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BABA · NYSE · Specialty Retail

Alibaba Group (ADR) (BABA)

Connects commerce marketplaces, logistics, cloud infrastructure and Qwen AI across China and international markets.

$119.84
vs last close+4.09 (+3.53%)
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Alibaba Group Holding LimitedBABA
Consumer Discretionary

Runs China and international commerce marketplaces, merchant services and local commerce alongside Alibaba Cloud and Qwen AI. Revenue comes from merchant marketing, direct sales, logistics and other services, while the portfolio also includes Cainiao, Amap, Freshippo, health, media and workplace software.

Runs commerce marketplaces and services in China through Taobao, Tmall, 1688.com, Xianyu, Ele.me, Fliggy and instant commerce, while AliExpress, Lazada, Trendyol, Daraz, Miravia and Alibaba.com serve buyers and merchants internationally.

Provides cloud infrastructure, platform services and Qwen models through Cloud Intelligence. Cainiao logistics, Amap, Freshippo, Alibaba Health, Youku, Damai, DingTalk and games sit in a broad collection of other businesses.

Connects transaction platforms with merchant marketing, logistics, local delivery and cloud capacity, an operating span built from its marketplace roots. Operations span China and international markets.

Depends on Chinese platform regulation, continued U.S. audit access for its NYSE listing and access to advanced computing hardware for cloud and AI development.

Company facts

CEOEddie Yongming Wu
ListedSep 19, 2014
ExchangeNYSE
HeadquartersHangzhou, China
CountryChina
Employees131,462
CIK0001577552
ISINUS01609W1027

Market cap$277.46B
EPS (ttm)$4.40
P/E (ttm)26.30
ROE7.0%
P/B1.77
P/S1.78
Dividend yieldDiv yield0.91%
Beta1.27vs XLY 0.12

Price target$175.00+51.2%Average of 59 analysts
ConsensusBuy51 of 59 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 7, 2026BernsteinReiterate
Rating: —Target: $190
Rating: OutperformTarget: $165
Aug 21, 2026Robert W. BairdTarget
Target: $174
Target: $160
Aug 21, 2026BarclaysReiterate
Rating: —Target: $186
Rating: OverweightTarget: $200
Jul 9, 2026HSBCTarget
Target: $83.89
Target: $170
Jun 24, 2026DaiwaDowngrade
Rating: PositiveTarget: $170
Rating: NeutralTarget: $175

Next report
Nov 24, 26
in 63 days
EPS estimate
$1.63
Revenue estimate
$40.44B
Fiscal quarter
Q2 FY27

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$2.93$1.73$2.06$0.61$1.01$0.09$1.25Pending
Estimate$2.67$1.48$1.95$0.66$1.91$1.02$1.94$1.63
Surprise+9.7%+16.9%+5.6%−7.6%−47.1%−91.2%−35.6%—

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Mar '26May '26Aug '26Nov '26
Reported$38.37B$32.57B$34.56B$34.80B$40.72B$35.27B$39.64BPending
Estimate$38.14B$33.01B$34.26B$34.23B$41.36B$35.76B$39.52B$40.44B
Surprise+0.6%−1.3%+0.9%+1.7%−1.5%−1.4%+0.3%—
Estimate$1.63
ReportedDue Nov 24, 2026
Estimate$40.44B
ReportedDue Nov 24, 2026
View details

Debt to equity25.40%
Current ratio136.20%

ProfitabilityRevenueNet incomeNet margin

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Revenue$35.36B$41.89B$35.35B$37.03B$37.05B$42.59B$36.39B$40.10B
Net income$6.58B$7.35B$1.88B$6.08B$3.14B$2.45B$3.82B$1.58B
Net margin18.6%17.5%5.3%16.4%8.5%5.8%10.5%3.9%

GrowthOperating income

Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26Q1 FY27
Operating income$5.27B$6.16B$4.26B$5.23B$802.1M$3.01B−$126.8M$2.88B
YoY growth+4.9%+83.0%+92.8%−2.8%−84.8%−51.1%Turned loss−44.9%

Balance sheet, Jun 30, 2026Cash & short-term investments $64.06B · Total debt $39.86B · Total assets $293.47B · Shareholders' equity $156.90B

Revenue
$40.10B
Operating income
$2.88B
Net income
$1.58B

Reported in CNY, converted at the latest exchange rate

View details

Dividend yield
0.91%
Next ex-date
Jun 11, 27
estimated · in 262 days
Annual dividend
$1.05
per share
Schedule
Annual
one payment a year

HistoryDividendAnnual yield

——————Dec '23Jun '26
Dividend——————$1.00$1.05
Annual yield——————1.36%0.93%
Ex-date——————Dec 20Jun 11
Payment date——————Jan 18Jul 13
View details

Institutions9.76%233.90M ADS
1,375 holders · as of Jun 30, 2026
Insiders0.78%18.76M ADS
13 holders · as of Sep 14, 2026
Other89.46%2.14B ADS
remainder

2.40B ADS (1 ADS = 8 ordinary shares) as of Aug 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (232.25M in the company's Sep 22, 2026 report, 2.40B elsewhere); stakes use the report.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Primecap Management Co/CA/Institution
0.78%18.61M ADSas of Jun 30, 2026
Joseph C. TsaiInsiderdirector
0.60%115.80M ordinaryfiled Aug 25, 2026
UBS Group AGInstitution
0.44%10.57M ADSas of Jun 30, 2026
Dodge & CoxInstitution
0.42%9.96M ADSas of Jun 30, 2026
HSBC Holdings PLCInstitution
0.40%9.63M ADSas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 25, 2026Joseph C. Tsaidirector+720,000$14.47
Aug 24, 2026Joseph C. Tsaidirector+720,000$14.29
Aug 24, 2026Yongming Wudirector, officer: Chief Executive Officer+350,000$14.24
Jun 29, 2026J. Michael Evansdirector, officer: President−720,000$94.95
Jun 25, 2026Fang Jiangofficer: Chief People Officer−4,898$12.09
View details

  • JD.com (ADR)

    China retail, quick-commerce, and logistics rival

  • PDD (ADR)

    Value-led marketplaces in China and international markets

  • Amazon

    Global marketplace, fulfillment, and cloud platform rival

  • Sea (ADR)

    Shopee marketplace rival across Southeast Asia and Brazil

  • Baidu (ADR)

    China AI cloud, foundation-model, and maps rival

Compare

CompanyPriceChange
Alibaba Group (ADR)$119.84+3.53%$277.46B26.318.21.8+14.7%
JD.com (ADR)$27.71+1.58%$38.30B18.08.70.2+2.5%
PDD (ADR)$80.44+1.44%$112.87B8.49.11.7+14.0%
Amazon$257.97−0.19%$2.78T20.827.63.6+19.6%
Sea (ADR)$104.34+1.65%$61.63B39.624.32.2+46.9%
Baidu (ADR)$93.52+1.42%$31.36B—18.61.6+1.1%
Median19.418.61.7+14.0%