Alibaba: Consumer Slowdown Weighs On Cloud Intelligence [Seeking Alpha]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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Source: Seeking Alpha
BABA's cloud segment grew 34% YoY in Q2 2026 but remains only 16% of revenue; e-commerce, facing headwinds, still dominates at 68%. Heavy AI-driven CAPEX and subsidy programs have pressured margins and free cash flow, with EBIT margin dropping to 2% and net income falling 53%. Valuation multiples are above historical averages, while revenue and EPS growth projections lag, reflecting macro and sector-specific risks. Ayman Zaid/iStock Editorial via Getty Images Chinese consumption and global e-commerce are cooling off Alibaba Group's ( BABA ) cloud service is growing strongly. That's how I interpreted it when I looked at Q2 2026 (Sep 2025), where the segment's growth was 34% year-over-year. I saw This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am
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BABA
Earnings
- 11/25/25 - Beat
BABA
Sec Filings
- 12/4/25 - Form 6-K
- 12/4/25 - Form 6-K
- 12/1/25 - Form 6-K
- BABA's page on the SEC website