From Nasdaq: 2025-06-27 11:15:00

Alibaba’s e-commerce business, including Taobao and Tmall, drove a 12% revenue increase in Q4 2025. The company focuses on improving user activity and order frequency with better tools and incentives. It aims to enhance consumption quality and grow globally with platforms like AliExpress and Lazada.

Facing competition from JD.com and PDD Holdings, Alibaba emphasizes e-commerce growth in China. JD.com’s export program and food delivery boost engagement, while PDD Holdings scales group buying and merchant support. Both competitors are expanding rapidly in China’s digital retail market.

BABA’s shares have surged 34.4% YTD, outperforming the industry. The stock trades at a lower P/E ratio of 10.39X than the industry’s 24.70X. Analysts predict 9.73% YOY growth in Q1 fiscal 2026 earnings at $2.48 per share.

Analysts estimate BABA’s fiscal 2026 earnings at $10.47 per share, indicating 16.2% YOY growth. The stock carries a Zacks Rank #3 (Hold). Zacks experts suggest a stock pick with potential to double, emphasizing strong growth opportunities.

For more information on JD.com, Alibaba Group Holding Limited, and PDD Holdings, explore the free stock analysis reports available. The article originally published on Zacks Investment Research provides insights into e-commerce as Alibaba’s key revenue driver.



Read more at Nasdaq: What Makes E-Commerce the Biggest Driver of Alibaba’s Revenue Growth?