---
title: "These Analysts Slash Their Forecasts On Alibaba Following Weak Q3 Results"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/279959239.md"
description: "Alibaba Group (BABA) reported disappointing Q3 results, with revenue of $40.73B, missing estimates, and adjusted EPS of $1.01 below the expected $1.73. Despite a 2% year-over-year revenue increase, analysts have revised their price targets downwards. Baird's target is now $164, Barclays' is $190, and Mizuho's is also $190. CEO Eddie Wu emphasized AI as a key growth driver, with Cloud Intelligence revenue up 36%. Following the earnings report, Alibaba shares fell 0.1% to $124.82."
datetime: "2026-03-20T14:12:57.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/279959239.md)
  - [en](https://longbridge.com/en/news/279959239.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/279959239.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/279959239.md) | [English](https://longbridge.com/en/news/279959239.md)


# These Analysts Slash Their Forecasts On Alibaba Following Weak Q3 Results

**Alibaba Group Holding Ltd.** (NYSE:BABA) on Thursday posted weak fiscal third-quarter results.

The company posted quarterly revenue of $40.73 billion, up 2% year-over-year, missing the analyst consensus estimate of $41.26 billion. On a like-for-like basis, excluding revenue from the divested Sun Art and Intime businesses, Alibaba's revenue would have grown 9% Y/Y.

The adjusted earnings per American Depositary Share (ADS) came in at $1.01, missing the analyst consensus estimate of $1.73.

CEO Eddie Wu said Alibaba continued to invest heavily in AI and consumer businesses during the quarter, positioning AI as a key long-term growth driver. "AI is and will continue to be one of our primary growth engines," Wu said.

He noted that Cloud Intelligence revenue rose 36%, with AI-related products delivering a tenth straight quarter of triple-digit growth, while the Model-as-a-Service platform emerged as a new growth engine.

Alibaba shares fell 0.1% to trade at $124.82 on Friday.

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

-   Baird analyst Colin Sebastian maintained Alibaba with an Outperform rating and lowered the price target from $174 to $164.
-   Barclays analyst Jiong Shao maintained the stock with an Overweight rating and cut the price target from $195 to $190.
-   Mizuho analyst Jason Helfstein maintained Alibaba with an Outperform rating and lowered the price target from $195 to $190.

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

_Photo via Shutterstock_

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