Yahoo · Sep 25, 2026
Alibaba Group vs. Uber Technologies: Examining Quarterly Revenue Trends
Alibaba dominates in absolute revenue, but Uber's growth rate tells a different story — and the gap between them is narrowing.
NYSE · BABA
Alibaba Group Holding Limited
Consumer Cyclical · Specialty Retail
$109.74
Down-$0.89 (-0.80%)
Updated Sep 26, 2026, 4:51 AM
SID Score
6.5/10
Composite research score
Smart Money
43/100
Neutral
- Market cap
- 363.84B
- P/E ratio
- 20.84
- Dividend yield
- 1.80%
- 52-week range
- $91.99 – $192.67
- Volume
- 5.93M
- Avg. volume
- 17.27M
Price performance
BABA price history
1M range · 20 trading sessions · Daily adjusted prices
BABA closed at $109.74 after 20 trading sessions, down 7.70% for the selected period.
- Last close
- $109.74
- Period change
- -7.70%
- Period low
- $107.27
- Period high
- $118.90
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 25, 2026 | $111.14 | $111.225 | $109.56 | $109.74 | 5.93M |
| Sep 24, 2026 | $111.61 | $111.98 | $110.12 | $110.63 | 7.45M |
| Sep 23, 2026 | $112.00 | $112.28 | $110.591 | $110.80 | 12.22M |
| Sep 22, 2026 | $120.15 | $120.40 | $116.06 | $116.31 | 14.79M |
| Sep 21, 2026 | $115.12 | $116.20 | $113.35 | $115.75 | 9.54M |
| Sep 18, 2026 | $110.99 | $113.77 | $110.85 | $113.24 | 13.25M |
| Sep 17, 2026 | $107.965 | $109.14 | $107.31 | $108.54 | 8.73M |
| Sep 16, 2026 | $108.60 | $108.63 | $106.64 | $107.27 | 7.35M |
| Sep 15, 2026 | $109.76 | $111.25 | $109.28 | $109.34 | 7.77M |
| Sep 14, 2026 | $108.28 | $110.435 | $107.83 | $109.23 | 6.95M |
| Sep 11, 2026 | $109.57 | $110.69 | $109.00 | $109.30 | 5.94M |
| Sep 10, 2026 | $108.63 | $109.19 | $107.72 | $108.56 | 6.62M |
| Sep 9, 2026 | $111.69 | $111.80 | $109.39 | $109.40 | 9.1M |
| Sep 8, 2026 | $112.56 | $113.115 | $111.2683 | $112.66 | 6.97M |
| Sep 4, 2026 | $112.37 | $113.41 | $111.97 | $113.24 | 7.18M |
| Sep 3, 2026 | $110.39 | $112.06 | $109.67 | $111.81 | 8.6M |
| Sep 2, 2026 | $112.52 | $113.07 | $111.53 | $111.81 | 6.88M |
| Sep 1, 2026 | $112.175 | $113.855 | $112.0655 | $112.85 | 9.87M |
| Aug 31, 2026 | $116.67 | $116.8268 | $113.93 | $114.02 | 9.34M |
| Aug 28, 2026 | $117.06 | $119.76 | $116.85 | $118.90 | 9.68M |
Latest BABA news
The latest Smart Investors Daily articles mentioning BABA.
Stock researchCompany · Overview
BABA research
Overview
Company profile and research snapshot.
Company profile
Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China retail e-commerce platform is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China wholesale e-commerce, international retail and wholesale e-commerce, local consumer services, travel services, cloud computing, digital media and entertainment, Cainiao logistics services, and other businesses.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $186.98
- Implied upside
- —
- Analysts
- 10
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 28, 2026 | Susquehanna | Positive | — |
| Aug 21, 2026 | Barclays | Overweight | — |
| Aug 21, 2026 | JP Morgan | Overweight | — |
| Aug 21, 2026 | Baird | Outperform | — |
| May 15, 2026 | Susquehanna | Positive | — |
News briefing
Generated Sep 25, 2026, 9:06 PM
Why Is BABA Down Today? Mixed Signals From AI Ambitions and Regulatory Headwinds
Alibaba shares fell 0.80% today amid a complex backdrop of bullish AI developments and concerning regulatory scrutiny. While the company unveiled new chip innovations and secured analyst upgrades, a securities fraud probe and questions about the escalating costs of AI infrastructure weighed on investor sentiment.
Bottom line: Alibaba presents a classic risk-reward scenario: ambitious AI investments backed by analyst upgrades and genuine technological breakthroughs are offset by regulatory uncertainty, mounting infrastructure costs, and intensifying competition. Investors should monitor the trajectory of the securities fraud probe, watch for evidence that AI initiatives are translating into profitable growth, and assess whether the company can maintain its competitive edge amid the rapidly evolving AI landscape.
Yahoo · Sep 25, 2026
Alibaba vs. Coupang: Which E-Commerce Stock Is a Better Buy in 2026?
One company carries geopolitical risk that investors can weigh and size around. The other is facing a record fine, criminal investigations, and international lawsuits with no timeline for resolution.
Yahoo · Sep 25, 2026
Alibaba Stock Slips While 20-Gigawatt AI Plan Raises Stakes
Models, chips and data centers deepen vertical integration--and concentrate execution risk.
