Alibaba Group Holding Limited (BABA) research: valuation against peers, fundamentals over time, risk and news coverage
BABA
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The themes this instrument belongs to, and the rest of what sits inside them — the peer set a screener gives you is statistical, this one is editorial.
Onshore, offshore and the ADRs — three markets with different investors and often different directions.
Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- BREAKING STORYBULLISHChina Weighs Letting Alibaba, ByteDance Buy New Nvidia AI Chips
China may permit Alibaba and ByteDance to purchase new Nvidia chips, according to The Information, a shift that could restore demand from two of the country's largest AI buyers.
- SPECIAL REPORTNEUTRALNvidia's China Chip Sales Sit At Zero Ahead Of Trump-Xi Summit
Nvidia's $108 billion sales forecast assumes zero AI chip sales to China, a gap that could close or widen depending on what Trump and Xi agree to on September 24.
- BREAKING STORYBULLISHJack Ma Buys $76 Million Alibaba Stake, Shares Jump
Jack Ma's $76 million purchase of Alibaba shares sent the stock higher as investors read the move as a vote of confidence in the company's artificial intelligence strategy.
- BREAKING STORYBEARISHMichael Burry Says Alibaba Must Fall Another 50% After Exiting Position
Michael Burry exited his Alibaba position, saying the stock is down 40% on AI pressure and still needs to fall by half, citing broken management commitments.
- BREAKING STORYBEARISHAlibaba Shares Slide as Burry Exits Stake and $10.2 Billion Share Sale Lands
Alibaba shares fell in Hong Kong after Michael Burry disclosed he had exited his Alibaba stake in favor of JD.com, compounding pressure from a $10.2 billion share placement the company launched to fund AI investment.
- BREAKING STORYNEUTRALSoftBank and Alibaba together seek $16.3 billion in fresh capital to fund AI buildout
SoftBank is planning a record $6.3 billion bond sale and Alibaba is raising $10 billion via share placement, both citing accelerating AI spending as the reason.
- BREAKING STORYNEUTRALAlibaba Seeks Record $10.2 Billion Hong Kong Share Sale to Fund AI Buildout
Alibaba is planning a Hong Kong share sale of $10.2 billion, up from an initial proposal of $10 billion, to fund artificial-intelligence investment.
- BREAKING STORYBEARISHAlibaba Shares Sink 7% as Capex Surge Outpaces Cloud Growth
Alibaba stock fell 7% after investors judged a 75% surge in capital expenditure too steep a price for 45% cloud revenue growth.
- BREAKING STORYNEUTRALChina internet earnings split: Alibaba beats on sales, NetEase misses on profit
Alibaba missed profit estimates by ¥2.20 per share while beating on revenue, and NetEase shares slid after its own profit miss, leaving the sector's quarter mixed rather than uniformly weak.
- SPECIAL REPORTNEUTRALWeek Ahead: Alibaba and Walmart Earnings Collide With FOMC Minutes in Consumer Demand Test
Alibaba and Walmart headline next week's earnings calendar, offering the cleanest available signal on Chinese and US household spending, with the release of FOMC meeting minutes providing the policy counterpoint. Against that macro backdrop, a 53-year-old lawn and garden retailer is facing Chapter 11 with liquidation on the table. Elsewhere, Bill Gates' foundation portfolio added Home Depot, Alphabet is contending with thousands of lawsuits, and a long-standing Berkshire dividend holding hit an all-time high in Greg Abel's first period at the helm.
- BREAKING STORYBULLISHAutonomy and Defense Capital Converge: Pony.ai-Uber Europe Push, Trump Shipbuilding Order
Two industrial policy and mobility catalysts landed simultaneously: a 2,000-plus vehicle robotaxi rollout in Europe from Pony.ai and Uber, and a presidential directive to overhaul U.S. Navy shipbuilding including construction of a new shipyard. Both channel capital into physical infrastructure with multi-year visibility.
- MARKET REPORTNEUTRALEarnings Wave Splits Winners From Laggards Across Mid-Cap Complex
A dense tranche of second-quarter results produced sharp dispersion. Operators with pricing power and asset utilization leverage — National Vision, Vamos, HLS and Woodward's end markets — outperformed, while structurally challenged marketplaces and input-cost-exposed consumer staples lagged.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.