
Alibaba (BABA) Stock Forecast & Price Target
Alibaba (BABA) Analyst Ratings
Bulls say
Alibaba Group Holdings exhibits a strong growth trajectory, evidenced by increased revenue estimates of RMB 1,028 billion for FY26 and RMB 1,144 billion for FY27, primarily driven by robust performance in AliCloud and core e-commerce sectors. The strategic integration of quick commerce into the Taobao app has led to a 20% increase in daily active users (DAUs), significantly enhancing user engagement and traffic on the platform. Additionally, Alibaba's recent revenue achievement of RMB 248 billion, reflecting a year-on-year growth of 5% and an impressive 15% when excluding disposed assets, demonstrates a resurgence in business momentum, particularly within its China E-commerce Group and Cloud segments.
Bears say
The financial report indicates a negative outlook for Alibaba Gr Hldgs, highlighted by a reduction in the EBITA margin for the China Ecommerce Group to 23%, reflecting conservatism regarding margin recovery amidst increased investments. Additionally, adjusted EBITDA estimates for FY26 and FY27 have been lowered to RMB 184 billion and RMB 262 billion, respectively, primarily due to heightened expenditures in quick commerce, which also contributed to a quarterly loss exceeding RMB 36 billion. Furthermore, negative free cash flow of RMB 21.8 billion suggests substantial financial strain from quick commerce investments and increased spending on cloud infrastructure, heightening concerns about overall financial stability.
This aggregate rating is based on analysts' research of Alibaba and is not a guaranteed prediction by Public.com or investment advice.
Alibaba (BABA) Analyst Forecast & Price Prediction
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