Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
A back of the envelope calculation gives about $400 per share. Could be plus or minus a bit, we'll see.
$580 billion. What does that do to BABAs price ;)
Just at 120 with zero stimulus. 200 this year?
FYI boys. China is about to unleash household stimulus just like the US did awhile back. Remember how our market just absolutely exploded. China about to go RABBIT
$BABA Will Alibaba hold this $80 area to form the right side of this inverse H&S?
By: TrendSpider | March 19, 2023
• $BABA Will Alibaba hold this $80 area to form the right side of this inverse H&S?
Read Full Story »»»
DiscoverGold
BABA $1.8 Million Call • Strike: 80 • Expiration: 1/19/24
By: Cheddar Flow | March 17, 2023
• $BABA $1.8M Call
Strike: 80
Expiration: 1/19/24
*Above the Ask*
Read Full Story »»»
DiscoverGold
BABA Larger PUT WRITE block out to 12/15 $85 PUTS at the BID ~ $3.93 mil premium
By: Money Flow Mel | March 7, 2023
• $BABA Larger PUT WRITE block out to 12/15 $85 PUTS at the BID ~ $3.93 mil premium.
Read Full Story »»»
DiscoverGold
Alibaba Group Holding Ltd. (BABA) Back into a support area, that whole move wiped out...
By: Options Mike | March 4, 2023
• $BABA Back into a support area, that whole move wiped out... 88 holding under it.. 86 to 85.5 has to hold or many gaps below.
Read Full Story »»»
DiscoverGold
Alibaba Group Holding Ltd. (BABA) Ugly move now.. support @ 86 if not 3 gaps below
By: Options Mike | February 26, 2023
• $BABA Theme on earnings Gap and Crap. $BIDU $IQ $BABA...
Ugly move now.. support @ 86 if not 3 gaps below.
Read Full Story »»»
DiscoverGold
BABA $1.0 Million Put • Strike: 80 • Expiration: 12/15/23
By: Cheddar Flow | February 24, 2023
• $BABA $1.0M OTM Put
Strike: 80
Expiration: 12/15/23
*At the Ask*
Read Full Story »»»
DiscoverGold
Alibaba (BABA) pops on earnings beat, results seen as 'solid'
By: Investing.com | February 23, 2023
Alibaba (NYSE:BABA) reported better-than-expected results for its fourth quarter to send its shares over 4% higher in pre-market Thursday.
The China-based e-commerce titan reported adjusted earnings per American depositary receipts of CNY 19.26 ($1=CNY 6.8986), beating the consensus of CNY 16.63. Revenue for the quarter rose 2.1% to CNY 247.76 billion, again better than the consensus of CNY 245.87B.
“We delivered a solid quarter despite softer demand, supply chain and logistics disruptions due to impact of changes in COVID-19 measures,” said Daniel Zhang, chairman and chief executive officer of Alibaba Group.
Zhang added that he expects to witness “continued recovery in consumer sentiment and economic activity.”
Cloud sales increased by 3.3% to CNY 20.18B, worse than the average analyst estimate of CNY 21.34B. Investors were impressed to see that the adjusted Ebitda margin increased by 300 basis points to 24% from a year-ago period, while analysts were expecting 21.9%. Along these lines, Alibaba reported over 4,000 fewer employees at the end of the December quarter compared to FQ3.
"During the past quarter, we continued to improve operating efficiency and cost optimization that resulted in robust profit growth," said Toby Xu, chief financial officer of Alibaba Group.
Alibaba also said it spent $3.3B on stock buybacks in the quarter.
Vital Knowledge analysts said BABA’s results were “solid.”
“Revenue upside was driven by the core China Commerce business along with Int’l Commerce and Cainiao Logistics while Local Consumer Services and Cloud Computing fell a bit short,” they wrote in a flash note.
