Alibaba Group (BABA) to Release Quarterly Earnings on Thursday

Key Points

• Alibaba is expected to report Q1 fiscal 2027 results before the market opens on August 20, 2026. Analysts forecast earnings of $1.50 per share on $39.52 billion in revenue, compared with $35.30 billion in revenue in the prior quarter.
• Analyst sentiment remains favorable: Alibaba has a consensus “Moderate Buy” rating and an average price target of $186.90, well above its reported share price of $125.21.
• Cloud and AI expansion are key growth drivers, including plans to more than double Alibaba Cloud’s modular data-center capacity and new paid offerings for its Qwen AI models. Investors also face risks from softer earnings forecasts, potential litigation, and recent insider stock sales.

Alibaba Group (NYSE:BABA - Get Free Report) is expected to post its Q1 2027 results before the market opens on Thursday, August 20th. Analysts expect the company to announce earnings of $1.50 per share and revenue of $39.5222 billion for the quarter. Individuals are encouraged to explore the company's upcoming Q1 2027 earning report for the latest details on the call scheduled for Thursday, August 20, 2026 at 7:30 AM ET.

Alibaba Group (NYSE:BABA - Get Free Report) last issued its quarterly earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share (EPS) for the quarter. The company had revenue of $35.30 billion for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. On average, analysts expect Alibaba Group to post $6 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Alibaba Group Stock Down 2.1%

Shares of BABA opened at $125.21 on Thursday. The company's 50-day simple moving average is $112.92 and its 200-day simple moving average is $130.34. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.28 and a current ratio of 1.28. Alibaba Group has a 1 year low of $91.99 and a 1 year high of $192.67. The stock has a market capitalization of $300.14 billion, a PE ratio of 20.56, a P/E/G ratio of 2.36 and a beta of 0.49.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. Susquehanna upped their target price on shares of Alibaba Group from $170.00 to $185.00 and gave the stock a "positive" rating in a research note on Friday, May 15th. Freedom Capital upgraded shares of Alibaba Group from a "hold" rating to a "strong-buy" rating in a research note on Friday, April 24th. Zacks Research raised Alibaba Group from a "strong sell" rating to a "hold" rating in a research report on Tuesday, June 2nd. Mizuho upped their price objective on Alibaba Group from $190.00 to $195.00 and gave the stock an "outperform" rating in a research report on Thursday, May 14th. Finally, BNP Paribas Exane assumed coverage on Alibaba Group in a research note on Wednesday, April 29th. They issued an "outperform" rating and a $209.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Alibaba Group currently has a consensus rating of "Moderate Buy" and a consensus target price of $186.90.

Insider Transactions at Alibaba Group

In related news, General Counsel Siying Yu sold 6,772 shares of the firm's stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total value of $81,941.20. Following the sale, the general counsel owned 607,234 shares of the company's stock, valued at $7,347,531.40. This trade represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Hong Xu sold 175,054 shares of Alibaba Group stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.15, for a total transaction of $2,126,906.10. Following the completion of the transaction, the chief financial officer owned 280,496 shares of the company's stock, valued at $3,408,026.40. This represents a 38.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 920,303 shares of company stock valued at $70,796,370 over the last quarter. Insiders own 12.50% of the company's stock.

Institutional Investors Weigh In On Alibaba Group

Institutional investors have recently modified their holdings of the company. Northern Trust Corp raised its stake in Alibaba Group by 3.9% in the fourth quarter. Northern Trust Corp now owns 1,811,228 shares of the specialty retailer's stock valued at $265,490,000 after buying an additional 67,421 shares in the last quarter. CI Investments Inc. boosted its position in shares of Alibaba Group by 95.1% during the 4th quarter. CI Investments Inc. now owns 990,036 shares of the specialty retailer's stock worth $145,119,000 after acquiring an additional 482,493 shares in the last quarter. Nuveen LLC increased its holdings in shares of Alibaba Group by 1.4% in the 4th quarter. Nuveen LLC now owns 906,910 shares of the specialty retailer's stock valued at $132,935,000 after acquiring an additional 12,339 shares during the last quarter. Third Point LLC purchased a new position in shares of Alibaba Group in the 4th quarter valued at about $120,928,000. Finally, Raymond James Financial Inc. raised its position in shares of Alibaba Group by 1.7% during the 3rd quarter. Raymond James Financial Inc. now owns 660,126 shares of the specialty retailer's stock worth $117,984,000 after acquiring an additional 10,906 shares in the last quarter. 13.47% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Cloud capacity expansion: Alibaba Cloud plans to more than double its global modular data-center capacity. The company says its modular approach can deliver AI data centers in about 100 days and at roughly 10% lower cost, potentially supporting cloud growth and AI infrastructure margins. Alibaba Cloud Plans to More Than Double Global Modular Data Center Capacity
• Positive Sentiment: AI monetization efforts: Alibaba is testing a paid QwenWork subscription in the United States and reportedly plans royalties for commercial users of its open-source Qwen3.8-Max model. These initiatives could create new recurring revenue streams from Alibaba’s AI investments. Alibaba tests paid AI appetite with QwenWork subscription
• Positive Sentiment: Some analyst support: GF Securities reportedly maintained a Buy rating, while Alibaba continues to carry an overall “Moderate Buy” brokerage recommendation. Alibaba Gets a Buy from GF Securities
• Neutral Sentiment: China technology rotation: Investors are watching upcoming Chinese internet-company earnings to determine whether capital is rotating from AI infrastructure stocks into major platforms such as Alibaba. This could increase volatility around the sector. China Earnings to Test Rotation From AI to Internet Stocks
• Negative Sentiment: Legal overhang: Multiple law firms publicized a securities class action covering investors who bought Alibaba securities from June 26, 2025, through June 24, 2026. The October 5, 2026 lead-plaintiff deadline has kept allegations involving undisclosed Chinese military ties and unauthorized AI “distillation” prominent, raising potential litigation and reputational risks. The allegations have not been proven. Levi and Korsinsky Alibaba investor alert
• Negative Sentiment: Lower earnings forecasts: Erste Group Bank reduced its FY2027 EPS estimate to $5.66 from $5.84 and its FY2028 estimate to $8.21 from $8.46, signaling softer expected profit growth and adding pressure to valuation expectations. Alibaba earnings estimate revisions

Alibaba Group Company Profile

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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