Alibaba (BABA) Stock Price & Analysis

125,146 Followers

BABA Stock Chart & Stats

$102.72-$2.66(-6.15%)

At close: Nov 10 4:00 PM EST

Day’s Range: $102.38 - $105.45
52-Week Range: $91.99 - $181.10
Previous Close: $109.45
Volume: N/A
Average Volume (3M): 9.09M
Market Cap: $257.72B
Enterprise Value: $217.56B
Total Cash (Recent Filing): $428.43B
Total Debt (Recent Filing): $266.62B
Price to Earnings (P/E): 22.5
Beta: 0.89
Next Earnings: Nov 19, 2026 (Est.)
EPS Estimate: 1.63
Last Dividend Ex-Date: Jun 11, 2026
Dividend Yield: 1.02%

Bulls Say, Bears Say

Bulls Say

Cloud And AI Growth

Rapid cloud expansion and rising AI revenue show that Alibaba is converting enterprise digitization and model demand into a growing commercial platform. Improving cloud margins and a large AI run-rate could support durable revenue diversification and stronger earnings power over the next several quarters.

Proprietary AI Ecosystem

Alibaba’s combination of proprietary silicon, widely adopted Qwen models, and cloud distribution creates an integrated AI ecosystem. Broader model adoption can stimulate compute demand, while internal chips may improve economics and reduce reliance on third-party hardware over time.

Conservative Balance Sheet

Low leverage and substantial net cash provide financial flexibility while Alibaba funds cloud infrastructure, AI development, and other strategic initiatives. This balance-sheet capacity gives the company greater ability to sustain investment through periods of weaker profitability or cash conversion.

Bears Say

Negative Free Cash Flow

Heavy investment spending is currently overwhelming operating cash generation, leaving free cash flow deeply negative despite positive operating cash flow. If this pattern persists, Alibaba will have less internally generated cash for shareholder returns and greater dependence on its balance-sheet resources.

Profitability Compression

Margin and net-income deterioration indicate that Alibaba’s strong growth is not yet translating proportionally into profits. Continued technology investment, infrastructure spending, and weaker operating leverage could constrain earnings quality until newer AI and cloud businesses scale sufficiently.

AI Investment Losses

Alibaba is spending heavily to build AI models and applications before those activities demonstrate profitability. Persistent development and inference costs could weigh on consolidated margins and cash generation, making the timing of returns from the AI strategy an important execution risk.

Alibaba News

Alibaba T-Head spin-off a positive catalyst, but upside ‘premature,’ says BofA

After Alibaba (BABA) announced plans to spin off and list chip unit T-Head in Hong Kong, BofA analyst Joyce Ju views the proposed listing as “strategically positive for T-Head and

7h agoBABA AHLA

Short-seller warned of Nvidia CEO’s ‘uncomfortably close’ ties, NY Times reports

Activist short-seller Culper Research raised concerns in a May report about Nvidia (NVDA) CEO Jensen Huang’s relationship with Alice Huang, an executive at Megaspeed, months before Huang admitted to an

9h agoBABA NVDA

Midday Fly By: Anthropic to sell 825M shares in IPO, Take-Two reports mixed Q2

The major averages were broadly lower near noon, giving some of yesterday’s sharp gains, as October inflation data came in hotter-than-anticipated. Additionally, Federal Reserve Governor Christopher Waller said in a

1d agoANT SBH

Alibaba’s T-Head files confidential Hong Kong IPO application, Reuters reports

Alibaba’s (BABA) chip unit, T-Head, has confidentially filed a listing application with the Hong Kong Stock Exchange after receiving approval to proceed with a spin-off, Reuters’ Rajasik Mukherje reports. Published

1d agoBABA AHLA

TSMC Stock (TSM) Rallies 2% on Plans to Invest $1B Into Anthropic and OpenAI Shares

TSMC stock was up on Tuesday after the company revealed plans to invest $1 billion in AI shares.

