Shared on 21 Dec 25

Fair value Increased 0.033%

BABA: Cloud AI Monetization Will Drive Stronger Long-Term Earnings Power

Analysts made a marginal upward revision to their fair value estimate for Alibaba Group Holding to approximately $198 per share, reflecting slightly stronger long term cloud and artificial intelligence monetization prospects that more than offset modestly reduced revenue and profit forecasts tied to quick commerce and customer management headwinds. Analyst Commentary Street research on Alibaba remains broadly constructive, with a series of upward price target revisions anchored in improving cloud and artificial intelligence monetization, partly offset by concerns around near term profitability in quick commerce and customer management revenue.

Shared on 07 Dec 25

Fair value Increased 0.58%

BABA: Cloud And AI Expansion Will Drive Higher Quality Earnings Ahead

Analysts have nudged our Alibaba fair value estimate slightly higher to approximately $198 per share, reflecting expectations for faster revenue growth driven by strengthening cloud and AI demand. These expectations more than offset modestly lower margin assumptions and a marginally higher discount rate.

Shared on 23 Nov 25

Fair value Increased 0.0079%

BABA: Accelerating Cloud And AI Expansion Will Support Meaningful Medium-Term Upside

Alibaba Group Holding's analyst price target has been raised modestly to approximately $196.83, reflecting growing confidence from analysts as well as broad optimism over accelerating cloud revenue and continued advancements in artificial intelligence offerings. Analyst Commentary Recent research activity on Alibaba Group Holding reveals a blend of optimism around core business strength and innovation, alongside measured caution regarding valuation levels and competitive challenges.

Shared on 08 Nov 25

Fair value Increased 0.55%

BABA: AI Cloud Momentum Will Drive Sustained Upside Over Coming Quarters

Alibaba Group Holding’s fair value estimate has been raised slightly to $196.82 per share from $195.74. Analysts cite continued momentum in AI-driven cloud revenue growth and expanding valuations across its core businesses.

Shared on 25 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 on 11 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 on 27 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 on 12 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 on 01 May 25

Fair value Decreased 1.51%

Shared on 23 Apr 25

Fair value Increased 1.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.26%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 3.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Mar 25

Fair value Decreased 6.82%

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

BABA: Cloud AI Monetization Will Drive Stronger Long-Term Earnings Power

BABA: Cloud And AI Expansion Will Drive Higher Quality Earnings Ahead

BABA: Accelerating Cloud And AI Expansion Will Support Meaningful Medium-Term Upside

BABA: AI Cloud Momentum Will Drive Sustained Upside Over Coming Quarters

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