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 disclose its fiscal Q2 outcomes around early to mid-November, with projections indicating a 6% annual increase in total revenue. It's anticipated that core Taobao Tmall revenues will remain relatively unchanged from the previous year. Predictions for the China marketplaces' customer management revenue suggest a modest 1.8% year-over-year rise, which is based on the assumption of a mid-single digit percentage growth in gross merchandise value (GMV) and a slight decrease in the blended take rate.
While anticipating Q2 results, a conservative stance on Alibaba is maintained due to subdued consumption and ongoing reinvestments that are expected to impact earnings. It is projected that the Gross Merchandise Value will experience an approximate 4%-5% annual increase compared to the higher single-digit growth seen in Q1. Additionally, a quicker expansion in customer management revenue is anticipated, with an estimated growth of 2%-3% versus the 0.6% in Q1, bolstered by software service fees.
Expectations are set for Alibaba's fiscal second-quarter core revenue and profit at its key e-commerce platforms to be challenged by a subdued consumption climate. However, it's suggested that investors look past these near-term headwinds in anticipation of potential positive developments in subsequent quarters. Among the leading trio of Chinese e-commerce giants, which currently share comparable forward price-to-earnings ratios, Alibaba is perceived to be the most appealing investment option.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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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月初至中旬左右披露其第二財季業績，預計總收入每年增長6％。預計淘寶天貓的核心收入將與去年相比相對保持不變。對中國市場客戶管理收入的預測顯示，同比小幅增長1.8％，這是基於商品總價值（GMV）的中等個位數百分比增長以及混合收取率略有下降的假設。
在預測第二季度業績的同時，由於消費疲軟和持續的再投資預計將影響收益，阿里巴巴的保守立場得以維持。與第一季度更高的個位數增長相比，預計商品總值每年將增長約4％-5％。此外，在軟件服務費的推動下，預計客戶管理收入將更快地增長，預計增長2％-3％，而第一季度爲0.6％。
預計阿里巴巴第二財季的核心收入和主要電子商務平台的利潤將受到消費環境疲軟的挑戰。但是，有人認爲，投資者將目光投向這些短期的不利因素，預計未來幾個季度可能會出現積極的進展。在目前具有可比遠期市盈率的三大中國電子商務巨頭中，阿里巴巴被認爲是最具吸引力的投資選擇。
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