StreetInsider.com News Articles

Alibaba stock target raised at Morgan Stanley on cloud business strength

Mon, 29 Sep 2025 11:13:11 -0400

Investing.com -- Morgan Stanley lifted its price target on Alibaba to $200 from $165, citing accelerating growth in its cloud division and continued momentum in core operations.

The bank reiterated its Overweight rating on the stock.

“We raise our cloud growth estimates to 32% for F26 and 40% for F27, driven by increased capex, model upgrades, strategic partnerships and accelerated international expansion,” Morgan Stanley said.

The analysts highlighted a more bullish outlook for Alicloud following the company’s Apsara Conference.

“On the supply end, we increase our capex estimates to Rmb130-135bn each year over F26-28, from Rmb100bn-108bn previously, assuming

Alibaba stock target raised at Morgan Stanley on cloud business strength

Mon, 29 Sep 2025 11:13:11 -0400

Investing.com -- Morgan Stanley lifted its price target on Alibaba to $200 from $165, citing accelerating growth in its cloud division and continued momentum in core operations.

The bank reiterated its Overweight rating on the stock.

The analysts highlighted a more bullish outlook for Alicloud following the company’s Apsara Conference.

“On the supply end, we increase our capex estimates to Rmb130-135bn each year over F26-28, from Rmb100bn-108bn previously, assuming

Alibaba stock target raised at Morgan Stanley on cloud business strength

Mon, 29 Sep 2025 11:13:11 -0400

Investing.com -- Morgan Stanley lifted its price target on Alibaba to $200 from $165, citing accelerating growth in its cloud division and continued momentum in core operations.

The bank reiterated its Overweight rating on the stock.

The analysts highlighted a more bullish outlook for Alicloud following the company’s Apsara Conference.

“On the supply end, we increase our capex estimates to Rmb130-135bn each year over F26-28, from Rmb100bn-108bn previously, assuming

Alibaba stock target raised at Morgan Stanley on cloud business strength

Mon, 29 Sep 2025 11:13:11 -0400

Investing.com -- Morgan Stanley lifted its price target on Alibaba to $200 from $165, citing accelerating growth in its cloud division and continued momentum in core operations.

The bank reiterated its Overweight rating on the stock.

The analysts highlighted a more bullish outlook for Alicloud following the company’s Apsara Conference.

“On the supply end, we increase our capex estimates to Rmb130-135bn each year over F26-28, from Rmb100bn-108bn previously, assuming

Alibaba stock target raised at Morgan Stanley on cloud business strength

Mon, 29 Sep 2025 11:13:11 -0400

Investing.com -- Morgan Stanley lifted its price target on Alibaba to $200 from $165, citing accelerating growth in its cloud division and continued momentum in core operations.

The bank reiterated its Overweight rating on the stock.

The analysts highlighted a more bullish outlook for Alicloud following the company’s Apsara Conference.

“On the supply end, we increase our capex estimates to Rmb130-135bn each year over F26-28, from Rmb100bn-108bn previously, assuming

Alibaba stock target raised at Morgan Stanley on cloud business strength

Mon, 29 Sep 2025 11:13:11 -0400

Investing.com -- Morgan Stanley lifted its price target on Alibaba to $200 from $165, citing accelerating growth in its cloud division and continued momentum in core operations.

The bank reiterated its Overweight rating on the stock.

The analysts highlighted a more bullish outlook for Alicloud following the company’s Apsara Conference.

“On the supply end, we increase our capex estimates to Rmb130-135bn each year over F26-28, from Rmb100bn-108bn previously, assuming

Alibaba stock target raised at Morgan Stanley on cloud business strength

Mon, 29 Sep 2025 11:13:11 -0400

Investing.com -- Morgan Stanley lifted its price target on Alibaba to $200 from $165, citing accelerating growth in its cloud division and continued momentum in core operations.

The bank reiterated its Overweight rating on the stock.

The analysts highlighted a more bullish outlook for Alicloud following the company’s Apsara Conference.

“On the supply end, we increase our capex estimates to Rmb130-135bn each year over F26-28, from Rmb100bn-108bn previously, assuming

BofA raises Alibaba target amid Artificial Superintelligence era push

Wed, 24 Sep 2025 08:28:22 -0400

Investing.com -- Bank of America Securities hiked its price target on Alibaba Group (NYSE:BABA) shares to $195 from $168, pointing to what it sees as a transformative opportunity as the company commits billions more to artificial intelligence and cloud computing in the so-called Artificial Superintelligence (ASI) era.

At its annual Apsara Conference, the Chinese tech giant said it will invest beyond its previously announced RMB380 billion capital expenditure plan over the next three years.

“Management believes large models will be the next generation of operating systems while AI cloud will be the next generation of computers,” BofA

BofA raises Alibaba target amid Artificial Superintelligence era push

Wed, 24 Sep 2025 08:28:22 -0400

At its annual Apsara Conference, the Chinese tech giant said it will invest beyond its previously announced RMB380 billion capital expenditure plan over the next three years.

“Management believes large models will be the next generation of operating systems while AI cloud will be the next generation of computers,” BofA

BofA raises Alibaba target amid Artificial Superintelligence era push

Wed, 24 Sep 2025 08:28:22 -0400

At its annual Apsara Conference, the Chinese tech giant said it will invest beyond its previously announced RMB380 billion capital expenditure plan over the next three years.

“Management believes large models will be the next generation of operating systems while AI cloud will be the next generation of computers,” BofA

BofA raises Alibaba target amid Artificial Superintelligence era push

Wed, 24 Sep 2025 08:28:22 -0400

At its annual Apsara Conference, the Chinese tech giant said it will invest beyond its previously announced RMB380 billion capital expenditure plan over the next three years.

“Management believes large models will be the next generation of operating systems while AI cloud will be the next generation of computers,” BofA

BofA raises Alibaba target amid Artificial Superintelligence era push

Wed, 24 Sep 2025 08:28:22 -0400

At its annual Apsara Conference, the Chinese tech giant said it will invest beyond its previously announced RMB380 billion capital expenditure plan over the next three years.

“Management believes large models will be the next generation of operating systems while AI cloud will be the next generation of computers,” BofA

BofA raises Alibaba target amid Artificial Superintelligence era push

Wed, 24 Sep 2025 08:28:22 -0400

At its annual Apsara Conference, the Chinese tech giant said it will invest beyond its previously announced RMB380 billion capital expenditure plan over the next three years.

“Management believes large models will be the next generation of operating systems while AI cloud will be the next generation of computers,” BofA

Alibaba unveils AI chip as China races to close gap with Nvidia

Fri, 29 Aug 2025 05:49:29 -0400

Investing.com -- Alibaba (HK:9988) (NYSE:BABA) has unveiled a new cloud-computing chip designed to handle a wider range of AI inference tasks, marking a step beyond its earlier, more specialized processors, the Wall Street Journal reported on Friday.

The move comes amid Beijing’s broader push to build a self-sufficient AI supply chain as U.S. restrictions continue to limit China’s access to Nvidia’s most advanced chips.