From Yahoo Finance: 2025-05-24 13:00:00

Alibaba’s latest quarterly report shows strong year-over-year performance in e-commerce, artificial intelligence, and cloud computing. Revenue rose 7% year-over-year, with operating income growing 93% due to better cost control. Adjusted EBITA increased by 36%, and net income reached $1.65 billion, rising 1,203% year-over-year. The company’s focus on AI-powered cloud products led to seven consecutive quarters of triple-digit revenue growth. Alibaba’s core e-commerce platforms, Taobao and Tmall, saw a 12% increase in customer management revenue. The company’s balance sheet remains robust, with $82 billion in cash and short-term investments.

Alibaba’s strategic initiatives have led to strong performance, with potential upside in e-commerce, cloud services, shareholder returns, and geopolitical positioning. The company’s Cloud Computing segment saw an 18% revenue increase, driven by AI focus. Alibaba’s approach to capital returns includes share repurchases and dividends, highlighting management’s confidence in the company’s value. Despite these positive indicators, geopolitical tensions and potential capital flight from Chinese equities pose risks. Wall Street analysts maintain a unanimous Strong Buy rating on Alibaba, with an average price target of $164.50, indicating a 35% upside potential.



Read more at Yahoo Finance: Geopolitical Jitters Push Alibaba (BABA) into Prime Buy-the-Dip Territory