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

NYSE:BABA • US01609W1027

124.9 USD

-9.53 (-7.09%)

At close: Mar 19, 2026

125.55 USD

+0.65 (+0.52%)

After Hours: 3/19/2026, 6:15:58 PM

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).

Consensus Price Target

Price Target

$202.39

+ 62.04% Upside

→ Price target details

Next Earnings Forecast

Earnings Estimate

Release Date: N/A
Period: Q4 / 2026
EPS Estimate: CN¥9.40
Revenue Estimate: 253.775B

→ Full earnings forecast details

ChartMill Buy Consensus

Rating

82.92%

Weighted Analyst Rating Score

→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target

$202.39

Upside

+ 62.04%

From current price of $124.90 to mean target of $202.39, Based on 48 analyst forecasts

Low

$121.20

Median

$202.47

High

$285.02

Price Target Revisions

1 Month

0.00%

3 Months

-0.61%

Price Target Summary

48 Wall Street analysts provided a forecast for the next 12 months for BABA. The average price target is 202.39 USD. This implies a price increase of 62.04% is expected in the next year compared to the current price of 124.9.

The average price target has been revised downward by 0.61% in the past 3 months.

→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

Analyst Ratings History

Analyst Ratings Consensus

ChartMill Buy Consensus

82.92%

BABA was analyzed by 48 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 48 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

Date	Firm	Action	From → To
2026-03-19	Jefferies	Maintains	Buy -> Buy
2026-01-08	Jefferies	Maintains	Buy -> Buy
2026-01-06	Freedom Capital Markets	Downgrade	Buy -> Hold
2025-11-26	Bernstein	Maintains	Outperform -> Outperform
2025-11-26	Benchmark	Reiterate	Buy -> Buy
2025-11-26	Barclays	Maintains	Overweight -> Overweight
2025-11-26	JP Morgan	Maintains	Overweight -> Overweight
2025-11-26	Citigroup	Maintains	Buy -> Buy
2025-10-10	Bernstein	Maintains	Outperform -> Outperform
2025-10-09	JP Morgan	Maintains	Overweight -> Overweight
2025-10-01	JP Morgan	Maintains	Overweight -> Overweight
2025-09-29	Jefferies	Maintains	Buy -> Buy
2025-09-24	Baird	Maintains	Outperform -> Outperform
2025-09-24	B of A Securities	Maintains	Buy -> Buy
2025-09-18	Susquehanna	Maintains	Positive -> Positive
2025-09-10	Jefferies	Maintains	Buy -> Buy
2025-09-09	Barclays	Maintains	Overweight -> Overweight
2025-09-02	Mizuho	Maintains	Outperform -> Outperform
2025-09-02	Benchmark	Maintains	Buy -> Buy
2025-09-02	Baird	Maintains	Outperform -> Outperform
2025-09-02	B of A Securities	Maintains	Buy -> Buy
2025-09-02	Citigroup	Maintains	Buy -> Buy
2025-07-15	Barclays	Maintains	Overweight -> Overweight
2025-07-11	B of A Securities	Maintains	Buy -> Buy
2025-05-16	Mizuho	Maintains	Outperform -> Outperform

Next Earnings Forecast Details

Next Earnings Details

Release Date: N/A
Period: Q4 / 2026
EPS Estimate: CN¥9.40
Revenue Estimate: 253.775B
Revenue Q2Q: 7.33%
EPS Q2Q: -24.91%
Number of Analysts: 19

Next Earnings Revisions

Revenue (1 Month)

0.07%

Revenue (3 Months)

-0.04%

EPS (1 Month)

-2.85%

EPS (3 Months)

-13.16%

Next Earnings Summary

The next earnings revenue estimate has been revised downward by 0.04% in the past 3 months.

→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

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	868.687B 1.83%	941.168B 8.34%	996.347B 5.86%	1.056T 5.96%	1.172T 11.04%	1.289T 10.00%	1.398T 8.45%	1.554T 11.13%	1.697T 9.17%	1.887T 11.22%	2.109T 11.79%
EBITDA YoY % growth	151.136B 5.26%	180.459B 19.40%	189.408B 4.96%	140.958B -25.58%	201.778B 43.15%	264.643B 31.16%	310.097B 17.18%	356B 14.80%	N/A	N/A	N/A
EBIT YoY % growth	104.198B 9.08%	135.955B 30.48%	146.949B 8.09%	100.576B -31.56%	151.496B 50.63%	201.726B 33.16%	216.357B 7.25%	263.879B 21.96%	303.16B 14.89%	356.072B 17.45%	428.93B 20.46%
Operating Margin	11.99%	14.45%	14.75%	9.53%	12.92%	15.64%	15.47%	16.98%	17.87%	18.87%	20.33%
EPS YoY % growth	54.57 3.71%	62.11 13.82%	65.41 5.31%	42.10 -35.64%	62.91 49.43%	81.52 29.59%	65.92 -19.14%	69.13 4.87%	N/A	N/A	N/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	9.40 -24.91%	14.79 0.28%	13.95 220.05%	22.59 224.33%	15.99 70.09%	22.41 51.53%	21.91 57.02%	29.65 31.25%	21.18 32.46%
Revenue Q2Q % growth	253.775B 7.33%	277.735B 12.15%	275.428B 11.15%	327.692B 16.67%	276.978B 9.14%	305.403B 9.96%	301.68B 9.53%	364.51B 11.24%	303.411B 9.54%
EBITDA Q2Q % growth	34.184B -17.21%	46.908B -9.72%	49.018B 145.93%	70.158B 76.51%	50.273B 47.07%	79.876B 70.28%	78.189B 59.51%	100.882B 43.79%	86.291B 71.64%
EBIT Q2Q % growth	20.461B -28.34%	35.409B 1.64%	36.063B 591.26%	56.64B 84.56%	34.449B 68.36%	N/A	N/A	N/A	N/A

All data in CNY

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

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year

7.62%

EPS Next 5 Year

1.11%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year

8.16%

Revenue Next 5 Year

8.80%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year

15.56%

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)?

48 analysts have analysed BABA and the average price target is 202.39 USD. This implies a price increase of 62.04% is expected in the next year compared to the current price of 124.9.

What are the consensus estimates for BABA stock next earnings?

The consensus EPS estimate for the next earnings of ALIBABA GROUP HOLDING-SP ADR (BABA) is 9.4 USD and the consensus revenue estimate is 253.78B USD.

How many analysts cover ALIBABA GROUP HOLDING-SP ADR (BABA) stock?

The number of analysts covering ALIBABA GROUP HOLDING-SP ADR (BABA) is 48.

Analyst forecast overview

Forecast Snapshot