Read Full Story »»»
DiscoverGold
BABA $1.0 Million Call LEAP • Strike: 110 • Expiration: 6/21/24
By: Cheddar Flow | February 22, 2023
• $BABA $1.0M OTM Call LEAP
Strike: 110
Expiration: 6/21/24
Read Full Story »»»
DiscoverGold
Earnings Preview: Alibaba Group Holding Ltd. (NYSE: BABA)
By: 24/7 Wall St. | February 21, 2023
• Here is a look at what to expect when the following three companies report results first thing Thursday morning.
Alibaba
Over the past 12 months, shares of Alibaba Group Holding Ltd. (NYSE: BABA) have lost nearly 20% of their value. After posting a 52-week low a week before the company’s annual Singles Day promotion, the stock added more than 90% to its share price, before losing 17% over the past three weeks. Because the government did not lift its zero-Covid policy until late December, any uptick in sales will not really show up until Alibaba and other Chinese giants report quarterly results in three months. Also, expect to hear more than you wanted to about these companies’ AI chatbot plans.
There are 44 analysts covering the company, and 40 of them have Buy or Strong Buy ratings. The other four rate the stock at Hold. At a recent share price of around $97.00, the upside potential based on a median price target of $145.17 is about 50%. At the high price target of $218.91, the upside potential is 126.8%.
For Alibaba’s third quarter of fiscal 2023, analysts are expecting revenue of $35.84 billion, which would be up 23.1% sequentially and 6.1% year over year. Adjusted EPS are expected to come in at $2.44, up 34.2% sequentially and down 7.9% year over year. For the full fiscal year ending in March, Alibaba is expected to report EPS of $7.72, down about 7.1%, on sales of $127.6 billion, down 5.2%.
Alibaba shares trade at about 12.6 times expected 2023 EPS, 10.8 times estimated 2024 earnings of $8.96 and 9.6 times estimated 2025 earnings of $10.09 per share. The stock’s 52-week trading range is $58.01 to $125.84. The company does not pay a dividend, and total shareholder return for the past 12 months is negative 18.28%.
Read Full Story »»»
DiscoverGold
Alibaba Group (BABA) This one gave the big move almost entirely back now. 200D would do it
By: Options Mike | February 20, 2023
• $BABA China earnings kick in this week... this one gave the big move almost entirely back now. 200D would do it.
Read Full Story »»»
DiscoverGold
Optimism In Alibaba To Be Tested By Upcoming Earnings
By: Barchart | February 17, 2023
With the recent euphoria easing over China’s reopening, shares of Alibaba Group Holding Ltd (BABA), China’s largest e-commerce company, have retreated nearly 16% and lost $46 billion of market value since posting a 7-month high last month. Falling earnings estimates for Alibaba suggest that the latest decline in the stock can continue. Earnings results that are due to be reported on Feb 25 will likely show the company’s revenue barely grew last quarter, testing investor optimism in the stock.
Since plunging to a 7-year low in October, shares of Alibaba have more than doubled to a 7-month high last month. Investors flocked to the stock hoping the company’s profits would soar after the Chinese economy reopened from Covid lockdowns. Alibaba Group Holding is seen as a proxy for China’s consumer spending. However, the recent decline in its share price underscores doubts over the strength of China’s economy as the reopening excitement cools.
Investors poured money into Alibaba on optimism about China’s reopening. Regulatory filings in the U.S. showed hedge funds boosted their Alibaba holdings by about 16 million shares in Q4, more than any other U.S.-listed stock during that period. However, sentiment toward Alibaba is shifting as options data show traders are increasing purchases of bearish contracts that benefit from share-price declines. The put-to-call ratio for Alibaba’s American Depositary Receipts (ADRs) has risen to levels last seen in October.
Long-term investors remain optimistic about Alibaba’s prospects with the company’s strong e-commerce foundation in logistics, payment, customer base, and the potential of its cloud business. Consensus target prices of analysts for the stock suggest a 40% gain in Alibaba’s share price over the next 12 months. However, the stock’s recent decline means it will take a positive earnings surprise to resume its uptrend.
