Alibaba Group (ADR)
Connects commerce marketplaces, logistics, cloud infrastructure and Qwen AI across China and international markets.
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Profile
Runs China and international commerce marketplaces, merchant services and local commerce alongside Alibaba Cloud and Qwen AI. Revenue comes from merchant marketing, direct sales, logistics and other services, while the portfolio also includes Cainiao, Amap, Freshippo, health, media and workplace software.
Runs commerce marketplaces and services in China through Taobao, Tmall, 1688.com, Xianyu, Ele.me, Fliggy and instant commerce, while AliExpress, Lazada, Trendyol, Daraz, Miravia and Alibaba.com serve buyers and merchants internationally.
Provides cloud infrastructure, platform services and Qwen models through Cloud Intelligence. Cainiao logistics, Amap, Freshippo, Alibaba Health, Youku, Damai, DingTalk and games sit in a broad collection of other businesses.
Connects transaction platforms with merchant marketing, logistics, local delivery and cloud capacity, an operating span built from its marketplace roots. Operations span China and international markets.
Depends on Chinese platform regulation, continued U.S. audit access for its NYSE listing and access to advanced computing hardware for cloud and AI development.
Company facts
Key statistics
Year to date −23.7% · Average volume (30d) 11.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Robert W. Baird | Target | $174 | $160 | ||
| Aug 21, 2026 | Barclays | Reiterate | Overweight | $186 | $200 | |
| Jul 9, 2026 | HSBC | Target | $83.89 | $170 | ||
| Jun 24, 2026 | Daiwa | Downgrade | Positive | Neutral | $170 | $175 |
| May 15, 2026 | Susquehanna | Reiterate | Positive | $190 | $185 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 20, 2026Q1 FY27 | $1.94 | $1.25 | −35.6% | $39.52B | $39.64B | +0.3% | +1.26% |
| May 13, 2026Q4 FY26 | $1.02 | $0.09 | −91.2% | $35.76B | $35.27B | −1.4% | −3.22% |
| Mar 19, 2026Q3 FY26 | $1.65 | $1.01 | −38.8% | $41.36B | $40.72B | −1.5% | −1.99% |
| Nov 25, 2025Q2 FY26 | $0.66 | $0.61 | −7.6% | $41.85B | $34.80B | −16.8% | +0.38% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $35.18B | $36.85B | $36.87B | $42.38B | $36.21B | $39.91B | |
| Gross profit | $13.51B | $16.55B | $14.43B | $17.16B | $12.50B | $15.16B | |
| Operating income | $4.24B | $5.21B | $798.3M | $3.00B | −$126.2M | $2.87B | |
| Net income | $1.87B | $6.05B | $3.13B | $2.44B | $3.80B | $1.57B | |
| Diluted EPS | $0.77 | $2.68 | $1.30 | $0.99 | $1.55 | $0.55 | |
| Gross margin | 38.4% | 44.9% | 39.2% | 40.5% | 34.5% | 38.0% | |
| Operating margin | 12.0% | 14.1% | 2.2% | 7.1% | -0.3% | 7.2% |
Fiscal years (4-quarter sums)FY22 $126.93B · FY23 $129.25B · FY24 $140.04B · FY25 $148.25B · FY26 $152.31B
Revenue by product · FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $63.75B · Total debt $39.67B · Total assets $292.05B · Shareholders' equity $156.14B
Dividends
Last raised to $1.05 from $1.00 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 11, 2026 | Jun 11 | Jul 13 | $1.05 | raised from $1.00 |
| Jun 12, 2025 | Jun 12 | Jul 10 | $2.00 | special dividend |
| Jun 13, 2024 | Jun 13 | Jul 12 | $1.66 | special dividend |
| Dec 20, 2023 | Dec 21 | Jan 18 | $1.00 |
Ownership
Shares outstanding 2.40B · Float 2.21B · 92.2% free float
Insiders — filings are in the shares behind the receipt.
This listing is a depositary receipt and the Form 4 positions here are filed in the shares behind it, a different unit from the share count and in a ratio the filings never state, so no insider percentage is shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Primecap Management Co/CA/ | 18.61M | 0.78% | 13F | Aug 14, 2026 |
| UBS Group AG | 10.57M | 0.44% | 13F | Aug 13, 2026 |
| Dodge & Cox | 9.96M | 0.42% | 13F | Aug 13, 2026 |
| HSBC Holdings PLC | 9.63M | 0.40% | 13F | Aug 14, 2026 |
| Morgan Stanley | 7.42M | 0.31% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | Joseph C. Tsai | director | +720,000 | $14.47 |
| Aug 24, 2026 | Joseph C. Tsai | director | +720,000 | $14.29 |
| Aug 24, 2026 | Yongming Wu | director, officer: Chief Executive Officer | +350,000 | $14.24 |
| Jun 29, 2026 | J. Michael Evans | director, officer: President | −720,000 | $94.95 |
| Jun 25, 2026 | Fang Jiang | officer: Chief People Officer | −4,898 | $12.09 |
Peers
- JD.com (ADR)
China retail, quick-commerce, and logistics rival
- PDD (ADR)
Value-led marketplaces in China and international markets
- Amazon
Global marketplace, fulfillment, and cloud platform rival
- Sea (ADR)
Shopee marketplace rival across Southeast Asia and Brazil
- Baidu (ADR)
China AI cloud, foundation-model, and maps rival
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Alibaba Group (ADR) | $118.57 | −0.26% | $284.99B | 27.1 | 18.1 | 1.8 | +14.8% |
| JD.com (ADR) | $28.63 | −0.35% | $40.35B | 19.0 | 8.8 | 0.2 | +2.5% |
| PDD (ADR) | $85.92 | +0.20% | $121.97B | 9.1 | 10.1 | 1.8 | +14.0% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Sea (ADR) | $119.84 | +0.46% | $71.66B | 46.1 | 27.8 | 2.6 | +46.9% |
| Baidu (ADR) | $97.12 | +0.01% | $33.03B | — | 19.0 | 1.8 | +1.1% |
| Median | 20.2 | 19.0 | 1.8 | +14.0% |