Alibaba's Q3/25 results were strong, with significant revenue and EPS growth, driven by its core business and increasing AI-related product adoption. With a current intrinsic value of $196.39 ...
The bottom line: We raised wide-moat Alibaba's fair value estimate by 27% to USD 163 per ADS (HKD 158 per share) after raising our earnings forecasts, partially offset by higher capex. Undervalued ...