Estimates compiled by Bloomberg show Alibaba’s revenue likely grew 1.4% last quarter from a year earlier, and cost-control efforts probably helped the company’s gross margin to rise to 39.2% from 36.7% in the previous quarter. Analysts' forward earnings-per-share estimates have fallen more than 6% from a December high. Asian and Greater China equities at BNP Paribas Asset Management said, “the next phase of the reopening rally will be driven by company fundamentals and macro recovery. We have yet to see earnings getting better, which is why the market has been quite volatile.”
Read Full Story »»»
DiscoverGold
BABA $1.2 Million Call LEAP • Strike: 160 • Expiration: 1/17/25
By: Cheddar Flow | February 16, 2023
• $BABA $1.2M OTM Call LEAP
Strike: 160
Expiration: 1/17/25
Read Full Story »»»
DiscoverGold
Alibaba Group (BABA) They are being sneaky and breaking up a larger DP order in 100K share lots
By: Money Flow Mel | February 15, 2023
• $BABA They are being sneaky and breaking up a larger DP order in 100K share lots.
Read Full Story »»»
DiscoverGold
Alibaba Group Holding Limited (BABA) Shares Sold by Greenwoods Asset Management Hong Kong Ltd.
By: MarketBeat | February 10, 2023
• Greenwoods Asset Management Hong Kong Ltd. reduced its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 79.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 251,298 shares of the specialty retailer's stock after selling 991,245 shares during the period. Alibaba Group accounts for about 1.4% of Greenwoods Asset Management Hong Kong Ltd.'s holdings, making the stock its 14th biggest position. Greenwoods Asset Management Hong Kong Ltd.'s holdings in Alibaba Group were worth $20,101,000 as of its most recent filing with the Securities and Exchange Commission (SEC)...
Read Full Story »»»
DiscoverGold
Alibaba stock rises on report it is developing ChatGPT-like AI bot
By: Investing.com | February 8, 2023
Shares of Alibaba (NYSE:BABA) are about 2.5% higher in pre-open Wednesday trading after a report in the Securities Times said the company is developing its own artificial intelligence (AI) service akin to OpenAI-made ChatGPT.
The AI product is currently in the testing phase, the report noted. It also said that Alibaba could potentially combine its AI technology with DingTalk productivity tools. DingTalk is an intelligent working platform created by the e-commerce business with the goal of achieving higher working efficiency.
The report comes after Baidu (NASDAQ:BIDU) shares soared over 12% yesterday after the internet giant said it plans to complete testing of its own ChatGPT-like bot in March. The AI race is booming after OpenAI’s ChatGPT became one of the fastest-growing internet apps ever following the November launch.
“The AI race is clearly on for the tech sector, with multiple new competitive AI products launching and search integration in a short period of time post-ChatGPT’s launch on 11/30/22. Speed may be important for scale as the models are learning models,” Bank of America analysts wrote in a note sent to clients this week.
Microsoft (NASDAQ:MSFT) invested an additional $10 billion in OpenAI while also working to incorporate OpenAI technologies into its own products, including the search engine Bing.
In the meantime, Google (NASDAQ:GOOGL) is due to hold its own AI-focused event today after announcing an AI chatbot “Bard” on Monday.
Read Full Story »»»
DiscoverGold
Alibaba (BABA) 50D next support ways below here yet... Then another gap
By: Options Mike | February 5, 2023
• $BABA and back down we come... 50D next support ways below here yet... Then another gap.
Read Full Story »»»
DiscoverGold
Alibaba Group (BABA) $1.5 Million Call • Strike: 115 • Expiration: 3/17/23
By: Cheddar Flow | January 30, 2023
• $BABA $1.5M OTM Call
Strike: 115
Expiration: 3/17/23
Read Full Story »»»
DiscoverGold
Alibaba (BABA) Consolidation week. Gap filled. Very hot name 112.50 is the place to hold or the 21D
By: Options Mike | January 29, 2023
• $BABA Consolidation week. Gap filled. Very hot name 112.50 is the place to hold or the 21D.
