Alibaba's Cloud Revenue May Accelerate on Strong AI Demand Uptick -- Market Talk

Dow Jones

02-21

0546 GMT - Alibaba's cloud business revenue is expected to accelerate due to a strong uptick in AI demand, according to HSBC Global Research analysts. They note that the core business revenue for the December quarter was a positive surprise, driven by better-than-expected customer management, commission growth and cloud expansion. As a result, the brokerage lifts its fiscal year 2026 cloud revenue growth forecast to 17%, up from the previous 12%. Analysts also highlight the potential for upside catalysts in Alibaba's AI cloud revenue, with a surge in demand observed from January to February. Approximately 60% to 70% of new customer demand is related to AI inference, they add. HSBC maintains a buy rating for Alibaba's ADR and raises the target price to $160.00 from $128.00. The ADRs last closed at $135.97. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

February 21, 2025 00:46 ET (05:46 GMT)

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They note that the core business revenue for the December quarter was a positive surprise, driven by better-than-expected customer management, commission growth and cloud expansion. As a result, the brokerage lifts its fiscal year 2026 cloud revenue growth forecast to 17%, up from the previous 12%. Analysts also highlight the potential for upside catalysts in Alibaba's AI cloud revenue, with a surge in demand observed from January to February. Approximately 60% to 70% of new customer demand is related to AI inference, they add. HSBC maintains a buy rating for Alibaba's ADR and raises the target price to $160.00 from $128.00. The ADRs last closed at $135.97. 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They note that the core business revenue for the December quarter was a positive surprise, driven by better-than-expected customer management, commission growth and cloud expansion. As a result, the brokerage lifts its fiscal year 2026 cloud revenue growth forecast to 17%, up from the previous 12%. Analysts also highlight the potential for upside catalysts in Alibaba's AI cloud revenue, with a surge in demand observed from January to February. Approximately 60% to 70% of new customer demand is related to AI inference, they add. HSBC maintains a buy rating for Alibaba's ADR and raises the target price to $160.00 from $128.00. The ADRs last closed at $135.97. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 21, 2025 00:46 ET (05:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones & Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAQC","symbol_name":"Accelerate Acquisition Corp","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2513236764","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2513236764","pubTimestamp":1740116760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0546 GMT - Alibaba's cloud business revenue is expected to accelerate due to a strong uptick in AI demand, according to HSBC Global Research analysts. They note that the core business revenue for the December quarter was a positive surprise, driven by better-than-expected customer management, commission growth and cloud expansion. As a result, the brokerage lifts its fiscal year 2026 cloud revenue growth forecast to 17%, up from the previous 12%. Analysts also highlight the potential for upside catalysts in Alibaba's AI cloud revenue, with a surge in demand observed from January to February. Approximately 60% to 70% of new customer demand is related to AI inference, they add. HSBC maintains a buy rating for Alibaba's ADR and raises the target price to $160.00 from $128.00. The ADRs last closed at $135.97. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"AAQC":"Accelerate Acquisition Corp","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"translate_title":"阿里巴巴-SW云收入可能因人工智能需求强劲增长而加速——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09988":1,"AAQC":1,"BABA":1},"content_text":"0546 GMT - Alibaba's cloud business revenue is expected to accelerate due to a strong uptick in AI demand, according to HSBC Global Research analysts. They note that the core business revenue for the December quarter was a positive surprise, driven by better-than-expected customer management, commission growth and cloud expansion. As a result, the brokerage lifts its fiscal year 2026 cloud revenue growth forecast to 17%, up from the previous 12%. Analysts also highlight the potential for upside catalysts in Alibaba's AI cloud revenue, with a surge in demand observed from January to February. Approximately 60% to 70% of new customer demand is related to AI inference, they add. HSBC maintains a buy rating for Alibaba's ADR and raises the target price to $160.00 from $128.00. The ADRs last closed at $135.97. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 21, 2025 00:46 ET (05:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0}}}