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 ; .

Lucas Cheah : $Alibaba (BABA.US)$ Earnings Prospects
1. Key Revenue Drivers & Growth Catalysts
a) E-commerce Growth (Domestic & International Expansion)
Alibaba dominates China’s e-commerce market through Taobao and Tmall, which contributed over 60% of total revenue.
Key E-commerce Growth Highlights:
• Singles' Day 2024: Alibaba saw record-breaking sales, boosted by luxury and premium brand demand.
• International Expansion: AliExpress & Lazada saw 29% YoY revenue growth, expanding Alibaba’s presence in Southeast Asia and Europe.
• Impact on Earnings: Domestic e-commerce is stabilizing, while global expansion offsets China’s regulatory risks.
b) Cloud Computing & AI Expansion – The Next Big Growth Engine
Alibaba is China’s largest cloud computing provider, controlling 34% of the market, ahead of Tencent and Huawei.
Key Growth Highlights:
• AI Expansion: Alibaba’s AI-driven cloud services (LLMs, enterprise AI tools) are driving higher-margin revenue growth.
• Strategic Partnership with Apple: Alibaba is developing AI services for Apple in China, enhancing its AI credibility and competitiveness.
• Impact on Earnings: AI-powered cloud computing could drive double-digit revenue growth, boosting profitability and valuation.
c) Cost Efficiency & Shareholder Value Creation
Alibaba has been focused on streamlining its operations to improve margins and boost shareholder value.
Key Efficiency Initiatives:
• Cutting non-core businesses (e.g., reducing exposure to media & entertainment).
• Increasing share buybacks ($25 billion repurchase plan in 2025).
• Divesting non-core assets to unlock cash flow and improve capital allocation.
• Impact on Earnings: Stronger profit margins & higher EPS growth.
2. Risks & Challenges
• Regulatory Uncertainty – China’s policies on antitrust, data security, and AI regulation could impact Alibaba’s growth.
• Competition from JD.com & PDD Holdings – Both rivals are gaining market share in discount e-commerce.
• Global Economic Slowdown – Weaker global trade and geopolitical tensions could impact international commerce revenue.
In conclusion, Alibaba’s earnings prospects remain strong, backed by e-commerce recovery, cloud computing growth, AI investments, and cost efficiency initiatives. While regulatory and geopolitical risks persist, Alibaba’s long-term potential in AI-driven cloud services & global expansion makes it a strong investment for 2025.