For the fiscal quarter ending March 2026, analysts expect Alibaba to report consensus revenue of $35.81 billion and EPS of $1.02, while the current stock price of $140.06 remains significantly below the $185.15 average analyst price target.
Investors are primarily focused on Cloud Intelligence Group (CIG) revenue growth as the company pursues an ambitious goal of exceeding $100 billion in AI and cloud-related revenue over the next five years.
While the cloud segment is projected to grow by 40% due to the rapid adoption of Qwen 3.5 models, consolidated margins remain under pressure from heavy subsidies in 'instant retail' and intense competition in domestic e-commerce. Despite recent profit volatility, the company's $53 billion multi-year AI investment cycle and aggressive share buybacks continue to be the central pillars of the current turnaround strategy.