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BABA Alibaba Group Holding Limited

USConsumer Cyclical
$114.32-2.70%OpenMarket Cap: $274.01B

As of 2026-07-17 09:31

Why BABA matters now

Alibaba Group Holding Limited (BABA) is a US stock in Consumer Cyclical. The latest InvestLog snapshot shows $114.32 with -2.70% on the session and $274.01B in market capitalization; recent performance reads 1-month -21.07% and YTD -26.96%.

The latest financial table shown here is Q4 2026, with revenue of $243.38B, net income of $25.54B, and EPS of $10.40. Investors can compare that operating picture with valuation signals such as P/E 22.04 and FCF yield -3.0%.

InvestLog's latest related AI research is a Insider Sale note titled "Evans J. Michael sells $68.4M of BABA". The latest indexable market news headline is "Alibaba Investor News: If You Have Suffered Losses in Alibaba Group Holding Limited (NYSE: BABA), You Are Encouraged to Contact The Rosen Law Firm About Your Rights" from GlobeNewsWire.

Additional event context on this page matters because analyst consensus is Buy with a median target of $188.00; recent insider activity includes Yu Siying filing A-Award; recent congressional disclosure data includes Gilbert Cisneros Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

22.04

PEG

P/B

1.69

P/S

1.70

EV/EBITDA

12.65

DCF Value

$142.18

FCF Yield

-3.0%

Div Yield

1.0%

Margins & Returns

Gross Margin

39.8%

Operating Margin

5.8%

Net Margin

10.1%

ROE

10.0%

ROA

5.4%

ROIC

3.2%

Financials

PeriodRevenueNet IncomeEPS
Q4 2026$243.38B$25.54B$10.40
FY 2026$1.02T$103.59B$44.00
Q3 2026$284.84B$16.38B$6.64
Q2 2026$247.79B$21.02B$8.72

Analyst Ratings

Consensus

Buy

Target (Consensus)

$189.17

Target (Median)

$188.00

Target Range

$140.00 - $225.00

Strong Buy: 8Buy: 30Hold: 2Sell: 0Strong Sell: 1
SusquehannaPositive
2026-05-15
MizuhoOutperform
2026-05-14
BarclaysOverweight
2026-05-14
JP MorganOverweight
2026-05-14
SusquehannaPositive
2026-03-26

Trading Activity

Insider Trades

Yu Siyingofficer: General Counsel
Sell2026-06-02
Xu Hongofficer: Chief Financial Officer
Sell2026-06-02
Tsai Joseph Cdirector
Sell2026-06-02
Jiang Fan (FJ)officer: CEO of Business Group
Sell2026-06-02
Jiang Fangofficer: Chief People Officer
Sell2026-06-02

Congress Trades

Gilbert CisnerosBuy
2026-04-08

Company Info

Sector

Consumer Cyclical

Industry

Specialty Retail

Country

CN

Exchange

Beta

0.46

Alibaba Group Holding Limited, through its various subsidiaries, furnishes crucial technological infrastructure and extensive marketing channels. This comprehensive support allows merchants, brands, retailers, and other businesses to effectively engage with their customer base, both within the People's Republic of China and across international markets. The company's operations are organized across seven primary segments: China Commerce, International Commerce, Local Consumer Services, Cainiao (its logistics network), Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The company's extensive digital ecosystem features premier online retail platforms like Taobao and Tmall. Wholesale business-to-business transactions are facilitated through 1688.com and Alibaba.com. Globally, it operates retail platforms such as AliExpress, Lazada, Trendyol, and Daraz. For fresh goods and groceries, it offers Freshippo, and Tmall Global specializes in import e-commerce. Monetization and advertising solutions are provided via Alimama, its proprietary platform, which offers diverse marketing services including pay-for-performance, in-feed, and display ads, supported by the Taobao Ad Network and Exchange for real-time bidding. Logistics operations are primarily handled by the Cainiao Network. Its local consumer services encompass Ele.me for on-demand food and delivery, Koubei for restaurant and local service directories, and Fliggy for travel booking. Alibaba Cloud offers a wide array of services, including elastic computing, data storage, networking, security, database management, big data analytics, and Internet of Things (IoT) solutions. It also supplies hardware, software licenses, installation, and application development and maintenance. The digital media and entertainment division includes Youku, an online video platform; Quark, an information search and content consumption tool; and Alibaba Pictures, collectively offering diverse content spanning films, live events, news feeds, literature, and music. Its innovation portfolio further extends to Amap, a mobile application for digital mapping and navigation; DingTalk, a business communication and efficiency platform; the Tmall Genie smart speaker; and Qwen, an advanced artificial intelligence chatbot. Founded in 1999, Alibaba Group is headquartered in Hangzhou, People's Republic of China.