Morgan Stanley analyst Gary Yu maintains $Alibaba (BABA.US)$ with a hold rating, and adjusts the target price from $90 to $115.
According to TipRanks data, the analyst has a success rate of 37.5% and a total average return of -7.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alibaba (BABA.US)$'s main analysts recently are as follows:
Expectations are set for Alibaba to unveil its fiscal Q2 results in the early to mid part of November, with projections indicating a 6% year-over-year rise in total revenue and a steady performance in core Taobao Tmall revenue on a year-over-year basis. It's anticipated that the China marketplaces' customer management revenue will see a slight increase of 1.8% year-over-year, based on assumptions of a moderate single-digit percentage increase in gross merchandise value (GMV), coupled with a slightly lower blended take rate.
A conservative stance is being maintained on Alibaba because of subdued consumer spending and ongoing reinvestments that are expected to impact earnings. It is anticipated that Alibaba's Gross Merchandise Value will show an annual increase of 4%-5%, compared to the higher single-digit rise in the previous quarter. Additionally, a quicker growth in customer management revenue is forecasted at 2%-3%, an improvement from the 0.6% observed in the first quarter, likely bolstered by software service fees.
Alibaba is anticipated to confront challenges in its fiscal Q2 core-core revenue/profit, particularly within Taobao and Tmall Group, due to a subdued consumption climate. Nevertheless, analysts suggest that investors should look beyond these immediate results in anticipation of positive developments in the upcoming quarters. Comparatively, among the 'big 3' China e-commerce players—Alibaba, PDD Holdings, and JD.com—which are currently trading at similar forward PE multiples, Alibaba is perceived to be the most promising investment option.
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摩根士丹利分析師Gary Yu維持$阿里巴巴 (BABA.US)$持有評級，並將目標價從90美元上調至115美元。
根據TipRanks數據顯示，該分析師近一年總勝率為37.5%，總平均回報率為-7.5%。
此外，綜合報道，$阿里巴巴 (BABA.US)$近期主要分析師觀點如下：
預計阿里巴巴將在11月初至中旬公佈其第二財季業績，預計總收入同比增長6％，淘寶天貓核心收入同比表現穩定。預計中國市場的客戶管理收入將同比小幅增長1.8％，這是基於商品總價值（GMV）略有增長的個位數百分比以及混合收益率略低的假設。
由於消費者支出疲軟和持續的再投資預計將影響收益，阿里巴巴一直保持保守立場。預計阿里巴巴的商品總值將每年增長4％-5％，而上一季度的個位數增長幅度更高。此外，預計客戶管理收入將更快地增長，爲2％-3％，較第一季度的0.6％有所改善，這可能是由軟件服務費推動的。
由於消費環境疲軟，預計阿里巴巴將在其第二財季核心收入/利潤中面臨挑戰，尤其是在淘寶和天貓集團內部。儘管如此，分析師認爲，投資者應將目光投向這些即時業績之外，預計未來幾個季度將出現積極的發展。相比之下，在目前以相似的遠期私募股權倍數進行交易的 「三大」 中國電子商務參與者——阿里巴巴、PDD Holdings和京東——中，阿里巴巴被認爲是最有前途的投資選擇。
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