Ant Group's growth in AI healthcare could boost Alibaba's earnings despite stagnant stock.

Alibaba's stock has remained flat over the past decade amid geopolitical and regulatory challenges. Analyst Dilantha De Silva highlights Ant Group, in which Alibaba owns 33%, as a key growth driver now expanding beyond fintech into high-growth sectors like AI in healthcare. This diversification is expected to significantly enhance Ant Group's earnings, which could positively impact Alibaba's overall valuation in the coming years. Investors should watch Ant Group's evolving business as a potential catalyst for Alibaba's future growth.

As of Oct 01, 2026 10:11 WIB, Alibaba Group (BABA) trades at USD 107.80 on Pluang with a slight 1-day increase of 0.04%. The stock holds a market cap of $269.26 billion and shows a dividend yield of 0.97%, reflecting steady investor interest despite geopolitical and regulatory challenges. Notably, Pluang data indicates a typical hold time of 111 days, suggesting moderate-term confidence among investors.