Latest news with #EllieJiang
Yahoo
2 days ago
- Business
- Yahoo
Alibaba Eyes Big Comeback: Analysts See 55% Upside on AI Momentum
June 11 - Alibaba (NYSE:BABA) shares have surged about 42% since January and are up more than 54% over the past year, as the tech giant pushes deeper into artificial intelligence and cloud infrastructure. Warning! GuruFocus has detected 3 Warning Signs with BABA. The company is moving ahead with plans to spend 380 billion yuan (US$53 billion) over three years to expand its computing capacity and support AI-related services. That investment, alongside renewed institutional backing, has boosted market confidence. Bridgewater Associates recently raised its position in Alibaba, signaling increased investor interest. Meanwhile, several analysts forecast up to 40% upside from current levels. In fiscal Q4 2025, cloud revenue rose 18% year over year to RMB30.1 billion, driven by strong demand for AI products. The company said AI-related sales posted triple-digit growth for a seventh straight quarter, though exact figures were not disclosed. E-commerce units also showed steady performance. Sales from the Taobao and Tmall Group climbed 9%, while customer management revenue, which includes advertising and seller services, rose 12%. Macquarie analyst Ellie Jiang maintained an Outperform rating and $187.50 price target following a company visit, which implies 55% upside. Jiang said recent price cuts in logistics are likely a short-term move to remain competitive, while higher ad and service revenues may support margins going forward. She added that corporate interest in Alibaba's AI offerings could further lift cloud revenue, and the company's long-term tech roadmap appears to be on track. Based on the one year price targets offered by 38 analysts, the average target price for Alibaba Group Holding Ltd is $159.87 with a high estimate of $189.12 and a low estimate of $101.92. The average target implies a upside of +32.86% from the current price of $120.33. Based on GuruFocus estimates, the estimated GF Value for Alibaba Group Holding Ltd in one year is $110.65, suggesting a downside of -8.04% from the current price of $120.33. This article first appeared on GuruFocus. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
Yahoo
2 days ago
- Business
- Yahoo
Alibaba Eyes Big Comeback: Analysts See 55% Upside on AI Momentum
June 11 - Alibaba (NYSE:BABA) shares have surged about 42% since January and are up more than 54% over the past year, as the tech giant pushes deeper into artificial intelligence and cloud infrastructure. Warning! GuruFocus has detected 3 Warning Signs with BABA. The company is moving ahead with plans to spend 380 billion yuan (US$53 billion) over three years to expand its computing capacity and support AI-related services. That investment, alongside renewed institutional backing, has boosted market confidence. Bridgewater Associates recently raised its position in Alibaba, signaling increased investor interest. Meanwhile, several analysts forecast up to 40% upside from current levels. In fiscal Q4 2025, cloud revenue rose 18% year over year to RMB30.1 billion, driven by strong demand for AI products. The company said AI-related sales posted triple-digit growth for a seventh straight quarter, though exact figures were not disclosed. E-commerce units also showed steady performance. Sales from the Taobao and Tmall Group climbed 9%, while customer management revenue, which includes advertising and seller services, rose 12%. Macquarie analyst Ellie Jiang maintained an Outperform rating and $187.50 price target following a company visit, which implies 55% upside. Jiang said recent price cuts in logistics are likely a short-term move to remain competitive, while higher ad and service revenues may support margins going forward. She added that corporate interest in Alibaba's AI offerings could further lift cloud revenue, and the company's long-term tech roadmap appears to be on track. Based on the one year price targets offered by 38 analysts, the average target price for Alibaba Group Holding Ltd is $159.87 with a high estimate of $189.12 and a low estimate of $101.92. The average target implies a upside of +32.86% from the current price of $120.33. Based on GuruFocus estimates, the estimated GF Value for Alibaba Group Holding Ltd in one year is $110.65, suggesting a downside of -8.04% from the current price of $120.33. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
05-06-2025
- Business
- Business Insider
Alibaba (BABA) Gets a Buy from Macquarie
Macquarie analyst Ellie Jiang reiterated a Buy rating on Alibaba (BABA – Research Report) yesterday and set a price target of $187.50. The company's shares closed yesterday at $119.45. Confident Investing Starts Here: Jiang covers the Consumer Cyclical sector, focusing on stocks such as Inc. Class A, Tongcheng Travel Holdings Limited, and Meituan. According to TipRanks, Jiang has an average return of 8.0% and a 51.56% success rate on recommended stocks. Alibaba has an analyst consensus of Strong Buy, with a price target consensus of $164.05.