1d agoTSM AMZN

China’s Moonshot AI Rents Nvidia’s Top AI Chips

China’s Moonshot AI has gained access to some of Nvidia’s ($NVDA) most advanced AI chips despite U.S. export restrictions. The development highlights the continued demand for American chip technology among

1d agoBABA NVDA

Cboe data shows mixed options sentiment in Alibaba with shares up 0.94%

Cboe data shows mixed options sentiment in Alibaba (BABA), with shares up $1.02, or 0.94%, near $109.09. Options volume running well above average with 66k contracts traded and calls leading

5d agoBABA AHLA

Alibaba Sets November 19 Date for September Results Announcement

Alibaba ( ($BABA) ) just unveiled an update. Alibaba Group Holding Limited, a Hong Kong-listed company whose American depositary shares trade in the United States, disclosed on November 6, 2026,

5d ago6K BABA

Nvidia Stock (NVDA) Falls as Report of Stranded AI Chips Revives China Concerns

Nvidia shares ($NVDA) edged lower to about $199 during Thursday’s pre-market session. This followed a Reuters report that around 600,000 of its H200 chips destined for export to mainland China

6d agoBABA NVDA

Alibaba Reports No Share Capital Changes in October

Alibaba ( ($BABA) ) has provided an update. Alibaba reported on November 5, 2026, that its authorized share capital and issued shares were unchanged during October at 32 billion and

6d ago6K BABA

AI Daily: Meta acquires AI coding startup Conductor

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly. CONDUCTOR

1w agoANT BABA

Nvidia (NVDA) Faces $70B China AI Chip Backlog as Supply Falls Short

Nvidia Corporation ($NVDA) is struggling to meet a massive wave of AI chip orders from China. Chinese tech giants, including Alibaba ($BABA), Tencent ($TCEHY), and ByteDance, have ordered about 6

1w agoBABA NVDA

Chinese firms order 6M Nvidia chips, expect 1% of order, Bloomberg reports

Alibaba (BABA), Tencent (TCEHY), Bytedance, and other Chinese firms have ordered about 6M Nvidia RTX Pro 5500 chips, yet it is predicted they will only get about 1% within the

1w agoANT BABA

Oracle Scraps $7B AI Chip Leasing Deal with Tencent Amid U.S. Pressure

Oracle ($ORCL) has canceled a $7 billion agreement to lease advanced AI chips to Chinese technology giant Tencent ($TCEHY), following pressure from the Trump administration. The move shows the growing

1w agoBABA ORCL

BABA FAQ

What was Alibaba’s price range in the past 12 months?

Alibaba lowest stock price was $91.99 and its highest was $181.10 in the past 12 months.

What is Alibaba’s market cap?

Alibaba’s market cap is $257.72B.

When is Alibaba’s upcoming earnings report date?

Alibaba’s next earnings report is estimated for Nov 19, 2026 (not yet confirmed), which is in 8 days.

How were Alibaba’s earnings last quarter?

Alibaba released its earnings results on Aug 20, 2026. The company reported $1.277 earnings per share for the quarter, missing the consensus estimate of $1.521 by -$0.243.

Is Alibaba overvalued?

According to Wall Street analysts Alibaba’s price is currently Undervalued.

Does Alibaba pay dividends?

Alibaba pays a dividend of $1.05 which represents an annual dividend yield of 1.02%. See more information on Alibaba dividends here

What is Alibaba’s EPS estimate?

Alibaba’s EPS estimate is 1.63.

How many shares outstanding does Alibaba have?

Alibaba has 2,487,744,900 shares outstanding.

What happened to Alibaba’s price movement after its last earnings report?

Alibaba reported an EPS of $1.277 in its last earnings report, missing expectations of $1.521. Following the earnings report the stock price went up 1.265%.

Which hedge fund is a major shareholder of Alibaba?

Hedge funds hold Alibaba shares: the largest hedge-fund position in Alibaba is 70,146,534 shares, and hedge funds decreased their holdings by 2.7M shares last quarter.

