---
title: "These Analysts Boost Their Forecasts On Alibaba After Q4 Results"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286433706.md"
description: "Alibaba Group reported mixed Q4 results, with revenue of $35.28 billion slightly exceeding estimates. Adjusted earnings per share were 9 cents, below the expected $1.12. CEO Eddie Wu highlighted advancements in AI investments, with cloud revenue growth accelerating to 40%. Following the earnings report, analysts from Mizuho and Barclays raised their price targets for Alibaba from $190 to $195 and from $186 to $195, respectively. Despite the positive outlook, Alibaba shares fell 2% to $142.94."
datetime: "2026-05-14T14:27:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286433706.md)
  - [en](https://longbridge.com/en/news/286433706.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286433706.md)
generator: "portal-rs"
---

# These Analysts Boost Their Forecasts On Alibaba After Q4 Results

**Alibaba Group Holding Ltd**. (NYSE:BABA) on Wednesday reported mixed fiscal fourth-quarter 2026 results.

The company reported quarterly revenue of $35.28 billion, up 3% from a year earlier and slightly ahead of analyst estimates of $35.23 billion. Excluding the divested Sun Art and Intime businesses, revenue increased 11% on a like-for-like basis.

Adjusted earnings per American Depositary Share came in at 9 cents, missing analyst expectations of $1.12.

“Alibaba’s full-stack AI investments have progressed from incubation to commercialization at scale. This quarter, we achieved accelerated breakthroughs across models, cloud infrastructure, and applications,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Cloud Intelligence Group’s external revenue growth accelerated to 40%, with AI-related products accounting for 30% of this revenue. Our Qwen LLM demonstrated leadership in reasoning and coding while we strengthened our multimodal model portfolio with the launch of video generation and world models. As we see massive potential for agentic AI, we launched multiple enterprise AI agents for office and coding use cases, and we fully integrated e-commerce capabilities into the consumer-facing Qwen app, deepening synergies between AI and our consumer ecosystem.”

Alibaba shares fell 2% to trade at $142.94 on Thursday.

These analysts made changes to their price targets on Alibaba following earnings announcement.

-   Mizuho analyst Wei Fang maintained Alibaba with an Outperform rating and raised the price target from $190 to $195.
-   Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $186 to $195.

**Considering buying BABA stock? Here’s what analysts think:** 

*Photo via Shutterstock*

### Related Stocks

- [513040.CN](https://longbridge.com/en/quote/513040.CN.md)
- [KWEB.US](https://longbridge.com/en/quote/KWEB.US.md)
- [CLOU.US](https://longbridge.com/en/quote/CLOU.US.md)
- [YINN.US](https://longbridge.com/en/quote/YINN.US.md)
- [EBIZ.US](https://longbridge.com/en/quote/EBIZ.US.md)
- [BABX.US](https://longbridge.com/en/quote/BABX.US.md)
- [513770.CN](https://longbridge.com/en/quote/513770.CN.md)
- [KBAB.US](https://longbridge.com/en/quote/KBAB.US.md)
- [BABO.US](https://longbridge.com/en/quote/BABO.US.md)
- [BABA.US](https://longbridge.com/en/quote/BABA.US.md)
- [09988.HK](https://longbridge.com/en/quote/09988.HK.md)

## Related News & Research

- [Alibaba Deploys Cross-Platform AI Agents to Drive Global Enterprise Expansion](https://longbridge.com/en/news/298482310.md)
- [Feiyang International Seals AI Tourism Pacts With DingTalk China and RedBear AI](https://longbridge.com/en/news/298625584.md)
- [Alibaba Expands Equity Base with HK$112.7 Placement of 710 Million New Shares](https://longbridge.com/en/news/298029562.md)
- [Amap confirms it is developing a “pitfall list” feature](https://longbridge.com/en/news/298264023.md)
- [Qwen Office Launches Industry's First "Multi-user Workspace" Supporting Up to 100 Users Online Collaboration Simultaneously](https://longbridge.com/en/news/298176639.md)

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