Alibaba's Instant Commerce Losses Expected to Peak in September Quarter -- Market Talk

Dow Jones

2025/09/09

0901 GMT - The significant losses seen in Alibaba's instant commerce segment are likely temporary and expected to peak in the September quarter, Barclays analysts say in a research note. "We expect Alibaba to run its instant commerce business at around breakeven in a steady state, while extracting meaningful synergy to benefit its core e-commerce franchise," they say. Meanwhile, Alibaba's cloud revenue growth is expected to accelerate in the coming quarters with stable margins, they say. Barclays maintains an overweight rating on Alibaba while raising the target price to US$190.00 from US$145.00 for its ADRs, which last traded at US$141.20. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

September 09, 2025 05:01 ET (09:01 GMT)

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Meanwhile, Alibaba's cloud revenue growth is expected to accelerate in the coming quarters with stable margins, they say. Barclays maintains an overweight rating on Alibaba while raising the target price to US$190.00 from US$145.00 for its ADRs, which last traded at US$141.20. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 09, 2025 05:01 ET (09:01 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"09988","symbol_name":"阿里巴巴-W","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2566660175","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2566660175","pubTimestamp":1757408460,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0901 GMT - The significant losses seen in Alibaba's instant commerce segment are likely temporary and expected to peak in the September quarter, Barclays analysts say in a research note. \"We expect Alibaba to run its instant commerce business at around breakeven in a steady state, while extracting meaningful synergy to benefit its core e-commerce franchise,\" they say. Meanwhile, Alibaba's cloud revenue growth is expected to accelerate in the coming quarters with stable margins, they say. Barclays maintains an overweight rating on Alibaba while raising the target price to US$190.00 from US$145.00 for its ADRs, which last traded at US$141.20. 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