Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) Earnings

Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share

BABA · NYSE

Jun 2026upcoming

Next quarter

Consensus is $1.77 EPS for Jun 2026 across 2 estimates, ranging $1.25 to $2.30.

BABA Mar 2026

Reported May 13, 2026

Miss 106.86%

EPS estimate: $1.02
EPS actual: -$0.07
Revenue estimate: —
Revenue actual: —
1-day move: -3.22%

Call highlights have not been generated for this quarter.

Symbol: BABA
Type: Stock
Sector: Consumer Discretionary
Industry: Business Services
Country: Asia
Exchange: NYSE

Alibaba Group is a global technology company focused on AI + Cloud and consumption. We provide the technology infrastructure and marketing reach to help merchants, brands, retailers and other businesses to engage with their users and customers and operate efficiently. We empower consumers and enterprises with our full-stack AI capabilities and services. Our AI technology based on Qwen (Chinese: Qianwen), a family of large language and multimodal models, powers the intelligence behind our services across enterprise solutions, e-commerce and other Internet platforms.

Key Issues

Bullish view

Qwen3.8-Max expands Alibaba’s enterprise workloads, open-weight access and cloud monetization opportunity. Its AI-related product revenue has also shown triple-digit growth for eight consecutive quarters, according to the supplied Fintel snippet.

Bearish view

The evidence describes an intensifying AI contest with U.S. rivals, so Alibaba may need sustained investment to defend share. Competitive pressure could limit the conversion of model adoption into profitable cloud revenue.

Analyst Consensus

See all

Buy

18 analysts

$128

Current

—

Low

$185

Average

—

High

Average target implies +44.06% versus the current price.

Earnings History

BeatMissNo estimate

Peers

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