To The Moon

Alibaba reports earnings before the market opens on Nov 25. After running to $192 in early October, the stock has slid for weeks. Now all eyes are on whether this quarter can turn things around. $Alibaba(BABA)$ $BABA-W(09988)$

Analysts expect revenue of RMB 245.16B (+4%), with adjusted net income plunging -63% YoY to RMB 13.47B, as subsidies for on-demand retail and AI investments weigh on profits.

🔍 What Investors Are Watching

E-commerce: Strong traffic, expensive growth

Taobao and Tmall are still growing, and user activity keeps improving thanks to the “Flash Sale” push. But the company is spending a lot to compete in ultra-fast delivery. Losses in this segment are still big, even though Alibaba started pulling back on subsidies in September. Investors want to see if profitability starts to stabilize.

Alibaba Cloud: The bright spot

Cloud remains the key story. Growth is speeding up again, helped by demand for AI infrastructure. Alibaba is also expanding overseas (Brazil, France, the Netherlands), where cloud margins tend to be better. If cloud accelerates, the stock could react positively.

International commerce: Getting close to breakeven

Alibaba’s global shopping platforms—like AliExpress and Trendyol—are growing steadily.The company is rolling out new AI tools to help sellers find products faster and run their stores more efficiently. Investors want to see whether this segment finally breaks even.

Alibaba will host its earnings call at 20:30 SGT on November 25. Click to set a reminder.

🎁Events Details

What do you think will happen after the earnings?

• 💬 Comment below with your predicted closing price on November 25 (in USD, two decimal places).

• 📈 Are you bullish or bearish on $Alibaba(BABA)$ Tell us why!

🎁 Prizes

• Anyone who guesses the exact closing price will share 888 Tiger Coins.

• We’ll also pick a lucky Tiger to get 100 Tiger coins or $5 stock voucher.

⏰Event Duration

• November24-November 25 16:00