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Alibaba rated bullish with 71% upside on AI-driven growth and strong Cloud+AI segment performance.

Analyst Insights
24 Jul 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Alibaba is rated bullish with a price target of $203.29, implying a 71% upside driven by its AI-led transformation and ecosystem integration. The Qwen AI agent is deeply integrated into Alibaba's e-commerce platform, improving customer engagement and merchant efficiency while enabling token-based monetization. Alibaba's Cloud+AI segment has become a core growth engine, generating over $5.3 billion in external revenue and achieving triple-digit AI growth for 11 consecutive quarters. Despite strong growth prospects, macroeconomic challenges and high capital expenditures remain key risks to watch.

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