BABA Alibaba Group Holding Limited

BABA Alibaba Group Holding Limited

Consumer Cyclical · Internet Retail

Desk view

Watchinglow conviction
Basis Logged decision
Perspectives China Structural Discount
Updated

Market read

POC $160.00 · VWAP $143.13 · -12.9% vs 12m avg buyer

downtrend vol: compressedgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

1 related perspective

Watchlists @china-tech

BABA Price Structure

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Peers

Every watchlist BABA belongs to, members best 30-day change first — BABA highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@china-tech
View watchlist →
BABAE+8.5% +0.7%1d -5.7%7d ASHR+4.7% +1.4%1d +0.6%7d PDD+3.3% +2.5%1d -6.5%7d FXI+2.8% +0.6%1d -3.8%7d KWEB+0.5% -0.2%1d -7.4%7d BIDUE-2.9% +0.4%1d -4.8%7d JD-3.8% -1.9%1d -14.9%7d NTESE-5.3% -0.6%1d -6.8%7d

Next earnings BABA reports in 2 days Aug 20

Against street estimates

How BABA's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report May 13 · projection Aug 17

Result
May 13 5.740.62-89.2%Miss
Mar 19 10.947.09-35.2%Miss
Nov 25 '25 5.784.36-24.6%Miss
Aug 29 '25 15.4714.75-4.7%Miss
May 15 '25 12.8112.52-2.3%Miss
Feb 20 '25 19.3821.39+10.4%Beat
Nov 15 '24 14.7715.06+1.9%In line
Aug 15 '24 14.9416.44+10.0%Beat

News (last pull)

Headlines about BABA from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 24 days ago · Jul 25

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

BABA research tape

2 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief Memory Gets Paid, Activewear Gets Marked Down tweet Qwen3.8 launching, going open-weight soon — 2.4T params, 'second only to Fable 5' — tweet
Types
Aug 17 Market Brief Memory Gets Paid, Activewear Gets Marked Down
ARARKQAXIABDNBUZZCENXFNBHP +4 more
Jul 19 Source Qwen3.8 launching, going open-weight soon — 2.4T params, 'second only to Fable 5'
BABAENVDA#ai-capex-digestion