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Alibaba Is a Top Pick of Analysts. Why the Stock Could Rise 32%

Jefferies has reiterated a Buy rating and $230 price target with about a month to go before the Chinese conglomerate’s next earnings report.

Alibaba Is a Top Pick of Analysts. Why the Stock Could Rise 32%

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":487611537928808,"tweetId":"487611537928808","gmtCreate":1760076246540,"gmtModify":1760076518162,"author":{"id":4088035936152600,"idStr":"4088035936152600","authorId":4088035936152600,"authorIdStr":"4088035936152600","name":"Mumster","avatar":"https://static.tigerbbs.com/a307b5e0e3b1ba6391e4fe34f757d98d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Share your opinion about this news…</p></body></html>","htmlText":"<html><head></head><body><p>Share your opinion about this news…</p></body></html>","text":"Share your opinion about this news…","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/487611537928808","repostId":2574071198,"repostType":2,"repost":{"id":"2574071198","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1760076000,"share":"https://ttm.financial/m/news/2574071198?lang=en_US&edition=fundamental","pubTime":"2025-10-10 14:00","market":"us","language":"en","title":"Alibaba Is a Top Pick of Analysts. Why the Stock Could Rise 32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2574071198","media":"Dow Jones","summary":"Jefferies has reiterated a Buy rating and $230 price target with about a month to go before the Chinese conglomerate’s next earnings report.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> has morphed into a worldwide wholesale digital marketplace in the more than two decades since its founding. And today it’s hustling to be a player in cloud computing.</p><p>Thanks to its record and growth prospects, Alibaba stock is a top pick at Jefferies. The firm has reiterated a Buy rating and $230 price target with about a month to go before the Chinese conglomerate’s next earnings report.</p><p>On Thursday, U.S.-listed shares closed down 4.1% at $173.68. Based on those moves, the firm’s price target suggests more than 32% upside.</p><p>Jefferies expects Alibaba to “demonstrate solid execution” with its quick commerce strategy, or the ultrafast delivery of groceries and daily essentials over its Taobao app and Ele.me platform.</p><p>The expansion into quick commerce could be considered a defensive move in a crowded domestic market. Alibaba has faced increasing pressure from rivals such as Meituan, essentially an all-purpose delivery app.</p><p style=\"text-align: start;\">But Alibaba could lose ground in other areas.</p><p style=\"text-align: start;\">Jefferies expects to see higher losses across other lines of business due to the cost of AI model training and investments in feature enhancements for platforms like Amap, Alibaba’s digital navigation app.</p><p>Analysts at the firm forecast 2% total revenue growth in the September-ended quarter, largely in line with consensus and the firm’s previous estimates. Revenue in Alibaba’s Cloud Intelligent Group could grow 30% from last year, fueled in part by AI demand as customers switch to GPU computing, analysts posited.</p><p style=\"text-align: start;\">Jefferies expects Alibaba’s International Digital Commerce Group, which includes e-commerce platforms AliExpress and Lazada, to post a quarterly loss of 36 million yuan, lower than consensus calls for 41 million yuan and the firm’s previous estimate of 63 million yuan.</p><p style=\"text-align: start;\">Both platforms are coming under pressure. AliExpress faces stiff competition from Temu and Amazon.com; Lazada, which is popular in Southeast Asia, contends with the likes of Shopee and Bytedance’s TikTok Shop.</p><p style=\"text-align: start;\">Even in the face of competition, U.S.-listed shares of Alibaba have been on a tear, benefitting from sustained enthusiasm for artificial intelligence. The company has made a push to embrace the technology, pledging to build new data centers overseas and increase AI spending.</p><p style=\"text-align: start;\">Just a few weeks ago, Alibaba’s cloud computing division debuted Qwen3-Max, or what it called the company’s “largest and most capable” AI model to date.</p><p style=\"text-align: start;\">Citi Research analysts expect to see this increased spend reflected in adjusted earnings before interest, taxes, depreciation, and amortization.</p><p>As Alibaba “steps up to meet accelerated demand of AI cloud/native apps, fast-paced upgrades and releases of various internal applications and new versions of large models,” this should lead to higher costs, the analysts wrote.</p><p style=\"text-align: start;\">Still, Citi rates Alibaba at Buy with a $218 price target, up slightly from $217.</p><p style=\"text-align: start;\">Of 56 analysts tracked by FactSet, 51 rate Alibaba at Buy or the equivalent. Four rate it at Hold, and one at Sell.</p><p style=\"text-align: start;\">Alibaba was named a <em>Barron’s</em> stock pick just shy of a year ago. Since then, shares have gained 77%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Is a Top Pick of Analysts. Why the Stock Could Rise 32%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Is a Top Pick of Analysts. Why the Stock Could Rise 32%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-10 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> has morphed into a worldwide wholesale digital marketplace in the more than two decades since its founding. And today it’s hustling to be a player in cloud computing.</p><p>Thanks to its record and growth prospects, Alibaba stock is a top pick at Jefferies. The firm has reiterated a Buy rating and $230 price target with about a month to go before the Chinese conglomerate’s next earnings report.</p><p>On Thursday, U.S.-listed shares closed down 4.1% at $173.68. Based on those moves, the firm’s price target suggests more than 32% upside.</p><p>Jefferies expects Alibaba to “demonstrate solid execution” with its quick commerce strategy, or the ultrafast delivery of groceries and daily essentials over its Taobao app and Ele.me platform.</p><p>The expansion into quick commerce could be considered a defensive move in a crowded domestic market. Alibaba has faced increasing pressure from rivals such as Meituan, essentially an all-purpose delivery app.</p><p style=\"text-align: start;\">But Alibaba could lose ground in other areas.