Alibaba Group (BABA) to Release Quarterly Earnings on Thursday

Key Points

• Q3 2026 earnings are due before the market opens on Thursday, Feb. 19 (7:30 AM ET); analysts expect EPS of $1.91 and revenue of about $40.95 billion.
• Shares opened at $164.21 with a market cap of $392.04 billion, and Wall Street consensus is a Moderate Buy with an average target of $195.17 (18 Buys, 1 Hold, 1 Sell).
• Alibaba rolled out open‑source robotics AI "RynnBrain" and expanded cloud/AI exposure at the 2026 Winter Olympics—initiatives that could grow cloud revenue but face investor skepticism on monetization and competition from rivals like ByteDance and Tencent.

Alibaba Group (NYSE:BABA - Get Free Report) will likely be issuing its Q3 2026 results before the market opens on Thursday, February 19th. Analysts expect Alibaba Group to post earnings of $1.91 per share and revenue of $40.9492 billion for the quarter. Individuals are encouraged to explore the company's upcoming Q3 2026 earning overview page for the latest details on the call scheduled for Thursday, February 19, 2026 at 7:30 AM ET.

Alibaba Group Stock Down 1.4%

NYSE BABA opened at $164.21 on Thursday. The business has a fifty day moving average price of $159.20 and a 200 day moving average price of $154.69. The company has a market cap of $392.04 billion, a P/E ratio of 22.68, a P/E/G ratio of 3.65 and a beta of 0.39. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. Alibaba Group has a one year low of $95.73 and a one year high of $192.67.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Citigroup upped their price target on Alibaba Group from $218.00 to $225.00 and gave the company a "buy" rating in a research note on Wednesday, November 26th. Weiss Ratings restated a "buy (b-)" rating on shares of Alibaba Group in a research report on Wednesday, January 21st. Loop Capital set a $140.00 target price on Alibaba Group in a research report on Tuesday, January 6th. Jefferies Financial Group lowered their price target on shares of Alibaba Group from $231.00 to $225.00 and set a "buy" rating for the company in a report on Thursday, January 8th. Finally, Morgan Stanley decreased their price target on shares of Alibaba Group from $200.00 to $180.00 and set an "overweight" rating on the stock in a report on Thursday, January 8th. Eighteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $195.17.

Hedge Funds Weigh In On Alibaba Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its holdings in Alibaba Group by 40.4% during the fourth quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer's stock worth $289,000 after purchasing an additional 981 shares in the last quarter. AQR Capital Management LLC purchased a new stake in shares of Alibaba Group in the 1st quarter valued at approximately $254,000. Bank of Nova Scotia boosted its stake in Alibaba Group by 313.0% in the 2nd quarter. Bank of Nova Scotia now owns 21,778 shares of the specialty retailer's stock worth $2,470,000 after purchasing an additional 16,505 shares during the period. Daiwa Securities Group Inc. purchased a new position in Alibaba Group during the 2nd quarter worth approximately $1,613,000. Finally, Ieq Capital LLC lifted its holdings in shares of Alibaba Group by 51.9% in the second quarter. Ieq Capital LLC now owns 70,060 shares of the specialty retailer's stock valued at $7,946,000 after purchasing an additional 23,925 shares in the last quarter. 13.47% of the stock is owned by institutional investors.

Key Headlines Impacting Alibaba Group

Here are the key news stories impacting Alibaba Group this week:

• Positive Sentiment: Alibaba unveiled RynnBrain, an embodied AI model to power robots (demos show object recognition and simple manipulation). The launch signals a move into “physical AI” that could expand addressable markets for Alibaba Cloud, DAMO Academy IP and robotics partnerships. China's Alibaba launches AI model to power robots
• Positive Sentiment: RynnBrain is open‑source, which may accelerate developer adoption and ecosystem build‑out — a lower‑cost route to scale robotics use cases and third‑party integrations. Alibaba pushes into robotics AI with open-source ‘RynnBrain’
• Positive Sentiment: Alibaba’s cloud and AI services were featured in expanded roles at the 2026 Winter Olympics/Paralympics — a commercial and marketing showcase that can support cloud revenue growth and credibility for AI solutions. 2026 Winter Olympics and Paralympics see expanded cloud and AI use with Alibaba
• Neutral Sentiment: Short‑term price action has been volatile — the stock recently posted gains amid a broader market dip, reflecting sector rotation and event‑driven flows rather than clear fundamental change. Alibaba (BABA) Rises As Market Takes a Dip: Key Facts
• Neutral Sentiment: Analysts and investors are digesting whether the AI/robotics push meaningfully changes Alibaba’s long‑term revenue mix; some coverage frames the initiative as promising but still early in commercial terms. Alibaba’s New AI Push Tests Real World Usage And Valuation Gap
• Negative Sentiment: Investor caution: coverage highlights a valuation gap and uncertainty over how quickly AI/automation will translate into material, recurring revenue — a factor that can cap near‑term multiple expansion. Alibaba Leans Into AI Automation As Investors Weigh Mixed Long-Term Returns
• Negative Sentiment: Competitive pressure: rivals (ByteDance, Tencent and others) are aggressively pushing AI apps and user acquisition incentives, which could raise marketing spend and compress margins for consumer‑facing initiatives. ByteDance joins Alibaba, Tencent to offer freebies in bid to acquire AI app users

About Alibaba Group

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.

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