Barclays analyst Jiong Shao maintains $Alibaba (BABA.US)$ with a buy rating, and adjusts the target price from $137 to $130.
According to TipRanks data, the analyst has a success rate of 49.8% and a total average return of 7.5% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alibaba (BABA.US)$'s main analysts recently are as follows:
The company's September quarter results met expectations, yet its ongoing investment cycle is impacting margins and has become a point of concern for investors. It is believed that maintaining a significant quarterly share buyback will ultimately yield positive results due to mathematical inevitabilities.
Following Alibaba's fiscal Q2 results, which were largely in-line with consensus, there is an expectation that China's consumer demand softness and deflationary pressure will continue in the near-term. Additionally, investments in AI and data computing are anticipated to rebound sequentially. Adjustments were made to the FY25-27 adjusted net profit forecasts, reflecting a more prolonged investment phase.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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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巴克萊銀行分析師Jiong Shao維持$阿里巴巴 (BABA.US)$買入評級，並將目標價從137美元下調至130美元。
根據TipRanks數據顯示，該分析師近一年總勝率為49.8%，總平均回報率為7.5%。
此外，綜合報道，$阿里巴巴 (BABA.US)$近期主要分析師觀點如下：
公司的9月份季度業績符合預期，但其持續的投資週期正在影響利潤率，並且成爲投資者關注的焦點。人們認爲，維持大規模的季度股票回購將最終因數學必然性而產生積極結果。
在阿里巴巴公佈的2023財年第二季度業績基本符合市場共識後，人們普遍預期中國消費需求的疲軟和通貨緊縮壓力將在短期內持續。此外，預計在人工智能和數據計算方面的投資將出現環比反彈。對2025-2027財年的調整後淨利潤預測進行了調整，反映出更長期的投資階段。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
