Alibaba Group Holding Limited (BABA)

Outperform Current rating · 2 reports

Outperform Recap: Q1 2026

The AI Monetization Inflection Arrives as the Profit Troughs: Upgrading Alibaba to Outperform

Hold Recap: Q2 2026

Cloud Reaccelerates to +34%, But a Spending Shock Buries the Profit Line: Initiating Alibaba at Hold