Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution
Wedbush Securities has added Datadog Inc (NASDAQ:DDOG) and SK Hynix (KRX: 000660) to its closely watched IVES AI 30 list, citing the memory super-cycle and...
BABA - Alibaba Group Holding Limited
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$193.20
DETAILS
HIGH:
$225.00
LOW:
$140.00
MEDIAN:
$190.00
CONSENSUS:
$193.20
UPSIDE:
48.62%
Stock News
Alibaba's proprietary Qwen3.7-Max can run for 35 hours autonomously and supports external harnesses like Anthropic's Claude Code
The AI industry has fully entered the "agent era," a paradigm where AI models do far more than generate text — they now actively plan, execute, and course-correct complex tasks over days rather than seconds. Thus, it's perhaps unsurprising to see Chinese e-commerce giant Alibaba's famed Qwen Team of AI researchers release a model capable of performing autonomous agentic AI work over multiple days: that model has arrived in the form of Qwen3.7-Max which the company reports in a blog post achieved "~35 hours of continuous autonomous execution" — albeit, in a proprietary, not open source format, as prior Qwen Team releases were.
Alibaba: Consolidated Revenue Growth Will Be Much Higher In FY2027
Despite the Q4 revenue miss, BABA's transition from traditional e-commerce to AI and quick commerce continues and is expected to reach a key inflection point in FY2027. Weak 1.2% YoY growth in CMR revenue during Q4 was driven by accounting changes; adjusted revenue would have grown 8% YoY. The disposals of Sun Art and Intime continued to weigh on BABA's year-over-year total revenue growth, but there will be no major impact in FY2027.
Alibaba Unveils 144GB AI Chip, Accelerates Annual Upgrade Push
Alibaba (BABA) is deepening its AI hardware push with the launch of the Zhenwu M890, a new AI accelerator from its T-Head chipmaking unit that adds another laye
Alibaba, NextEra Energy, Transocean And A Real Estate Stock On CNBC's 'Final Trades'
NextEra Energy (NEE), Transocean (RIG), Alibaba (BABA), and Welltower (WELL) were recommended as final trades on CNBC's Halftime Report.
Alibaba Is Becoming An AI Giant
Alibaba Cloud revenue surged 40% YoY, while AI products now contribute roughly 30% of total cloud revenue. AI revenue run rate exceeded RMB36 billion as enterprise token consumption and inferencing demand accelerated across industries. Alibaba holds nearly $38 billion in cash, allowing aggressive AI infrastructure expansion without relying heavily on external debt markets.
Is Alibaba's new AI chip timed to steal Nvidia's thunder?
Chinese tech giant unveils domestically built processor hours before the US chipmaker's hotly anticipated results Whether by coincidence or design, Alibaba chose to unveil its latest artificial intelligence chip just hours before Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), the dominant force in AI processors, reports one of the most closely watched sets of quarterly results this earnings season. The timing puts a spotlight on the intensifying competition Nvidia faces, not just from Chinese rivals building domestic alternatives under the pressure of US export curbs, but from an increasingly crowded field of Western challengers too.
Alibaba stock could jump 40%: new AI chip gives bulls fresh momentum
Alibaba's latest AI chip has given investors another reason to look past near-term profit pressure. The Chinese technology giant unveiled the Zhenwu M890 on May 19, a processor it says delivers three times the performance of its predecessor, with 144GB of GPU memory and faster chip-to-chip communication for heavy AI workloads.
Alibaba unveils new AI chip in push for domestic alternatives
Alibaba Group on Wednesday unveiled a new AI chip, the Zhenwu M890, as the Chinese technology giant intensifies efforts to build domestic alternatives to Nvidia processors amid tightening U.S. export curbs.
Alibaba Unveils New AI Chip, Upgrades AI Model
The Chinese company said the Zhenwu M890 delivers three times the performance of its predecessor.
Alibaba reveals more powerful Zhenwu AI chip, new LLM
Alibaba is updating its artificial intelligence offerings The new Zhenwu M890 chip delivers three times the performance of its predecessor, according to the company
Is Alibaba Stock an Undervalued Stock Right Now?
Alibaba (BABA +1.76%) is slowly accelerating revenue growth.
