Alibaba Group Holding Limited

BABA · NYSE

Alibaba reported fiscal 2026 revenue of CNY 1.02 trillion, operating income of CNY 50.15 billion and net income of CNY 103.59 billion. The thesis turns on China commerce durability, cloud/AI growth, capital returns and ADR/geopolitical risk.

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NYSE BABA Coverage Bootstrap Alibaba Group Holding Limited

Latest ReportMay 20, 2026Alibaba: cloud AI upside still has to outrun China platform riskView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->

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Latest Thesis

Alibaba: cloud AI upside still has to outrun China platform risk

May 20, 2026Research reportSlides available

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Alibaba Group Holding Limitedcloud AI upside still has to outrun China platform riskMay 20, 2026

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