Alibaba’s strong results, AI potential drive Wall Street price target hikes

Investing.com

02-21

Investing.com -- Barclays and JPMorgan raised their price targets on Alibaba (NYSE:BABA) Group following strong quarterly results, banking on growth in e-commerce monetization and increasing investor confidence in the company’s cloud and AI potential.

JPMorgan reiterated its Overweight rating and lifted its December 2025 price target to $170 from $165, highlighting Alibaba’s improving earnings outlook and a projected 29% adjusted EPS CAGR from fiscal 2025 to 2027. The firm expects Alibaba to remain a key player in China's AI sector, with a significant increase in capital expenditure supporting generative AI development.

Barclays (LON:BARC) also maintained an Overweight rating, raising its price target to $180, citing better-than-expected customer management revenue (CMR) growth and investors assigning greater value to Alibaba’s cloud business.

“We note that Alibaba Cloud is a business with expected annual revenues of around $20bn per our estimates and current EBITA margin of 10%, but by and large investors do not seem to have credited the company with any value for this until very recently, analyst at Barclays said.

Both firms pointed to Alibaba’s strengthened e-commerce monetization and an AI-driven acceleration in cloud revenue as key drivers for the stock’s re-rating.

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The firm expects Alibaba to remain a key player in China's AI sector, with a significant increase in capital expenditure supporting generative AI development.\n Barclays (LON:BARC) also maintained an Overweight rating, raising its price target to $180, citing better-than-expected customer management revenue (CMR) growth and investors assigning greater value to Alibaba’s cloud business.\n“We note that Alibaba Cloud is a business with expected annual revenues of around $20bn per our estimates and current EBITA margin of 10%, but by and large investors do not seem to have credited the company with any value for this until very recently, analyst at Barclays said.\nBoth firms pointed to Alibaba’s strengthened e-commerce monetization and an AI-driven acceleration in cloud revenue as key drivers for the stock’s re-rating.\nRelated Articles\nAlibaba’s strong results, AI potential drive Wall Street price target hikes\nMastercard settlement approved by UK court despite funders' opposition\nBrazil's Azul approves capital increase with Neeleman investment","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":"","news_rank":0,"symbols":[],"gpt_button":0}}}