Added to YB: 2026-05-19
Pitch date: 2026-05-15
BABA [neutral]
Alibaba Group Holding Limited
+2.22%
current return
Author Info
No bio for this author
Company Info
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.
Market Cap
$2.1T
Pitch Price
$130.40
Price Target
N/A
Dividend
0.79%
EV/EBITDA
18.10
P/E
20.51
EV/Sales
2.04
Sector
Broadline Retail
Category
growth
Alibaba: The AI Trade-Off
BABA (overview): Rev +3% to $35.3B (miss), adj EBITA -84% to $0.7B, op loss 1st in 5yrs. Stock +8% on AI trajectory: Cloud +38% to $6B, external +40% (AI now 30% of mix, targeting >50%). Expects >$52B AI capex over 3yrs, prioritizing growth over margins. China ecom +6%, quick commerce draining profits short-term but mgmt eyes FY27 profitability.
Read full article (6 min)