI and cloud services, rose 4%. This split reflects a rotation in investor interest favoring AI expos...
Alibaba reported a mixed quarter with sharply lower profits and negative free cash flow due to heavy capital expenditures, which rose 75% to RMB67.68 billion. However, AI Cloud and Compute Services revenue surged 45% year-on-year, with AI product rev...
Alibaba issued $10.2 billion in new shares, causing a market sell-off that overestimated the actual dilution impact, which is only about 0.13% on its ADR price. The company’s cloud business is growing rapidly with 45% year-over-year revenue growth an...
Alibaba Group is raising HK$80 billion through equity to significantly increase its investments in AI and cloud computing. Despite concerns about dilution and monetization risks, management expects faster returns and improved gross margins within 2-3...
Alibaba's stock fell 8% following disappointing Q2 results and further declined after announcing a $10.2 billion investment to expand its AI capabilities. Despite the market's negative reaction, analysts argue that Alibaba's AI spending is still mode...
