DBS Keeps Their Buy Rating on Alibaba (BABA)

Alibaba Stock Falls 7% on Profit Miss, but Analyst Stays Bullish on AI Cloud - Alibaba Gr Hldgs (NYSE:BAB

Alibaba Q1 earnings fell 42% YoY but AI Cloud revenue surged 45%; company maintains $56.5B three-year capex plan at $10.07B quarterly pace. For tech leaders: agentic AI adoption drives structural cloud demand. Alibaba's Qwen + T-Head chips create cost advantage targeting $100B cloud revenue at 20% margins by 2030.