ALIBABA GROUP HOLDING-SP ADR (BABA) Forecast, Price Target & Analyst Ratings

NYSE:BABA • US01609W1027

Current stock price

132.52 USD
-3.3 (-2.43%)
At close:
132.61 USD
+0.09 (+0.07%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ALIBABA GROUP HOLDING-SP ADR (BABA).

Forecast Snapshot

Consensus Price Target

Price Target
$188.49
+ 42.24% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 14, 2026
Period
Q4 / 2026
EPS Estimate
CN¥7.03
Revenue Estimate
251.876B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
82.55%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$188.49
Upside
+ 42.24%
From current price of $132.52 to mean target of $188.49, Based on 47 analyst forecasts
Low
$113.12
Median
$188.90
High
$269.71

Price Target Revisions

1 Month
-6.87%
3 Months
-5.78%

Price Target Summary

47 Wall Street analysts provided a forecast for the next 12 months for BABA. The average price target is 188.49 USD. This implies a price increase of 42.24% is expected in the next year compared to the current price of 132.52.
The average price target has been revised downward by 5.78% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

BABA Current Analyst RatingBABA Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15 20 25

Analyst Ratings History

BABA Historical Analyst RatingsBABA Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 10 20 30 40 50

Analyst Ratings Consensus

ChartMill Buy Consensus
82.55%
BABA was analyzed by 47 analysts. The buy percentage consensus is at 83. So analysts seem to be very confident about BABA.
In the previous month the buy percentage consensus was at a similar level.
BABA was analyzed by 47 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-14BarclaysMaintains Overweight -> Overweight
2026-03-26SusquehannaMaintains Positive -> Positive
2026-03-20MizuhoMaintains Outperform -> Outperform
2026-03-20BarclaysMaintains Overweight -> Overweight
2026-03-20JP MorganMaintains Overweight -> Overweight
2026-03-20BairdMaintains Outperform -> Outperform
2026-03-19JefferiesMaintains Buy -> Buy
2026-01-08JefferiesMaintains Buy -> Buy
2026-01-06Freedom Capital MarketsDowngrade Buy -> Hold
2025-11-26BernsteinMaintains Outperform -> Outperform
2025-11-26BenchmarkReiterate Buy -> Buy
2025-11-26BarclaysMaintains Overweight -> Overweight
2025-11-26JP MorganMaintains Overweight -> Overweight
2025-11-26CitigroupMaintains Buy -> Buy
2025-10-10BernsteinMaintains Outperform -> Outperform
2025-10-09JP MorganMaintains Overweight -> Overweight
2025-10-01JP MorganMaintains Overweight -> Overweight
2025-09-29JefferiesMaintains Buy -> Buy
2025-09-24BairdMaintains Outperform -> Outperform
2025-09-24B of A SecuritiesMaintains Buy -> Buy
2025-09-18SusquehannaMaintains Positive -> Positive
2025-09-10JefferiesMaintains Buy -> Buy
2025-09-09BarclaysMaintains Overweight -> Overweight
2025-09-02MizuhoMaintains Outperform -> Outperform
2025-09-02BenchmarkMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 14, 2026
Period
Q4 / 2026
EPS Estimate
CN¥7.03
Revenue Estimate
251.876B
Revenue Q2Q
6.52%
EPS Q2Q
-43.84%
Number of Analysts
20

Next Earnings Revisions

Revenue (1 Month)
-0.47%
Revenue (3 Months)
-0.82%
EPS (1 Month)
-23.43%
EPS (3 Months)
-27.18%

Next Earnings Summary

BABA is expected to report earnings on 5/14/2026. The consensus EPS estimate for the next earnings is 7.03 USD and the consensus revenue estimate is 251.88B USD.
The next earnings revenue estimate has been revised downward by 0.82% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
BABA revenue by date.BABA revenue by date.
868.687B
1.83%		941.168B
8.34%		996.347B
5.86%		1.047T
5.05%		1.16T
10.83%		1.302T
12.28%		1.393T
6.97%		1.529T
9.77%		1.697T
10.98%		1.891T
11.43%		2.118T
11.99%
EBITDA
YoY % growth
BABA ebitda by date.BABA ebitda by date.
151.136B
5.26%		180.459B
19.40%		189.408B
4.96%		128.55B
-32.13%		183.4B
42.67%		255.064B
39.08%		310.097B
21.58%		356B
14.80%		N/AN/AN/A
EBIT
YoY % growth
BABA ebit by date.BABA ebit by date.
104.198B
9.08%		135.955B
30.48%		146.949B
8.09%		98.05B
-33.28%		145.669B
48.57%		195.475B
34.19%		200.94B
2.80%		267.147B
32.95%		324.583B
21.50%		394.369B
21.50%		479.159B
21.50%
Operating Margin
BABA operating margin by date.BABA operating margin by date.
11.99%14.45%14.75%9.37%12.56%15.01%14.42%17.47%19.13%20.85%22.63%
EPS
YoY % growth
BABA eps by date.BABA eps by date.
54.57
3.71%		62.11
13.82%		65.41
5.31%		36.13
-44.77%		54.34
50.43%		73.91
36.02%		65.92
-10.82%		69.13
4.87%		N/AN/AN/A

All data in CNY

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth		7.03
-43.84%		12.94
-12.29%		12.07
176.77%		16.81
137.05%		13.88
97.45%		17.79
37.54%		17.91
48.45%		21.70
29.13%		18.90
36.12%
Revenue
Q2Q % growth		251.876B
6.52%		280.471B
13.25%		280.508B
13.20%		320.701B
12.59%		281.725B
11.85%		317.705B
13.28%		316.6B
12.87%		367.288B
14.53%		330.164B
17.19%
EBITDA
Q2Q % growth		29.14B
-29.43%		43.72B
-15.86%		44.426B
122.89%		57.262B
50.64%		45.662B
56.70%		70.575B
61.42%		70.829B
59.43%		81.502B
42.33%		86.298B
88.99%
EBIT
Q2Q % growth		14.684B
-48.57%		33.669B
-3.36%		32.837B
529.42%		47.095B
151.86%		35.542B
142.05%		N/AN/AN/AN/A

All data in CNY

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

BABA Yearly Revenue VS EstimatesBABA Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 500B 1T 1.5T 2T
BABA Yearly EPS VS EstimatesBABA Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 20 40 60

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
4.16%
EPS Next 5 Year
1.11%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
8.52%
Revenue Next 5 Year
8.46%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
14.15%
EBIT Next 5 Year
15.73%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

ALIBABA GROUP HOLDING-SP ADR / BABA Forecast FAQ

What do analysts expect the price target to be for ALIBABA GROUP HOLDING-SP ADR (BABA)?

47 analysts have analysed BABA and the average price target is 188.49 USD. This implies a price increase of 42.24% is expected in the next year compared to the current price of 132.52.

What is the next earnings date for BABA stock?

ALIBABA GROUP HOLDING-SP ADR (BABA) will report earnings on 2026-05-14, after the market close.

Can you provide the consensus estimates for ALIBABA GROUP HOLDING-SP ADR next earnings?

The consensus EPS estimate for the next earnings of ALIBABA GROUP HOLDING-SP ADR (BABA) is 7.03 USD and the consensus revenue estimate is 251.88B USD.

What is the consensus rating for ALIBABA GROUP HOLDING-SP ADR (BABA) stock?

The consensus rating for ALIBABA GROUP HOLDING-SP ADR (BABA) is 82.5532 / 100 . This indicates that analysts generally have a positive outlook on the stock.