
Alibaba (BABA) Stock Forecast & Price Target
Alibaba (BABA) Analyst Ratings
Bulls say
Alibaba Group Holdings demonstrates a strong financial outlook supported by raised revenue estimates for FY26 and FY27, projected at RMB 1,028 billion and RMB 1,144 billion, respectively. The integration of instant commerce into the Taobao app has led to a significant 20% increase in daily active users (DAUs), enhancing user engagement and traffic on the platform. This combination of accelerated growth in both AliCloud and core e-commerce, alongside the potential for market share gains, underlines a robust future trajectory for the company.
Bears say
The financial outlook for Alibaba Gr Hldgs is negatively impacted by lowered FY26 adjusted EBITDA estimates to RMB 184 billion and FY27 estimates to RMB 262 billion, primarily due to increased investments in Quick Commerce. The company also missed the F1Q26 headline consensus, attributable to revenue estimates that did not adequately account for asset divestitures and significant investments impacting margins. Additionally, while Alibaba has engaged in share repurchase activities, this has not alleviated concerns regarding the pressures from rising operational costs and declining margins due to strategic shifts.
This aggregate rating is based on analysts' research of Alibaba and is not a guaranteed prediction by Public.com or investment advice.
Alibaba (BABA) Analyst Forecast & Price Prediction
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