ALIBABA GROUP ADR WKN: A117ME ISIN: US01609W1027 Kürzel: BABA Forum: Aktien Thema: Hauptdiskussion

Alibaba (BABA): Strong Q1 FY2027 Performance Expected Amid Cloud Growth GuruFocus News 07/13/2026 08:41 On July 13, 2026, analysts at Citibank forecast solid performance for Alibaba Group Holding Ltd in the upcoming first quarter of fiscal year 2027, with total revenue expected to rise 7.8% year-on-year to 267 billion RMB. This growth is primarily driven by a robust increase of over 40% in Alibaba Cloud and instant retail businesses, despite ongoing pressures from weak consumer demand in China. What's Behind the News? The recent report from Citibank highlights the anticipated growth in Alibaba's revenue, particularly from its cloud computing and instant retail sectors. The expected 7.8% increase in revenue to 267 billion RMB reflects a positive outlook for the company, especially in light of the significant growth in Alibaba Cloud, which is projected to see a revenue increase of around 45%. This growth is crucial as it comes during a period of weak consumer demand in China, indicating that Alibaba is successfully diversifying its revenue streams and mitigating risks associated with its core e-commerce business.

Gemini: Bernstein SocGen Group hat heute (siehe TipRanks-Link) die Kaufempfehlung für Alibaba (NYSE: BABA) mit einem Kursziel von 180,00 US-Dollar bestätigt. Die Analysten sind optimistisch, vor allem aufgrund des starken Umsatzwachstums im KI-Bereich, der Marktführerschaft im chinesischen KI-Sektor mit dem Qwen-Modell und der anhaltenden Erholung im E-Commerce und Cloud Computing. Wichtige Punkte der Bernstein-Analyse: KI-Wachstumspotenzial: Alibaba verzeichnet eine so hohe KI-Nachfrage, dass die eigene Serverkapazität überstiegen wird. Bernstein sieht im Qwen-Modell einen Wettbewerbsvorteil gegenüber Konkurrenten wie Tencent. Darüber hinaus bieten die chinesischen KI-Labore erhebliche Kostenvorteile, die es Alibaba ermöglichen, den Markt für KMU und Schwellenländer zu dominieren. Bewertung & Kursziel: Laut Bernstein ist die Aktie im Verhältnis zu ihrem fairen Wert unterbewertet. Das Kursziel von 180,00 US-Dollar bietet erhebliches Aufwärtspotenzial. E-Commerce & Cloud: Neben dem Fokus auf KI sieht die Analystengruppe solide Gewinnchancen dank einer Erholung der Kerngeschäfte von Alibaba, nämlich E-Commerce und der Cloud-Sparte. https://www.tipranks.com/news/blurbs/alibaba-group-holding-ltd-9988-gets-a-buy-from-bernstein-blurbs-news?mod=mw_quote_news

Ich denke da ist der Zug für dich abgefahren

Der Rücksetzer Ende 2024 war geil und dann bis 130€ gewartet und raus.😁

Bei 80€ bin ich wieder dabei. Wie damals.😉

Investoren kaufen Anteile an dem chinesischen Technologieunternehmen, nachdem die durchgesickerten Gewinnaussichten eine Rückkehr zum Umsatzwachstum im Kernsegment E-Commerce signalisierten. https://invezz.com/nl/nieuws/2026/07/08/alibaba-aandelen-cathie-wood-gelooft-niet-in-de-ai-hype/

Apple's On-Device AI Path Gets Clearer Apple reportedly held talks on compression technology Moz Farooque 07/09/2026 19:17 Apple AAPL may have a new path for on-device AI after startup PrismML reportedly shrank Alibaba's Qwen 3.6 model to run on the iPhone 17 Pro. The Information reported that PrismML compressed the 27 billion-parameter model to less than 4GB from about 54GB, while claiming the reduction does not hurt performance. The model can reportedly handle complex chat, reasoning, autonomous agents and software coding, with all 27 billion parameters active at once. Apple has held meetings with PrismML about possible uses of its technology, according to the report. The startup's approach could appeal to Apple, which has emphasized running more AI features on devices rather than relying fully on cloud data centers. the report highlights Apple's push to close the AI gap without matching the data-center spending arms race led by Microsoft, Amazon, Meta and Google . The next test is whether PrismML's compression method can scale beyond a technical milestone into real Apple product features.

Schwer unterbewertet. KGV +- 17

Zahlen sind am 12/08 so rund 10:30. Die von mir hier veröffentlichten Analysen lauten folgendermaßen: Man erwartet insgesamt noch keine besonders guten Zahlen, da der Einzelhandel in China nicht gut läuft. Der Cloud-Bereich soll sich aber positiv auswirken.

