[{"data":1,"prerenderedAt":28},["ShallowReactive",2],{"nr-en-alibaba-earnings-ai-cloud-bank-of-america-price-target":3},{"slug":4,"title":5,"dek":6,"date":7,"time":8,"publishedAt":9,"updated":10,"updatedAt":10,"dateFmt":11,"updatedFmt":10,"kind":12,"tier":13,"author":14,"authorName":15,"topics":16,"tracker":10,"trackerLabel":10,"headlineStat":22,"image":23,"ogImage":24,"imageAlt":5,"csv":10,"minutes":25,"words":26,"html":27},"alibaba-earnings-ai-cloud-bank-of-america-price-target","Bank of America raises Alibaba price target to $178 – cloud growth seen offsetting AI losses","Early report based on the official source: the bank sees Alibaba's earnings turn as underpriced, driven by cloud and AI.","2026-10-10","08:39","2026-10-10T08:39:00+02:00","","October 10, 2026","daten","standard","ideal-syka","Ideal Syka",[17,18,19,20,21],"Alibaba","Cloud","Finance","China","AI investment","Price target $178 (previously $175), cloud growth 52 percent (previously 45)","\u002Fnewsroom\u002Fimg\u002Falibaba-earnings-ai-cloud-bank-of-america-price-target.webp","\u002Fog-nr\u002Falibaba-earnings-ai-cloud-bank-of-america-price-target.en.png",1,252,"\u003Cp>Bank of America has raised its price target for Alibaba shares from $175 to $178 and maintained its Buy rating. According to TradingView, which picks up the analysis, the stock jumped 4.5 percent on Friday after investors, in the bank's view, are still underestimating an upcoming profit increase. The source cites Thursday's close at $105.70.\u003C\u002Fp>\n\u003Ch2>Short & sweet\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>The price target rises from \u003Cstrong>$175\u003C\u002Fstrong> to \u003Cstrong>$178\u003C\u002Fstrong>; per the source, this implies upside of roughly \u003Cstrong>68 percent\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>For the \u003Cstrong>September quarter\u003C\u002Fstrong> the bank expects cloud revenue growth of \u003Cstrong>52 percent\u003C\u002Fstrong> (previously \u003Cstrong>45 percent\u003C\u002Fstrong>), and cloud margins are forecast to rise to \u003Cstrong>12.9 percent\u003C\u002Fstrong> (previously \u003Cstrong>11.6 percent\u003C\u002Fstrong>).\u003C\u002Fli>\n\u003Cli>Losses from Alibaba's AI laboratories and apps may shrink to \u003Cstrong>11 billion yuan\u003C\u002Fstrong> (previously \u003Cstrong>14 billion yuan\u003C\u002Fstrong>).\u003C\u002Fli>\n\u003Cli>The conventional e-commerce business remains a counterweight: customer management revenue is likely to fall \u003Cstrong>5 percent\u003C\u002Fstrong> in the September quarter, and Chinese consumer spending is weak.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Open question\u003C\u002Fh2>\n\u003Cp>According to the source, the decisive question for investors is whether cloud growth can become large enough to offset weak consumer demand. The next quarter's results should show whether the costly AI investment cycle begins to deliver operational leverage.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Classification:\u003C\u002Fstrong> For German companies this is mainly a signal about the market dynamics of Chinese cloud and AI providers. Whether it has consequences for vendor selection or dependencies depends on developments this analysis does not yet substantiate.\u003C\u002Fp>\n\u003Ch2>Sources\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.tradingview.com\u002Fnews\u002Fgurufocus:29019dc8e094b:0-alibaba-s-earnings-turn-may-be-underpriced\u002F\">TradingView\u003C\u002Fa>\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>\u003Cem>Editorially owned by \u003Ca href=\"\u002Fen\u002Fautor\u002Fideal-syka\">Ideal Syka\u003C\u002Fa>. Sources and method: \u003Ca href=\"\u002Fen\u002Fredaktion\">Newsroom & method\u003C\u002Fa>. Tips and corrections: \u003Ca href=\"mailto:ai@i6eal.de\">ai@i6eal.de\u003C\u002Fa>.\u003C\u002Fem>\u003C\u002Fp>\n",1791624381483]