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Alibaba Group Holding Community
NYSE:BABA Community
2
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Alibaba Group Holding
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Alibaba Group Holding
ST
StefanoF
Community Contributor
Alibaba's Fair Value may Suggests Growth Despite Trade and Regulatory Risks but...
Alibaba delivered solid FY2025 results with revenue growing 6% to RMB 996.3 billion ($137.3B). Key highlights include core e-commerce (Taobao/Tmall) customer management revenue growing 12%, Cloud Intelligence revenue accelerating to 18% growth, and AI-related products achieving triple-digit growth for the seventh consecutive quarter.
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US$107.09
FV
14.2% overvalued
intrinsic discount
14.12%
Revenue growth p.a.
Set Fair Value
1
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14
users have followed this narrative
2 months ago
author updated this narrative
Alibaba Group Holding
AN
AnalystConsensusTarget
Consensus Narrative from 39 Analysts
AI And Cloud Investments Will Improve Future Offerings With Qwen25-MAX
Key Takeaways Alibaba's AI and cloud focus is driving substantial revenue growth and positioning for future earnings acceleration due to strong product demand. Strategic divestments and e-commerce enhancements aim to stabilize market share and bolster long-term earnings and shareholder returns.
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US$151.48
FV
19.3% undervalued
intrinsic discount
7.39%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
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449
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1 day ago
author updated this narrative
Your Valuation for
BABA
BABA
Alibaba Group Holding
Your Fair Value
US$
Current Price
US$122.28
1.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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1t
2015
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Revenue CN¥1.4t
Earnings CN¥178.7b
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