Alibaba Group Holding Limited (BABA)
Coverage summary
Aardvark Labs Capital Research has covered Alibaba Group Holding Limited (BABA) since November 26, 2025. The company is in the Consumer Cyclical sector. This page lists 4 reports: 4 earnings recaps.
The latest is the Q1 FY27 Earnings Recap, published August 26, 2026. The current rating is Outperform, unchanged since the Q4 FY26 Earnings Recap of May 14, 2026. The rating has changed once since coverage began.
Translations: 4 in Chinese.
Rating history
All BABA reports
Recap: Q1 FY27
Cloud Hits Every Checkpoint We Set; the Street Repriced the Bill Instead
Recap: Q4 FY26
The AI Monetization Inflection Arrives as the Profit Troughs: Upgrading Alibaba to Outperform
Recap: Q3 FY26
Cloud Accelerates to +36% and a US$100B Target Lands, But Quick Commerce Gets Two More Years of Spend and a First Profit Date of FY29
Recap: Q2 FY26
Cloud Reaccelerates to +34%, But a Spending Shock Buries the Profit Line: Initiating Alibaba at Hold