105293016 : Nvidia have robust ai hardware compared to the other solutions. the only thing that's holding it back is the price and meeting demand. probably

股市无绝对 : There are many big shots absent.

104998465 : he shud just quit and merge with deepseek and get lost, liang wenfeng can replace him and 10x stock price

Skyrye7 : Several factors could impact Alibaba's earnings prospects in the near future:
Each of these factors could have a significant impact on Alibaba’s future earnings potential, and investors will need to monitor them closely.

Foresight : Alibaba’s earnings outlook appears cautiously optimistic, underpinned by several strategic initiatives and a restructuring plan aimed at refocusing on its core businesses.
Key Drivers
AI and Cloud Expansion:
Alibaba is investing heavily in artificial intelligence—as seen with its Qwen2.5-Max model—and in enhancing its cloud services. These initiatives are expected to boost margins and drive future earnings growth, potentially helping the company rebound even in a challenging trade environment .
E-commerce Restructuring:
The company is streamlining its operations by divesting non-core assets (such as its stakes in Sun Art and Intime). While these sales have resulted in short‐term losses, management believes they will allow a sharper focus on its domestic e-commerce platforms, which are forecast to return to double-digit revenue growth next fiscal year .
Attractive Valuation:
Trading at roughly 10 times forward earnings—significantly lower than many of its global peers—Alibaba is viewed by many analysts as undervalued. Despite headwinds like economic uncertainties and trade tensions, this cheap valuation, along with a strong balance sheet, provides room for EPS growth; consensus estimates suggest earnings could grow by around 12.5% year over year to approximately $9.49 next year .
Challenges and Risks
Economic and Regulatory Headwinds:
Uncertainties persist regarding China’s economic recovery, coupled with potential U.S. tariff pressures and a volatile regulatory environment. These factors could weigh on near-term revenue, especially in the advertising segment where growth has been modest .
Transition Period:
Alibaba is in a transitional phase, balancing cost-cutting, asset sales, and new technology investments. While these measures are expected to strengthen its long-term competitive position, they can introduce short-term volatility in earnings performance.
Overall Perspective
Analysts remain largely upbeat, with a consensus “Strong Buy” rating from several research firms. While short-term challenges remain—especially regarding external trade tensions and a sluggish broader economy—the focus on AI and cloud, combined with operational restructuring and aggressive capital-return programs, positions Alibaba well for future EPS and revenue improvements.
Summary
In summary, while risks from regulatory and economic headwinds persist, Alibaba’s strategic focus on innovation, cost discipline, and core business reinvestment bodes well for its earnings prospects over the coming quarters and fiscal year ; .

STD0825 : IMO, earnings will be stellar.  But with the new chip reduction to China plus new tariffs, it will box them into lowering next years guidance. Causing a sell off. The 500 billion Trump has promised will be slow in coming. And ultimately not enough to account for lost business......just A thought

ひな☆彡 SOXL ♡ OP STD0825 : At the same time, all sectors will utilise AI, and chip demand will likely increase in the long term. Workers are getting replaced, and I do agree with the short-term sell-off, but I am overall still optimistic.

小小柑橘 : 140 - or 137 i guess open high closing down

ManiArc : mmmm I got my bullets to reload again this time

Buy n Die Together❤ :

beaver Queen : me

Night Watchman : stop the spam. moomoo is not the place for this rubbish