Yahoo · Sep 24, 2026
Does UnitedHealth’s New CAO Hire Reveal a Deeper Shift in Efficiency Strategy for UNH?
UnitedHealth Group recently announced that Jodee Kozlak joined as chief administrative officer, a new role overseeing People, Real Estate, Procurement and Corporate Security to support enterprise modernization and alignment across the business. Kozlak’s background leading global expansion at Alibaba, human resources at Target, and board roles at C.H. Robinson Worldwide and KB Home suggests UnitedHealth is placing greater emphasis on organizational efficiency and large-scale transformation...
AI research layers
Interpretive context generated from the platform’s current data sources.
Alibaba Group Holding Limited Stock Performance
Alibaba Group Holding Limited shares currently trade at $110.64, reflecting a challenging twelve-month period with a decline of 32.54% year-over-year, per SID market data. Over the trailing one-month period, BABA has fallen 6.47%, though the stock has managed an 11.02% gain over the past three months, suggesting some near-term recovery momentum. The stock is trading below both its 50-day moving average of $118.10 and its 200-day moving average of $132.63, indicating sustained bearish technical positioning according to Massive/Polygon data. The 14-day relative strength index registers at 47.9, placing BABA in neutral territory and not yet signaling oversold conditions. The company's beta of 0.323 indicates significantly lower volatility relative to the broader market. Average daily trading volume stands at approximately 17.27 million shares, reflecting substantial liquidity. Alibaba's market capitalization currently sits at approximately $363.84 billion.
Alibaba Group Holding Limited Valuation Analysis
Alibaba Group currently trades at a price-to-earnings ratio of 20.84, positioning the Consumer Cyclical sector company at a moderate valuation level, per SID market data. The stock's price-to-book ratio stands at 2.49, indicating investors are paying roughly two and a half times the company's book value per share. Notably, the PEG ratio registers at negative 1.37, according to SEC filings, which reflects either negative projected earnings growth or a structural adjustment period in the company's growth trajectory. Alibaba offers a dividend yield of approximately 1.28%, providing a modest income component for shareholders. This yield represents a relatively recent addition to the company's capital return program. The combination of a sub-market P/E ratio alongside a negative PEG ratio presents a complex valuation picture, as traditional growth-adjusted metrics are distorted. Investors are weighing the company's current earnings power against its forward growth uncertainties within the Chinese e-commerce landscape.
Smart Money Activity for BABA
Alibaba Group's composite smart money score stands at 45 out of 100, generating a neutral signal according to SID market data. Institutional positioning represents the strongest component, scoring 23.0 out of 25, indicating robust ownership and engagement from major fund managers per 13F institutional filings. Insider activity scores 11.9 out of 25, with SEC Form 4 filings revealing 15 insider transactions over the past 90 days, comprising 8 purchases and 7 sales. This near-even split between insider buying and selling suggests no strong directional conviction from company management and directors. Dark pool activity scores a moderate 9.5 out of 25, indicating below-average levels of off-exchange institutional block trading. Congressional trading activity is minimal, registering just 0.8 out of 25. The divergence between high institutional confidence and more tepid insider and dark pool signals creates a mixed smart money landscape. The elevated institutional score may reflect passive index fund allocations rather than active conviction-driven positioning in BABA shares.
Alibaba Group Holding Limited Earnings Outlook
Alibaba Group's recent earnings results have revealed notable misses relative to analyst expectations, per company earnings reports. The most recently reported quarter showed actual earnings per share of $0.09 against a consensus estimate of $1.12, representing a substantial negative surprise of $1.03. The preceding quarter similarly disappointed, delivering $1.26 per share versus the $1.85 estimate, a miss of $0.59 per analyst estimates. Looking ahead, the upcoming quarter carries an earnings estimate of $1.12 per share with results expected on May 14, 2026. The subsequent quarter projects consensus EPS of $2.51, with a reporting date of August 28, 2026. The consecutive earnings misses totaling $1.62 in combined negative surprises over two quarters underscore execution challenges facing the company. These shortfalls have contributed to downward pressure on the share price, as the market recalibrates expectations around Alibaba's profitability trajectory amid an evolving competitive and regulatory environment.
Wall Street Analyst Ratings for BABA
Wall Street analysts maintain a broadly positive stance on Alibaba Group despite recent earnings disappointments, according to SID consensus data. In the most recent coverage update on August 28, 2026, Susquehanna reiterated its Positive rating on BABA shares. On August 21, 2026, three firms simultaneously maintained bullish ratings: Barclays reiterated Overweight, JP Morgan reiterated Overweight, and Baird reiterated Outperform, per Wall Street analyst reports. Susquehanna had also previously reaffirmed its Positive rating on May 15, 2026. Notably, all five recent analyst actions represent rating reiterations rather than upgrades or downgrades, indicating stable conviction among covering analysts. No downgrades have been issued in the observed period, despite the stock's 32.54% decline over the past twelve months. The consistency of bullish ratings from major institutions including JP Morgan and Barclays suggests that sell-side analysts view the current price level as disconnected from their longer-term fundamental assessments of the company's intrinsic value.
