BofA Securities analyst Joyce Ju maintains $Alibaba (BABA.US)$ with a buy rating, and adjusts the target price from $106 to $124.
According to TipRanks data, the analyst has a success rate of 62.3% and a total average return of 14.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alibaba (BABA.US)$'s main analysts recently are as follows:
Expectations are set for Alibaba to unveil its fiscal Q2 results in the upcoming early to mid-November period, with predictions indicating a 6% year-over-year increase in total revenue. It's anticipated that core Taobao Tmall revenue will remain relatively unchanged compared to the previous year. Projections suggest a modest 1.8% year-over-year rise in China marketplaces' customer management revenue, predicated on a mid-single digit percentage expansion in gross merchandise value (GMV) coupled with a slight decrease in the blended take rate.
A conservative stance is being maintained on Alibaba due to subdued consumer spending and ongoing reinvestments that are expected to continue impacting earnings. It's anticipated that Alibaba's Gross Merchandise Value will show an increase of 4%-5% year over year, compared to the higher single digits seen in the previous quarter. There's also an expectation of a quicker growth in customer management revenue, around 2%-3%, which is an improvement from the 0.6% growth in the prior quarter, potentially driven by software service fees.
It is anticipated that Alibaba's fiscal second-quarter performance at key divisions such as Taobao and Tmall Group may be impacted by a challenging consumption climate. Nonetheless, it is advised that investors look past these results in anticipation of potential positive developments in subsequent quarters. When comparing current valuation metrics, such as forward PE multiples, among the 'big 3' in China's e-commerce sector (which includes Alibaba, PDD Holdings, and JD.com), it is believed that Alibaba presents the most compelling investment opportunity.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Joyce Ju維持$阿里巴巴 (BABA.US)$買入評級，並將目標價從106美元上調至124美元。
根據TipRanks數據顯示，該分析師近一年總勝率為62.3%，總平均回報率為14.9%。
此外，綜合報道，$阿里巴巴 (BABA.US)$近期主要分析師觀點如下：
預計阿里巴巴將在即將到來的11月初至中旬公佈其第二財季業績，預計總收入將同比增長6％。預計淘寶天貓的核心收入與去年相比將保持相對不變。預測顯示，中國市場的客戶管理收入同比略有增長1.8％，前提是商品總值（GMV）的中等個位數百分比增長，加上混合收取率略有下降。
由於消費者支出疲軟和持續的再投資預計將繼續影響收益，阿里巴巴一直保持保守立場。預計阿里巴巴的商品總值將同比增長4％-5％，而上一季度的個位數較高。還有人預計，客戶管理收入將更快地增長，約爲2％-3％，較上一季度的0.6％有所改善，這可能是由軟件服務費推動的。
預計阿里巴巴第二財季在淘寶和天貓集團等關鍵部門的業績可能會受到充滿挑戰的消費環境的影響。儘管如此，建議投資者忽略這些業績，以期在接下來的幾個季度中可能出現積極的進展。在比較中國電子商務行業 「三巨頭」（包括阿里巴巴、PDD Holdings和京東）中當前的估值指標，例如遠期市盈倍數時，可以認爲阿里巴巴提供了最具吸引力的投資機會。
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