President Trump Pushed for Nvidia China Deal — but It's AMD's Chips Beijing Wants
The AI boom has turned semiconductors into geopolitical bargaining chips.
ServiceNow, Alibaba, Archer-Daniels-Midland And More On CNBC's 'Final Trades'
Alibaba shares gained 0.5% to close at $133.26 on Monday while ServiceNow gained 8.8% to settle at $103.42 during the session.
Prediction: Alibaba Stock May Be Entering a New Era
I'm putting a fresh stake in the ground on Alibaba (NYSE:BABA | BABA Price Prediction) after a messy but strategically important quarter.
Alibaba: Now An AI Growth Stock
Alibaba Group Holding Limited delivered a strong Q4, with Cloud Intelligence Group achieving a sequential growth acceleration and AI revenues soaring triple digits for the eleventh consecutive quarter. BABA trades at just 14.4X forward earnings, a valuation that fails to reflect its accelerating Cloud and AI growth potential. The company is investing RMB 380B (~$56B) over three years in Cloud and AI CapEx, targeting over $100B in annual external Cloud/AI revenues within five years.
Is Trending Stock Alibaba Group Holding Limited (BABA) a Buy Now?
Zacks.com users have recently been watching Alibaba (BABA) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Is Alibaba a Buy on AI and Cloud Upside Potential?
Alibaba shares climbed on excitement about its artificial intelligence strategy.
Alibaba Stock May Be One of the Safest Ways to Play the AI Boom Right Now
AI investing often comes with high expectations and high volatility. Alibaba stock offers a different opportunity altogether.
Trump-Xi Summit Ends With Few Breakthroughs. Chinese Stocks Emerge the Winner.
A continued truce would be a near-term positive for investors and Chinese stocks.
Price Targets
Alibaba price target raised to $185 from $170 at Susquehanna
$185.00
(was $141.13)
Susquehanna
Alibaba initiated with an Outperform at BNP Paribas
$209.00
(was $130.83)
BNP Paribas
Alibaba price target lowered to $186 from $190 at Barclays
$186.00
(was $127.96)
Barclays
Alibaba upgraded to Buy from Neutral at Arete
$190.00
(was $162.33)
Arete Research
Alibaba price target lowered to $225 from $231 at Jefferies
$225.00
(was $146.79)
Thomas Chong
·
Jefferies
Freedom Capital Markets Downgrades Alibaba (BABA) to Hold
$140.00
(was $151.78)
Roman Lukianchikov
·
Loop Capital Markets
Alibaba downgraded to Neutral from Buy at Arete
$172.00
(was $158.13)
Arete Research
Benchmark Reiterates Buy Rating on Alibaba (BABA)
$195.00
(was $158.02)
Rosenblatt Securities
Alibaba price target lowered to $190 from $200 at Bernstein
$190.00
(was $157.01)
Bernstein
Alibaba price target raised to $195 from $190 at Barclays
$195.00
(was $156.30)
Barclays
Alibaba price target lowered to $218.80 from $234.70 at Macquarie
$218.80
(was $157.03)
Macquarie
Benchmark Reiterates Buy Rating on Alibaba (BABA) Post Q2 Results
$195.00
(was $160.66)
Macquarie
Alibaba price target raised to $195 from $159 at Mizuho
$195.00
(was $166.67)
Mizuho Securities
Alibaba price target raised to $200 from $167 at Bernstein
$200.00
(was $173.68)
Bernstein
Alibaba price target raised to $174 from $153 at Baird
$174.00
(was $176.44)
Colin Sebastian
·
Robert W. Baird
Alibaba price target raised to $190 from $175 at Susquehanna
$190.00
(was $162.65)
Susquehanna
Alibaba price target raised to $178 from $165 at Jefferies
$178.00
(was $143.93)
Jefferies
Alibaba upgraded to Buy from Neutral at Arete
$152.00
(was $138.55)
Arete Research
Alibaba (BABA) PT Raised to $159 at Mizuho
$159.00
(was $136.40)
Jason Helfstein
·
Mizuho Securities
Alibaba price target raised to $162 from $158 at UBS
$162.00
(was $135.00)
UBS