Alibaba to Announce Q2 Earnings on November 25: What to Expect
Chinese e-commerce leader Alibaba (BABA) is set to disclose its Q2 fiscal year 2026 earnings on November 25. The company has seen a remarkable stock surge of over 83% so far this year, driven by improved financials and profitability in its e-commerce operations. Additionally, the heightened demand for Alibaba’s AI and cloud services has positively influenced investor confidence.
What to Expect from Alibaba’s Q2 Earnings
Analysts project that Alibaba will report earnings of $0.85 per share for Q2. Revenue estimates stand at approximately $34.30 billion, reflecting a year-over-year growth of more than 4% according to TipRanks Analyst Forecasts.
Analyst Insights on Alibaba Ahead of Q2 Results
- Wei Fang from Mizuho Securities has raised his price target for Alibaba to $195 from $159, indicating a potential upside of 27%.
- He maintains a Buy rating on BABA, citing improvements in commerce trends and solid progress within the cloud segment.
- Fang noted an uptick in customer spending and order activity, which have been bolstered by enhanced engagement in food delivery and in-store services.
- Citi analysts are also optimistic, with a price target of $218, affirming that recent weaknesses are temporary and the long-term outlook remains strong.
Market Reactions and Trading Expectations
According to TipRanks’ Options tool, traders anticipate a significant stock movement following the earnings release. The expected earnings fluctuation is calculated at around 7.21% in either direction. This reflects the market’s anticipation of how Alibaba’s financial results will impact its stock price.
Current Sentiment Towards Alibaba Stock
Overall, analysts express strong confidence in Alibaba’s stock. Currently, there are 19 Buy ratings and two Hold ratings, leading to a Strong Buy consensus rating on TipRanks. The average price target for Alibaba stands at $198.21, signaling a potential upside of approximately 29.61% compared to current trading levels.
As Alibaba gears up to announce its Q2 earnings, all eyes will be on the results to gauge the future performance and market positioning of this e-commerce giant.