Die heben zwar alle die Ziele an, Aber wann kommen denn die Zahlen? Denkt ihr, dass die dieses Mal überraschend besser sein werden?

Dies könnte durchaus der Auslöser für einen signifikanten Höhepunkt sein.

PrismML Optimizes Alibaba's AI Model for Apple's iPhone 17 Pro GuruFocus News 07/09/2026 16:59 On July 09, 2026, PrismML announced the successful adaptation of Alibaba's open-source Qwen 3.6 large language model to function on Apple's iPhone 17 Pro. This model, featuring 27 billion parameters, significantly enhances mobile AI capabilities, allowing for complex tasks such as chat and software coding. The compressed version of Qwen 3.6 now occupies less than 4 gigabytes, a notable reduction from its original size of approximately 54 gigabytes. The open-source model is set for release next Tuesday, showcasing advancements in mobile AI technology. What's Behind the News? The adaptation of the Qwen 3.6 model for mobile devices represents a significant leap in AI technology, particularly for Apple users. By compressing the model to fit within the constraints of mobile hardware, PrismML is not only enhancing the functionality of mobile devices but also positioning Alibaba as a leader in the AI space. This development could potentially increase user engagement and open new avenues for applications in mobile commerce and beyond.

Alibaba Earnings Preview: Here Are Morgan Stanley and Citi’s Take on BABA Stock Shalu Saraf Jul 09, 2026, 11:45 AM . Currently, Wall Street expects Alibaba to report earnings per share (EPS) of $1.46 for Q1 FY27 on revenues of $39.57 billion. Morgan Stanley Expects Cloud to Beat Estimates Morgan Stanley analyst Gary Yu reiterated an Overweight rating on Alibaba stock while lowering his price target to $180 from $190. The analyst expects Alibaba Cloud revenue to grow 45% year over year, ahead of market expectations, with cloud margins improving to about 11%. He believes AI-related cloud demand remains strong and expects cloud growth to continue speeding up in the coming quarters. At the same time, Yu expects China e-commerce results to remain under pressure due to soft consumer demand. However, he expects losses from Alibaba’s quick-commerce business to narrow, helping offset weaker results from its China e-commerce business. Despite trimming his price target, Yu continues to view Alibaba as one of his “top picks” because of its attractive valuation and improving cloud business. Citi Sees Cloud Offsetting Soft E-Commerce Likewise, Citi analyst Alicia Yap maintained a Buy rating on Alibaba stock while lowering her price target to $192 from $208. She expects weaker customer management revenue after soft retail sales and a muted 6.18 shopping festival. Even so, she forecasts Alibaba Cloud revenue to grow 45% with cloud margins improving to about 11.5%. Yap also expects smaller quick-commerce losses and stronger cloud profits to support overall earnings. While she expects China’s retail market to remain soft over the next few quarters, she believes Alibaba’s cloud business will continue to be the company’s main growth engine.

HSBC Lowers Alibaba (BABA) Earnings Forecast Amid Rising AI Investments GuruFocus News 07/09/2026 05:03 On July 08, 2026, HSBC Global Research revised its earnings forecast for Alibaba Group Holding Ltd, citing increased ongoing investments in AI. The target price for Alibaba's Hong Kong stock was lowered from HKD 172 to HKD 166, reflecting a drop in the target price for its U.S. shares from USD 176 to USD 170, while maintaining a "Buy" rating. The adjustment includes a 3.7% decrease in the company's adjusted net income forecast for fiscal year 2027 to CNY 99.404 billion. What's Behind the News? The recent revision by HSBC Global Research highlights the challenges Alibaba faces as it continues to invest heavily in artificial intelligence. This strategic move is crucial for maintaining competitiveness in a rapidly evolving e-commerce landscape. However, the lowered earnings forecast reflects concerns about profitability, particularly in Alibaba's core e-commerce business in China. The anticipated decline in adjusted net income for the upcoming fiscal quarter underscores the ongoing pressures the company is experiencing.

CICC Sticks to Their Buy Rating for Alibaba Group Holding Ltd. (9988) TipRanks Auto-Generated Intelligence Newsdesk Jul 09, 2026, 06:16 AM CICC Sticks to Their Buy Rating for Alibaba Group Holding Ltd. (9988) In a report released today, from CICC maintained a Buy rating on Alibaba Group Holding Ltd., with a price target of HK$172.00. Alibaba Group Holding Ltd. has an analyst consensus of Strong Buy, with a price target consensus of HK$187.29.