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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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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摩根士丹利分析师Gary Yu维持$阿里巴巴 (BABA.US)$持有评级，并将目标价从90美元上调至115美元。
根据TipRanks数据显示，该分析师近一年总胜率为37.5%，总平均回报率为-7.5%。
此外，综合报道，$阿里巴巴 (BABA.US)$近期主要分析师观点如下：
预计阿里巴巴将在11月初至中旬公布其第二财季业绩，预计总收入同比增长6％，淘宝天猫核心收入同比表现稳定。预计中国市场的客户管理收入将同比小幅增长1.8％，这是基于商品总价值（GMV）略有增长的个位数百分比以及混合收益率略低的假设。
由于消费者支出疲软和持续的再投资预计将影响收益，阿里巴巴一直保持保守立场。预计阿里巴巴的商品总值将每年增长4％-5％，而上一季度的个位数增长幅度更高。此外，预计客户管理收入将更快地增长，为2％-3％，较第一季度的0.6％有所改善，这可能是由软件服务费推动的。
由于消费环境疲软，预计阿里巴巴将在其第二财季核心收入/利润中面临挑战，尤其是在淘宝和天猫集团内部。尽管如此，分析师认为，投资者应将目光投向这些即时业绩之外，预计未来几个季度将出现积极的发展。相比之下，在目前以相似的远期私募股权倍数进行交易的 “三大” 中国电子商务参与者——阿里巴巴、PDD Holdings和京东——中，阿里巴巴被认为是最有前途的投资选择。
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