These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings

Benzinga Earnings08-22 03:25

Alibaba Group Holding Ltd. (NYSE:BABA) reported mixed results for its first quarter on Thursday.

Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.

“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”

Alibaba shares dipped 8.4% to trade at $119.62 on Friday.

These analysts made changes to their price targets on Alibaba following earnings announcement.

Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.
Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.
JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.

Considering buying BABA stock? Here’s what analysts think:

Photo via Shutterstock

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Comments

Axekay
08-22 16:43
Axekay
Despite the lower analyst expectation on $Alibaba(BABA)$ , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now

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Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Analysts Revise Their Forecasts On Alibaba After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-22 03:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. 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With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B0JY6N72.USD","symbol_name":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"https://www.benzinga.com/news/26/08/61366277/these-analysts-revise-their-forecasts-on-alibaba-after-q1-earnings","article_id":"2661213292","we_media_id":"1052270027","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2661213292","pubTimestamp":1787340347,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Benzinga Earnings","introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"summary":"Alibaba (BABA) reported mixed first quarter results, with revenue exceeding estimates but earnings falling short. 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(NYSE:BABA) reported mixed results for its first quarter on Thursday.\nAlibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.\n“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”\nAlibaba shares dipped 8.4% to trade at $119.62 on Friday.\nThese analysts made changes to their price targets on Alibaba following earnings announcement.\n\nBaird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.\nBarclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.\nJP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.\n\nConsidering buying BABA stock? Here’s what analysts think:\n\nPhoto via Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport,express","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":599435111170856,"gmtCreate":1787388201323,"gmtModify":1787388204925,"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","vip":1,"crmLevel":12,"crmLevelSwitch":1,"wearingBadges":[],"authorIdStr":"3582175710040105","idStr":"3582175710040105"},"htmlText":"Despite the lower analyst expectation on&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","listText":"Despite the lower analyst expectation on&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","text":"Despite the lower analyst expectation on $Alibaba(BABA)$ , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599435111170856","repostId":2661213292,"repostType":2,"repost":{"id":"2661213292","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787340347,"share":"https://ttm.financial/m/news/2661213292?lang=en_US&edition=fundamental","pubTime":"2026-08-22 03:25","market":"hk","language":"en","title":"These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2661213292","media":"Benzinga Earnings","summary":"Alibaba (BABA) reported mixed first quarter results, with revenue exceeding estimates but earnings falling short. Analysts have adjusted price targets.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Analysts Revise Their Forecasts On Alibaba After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-22 03:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4614":"Manus概念股","BK4579":"人工智能","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - 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(NYSE:BABA) reported mixed results for its first quarter on Thursday.\nAlibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.\n“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”\nAlibaba shares dipped 8.4% to trade at $119.62 on Friday.\nThese analysts made changes to their price targets on Alibaba following earnings announcement.\n\nBaird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.\nBarclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.\nJP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.\n\nConsidering buying BABA stock? Here’s what analysts think:\n\nPhoto via Shutterstock","news_type":1,"symbols_score_info":{"ALBmain":0.6,"KBAB":0.6,"BABU":0.6,"BABX":0.6,"ONLN":0.6,"BABC":0.6,"BABW":0.6,"09988":1.98,"BBYY":0.6,"BABO":0.6,"BABA":1.98,"CLIX":0.6,"DRAG":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.47.1","shortVersion":"4.47.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2661213292","isCrawlerRequest":true}