Read Full Story »»»
DiscoverGold
Alibaba Group Holding Ltd. (BABA) Gap is about to fill and it's raging hot... wouldn't be chasing it anymore
By: Options Mike | January 22, 2023
• $BABA Gap is about to fill and it's raging hot... wouldn't be chasing it anymore.
Gave nice trades last week..
Read Full Story »»»
DiscoverGold
BABA $1.2 Million Put • Strike: 105 • Expiration: 3/17/23
By: Cheddar Flow | January 20, 2023
• $BABA $1.2M OTM Put
Strike: 105
Expiration: 3/17/23
Read Full Story »»»
DiscoverGold
Consolidation ending?
https://finviz.com/quote.ashx?t=BABA&ty=c&ta=1&p=d
Run to 120 then 130 (Feb 17th options)
Buyback is normally a good sign for share price.
Activist investor Ryan Cohen builds stake in Alibaba -WSJ
By: Investing.com | January 16, 2023
• (Reuters) - Activist investor Ryan Cohen has built a stake in China's Alibaba (NYSE:BABA) Group Holding Ltd worth hundreds of millions of dollars, the Wall Street Journal reported on Monday, citing people familiar with the matter.
Cohen is privately pushing the Chinese e-commerce giant to accelerate and further boost its share repurchase program, the newspaper reported.
Read Full Story »»»
DiscoverGold
Crossmark Global Holdings Inc. Grows Stock Position in Alibaba Group Holding Limited (BABA)
By: MarketBeat | January 15, 2023
• Crossmark Global Holdings Inc. boosted its stake in Alibaba Group Holding Limited (NYSE:BABA) by 30.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 199,910 shares of the specialty retailer's stock after acquiring an additional 46,913 shares during the quarter. Crossmark Global Holdings Inc.'s holdings in Alibaba Group were worth $15,991,000 at the end of the most recent reporting period...
Read Full Story »»»
DiscoverGold
Alibaba Group Holding Ltd. (BABA) Huge move into the gap. Room to 120.70 area for a fill now
By: Options Mike | January 15, 2023
• $BABA Huge move into the gap. Room to 120.70 area for a fill now.
Still hot and extended but doesn't care.
Read Full Story »»»
DiscoverGold
Any buyers here bisides myself ????? Luckly I bough first at $76 but I have been adding since then !!!!
$BABA Repeat sweepers in to the 01/27 $105 PUTS
By: Money Flow Mel | January 12, 2023
• $BABA Repeat sweepers in to the 01/27 $105 PUTS.
Read Full Story »»»
DiscoverGold
BABA $1.4 Million Put • Strike: 95 • Expiration: 3/17/23
By: Cheddar Flow | January 12, 2023
• $BABA $1.4M OTM Put
Strike: 95
Expiration: 3/17/23
*At the Ask*
Read Full Story »»»
DiscoverGold
Alibaba Group $1.4 Million Call • Strike: 100 • Expiration: 6/16/23
By: Cheddar Flow | January 11, 2023
• $BABA $1.4M Call
Strike: 100
Expiration: 6/16/23
Read Full Story »»»
DiscoverGold
Maybe I should revise my pick of $130 - $140 to $170-$180 for the coming year !!!!!!
BABA $1.6 Million Put • Strike: 110 • Expiration: 9/15/23
By: Cheddar Flow | January 9, 2023
• $BABA $1.6M Put
Strike: 110
Expiration: 9/15/23
*This ticker has seen a lot of option activity today, as Chinese tickers have been on a tear lately with the economy reopening*
Read Full Story »»»
DiscoverGold
BABA $3.5 Million Call • Strike: 110 • Expiration: 9/15/23
By: Cheddar Flow | January 9, 2023
• $BABA $3.5M Call
Strike: 110
Expiration: 9/15/23
Read Full Story »»»
DiscoverGold
Alibaba stock is a new Top Pick at Goldman Sachs and Morgan Stanley
By: Investing.com | January 9, 2023
Shares of Alibaba (HK:9988) (NYSE:BABA) have continued to rally at the beginning of a new trading week, boosted by several positive catalysts.
