[Stock Prediction] Alibaba Earnings: Rally or Selloff?
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).
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⏰Event Duration
November24-November 25 16:00
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對我來說，阿里巴巴-SW雲仍然是關鍵的搖擺因素。人工智能驅動的基礎設施需求和海外擴張可以支持更快的增長和更好的利潤率。強勁的雲層顯示可能有助於抵消調整後淨利潤的大幅下降。
總體而言，我謹慎看漲。該股已經從10月份的峯值回調，因此預期較低。我預測11月25日的收盤價是168.00美元。
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