(Part 2 of 5) Earnings Calendar - Is BABA the black sheep? (11May2026)-To The Moon - Tiger Brokers Online Investing Community

(Part 2 of 5) Earnings Calendar - Is BABA the black sheep? (11May2026)

Earnings Calendar (11May2026)

The coming week includes several notable earnings releases, including NU, Sea Limited, Alibaba, Cisco, and Applied Materials.

Alibaba

Alibaba stands out as one of the key names to watch this week ahead of earnings.

Recent performance: The stock is up 11.78% from a year ago.

Analyst view: Technical analysis points to a strong buy, and analyst sentiment also remains strongly positive.

Price target: The average analyst price target is about $185, implying upside of roughly 32% to 35% from recent levels.

Valuation: With earnings per share around 5.73 and a price-to-earnings ratio of 23.2, the valuation appears relatively attractive.

Financial performance

Key financial trends from 2021 to 2025 are summarised below (figures in RMB).

· Revenue increased from $717.2B in 2021 to $996.3B in 2025.

· Gross profit rose from $297.7B in 2021 to $398.0B in 2025.

· Net income declined from $150.5B in 2021 to $130.1B in 2025.

Balance sheet

The balance sheet also shows moderate growth over the same period.

· Total assets increased from $1,690.2B in 2021 to $1,804.2B in 2025.

· Total liabilities rose from $606.0B in 2021 to $714.0B in 2025.

· Total debt increased from $177.8B in 2021 to $225.5B in 2025.

Cash flow

Cash flow trends were mixed. Cash from operations fell from $231.7B in 2021 to $163.5B in 2025, which may warrant closer attention.

Cash flow from financing declined from $30.0B in 2021 to -$76.2B in 2025. This may reflect debt repayment or other financing outflows, which can be a constructive sign depending on the broader capital strategy.

News around ALIBABA (summarised by Gemini)

Alibaba’s Q1 2026 was defined by a massive pivot toward Artificial Intelligence, prioritising long-term infrastructure over immediate margins. While the company reported a “top-line miss” with revenue of approximately $34.6 billion and a 10% decline in non-GAAP EPS, markets responded positively to the underlying growth in its core segments.

Key Highlights

Cloud & AI Surge: Alibaba Cloud revenue accelerated by 26%, fueled by triple-digit growth in AI-related products. AI now accounts for over 20% of the Cloud group’s external revenue.
Strategic Restructuring: The company integrated Taobao, Tmall, Ele.me, and Fliggy into the Alibaba China E-Commerce Group, aiming to create a comprehensive “AI-era” consumption platform.
Innovation Breakthroughs: In early 2026, Alibaba released Qwen3.6-Plus for enterprise agentic AI and the viral “Happy Horse” text-to-video model, which topped global AI leaderboards.
Capital Investment: To support this “AI-first” strategy, Alibaba committed RMB 380 billion over three years to cloud infrastructure, despite these costs temporarily leading to negative free cash flow this quarter.

The expected EPS and Revenue are $7.11 and $247.2B, respectively.

Given the above, I prefer to monitor ALIBABA for now.

@TigerStars

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