Published

11 Dec 25

Updated

17 Jul 26

Views

449

Not Invested

Alibaba Group HoldingBABA

Fair Value

US$239.72

Share price17 Jul

US$112.8552.9% undervalued

1Y-18.55%

7D-5.52%

AI Cloud Leadership And Expanding E Commerce Ecosystem Will Drive Significant Long Term Upside

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

11 Dec 25

Updated

17 Jul 26

Views

449

Not Invested

Shared on 17 Jul 26

Fair value Decreased 3.56%

BABA: Cloud And AI Partnerships Will Define Future Re Rating Potential

Alibaba’s future now looks more tied to whether its cloud and AI deals—especially its role in bringing new Apple AI features to China—turn into real growth, even as worries linger around its core online shopping business. The update also flags fresh legal and political pressure that could shape how investors see the company.

72 views

Fair Value vs Share Price

US$239.72

vs US$112.8552.9% undervalued

16.6%

Revenue growth

20.6%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Undervalued with excellent balance sheet.

Market capUS$275.8b

PB1.7x

Estimated Growth10.9%

Dividend Yield0.9%

Full analysis

CEO & management

Yongming Wu

CEO

4.4yrs

CEO Tenure

Through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses in the People's Republic of China and internationally.