Morgan Stanley Cuts Alibaba Price Target to $180 Amid Weakening E-Commerce Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 11 2026
0mins
Should l Buy ADBE?
Source: Yahoo Finance
- E-Commerce Outlook Weakens: Morgan Stanley has cut Alibaba's price target from $200 to $180, citing a deterioration in core e-commerce operations due to weak consumer spending, with expectations of continued pressure into the first half of fiscal 2027.
- Strong Cloud Performance: Despite challenges in e-commerce, analysts remain optimistic about Alibaba Cloud, forecasting at least 35% year-on-year revenue growth and stable EBITA margins around 9%, reflecting scale benefits.
- Customer Management Revenue Slowdown: Analysts expect customer management revenue growth to sharply decline to 3% year-on-year (down from 10% in Q2), primarily due to weak online retail sales and intensified industry competition.
- Increased Pressure on Overall Performance: Morgan Stanley forecasts consolidated adjusted EBITA to fall 45% year-on-year to RMB 30 billion, partly driven by widening losses in the
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Analyst Views on ADBE
Wall Street analysts forecast ADBE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ADBE is 454.52 USD with a low forecast of 310.00 USD and a high forecast of 660.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
24 Analyst Rating
17 Buy
6 Hold
1 Sell
Moderate Buy
Current: 269.390
Low
310.00
Averages
454.52
High
660.00
Current: 269.390
Low
310.00
Averages
454.52
High
660.00
About ADBE
Adobe Inc. is a global technology company. The Company's products, services and solutions are used around the world to imagine, create, manage, deliver, measure, optimize and engage with content across surfaces and fuel digital experiences. Its segments include Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment is centered around Adobe Creative Cloud and Adobe Document Cloud, which include Adobe Express, Adobe Firefly, Photoshop and other products, offering a variety of tools for creative professionals, communicators and other consumers. The Digital Experience segment provides an integrated platform and set of products, services and solutions through Adobe Experience Cloud. The Publishing and Advertising segment contains legacy products and services. In addition, its Adobe GenStudio solution allows businesses to simplify their content supply chain process with generative artificial intelligence (AI) capabilities and intelligent automation.
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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