The confirmation that founder Jack Ma will cede control of the fintech giant has boosted Alibaba stock as investors continue to hope that China will ease its regulatory crackdown. Moreover, the Financial Times reported earlier today that Ant held talks with the UK's Prime Minister Rishi Sunak over a potential initial public offering (IPO) in London.
Alibaba received a further boost on Monday after Goldman Sachs and Morgan Stanley analysts elected the stock to their Top Pick lists.
Goldman analysts highlighted Alibaba as one of the key beneficiaries amid China's faster-than-expected reopening, macro recovery from Q2, and normalizing internet regulations. As a result, the stock is added to Goldman's Conviction List.
"We see Alibaba at 11X 2023 adj. P/E as the best value stock proxy to enjoy advertising recovery, fintech (via. 33%-owned Ant) and cloud structural growth, add to CL as we believe the worst is behind us after two years of downward earnings revisions with the largest room for valuation multiple repair amongst the mega-caps as its top line growth resumes and 2022-25E earnings resume to mid-teens growth," the analysts said in a client note.
Morgan Stanley analysts agree and add that Alibaba stock is "mispriced at ex-growth F24e P/E of 11x."
"We believe inflection in CMR and cloud, plus operating efficiency, will drive a 18% adjusted EBITA CAGR in F2023-26e. Easing regulation, particularly on fintech, is a key catalyst," the analysts wrote in a report on Alibaba.
As a result, Alibaba stock is elevated to a "non-consensus Top Pick" at Morgan Stanley, for the first time in three years.
Alibaba shares are up nearly 5% in pre-market Monday after surging 2.7% on Friday.
Read Full Story »»»
DiscoverGold
Alibaba Group (BABA) Holding the 21D, if it fails multiple gaps to fill below
By: Options Mike | January 8, 2023
• $BABA Holding the 21D, if it fails multiple gaps to fill below.
200D still remains a issue.
Read Full Story »»»
DiscoverGold
It looks like shorts start to realize it will cost them a lot of money holding those short positions because $130- $150 it's coming..Covering was ALSO going on today...JMHO
Short Interest in Alibaba Group Holding Limited (BABA) Decreases By 13.8%
By: MarketBeat | January 2, 2023
• Alibaba Group Holding Limited (NYSE:BABA) was the target of a large decrease in short interest in the month of December. As of December 15th, there was short interest totalling 59,980,000 shares, a decrease of 13.8% from the November 30th total of 69,560,000 shares. Based on an average daily trading volume, of 25,610,000 shares, the short-interest ratio is currently 2.3 days. Approximately 2.3% of the company's shares are short sold...
Read Full Story »»»
DiscoverGold
Some people here laughed at me when I said $100 BY YEAR END,WELL.... I WAS 4 DAYS OFF LMFAO
$BABA: Congrats $BABA $105wkly call Holders.......... 40x BAGGERS
YOU NAILED IT TODAY............ YEEEEEeeehawwwwwwwwwwwwww.
Almost 30k contracts traded on the day.
MASSIVE
GO $BABA
$BABA OTM call sweepers coming in to the 01/13 $105 CALLS at HOD with SIZE
By: Money Flow Mel | January 4, 2023
• $BABA OTM call sweepers coming in to the 01/13 $105 CALLS at HOD with SIZE.
