Alibaba's Monetization Strategy Gains Momentum, But GMV Growth Lags: Analyst
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2024
0mins
Should l Buy BABA?
Source: Benzinga
Analyst Rating and Earnings Report: Benchmark analyst Fawne Jiang maintains a Buy rating on Alibaba with a price target of $118, noting mixed results in the latest earnings report, including a 5% revenue increase but concerns over modest growth in general merchandise volume (GMV).
Future Projections and Market Position: Jiang anticipates improved monetization and gradual recovery in upcoming quarters, despite revising revenue estimates downward for fiscal years 2025 and 2026 due to a focus on profitability amidst rising competition and market share challenges.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 122.690
Low
180.00
Averages
203.09
High
230.00
Current: 122.690
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through nine segments. The China Commerce Retail segment is engaged in the China commerce retail business. The China Commerce Wholesale segment is mainly engaged in the operation of 1688.com. The Cloud Intelligence segment provides cloud services. The International Commerce Retail segment provides customer management services, sales of goods and logistics services. The International Commerce Wholesale segment is mainly engaged in the operation of Alibaba.com. The Cainiao Represents Logistics Services segment provides fulfilment services. The Local Services segment’s revenue includes platform commissions, logistics services revenue. The Digital Media and Entertainment segment engages in the operation of Youku and Alibaba. The All Others segment is mainly engaged in the Sun Art, Freshippo and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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