Buy Alibaba (BABA) on Today's Weakness - Oppenheimer

Alibaba (BABA) PT Trimmed to $110 at SunTrust Robinson Humphrey; Government Concerns Are a Red Herring

SunTrust Robinson Humphrey analyst Robert Peck reiterated a Buy rating while cutting his price target on Alibaba (NYSE: BABA) to $110.00 (from $120.00) following earnings results and he calls the government concerns a 'red herring.'

Pecks Points. 1) Monetization (take rate) disappointed at 2.70% due to: organic desktop algorithm improvements,... More

Alibaba (BABA) PT Lowered to $115 at RBC Capital; 'Outperform' Maintained

RBC Capital analyst Mark Mahaney lowered his price target on Outperform-rated Alibaba (NYSE: BABA) to $115.00 (from $130.00) following results yesterday that disappointed investors. While a monetization miss, the analyst said fundamentals are still strong.

Mahaney commented, "Revenue of 26.2B RMB came in above RBC @ 25.8B RMB but below Street @ 27.5B RMB. The major delta vs. Street was China Commerce... More

Alibaba (BABA) Price Target Lowered to $98 at Goldman Sachs Following Q3 Results

Goldman Sachs maintained a Neutral rating on Alibaba (NYSE: BABA) and lowered its price target to $98.00 (from $104.00). The stock declined after it reported Q3 results, with below consensus revenue.

Analyst Piyush Mubayi said, "China retail marketplaces gross merchandise volume (GMV) grew 49% yoy to Rmb787bn, on growth of 45% yoy in annual active buyers and 3% yoy spending per... More

UPDATE: Stifel Downgrades Alibaba (BABA) to Hold on Risk Following SAIC White Paper

(Updated - January 29, 2015 11:16 AM EST)

Stifel downgraded Alibaba (NYSE: BABA) from Buy to Hold and removed its price target (prior $115). The change follows a SAIC white paper yesterday that criticized the company for a number of issues including failure to control counterfeit products. This morning Alibaba reported Q3 results. Analyst analyst Scott W. Devitt noted increased government risk and take rate... More

Probability of Alibaba (BABA) Buying Yahoo! (YHOO) is Increasing - Analyst

Shares of Yahoo! (NASDAQ: YHOO) are getting smacked Thursday (-8.6%) amid disappointing quarterly results from Alibaba (NYSE: BABA) (-9.6%). Yahoo! fortunes are closely tied to Alibaba given its massive stake, which it now plans to spin-off into a separate publicly traded entity.

While lower today, the spinning-off of the Alibaba stake is seen as unlocking loads of value for Yahoo! shareholders. Today, Needham & Company analyst Laura Martin took it a step further and said the... More

Alibaba (BABA) Sinks 7% Post EPS

Alibaba (NYSE: BABA) is immediately trading down 7% following December quarter results

Alibaba (BABA) Tops Q3 EPS by 6c

Alibaba (NYSE: BABA) reported Q3 EPS of $0.81, $0.06 better than the analyst estimate of $0.75. Revenue for the quarter came in at $4.22 billion versus the consensus estimate of $4.45 billion.

GMV GMV transacted on our China retail marketplaces in the quarter ended December 31, 2014 was RMB787 billion (US$127 billion), an increase of 49% compared to the same quarter of 2013, and compared to RMB556 billion in the quarter ended September 30, 2014, representing a net addition of RMB231 billion GMV in three months. GMV transacted on Taobao Marketplace in the quarter ended December 31, 2014 was RMB494 billion (US$80 billion), an... More