Active options: BABA MSTR AVGO ORCL OPEN MSFT NFLX IREN NIO

Go back to Active options: BABA MSTR AVGO ORCL OPEN MSFT NFLX IREN NIO

Alibaba earnings preview: Jefferies sees accelerating cloud growth

November 24, 2025 4:00 PM UTC

Alibaba (NYSE: BABA) is positioned to deliver a solid September-quarter performance, with Jefferies highlighting accelerating cloud revenue growth and improving synergies in Quick Commerce (QC).

Jefferies reaffirmed Alibaba as its top pick in 2026, citing opportunities in AI+Cloud and consumption.

Analyst Thomas Chong told investors in a preview note written in early October that he expects Customer Management Revenue (CMR) to outpace GMV growth... More