Alibaba Earnings Preview: Strong AI Adoption, Weak Profit Translation [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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US:NYSE Investor Relations:
alibabagroup.com/en/ir/home
Company Research
Source: Seeking Alpha
Qwen's user growth is strong, reaching 100 million MAUs within two months of beta and 203 million by February 2026, despite several senior executive departures. However, the near-term risk that I see is monetization. Free Qwen usage raises computing costs while the quick commerce business is still pressuring the bottom line. Core commerce remains sluggish, with the Street expecting under 5% growth in China commerce, while quick commerce's 60% growth came with a 76% drop in segment adjusted EBITA. Overall, I am not as optimistic about Alibaba now as I was back in December. However, long-term, I think the market will recognize the AI growth story of the company. Robert Way/iStock Editorial via Getty Images I am downgrading my rating on Alibaba Group Holding Limited ( BABA ) heading into the Q3 FY26 print. In my last coverage , I argued that margin pressure from heavy investment in quick commerce was This article was written by Analyst's Disclosure: I/we have no stock, o
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BABA
Earnings
- 11/25/25 - Beat
BABA
Sec Filings
- 3/6/26 - Form 6-K
- 3/3/26 - Form 6-K
- 2/12/26 - Form 13F-HR
- BABA's page on the SEC website