--- title: "🐉 Earnings Season Challenge #5: Alibaba Reports Thursday — Call the Close!" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000860726.md" description: "$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 who..." datetime: "2026-08-19T06:29:45.000Z" locales: - [en](https://longbridge.com/en/topics/100000000860726.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000860726.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000860726.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # 🐉 Earnings Season Challenge #5: Alibaba Reports Thursday — Call the Close! $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 | **Bea**t 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.* ### Related Stocks - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [BABA.US](https://longbridge.com/en/quote/BABA.US.md) - [89988.HK](https://longbridge.com/en/quote/89988.HK.md) - [01810.HK](https://longbridge.com/en/quote/01810.HK.md) - [81810.HK](https://longbridge.com/en/quote/81810.HK.md) - [XIACY.US](https://longbridge.com/en/quote/XIACY.US.md) - [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md) - [BIDU.US](https://longbridge.com/en/quote/BIDU.US.md) - [89888.HK](https://longbridge.com/en/quote/89888.HK.md) ## Comments (33) - **NewUser_sPW5RD · 2026-08-20T11:07:15.000Z**: Good article - **Hellee87 · 2026-08-20T09:17:37.000Z**: Baba defied gravity and may not follow the other tech fate when announcing results. - **TheCollector · 2026-08-20T06:13:27.000Z**: My call: US$129.9Why: My guess is that market will be undecided, and it will probably be swayed by more significantly by macros.HK: More - **EP · 2026-08-20T04:52:55.000Z**: $139+The #1 AI and Cloud play in China. Most undervalued big tech with e-commerce applications. Highest potential in this AI boom. - **NewUser_VM0QD · 2026-08-20T04:49:12.000Z**: Expectations might be higher - **JHWY · 2026-08-20T03:14:51.000Z**: 👍 - **ICEsh00ter · 2026-08-20T02:46:16.000Z**: rolled out new AI versions recently - **NewUser_fqNlkQ · 2026-08-20T01:01:42.000Z**: Target price 140 - **NewUser_fqNlkQ · 2026-08-20T01:00:04.000Z**: The Hang Seng Index weakened, dragging down weighted stocks. With increased SO spending, the real beneficiaries remain semiconductors within hard tech. - **optionspuppy · 2026-08-20T00:51:11.000Z**: I voted up 20% - **ApexTrades · 2026-08-20T00:09:11.000Z · 👍 2**: baba has been my most boring stock holding for the past 5 years. so as usual. its going nowhere - **JeremyT** (2026-08-20T03:12:32.000Z): it ran 182 to 92 and back to 128 inside a year, my stomach begs to differ. - **Jolyn · 2026-08-19T23:50:05.000Z**: moving up and down. manage to catch at the low price some small amount - **Eunice** (2026-08-20T03:18:09.000Z): i only got half a lot in around that zone. you adding more before the print? - **win win · 2026-08-19T23:30:57.000Z**: Earning season giving more opportunities to all of us - **powerplaytrader ppt · 2026-08-19T21:03:22.000Z · 👍 1**: u - **powerplaytrader ppt · 2026-08-19T21:01:57.000Z · 👍 1**: selling - **Lizard · 2026-08-19T18:19:42.000Z**: ah gou ah hwae - **Lawrence · 2026-08-19T17:14:11.000Z · 👍 2**: My call: US$138Why: Alibaba is expected to show strong cloud growth and improving NPAT after diminishing losses from the China food delivery war and US markets love and needs more good profitable AI story after some duds.HK: MoreThe HK markets traditionally has been more muted but I believe they’re - **PebbleU · 2026-08-19T16:03:14.000Z**: Qwen's momentum is still insufficient, with limited growth in traditional businesses - **erickhoosg · 2026-08-19T15:53:55.000Z**: LFGgggggg - **Lemonade · 2026-08-19T15:53:45.000Z · 👍 7**: My Call : USD$132.50Alibaba’s robust AI cloud momentum, highlighted by high-profile enterprise partnerships like Apple and Tesla, provides strong upside potential. Despite near-term margin pressure from strategic reinvestment, positive options market sentiment and strong bullish positioning ahead of --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**