---
title: "Morgan Stanley: Reiterates \"Overweight\" Rating on Alibaba, Expects 32% Growth in Cloud Revenue for Next Quarter"
description: "Morgan Stanley published a research report, expecting that Alibaba Health's cloud business revenue growth year-on-year for the second quarter of the fiscal year 2026, ending September this year, will "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/260834786.md"
published_at: "2025-10-13T05:30:01.000Z"
---

# Morgan Stanley: Reiterates "Overweight" Rating on Alibaba, Expects 32% Growth in Cloud Revenue for Next Quarter

> Morgan Stanley published a research report, expecting that Alibaba Health's cloud business revenue growth year-on-year for the second quarter of the fiscal year 2026, ending September this year, will accelerate to 32%. The cloud business EBITA profit margin is expected to remain between 8% and 9%, which will further strengthen its position as "China's best AI enabler," sufficient to offset the short-term profit pressure caused by losses from instant retail investments and other businesses, reiterating its "Overweight" rating on its ADR

Morgan Stanley published a research report, expecting that Alibaba Health's cloud business revenue for the second quarter of the fiscal year 2026, ending September this year, will accelerate to a year-on-year growth rate of 32%. The cloud business's EBITA profit margin is expected to remain between 8% and 9%, which will further strengthen its position as "China's best AI enabler," sufficient to offset the short-term profit pressure caused by losses from instant retail investments and other businesses, reiterating its "overweight" rating on its ADR

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.