---
title: "Key facts: BofA Sees 52% Cloud Rise; Alibaba (BABA)+4.5% Core revenue -5%"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/301468881.md"
description: "Bank of America forecasts Alibaba's cloud revenue to surge 52% in the September quarter, with operating margins rising to 12.9%, prompting a 4.5% stock jump as investors anticipate profit boosts. Conversely, Alibaba warned that core e-commerce customer-management revenue may decline 5% due to weak Chinese consumer spending. Additionally, reports indicate Alibaba lacked public safety-test disclosures for most of its 857 AI model releases."
datetime: "2026-10-10T07:00:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/301468881.md)
  - [en](https://longbridge.com/en/news/301468881.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/301468881.md)
generator: "portal-rs"
---

# Key facts: BofA Sees 52% Cloud Rise; Alibaba (BABA)+4.5% Core revenue -5%

-   Bank of America expects Alibaba (BABA) cloud revenue to jump 52% in the September quarter and forecasts cloud operating margin to rise to about 12.9% from 11.6%. GuruFocus
-   Alibaba (BABA) jumped ~4.5% after Bank of America said investors may be underestimating an upcoming profit boost; price move and bank note were the only reported facts. GuruFocus
-   Alibaba (BABA) warns customer-management revenue for its core e-commerce unit may drop about 5% in the September quarter due to weak Chinese consumer spending. GuruFocus
-   Report found Alibaba (BABA) lacked public safety-test disclosures for its AI model releases; among 857 releases overall, only 31 published model-linked safety results and nine before launch. Reuters

**Disclaimer**

This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources.

### Related Stocks

- [BABC.US](https://longbridge.com/en/quote/BABC.US.md)
- [BABO.US](https://longbridge.com/en/quote/BABO.US.md)
- [BABU.US](https://longbridge.com/en/quote/BABU.US.md)
- [BABW.US](https://longbridge.com/en/quote/BABW.US.md)
- [BABX.US](https://longbridge.com/en/quote/BABX.US.md)
- [BBYY.US](https://longbridge.com/en/quote/BBYY.US.md)
- [KBAB.US](https://longbridge.com/en/quote/KBAB.US.md)
- [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md)
- [09988.HK](https://longbridge.com/en/quote/09988.HK.md)
- [BABA.US](https://longbridge.com/en/quote/BABA.US.md)
- [BAC.US](https://longbridge.com/en/quote/BAC.US.md)

## Related News & Research

- [Alibaba’s AI cloud revenue set to surge over 50% after spending blitz: analysts](https://longbridge.com/en/news/301272930.md)
- [Alibaba details September 2026 equity movements in Hong Kong filing](https://longbridge.com/en/news/301137055.md)
- [Alibaba Explores Spanish Expansion Amid Global AI Push](https://longbridge.com/en/news/301284126.md)
- [Alibaba (BABA) Chairman Joe Tsai Urges Europe To Back Open Source AI](https://longbridge.com/en/news/301446156.md)
- [China Merchants Securities Sticks to Its Buy Rating for Alibaba Group Holding Ltd. (9988)](https://longbridge.com/en/news/301460928.md)

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