Alibaba Has Multiple Growth Drivers Despite Some Business Units' Revenue Miss -- Market Talk

Dow Jones

2025/05/16

0406 GMT - Alibaba has multiple growth drivers despite the revenue miss in certain business units, say Jefferies analysts in a research note. The e-commerce giant's total March quarter revenue was in line with consensus estimates, while logistics and international commerce unit revenue missed, the analysts note. Its domestic e-commerce businesses Taobao and Tmall's take rates are likely to continue improving in FY2026, thanks to digital marketing tool Quanzhantui and service fees, they say. Alibaba's recent push into the on-demand delivery business could also drive incremental gross merchandise value and user base, the analysts add. The analysts keep a buy rating, but cut the target price of its ADRs slightly to US$156.00 from US$160.00. The ADRs last traded at US$123.90. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

May 16, 2025 00:06 ET (04:06 GMT)

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The e-commerce giant's total March quarter revenue was in line with consensus estimates, while logistics and international commerce unit revenue missed, the analysts note. Its domestic e-commerce businesses Taobao and Tmall's take rates are likely to continue improving in FY2026, thanks to digital marketing tool Quanzhantui and service fees, they say. Alibaba's recent push into the on-demand delivery business could also drive incremental gross merchandise value and user base, the analysts add. The analysts keep a buy rating, but cut the target price of its ADRs slightly to US$156.00 from US$160.00. The ADRs last traded at US$123.90. 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The e-commerce giant's total March quarter revenue was in line with consensus estimates, while logistics and international commerce unit revenue missed, the analysts note. Its domestic e-commerce businesses Taobao and Tmall's take rates are likely to continue improving in FY2026, thanks to digital marketing tool Quanzhantui and service fees, they say. Alibaba's recent push into the on-demand delivery business could also drive incremental gross merchandise value and user base, the analysts add. The analysts keep a buy rating, but cut the target price of its ADRs slightly to US$156.00 from US$160.00. The ADRs last traded at US$123.90. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"translate_title":"尽管一些业务部门收入未达预期，但阿里巴巴-SW仍有多种增长动力——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BABA":1,"09988":1},"content_text":"0406 GMT - Alibaba has multiple growth drivers despite the revenue miss in certain business units, say Jefferies analysts in a research note. The e-commerce giant's total March quarter revenue was in line with consensus estimates, while logistics and international commerce unit revenue missed, the analysts note. Its domestic e-commerce businesses Taobao and Tmall's take rates are likely to continue improving in FY2026, thanks to digital marketing tool Quanzhantui and service fees, they say. Alibaba's recent push into the on-demand delivery business could also drive incremental gross merchandise value and user base, the analysts add. 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