Yahoo
22-05-2025
- Business
- Yahoo
Macquarie Increases PT on Baidu (BIDU) Stock, Maintains Neutral Rating
On May 21, Macquarie increased the price target on Baidu, Inc. (NASDAQ:BIDU) from $83 to $85, maintaining its Neutral rating on the stock. Ellie Jiang from Macquarie raised the price target on Baidu following strong Q1 2025 results that were mainly driven by robust AI cloud demand. The company posted a total revenue of $4.51 billion, exceeding estimates by $207.89 million. The AI Cloud revenue soared by 42% year-over-year, accounting for almost 26% of the company's core revenue. This indicates a strong growth in this segment. Gil C / Core search weakness will potentially persist given the ongoing product revamp, added Jiang. The analyst also mentioned Baidu's growing Robotaxi market, which continues to expand beyond China. Baidu's Apollo Go autonomous ride-hailing service experienced 100% driverless operations in China during Q1 and expanded to international markets, including Dubai and Abu Dhabi. Jiang cited that Robotaxi's global expansion is still outweighing profitability for now. Macquarie remains on the sidelines while raising Baidu's 2025 adjusted EPS by 8%, suggesting a stronger growth outlook for the AI Cloud segment. Baidu, Inc. (NASDAQ:BIDU) is a Chinese Internet search and AI cloud service provider. Often referred to as Chinese Google, Baidu allows users to search for anything online in the Chinese language. The company operates through two segments, the Baidu Core segment and the iQIYI segment. While we acknowledge the potential of BIDU to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than BIDU and that has 100x upside potential, check out our report about this cheapest AI stock. Read Next: and . Disclosure. None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-05-2025
- Business
- Yahoo
Baidu Q1 Earnings Preview: What to Expect From Upcoming Report
May 20 - The Chinese tech giant Baidu (NASDAQ:BIDU) is set to unveil its first-quarter 2025 results on Wednesday before the markets open. Analysts expect net income to fall about 31% year-on-year to $1.99 per share and revenue to slip roughly 2% to $4.29 billion. Year-to-date, BIDU stock has climbed about 8%. Warning! GuruFocus has detected 3 Warning Signs with BIDU. Macquarie's Ellie Jiang trimmed her price target to $83 from $85 and kept a Hold rating, saying AI monetization may take time amid stiff competition and a soft macro backdrop. She forecasts AI Cloud revenue will grow around 25% to RMB 5.9 billion, partially offsetting ad-business weakness. Citi's Alicia Yap reiterated a Buy rating with a $139 target, highlighting Baidu's recent AI product launchesErnie 4.5 Turbo and Ernie X1 Turbo, and their cost-efficiency gains. Options traders are bracing for a roughly 6% share move in either direction following the report, based on at-the-money straddle prices. Based on the one year price targets offered by 31 analysts, the average target price for Baidu Inc is $113.43 with a high estimate of $207.96 and a low estimate of $75.98. The average target implies a upside of +27.10% from the current price of $89.25. Based on GuruFocus estimates, the estimated GF Value for Baidu Inc in one year is $119.92, suggesting a upside of +34.36% from the current price of $89.25. For deeper insights, visit the Baidu Forecast page. This article first appeared on GuruFocus.
