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 disclose its fiscal second-quarter outcomes around early to mid-November, with projections indicating a 6% annual increase in total revenue. The core revenue from Taobao Tmall is anticipated to remain relatively unchanged from the previous year. It is forecasted that the revenue from customer management on China marketplaces will see a modest rise of 1.8% year-over-year, based on the assumption of a mid-single digit percentage growth in gross merchandise value, or GMV, coupled with a slightly lower blended take rate.
The firm maintains a conservative stance on Alibaba, influenced by subdued consumption and ongoing reinvestments impacting earnings. It is anticipated that Alibaba's Gross Merchandise Value will see a year-over-year increase of 4%-5%, compared to the higher single-digit growth in the previous quarter. Additionally, an acceleration in customer management revenue growth is expected, potentially reaching 2%-3% as opposed to the 0.6% observed in the first quarter, bolstered by software service fees.
Alibaba is anticipated to encounter challenges in its core-core revenue and profit at Taobao and Tmall Group during fiscal Q2 due to subdued consumer spending. Nevertheless, a forward-looking perspective is advised, with the expectation of positive catalysts in the upcoming periods. When considering the 'big 3' China e-commerce players, which currently have comparable forward PE multiples, Alibaba stands out as the most appealing investment option.
Note:
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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：
預計阿里巴巴將於11月初至中旬披露其財季第二季度業績，預測顯示總營業收入將年增長6%。預期淘寶天貓的核心營收將與上一年相比保持相對穩定。根據商品總價值中單數位百分比增長和略低的綜合費率的假設，預計中國市場的客戶管理收入將同比略有上升，增長幅度爲1.8%。
公司對阿里巴巴保持保守態度，受抑制的消費和持續的再投資影響盈利。預期阿里巴巴的商品總價值將同比增長4%至5%，相比上一季度較高的個位數增長。此外，預計客戶管理收入增長將加速，有望達到2%-3%，而不是首季觀察到的0.6%，受軟件服務費的支持。
預計阿里巴巴在第二財季將在淘寶和天貓集團的核心營收和利潤方面面臨消費者支出不足的挑戰。然而，建議持有前瞻性觀點，並期待未來時期的積極推動因素。考慮到目前具有可比市盈率的'大三'中國電子商務玩家，阿里巴巴是最具吸引力的投資選擇。
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