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Cloud, AI And Quick Commerce Expansion Will Drive Next Phase Forward

Published
02 Jan 25
Updated
25 Oct 25
AnalystConsensusTarget's Fair Value
US$195.74
10.8% undervalued intrinsic discount
25 Oct
US$174.70
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1Y
79.3%
7D
4.6%

Author's Valuation

US$195.7410.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on25 Oct 25
Fair value Increased 1.19%

Alibaba Group Holding's fair value estimate has been raised slightly to $195.74 from $193.43. Analysts cite accelerating cloud and AI-driven growth, along with an improved profit outlook, as key reasons for higher price targets across the Street.

Shared on11 Oct 25
Fair value Increased 7.57%

Alibaba Group Holding's analyst price target has been raised from approximately $180 to $193, as analysts point to robust progress in AI and cloud segments, improved company guidance, and increasing investor optimism as reasons for the upward revision. Analyst Commentary Recent analyst coverage of Alibaba Group Holding reflects building optimism around the company’s growth trajectory, particularly in its cloud and artificial intelligence businesses.

Shared on27 Sep 25
Fair value Increased 8.67%

Analysts have raised Alibaba’s price target from $165.48 to $179.82, citing accelerating AI cloud demand, robust cloud and e-commerce segment growth, and strengthening new initiatives as key drivers. Analyst Commentary Bullish analysts are raising cloud revenue and capex forecasts in response to strong traffic and activity observed at Alibaba's Apsara Conference, alongside management’s expectations for a tenfold increase in data center capacity to serve accelerating AI cloud demand.

Shared on12 Sep 25
Fair value Increased 2.10%

Analysts have raised Alibaba’s price target to $165.48, citing accelerating cloud and AI-driven revenue growth, improved execution and synergies in quick commerce, margin expansion, and diversification into new verticals, all underpinning stronger long-term fundamentals. Analyst Commentary Bullish analysts cite accelerating cloud revenue growth, particularly with robust AI-related and external revenue contributions, solidifying Alibaba’s position as China’s leading GenAI and cloud infrastructure provider.

Shared on01 May 25
Fair value Decreased 1.51%

Shared on23 Apr 25
Fair value Increased 1.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 1.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 3.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Mar 25
Fair value Decreased 6.82%