</p><p style=\"text-align: start;\">Jefferies expects to see higher losses across other lines of business due to the cost of AI model training and investments in feature enhancements for platforms like Amap, Alibaba’s digital navigation app.</p><p>Analysts at the firm forecast 2% total revenue growth in the September-ended quarter, largely in line with consensus and the firm’s previous estimates. Revenue in Alibaba’s Cloud Intelligent Group could grow 30% from last year, fueled in part by AI demand as customers switch to GPU computing, analysts posited.</p><p style=\"text-align: start;\">Jefferies expects Alibaba’s International Digital Commerce Group, which includes e-commerce platforms AliExpress and Lazada, to post a quarterly loss of 36 million yuan, lower than consensus calls for 41 million yuan and the firm’s previous estimate of 63 million yuan.</p><p style=\"text-align: start;\">Both platforms are coming under pressure. AliExpress faces stiff competition from Temu and Amazon.com; Lazada, which is popular in Southeast Asia, contends with the likes of Shopee and Bytedance’s TikTok Shop.</p><p style=\"text-align: start;\">Even in the face of competition, U.S.-listed shares of Alibaba have been on a tear, benefitting from sustained enthusiasm for artificial intelligence. The company has made a push to embrace the technology, pledging to build new data centers overseas and increase AI spending.</p><p style=\"text-align: start;\">Just a few weeks ago, Alibaba’s cloud computing division debuted Qwen3-Max, or what it called the company’s “largest and most capable” AI model to date.</p><p style=\"text-align: start;\">Citi Research analysts expect to see this increased spend reflected in adjusted earnings before interest, taxes, depreciation, and amortization.</p><p>As Alibaba “steps up to meet accelerated demand of AI cloud/native apps, fast-paced upgrades and releases of various internal applications and new versions of large models,” this should lead to higher costs, the analysts wrote.</p><p style=\"text-align: start;\">Still, Citi rates Alibaba at Buy with a $218 price target, up slightly from $217.</p><p style=\"text-align: start;\">Of 56 analysts tracked by FactSet, 51 rate Alibaba at Buy or the equivalent. Four rate it at Hold, and one at Sell.</p><p style=\"text-align: start;\">Alibaba was named a <em>Barron’s</em> stock pick just shy of a year ago. Since then, shares have gained 77%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1046422090.SGD":"Fidelity Pacific A-SGD","BABA":"阿里巴巴","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1675838814.USD":"AB SICAV I - EMERGING MARKETS LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1521":"挪威政府全球养老基金持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999001689.USD":"施罗德亚洲成长股票","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","BK4559":"巴菲特持仓","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK4550":"红杉资本持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","LU0608807946.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" Q (USD) INC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","09988":"阿里巴巴-W","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1439103000.SGD":"Fidelity Greater China Multi Asset Growth & Income A-MINCOME(G)-SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574071198","content_text":"Alibaba Group has morphed into a worldwide wholesale digital marketplace in the more than two decades since its founding. And today it’s hustling to be a player in cloud computing.Thanks to its record and growth prospects, Alibaba stock is a top pick at Jefferies. The firm has reiterated a Buy rating and $230 price target with about a month to go before the Chinese conglomerate’s next earnings report.On Thursday, U.S.-listed shares closed down 4.1% at $173.68. Based on those moves, the firm’s price target suggests more than 32% upside.Jefferies expects Alibaba to “demonstrate solid execution” with its quick commerce strategy, or the ultrafast delivery of groceries and daily essentials over its Taobao app and Ele.me platform.The expansion into quick commerce could be considered a defensive move in a crowded domestic market. Alibaba has faced increasing pressure from rivals such as Meituan, essentially an all-purpose delivery app.But Alibaba could lose ground in other areas.Jefferies expects to see higher losses across other lines of business due to the cost of AI model training and investments in feature enhancements for platforms like Amap, Alibaba’s digital navigation app.Analysts at the firm forecast 2% total revenue growth in the September-ended quarter, largely in line with consensus and the firm’s previous estimates. Revenue in Alibaba’s Cloud Intelligent Group could grow 30% from last year, fueled in part by AI demand as customers switch to GPU computing, analysts posited.Jefferies expects Alibaba’s International Digital Commerce Group, which includes e-commerce platforms AliExpress and Lazada, to post a quarterly loss of 36 million yuan, lower than consensus calls for 41 million yuan and the firm’s previous estimate of 63 million yuan.Both platforms are coming under pressure. AliExpress faces stiff competition from Temu and Amazon.com; Lazada, which is popular in Southeast Asia, contends with the likes of Shopee and Bytedance’s TikTok Shop.Even in the face of competition, U.S.-listed shares of Alibaba have been on a tear, benefitting from sustained enthusiasm for artificial intelligence. The company has made a push to embrace the technology, pledging to build new data centers overseas and increase AI spending.Just a few weeks ago, Alibaba’s cloud computing division debuted Qwen3-Max, or what it called the company’s “largest and most capable” AI model to date.Citi Research analysts expect to see this increased spend reflected in adjusted earnings before interest, taxes, depreciation, and amortization.As Alibaba “steps up to meet accelerated demand of AI cloud/native apps, fast-paced upgrades and releases of various internal applications and new versions of large models,” this should lead to higher costs, the analysts wrote.Still, Citi rates Alibaba at Buy with a $218 price target, up slightly from $217.Of 56 analysts tracked by FactSet, 51 rate Alibaba at Buy or the equivalent. Four rate it at Hold, and one at Sell.Alibaba was named a Barron’s stock pick just shy of a year ago. Since then, shares have gained 77%.","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":88,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}