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.</p>\n<p> 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.</p>\n<p>“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.</p>\n<p>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.</p>\n<p>Related Articles</p>\n<p>Alibaba’s strong results, AI potential drive Wall Street price target hikes</p>\n<p>Mastercard settlement approved by UK court despite funders' opposition</p>\n<p>Brazil's Azul approves capital increase with Neeleman investment</p>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://finance.yahoo.com/news/alibaba-strong-results-ai-potential-150323721.html\">Investing.com</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"https://finance.yahoo.com/news/alibaba-strong-results-ai-potential-150323721.html","article_id":"2513916112","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2513916112","pubTimestamp":1740150203,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com --Barclays and JPMorgan raised their price targets on Alibaba  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  also maintained an Overweight rating, raising its price target to $180, citing better-than-expected customer management revenue  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 s","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"BABA":"阿里巴巴","HBBD.SI":"Alibaba HK SDR 5to1"},"translate_title":"阿里巴巴-SW强劲业绩和人工智能潜力推动华尔街目标价上调","themeId":"506c74042d63960682fb72148890c4b3","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BABA":1,"HBBD.SI":0.9},"content_text":"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.\nJPMorgan 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.\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}}}