BABA Stock Recent News

PDD Holdings Inc.'s significant Q1 earnings miss - marked by the steep plunge in Temu-driven transaction services revenue growth - serves as a clear warning of looming tariff implications. This follows a streak of earnings disappointments reported by its core domestic and international commerce rivals, including Alibaba, from earlier this month. The ongoing tariff uncertainties are likely to amplify the strategic and structural differences between BABA and PDD, revealing how each company responds to shifting global and domestic headwinds.

BABA's AI, cloud and global retail push drive upside, while JD.com faces profit pressure despite strong revenues and user growth.

The maker of beauty apps will sell $250 million worth of convertible bonds that could make the e-commerce giant its third-biggest shareholder

Ray Dalio, the brilliant billionaire investor over at Bridgewater Associates, made some notable moves in the first quarter that were quite remarkable.

Alibaba's instant commerce platform has reportedly crossed the 40-million-daily-orders mark within a month of launch. As Reuters noted in a report Monday (May 26) on this milestone, the platform brings merchants from the eCommerce giant's food delivery arm Ele.me onto its main domestic shopping app, Taobao, making deliveries within 60 minutes.

Alibaba's Q4 FY25 revenue growth missed expectations, but the core e-commerce and cloud segments show resilience and strong long-term potential. AI-driven ad solutions and a focus on high-value users are boosting e-commerce efficiency, though rising costs and subsidies pressure margins. Cloud growth outpaced global peers, but margin compression and capex concerns linger; AI and SaaS initiatives lay the groundwork for future upside.

Chinese e-commerce giant Alibaba said Monday that its Taobao Instant Commerce portal, which delivers items within 60 minutes, has surpassed 40 million daily orders within a month of launching.

Alibaba's stock has seen sharp fluctuations recently on account of ongoing trade related uncertainties. The impact of tariffs on an already softer projected economic growth can be felt by the e-commerce division, while the US's chip export curbs can affect cloud services. However, its recent results indicate that the company has the ability to power through and even turnaround segments like the domestic e-commerce segment, despite challenges.

Alibaba Group (BABA -0.62%) has been on a journey of transformation over the past two years as it prepares for the next growth phase. In this process, the Chinese e-commerce giant almost completely reshuffled its senior leadership team (including its CEO), doubled down on core businesses, and paid more attention to delivering shareholder value.

Alibaba Group Holding Limited delivered solid 7% revenue and 36% EBITA growth despite geopolitics; its cloud segment's surging AI demand signals massive long-term potential—but watch U.S.-China relations closely. Alibaba's fundamental undervaluation (~12x earnings) could unlock substantial upside if China shifts toward diplomatic harmony with the West—aligning its intrinsic value with global tech giants. Alibaba's long-term thesis hinges significantly on China embracing open, capitalist-friendly diplomacy; alignment here would dramatically amplify returns from today's valuation.