Despite the lower analyst expe

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Axekay
08-22 16:43

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

These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings

Alibaba (BABA) reported mixed first quarter results, with revenue exceeding estimates but earnings falling short. Analysts have adjusted price targets.

These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings

# Benzinga Earnings Reports

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":599435111170856,"tweetId":"599435111170856","gmtCreate":1787388201323,"gmtModify":1787388204925,"author":{"id":3582175710040105,"idStr":"3582175710040105","authorId":3582175710040105,"authorIdStr":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":379,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":48,"starInvestorOrderShareNum":65,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":-19.76,"showRor":true,"winRationPercentage":67.741935,"tradeVolumeEst":0},"themes":[{"themeId":"11c8fbbf839f433c9d274cef5f173382","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"Benzinga Earnings Reports","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":11c8fbbf839f433c9d274cef5f173382}&rnconfig={\"headerBarHidden\": true}","description":"Track the latest US stocks earnings report.","image":"https://community-static.tradeup.com/news/1d73b924a76b06ccd6be2b205a0feebd"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>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</p></body></html>","htmlText":"<html><head></head><body><p>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</p></body></html>","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","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":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":{"LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4554":"元宇宙及AR概念","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BF5LJ272.USD":"Legg Mason Martin Currie - 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EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","09988":"阿里巴巴-W","BK4538":"云计算"},"source_url":"https://www.benzinga.com/news/26/08/61366277/these-analysts-revise-their-forecasts-on-alibaba-after-q1-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2661213292","content_text":"Alibaba Group Holding Ltd. (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":{"BABU":0.6,"CLIX":0.6,"BABO":0.6,"KBAB":0.6,"BABX":0.6,"ALBmain":0.6,"ONLN":0.6,"BABC":0.6,"DRAG":0.6,"BBYY":0.6,"09988":1.98,"BABA":1.98,"BABW":0.6}},"isVote":1,"tweetType":1,"viewCount":248,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BABA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":188,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}