US Defense Department Adds Alibaba, Baidu, BYD to Military Companies List
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 08 2026
0mins
Source: stocktwits
- Military Companies List Update: The U.S. Department of Defense has added Alibaba, Baidu, and BYD to its updated list of military companies, indicating these firms are seen as contributors to China's military-civil fusion, potentially impacting their operations in the U.S.
- Procurement Contract Restrictions: Under Section 1260H of the National Defense Authorization Act, the Pentagon will prohibit entering into, extending, or renewing any procurement contracts with these companies or their affiliates, which may limit their business activities in the U.S. market.
- National Security Risk Alert: The inclusion on the list serves to notify the public and private sector of potential national security risks associated with these entities, reflecting heightened U.S. vigilance against foreign technology and intellectual property transfers.
- Market Sentiment Shift: Retail sentiment for Alibaba and Baidu has turned bearish, with Alibaba's stock down approximately 19% year-to-date, while Baidu and BYD have also seen declines of about 2.3%, indicating a decrease in investor confidence in these companies.
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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: 107.440
Low
180.00
Averages
203.09
High
230.00
Current: 107.440
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 four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health 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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