Alibaba: AI Priced In, Margin Pressure Ahead [Seeking Alpha]
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA)
Last alibaba group holding limited american depositary shares each representing eight ordinary share earnings: 2/13 06:45 am
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alibabagroup.com/en/ir/home
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Source: Seeking Alpha
However, recent developments are mixed in my view and have led me to reconsider my thesis. On the positive side, BABA's recent AI advancements, such as its QwQ-32B model and partnership with Manus, are absolutely positive. But I feel these positives are already factored into BABA's current valuation ratios. In the meantime, I also see several factors that could cause substantial margin pressures ahead. Looking for more investing ideas like this one? Get them exclusively at Envision Early Retirement. Learn More » BABA stock: previous thesis and new developments As you can see from my writing history below, I became bullish towards Alibaba Group Holding Limited NYSE: BABA ) stock in late 2024 and have written two articles arguing for a buy As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week o
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BABA
Earnings
- 11/25/25 - Beat
BABA
Sec Filings
- 12/4/25 - Form 6-K
- 12/4/25 - Form 6-K
- 12/1/25 - Form 6-K
- BABA's page on the SEC website