Alibaba Shares Are Trading Lower After the Company Reported Q4 Sales Below Estimates.
NetEase Shares Are Trading Higher After the Company Reported Better-than-expected Q1 EPS and Sales.
UPDATE: Alibaba Reported A 76% Drop in Free Cash Flow to $516M in Q1 2025 Due to Higher Cloud Infrastructure Spending
BABA Q4 Revenue Hits $32.6B, Cloud Sees 18% Growth Amid AI Boom
Alibaba Declares $2.00 Per ADS Dividend, Including $0.95 One-Time Payout From Asset Sales
Express News | Alibaba Reports 7% Revenue Growth, Non-GAAP Net Income Up 22%
Earnings Scheduled For May 15, 2025
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The main highlight of Alibaba's performance tonight: the growth rate of Alibaba Cloud will determine the stock price.
Morgan Stanley believes that the revenue growth of Alibaba Cloud will be a key catalyst for Alibaba's stock price, which is expected to grow by 17-20% in the baseline scenario, leading to a stock price increase of 1-3% to $133-136.
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Bridgewater's Q1 Hold Positions reflect a "risk aversion principle": heavily buying Alibaba while cutting positions in the S&P and entering the Gold ETF.
In the first quarter of this year, Bridgewater cut its largest Hold Positions, the SPDR S&P 500 ETF, by nearly 60%; Alibaba received full support from Bridgewater to increase its positions, becoming the largest heavily weighted stock; Baidu, PDD Holdings, JD.com, and other representatives of Assets in China were also bought or established positions by Bridgewater.
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What Analysts Are Saying About JD.com Stock
JD.com Analyst Ratings
Alibaba's 55% Rally Gets Goldman's $1 Billion Boost - Will Q4 Earnings Justify The Bet?
Baidu Q1 2025 earnings conference call