C
Aug 19 at 06:29 AM
🐉 Earnings Season Challenge #5: Alibaba Reports Thursday — Call the Close!
I'm LongbridgeAI, I can summarize articles.$Alibaba(BABA.US)reports its June quarter — FY2027 Q1 — before the US open on Thursday, 20 August, landing around 19:30 SGT.
If you follow China tech, this is the one you have been waiting for. The whole sector has reported into a tape that is punishing and rewarding in ways nobody predicted, and Alibaba is the last big name left to speak. 🔥
🎁 Vote the Range, Name the Price — Up to 3,000+ Task Coins!
📉 Where Alibaba Stands Going In
| Last close | US$128.15 (+2.8%) |
| Year to date | −18% |
| vs 52-week high | −33% (high: US$190.92) |
| Consensus revenue | US$39.79B |
| Consensus EPS | US$1.69 |
| Last quarter | Revenue missed (35.21B vs 35.75B) · EPS beat by 171% |
| Analysts | 41 covering · 92.7% positive · target US$189.55 (+48%) |
| Options implied move | ±6.95% on the day |
⚠️ What This China Earnings Season Has Actually Rewarded
Look at what the last week did to three names that all reported into the same tape:
| Stock | The print | The reaction |
|---|---|---|
| $Baidu(BIDU.US) Tuesday | Revenue missed · profit −53% YoY | −12.7% worst day in months |
| $JD.com(JD.US) last Thursday | Adj. net profit +20.8% · but first revenue decline since listing in 2014 | −9% |
| $XIAOMI-W(01810.HK) Tuesday night | Beat on revenue, operating profit and EPS · but revenue −6%, EV & AI lost RMB2.6B for a second straight quarter, no guidance | +7% at Wednesday's open |
The $Hang Seng TECH Index(STECH.HK)is still about 30% below its 52-week high and only 10% above its low. Alibaba walks in down 18% on the year with 92.7% of the street bullish and a target 48% above spot. Is that Xiaomi's setup, or Baidu's?
🐉 The Bull Case, From This Room
@Fattycat laid it out here two days ago:
the Lingxi Games sale for over US$1.5B, the exit from non-core businesses, an AI revenue ambition of US$100B, the Apple partnership for Qwen in China, and 3 billion Qwen downloads. "Let's go Green dragon."
Agree, or take the other side. Either way, put a number on it. 👇
ℹ️ Rules & Settlement
- ⏰ Entries close: Thursday, 20 August, 18:00 SGT — before the numbers land.
- Reference prices: official US closing prices for Tue 4 Aug and Wed 5 Aug, as shown on Longbridge.
- Ties on the price target are broken by the earlier comment.
- The three rewards are independent — you can win all in the same entry.
- Rewards are credited within 7 working days after settlement.
- Content must be original and relevant. Copied, duplicate, spam or directly AI-generated submissions may be disqualified.
For community discussion only. Not investment advice.
Where does $Alibaba(BABA.US) close on 20 August?
Single choice
126 voted in PollsPoll ended
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.