Read Full Story »»»
DiscoverGold
Chart of the Day: Alibaba Rises on Approved Ant Group Fundraising
By: Investing.com | January 4, 2023
• Ant Group's consumer finance unit received approval to more than double its registered capital
• Alibaba owns 33% of Ant Group, which operates one of China's dominant mobile pay apps
• Technical analysis suggests that Alibaba's stock may continue to rise
On Wednesday, Alibaba Group Holdings (NYSE:BABA) saw a significant increase in its pre-market gains in U.S.-listed Chinese stocks after Ant Group's approved fundraising plan sparked speculation that the Chinese government's regulatory clampdown on the internet sector may be easing.
This positive news, coupled with signs of recovery in China and a drop in German unemployment, as well as expectations that the Federal Reserve will slow its rate hikes, contributed to the overall increase in risk appetite and boost in stock and Treasury prices, as well as a decline in the value of the dollar.
Tesla (NASDAQ:TSLA) also saw a rise in its stock in pre-market trading, potentially rebounding from Tuesday's 12% drop, as investor Cathie Wood added to her holdings in the electric vehicle manufacturer, improving sentiment for the tech sector as a whole.
Additionally, the release of German and French inflation data, which showed an unexpected slowdown, added evidence of easing price pressure in the euro area. This, along with the lack of a deep recession and the presence of liquidity on the sidelines, has given investors hope for a potential rally in the year's second half.
Market anticipation for the Federal Reserve's meeting minutes, set to be released later Wednesday, and the highly anticipated jobs report later in the week also contributed to the positive market sentiment.
BABA Daily Chart
U.S.-traded Alibaba has completed Tuesday back-to-back falling flags, a congested range rife with intense trading. The pattern's premise is that rather than the exchange being between bulls and bears, they are between tired bulls who want to rest after a dizzying rally and fresh bulls who will be all too happy to become exhausted in such circumstances.
Statistically, the move after the upside breakout repeats the initial action. Not for nothing, the pre-market rally stopped at those levels.
Based on the flagpole, the initial sharp advance before the range, the second flag's implied target is about $109.
Trading Strategies
Conservative traders should wait for the price to retest the flag before risking a long position.
Moderate traders would buy the dip.
Aggressive traders could enter a contrarian short as the price nears the initial flag's implied target, the $100 psychological round number, and Tuesday's shooting star before joining moderate traders in the long position.
Read Full Story »»»
DiscoverGold
Congressman Meijer just reported buying Alibaba $BABA stock in 2021, so "shame on him for keeping the Chinese $$$ flowing
By: congresstrading.com | January 2, 2023
• Congressman Meijer just reported buying Alibaba $BABA stock in 2021, so "shame on him for keeping the Chinese $$$ flowing, [it's] beyond pathetic". We took a screenshot for if/when he deletes, also this is illegally reported 22+ months late.
Read Full Story »»»
DiscoverGold
Alibaba Group Holding Ltd. (BABA) Holding the 21D, if it fails multiple gaps to fill below
By: Options Mike | January 2, 2023
• $BABA Holding the 21D, if it fails multiple gaps to fill below.
200D still remains a issue.
Read Full Story »»»
DiscoverGold
Followers
|
274
|
Posters
|
|
Posts (Today)
|
0
|
Posts (Total)
|
8268
|
Created
|
03/22/08
|
Type
|
Free
|
Moderators DiscoverGold |
We operate leading online and mobile marketplaces in retail and wholesale trade, as well as cloud computing and other services. We provide technology and services to enable consumers, merchants, and other participants to conduct commerce in our ecosystem.
We aim to build the future infrastructure of commerce. We envision that our customers will meet, work and live at Alibaba, and that we will be a company that lasts at least 102 years.
We empower our customers with the fundamental infrastructure for commerce and data technology, so that they can build businesses and create value that can be shared among our ecosystem participants.
We strive to expand our products and services to become central to the everyday lives of our customers.
For a company that was founded in 1999, lasting at least 102 years means we will have spanned three centuries, an achievement that few companies can claim. Our culture, business models and systems are built to last, so that we can achieve sustainability in the long run.
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |