Alibaba reported a mixed fiscal Q4 2026, with revenue up 3% to $35.28 billion but adjusted EBITA down 84% due to heavy investment in AI and cloud expansion. Alibaba Cloud grew 38%, driven by AI products now making up 30% of cloud revenue, while quick commerce surged 57%. Despite short-term losses and increased debt, the company’s strategic focus on AI commercialization and cloud growth supports a bullish 12-month price target of $157.86, implying nearly 12% upside. Risks include continued negative free cash flow and rising debt, but strong buyback plans and market position in AI cloud provide confidence in long-term growth.
China's regulator has approved Apple Intelligence, Apple's generative AI service, for launch in China through a partnership integrating Alibaba's Qwen AI model into Apple’s operating systems. This collaboration enables AI features like text and image...
Alibaba confirmed that its Qwen AI model will be integrated into Apple's iOS, iPadOS, macOS, and visionOS services for users in China, leading to a 4% rise in its U.S.-listed shares in premarket trading. This integration allows users to access advanc...
Pomerantz LLP is investigating Alibaba Group for potential securities fraud and unlawful business practices following reports that Alibaba illicitly accessed AI technology and failed to prevent illegal pharmaceutical sales on its platform. These alle...
Last week, leveraged ETFs linked to Alibaba, Meta, Broadcom, and Nvidia delivered strong gains ranging from 17% to over 34%. Alibaba-focused ETFs led with over 34% returns, driven by positive earnings previews, AI revenue growth, and share buybacks. ...
In Q2 2026, Baird's Chautauqua International Growth Fund returned +10.39%, trailing the MSCI ACWI ex-U.S. Index's +14.49%. Key detractors included Alibaba and Lululemon, while Recruit and ASML contributed positively. The Global Growth Fund also lagge...
