Positive.

From Yahoo Finance: 2025-06-30 06:45:00

Alibaba is excelling in artificial intelligence in China, with a strong e-commerce rebound. Its stock is undervalued, offering potential growth in various areas. The company’s AI models, like Qwen3, are gaining traction, leading to triple-digit revenue growth in Cloud Intelligence. Apple has chosen Alibaba’s models to power its offerings in China, showcasing credibility in AI.

Alibaba’s domestic e-commerce segment is gaining momentum, with Tmall and Taobao leading the Chinese market. Gross merchandise volume growth is improving, supported by AI-powered tools like Quanzhantui. Third-party revenue and overall e-commerce revenue are on the rise, along with the expansion of the 88VIP membership program.

Alibaba’s international segment, AIDC, is growing but has yet to reach profitability. The company is investing in logistics and instant commerce to compete globally. Operating leverage is improving, with strong margin expansion in cloud computing. Despite regulatory risks, Alibaba’s low valuation and strategic initiatives make it a solid long-term investment.

Alibaba’s stock remains undervalued, with significant cash reserves and investments. The company’s improving operating leverage and margin expansion show efficient growth potential. Despite risks, Alibaba’s strong position in AI and e-commerce makes it an attractive buy for long-term investors.

Read more: 5 Reasons to Buy Alibaba Stock Like There’s No Tomorrow