Barclays and Mizuho both raised Alibaba's price target to $195 following a strong Q4 FY2026 report showing 38% revenue growth in its Cloud Intelligence Group. The upgrades reflect growing confidence in Alibaba's AI cloud business, which now accounts for 30% of external cloud revenue and shows rapid expansion. However, margin pressures remain due to increased costs and token demand, causing a significant EBITA drop. Alibaba trades at a forward P/E of 21x, below U.S. peers, offering potential upside but with risks from regulatory and geopolitical factors in China. Investors should consider moderate positions balancing growth prospects and risks.
Nvidia CEO Jensen Huang secured U.S. approval to sell its advanced H200 AI chips to 10 major Chinese companies including Alibaba, JD.com, ByteDance, and Lenovo. This move could reopen access to China's $50 billion AI market, which was restricted due ...
A potential thaw in US-China trade relations, including tariff relief and eased export controls, could significantly benefit several US and Chinese companies. Tesla and Qualcomm have mixed exposure due to their global operations, while NIO and Alibab...
Alibaba Group is entering a significant growth phase driven by AI and cloud services, with Q4 2026 showing a 38% year-over-year increase in Cloud Intelligence revenue and 40% growth in external customers. Despite missing headline earnings and revenue...
Shares of Alibaba surged 8% despite disappointing earnings, leading a 2.5% rally in Chinese stocks after President Trump met with Chinese leader Xi Jinping. The meeting boosted optimism for improved U.S.-China relations, sparking heavy call option bu...
Alibaba is reaffirmed as a buy due to strong growth in its AI and cloud businesses, with Cloud Intelligence Group showing 40% year-over-year growth and AI revenue increasing triple digits for 11 consecutive quarters. This growth offsets weakness in i...