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Alibaba Stock Smart Score

Neutral

Learn more about TipRanks Smart Score

Top Smart Score Stocks >

Company Description

Alibaba

Alibaba Group Holding Limited, through its various subsidiaries, furnishes crucial technological infrastructure and extensive marketing channels. This comprehensive support allows merchants, brands, retailers, and other businesses to effectively engage with their customer base, both within the People's Republic of China and across international markets. The company's operations are organized across seven primary segments: China Commerce, International Commerce, Local Consumer Services, Cainiao (its logistics network), Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The company's extensive digital ecosystem features premier online retail platforms like Taobao and Tmall. Wholesale business-to-business transactions are facilitated through 1688.com and Alibaba.com. Globally, it operates retail platforms such as AliExpress, Lazada, Trendyol, and Daraz. For fresh goods and groceries, it offers Freshippo, and Tmall Global specializes in import e-commerce. Monetization and advertising solutions are provided via Alimama, its proprietary platform, which offers diverse marketing services including pay-for-performance, in-feed, and display ads, supported by the Taobao Ad Network and Exchange for real-time bidding. Logistics operations are primarily handled by the Cainiao Network. Its local consumer services encompass Ele.me for on-demand food and delivery, Koubei for restaurant and local service directories, and Fliggy for travel booking. Alibaba Cloud offers a wide array of services, including elastic computing, data storage, networking, security, database management, big data analytics, and Internet of Things (IoT) solutions. It also supplies hardware, software licenses, installation, and application development and maintenance. The digital media and entertainment division includes Youku, an online video platform; Quark, an information search and content consumption tool; and Alibaba Pictures, collectively offering diverse content spanning films, live events, news feeds, literature, and music. Its innovation portfolio further extends to Amap, a mobile application for digital mapping and navigation; DingTalk, a business communication and efficiency platform; the Tmall Genie smart speaker; and Qwen, an advanced artificial intelligence chatbot. Founded in 1999, Alibaba Group is headquartered in Hangzhou, People's Republic of China.

Alibaba (BABA) Earnings & Revenues

Historic Earnings Reports

BABA Company Deck

BABA Earnings Call

Q1 2027

0:00 / 0:00

Earnings Call SentimentPositive

The call highlights very strong operational momentum in AI and cloud: 45% cloud revenue growth, triple-digit AI product growth with a RMB 49.5 billion annualized run rate, MaaS ARR acceleration, broad adoption of proprietary chips and a thriving Qwen ecosystem. These growth drivers are contrasted with near-term profitability and cash flow headwinds — total adjusted EBITDA down 30%, GAAP net income down 75%, large negative free cash flow and heavy, lumpy CapEx to build AI infrastructure. Management presents a confident long-term narrative (full-stack AI, proprietary silicon, pricing power in a supply-constrained market) and clear paths to improving margins and ROIC, but investors must weigh near-term cash outflows and segment losses against durable secular upside in AI + Cloud.

View all BABA earnings summaries

BABA Stock 12 Month Forecast

Average Price Target

$190.47▲(85.43% Upside)

Past 12 Months12 Month ForecastFeb2026Nov2026

High$220.10

Average$190.47

Low$160.00

Detailed Analyst Forecast >

Technical Analysis

Overall Consensus

Indicator	Bullish	Neutral	Bearish
Overall Consensus	11	4	7
Technical Analysis	3	4	3
Moving Averages	8	0	4

Technical Analysis >

Similar Stocks

Stocks similar to BABA
Company	Price & Change	Follow
AMZNAmazon
MELIMercadolibre
JDJD
SESea
PDDPDD Holdings

Compare BABA Stocks >

Ownership Overview

7.18% Insiders
1.94% Mutual Funds
1.30% Other Institutional Investors
89.04% Public Companies and Individual Investors

Detailed Ownership Overview >

Options Prices

Expiration Date: Nov 13, 2026

CallsPuts

BABA call options for the Nov 13, 2026 expiration
Last Price	% Change	Strike
―	―	101.0
―	―	102.0
―	―	103.0
―	―	104.0
―	―	105.0
―	―	106.0

BABA put options for the Nov 13, 2026 expiration
Last Price	% Change
―	―
―	―
―	―
―	―
―	―
―	―

Detailed Option Prices >

Popular Stocks

Popular Stocks
Company	Price & Change	Follow
NVDANvidia
AAPLApple
MSFTMicrosoft