Shyon
2025-11-24

I think Alibaba’s $Alibaba(BABA)$ earnings will hinge on whether the company can show progress in balancing growth and profitability. E-commerce engagement is improving, but heavy spending on subsidies and ultra-fast delivery is still a drag. If losses in on-demand retail narrow, that alone could lift sentiment.

For me, Alibaba Cloud remains the key swing factor. AI-driven infrastructure demand and overseas expansion could support faster growth and better margins. A strong cloud showing may help offset the sharp drop in adjusted net income.

Overall, I’m cautiously bullish. The stock has already corrected from its October peak, so expectations are lower. My predicted closing price for November 25 is $168.00.

@Tiger_Earnings @Tiger_comments @TigerStars

# Alibaba AI Push On vs. Big Tech: Still Cheap at $150?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

  • Top
  • Latest