From Nasdaq: 2025-05-16 11:45:00

Alibaba Group (BABA) reported mixed Q4 fiscal 2026 results, beating earnings estimates but lagging on revenues. Stock dropped 7.6% due to slowing Chinese consumer spending. Earnings were $1.73 per ADS, outpacing estimates by 23%, while revenues grew 7% year over year to $32.5 billion, below the consensus mark of $33.08 billion.

Investors should focus on ETFs with the largest allocation to Alibaba, such as Roundhill China Dragons ETF (DRAG), Invesco Golden Dragon China ETF (PGJ), The Nightview Fund (NITE), CoreValues Alpha Greater China Growth ETF (CGRO), and ProShares Online Retail ETF (ONLN). Alibaba plans to spend $53 billion over the next three years on AI and cloud computing infrastructure.

Alibaba’s Cloud Intelligence Group revenue growth accelerated to 18%, driven by AI demand. Taobao and Tmall Group saw 12% revenue growth, reflecting user experience investments. AI is expected to continue driving accelerated revenue growth for Alibaba Cloud. The company’s stock surged on AI breakthrough, with ETFs focusing on it.

Roundhill China Dragons ETF (DRAG) offers equal-weight exposure to China’s tech leaders, with Alibaba accounting for 16.2% of assets. Invesco Golden Dragon China ETF (PGJ) follows the NASDAQ Golden Dragon China Index, with Alibaba as the top holding at 8.3%. The Nightview Fund (NITE) actively seeks capital appreciation, with Alibaba making up 7.1% of assets. CoreValues Alpha Greater China Growth ETF (CGRO) invests in high-growth industries in Greater China, with Alibaba at 7.09%. ProShares Online Retail ETF (ONLN) focuses on online retailers, with Alibaba accounting for 6.02% of the portfolio.

Alibaba’s stock slump due to mixed Q4 results, beating earnings but lagging on revenues. ETFs with significant Alibaba exposure, such as Roundhill China Dragons ETF (DRAG), Invesco Golden Dragon China ETF (PGJ), and ProShares Online Retail ETF (ONLN), are in focus. Alibaba plans to invest $53 billion in AI and cloud computing infrastructure over the next three years.



Read more at Nasdaq: ETFs in Focus on Alibaba’s Mixed Q4 Results