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Alibaba ($BABA) Growth Acceleration

The RoseMar 20, 2026

The creator discusses Alibaba's recent earnings, noting mixed results with overall revenue growth of 2% year-over-year, or 9% excluding divested businesses. While Chinese e-commerce growth was modest at 6%, the cloud and AI segment showed strong performance, with cloud growing 36% and AI-related revenue experiencing triple-digit growth for the tenth consecutive quarter.

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BABABullishMedium ConvictionSignal-backedPrimary

Alibaba is a buy as its accelerating cloud and AI growth is expected to drive future topline acceleration.

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