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
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