What's Happening With Alibaba Stock? (BABA)

Benzinga

Alibaba just shocked Wall Street with Q2 results — and the market is rewarding it. Revenue beat expectations at $34.81B, China e-commerce jumped 16%, international grew 10%, and Cloud surged 34% thanks to rapid AI adoption. Alibaba now leads China’s AI cloud market with 35.8% share, while Qwen model usage on Hugging Face has exploded to 180,000+ derivatives.  Despite adjusted net income dropping 72% as the company reinvests heavily, investors pushed the stock to $165.45 pre-market, up 2.90% from the previous close.  In this video, we break down the numbers, the strategy, the AI momentum, and why analysts believe Alibaba’s long-term setup may be stronger than ever.  Sources: All data taken directly from Alibaba’s reported earnings and market data at the time of recording. Benzinga article link: https://www.benzinga.com/markets/2025/11/48791657/alibaba-cloud-e-commerce-engines-hit-full-throttle-in-q2

Transcript

00:00Alibaba's stock is jumping this morning, but not for the reasons you might think.

00:04You see, they just posted $34.81 billion in Q2 revenue, beating expectations, but here's

00:10the twist.

00:11That headline number only shows 5% growth.

00:14However, if you remove the businesses Alibaba divested, real growth was actually 15% year

00:20over year.

00:20Most people assumed e-commerce in China was slowing, but instead, revenue in that segment

00:25jumped 16%, boosted by Taobao's user growth and a strong 11-11 shopping festival.

00:32Even their 88 VIP members passed 56 million.

00:35You'd think global commerce would be weak too, but it wasn't.

00:39It grew 10% with AliExpress expanding local inventory into more than 30 countries.

00:44And the biggest surprise, Alibaba Cloud surged 34% as AI adoption spiked.

00:50Quinn models on Hugging Face hit over $180,000, more than double the next competitor.

00:56And Alibaba remains number one in China's AI cloud market with 35.8% share.

01:03There is a catch though.

01:04Adjusted net income fell 72% and adjusted EBITDA dropped 78% because the company is reinvesting

01:11heavily into cloud infrastructure and instant commerce.

01:15But despite that pressure, the market is reacting positively.

01:18Alibaba closed at $160.73 and at the time of recording sits around $165.45, up nearly 3%.

01:28Sometimes investors don't reward today's profits.

01:31They reward future dominance.

01:34And Alibaba is clearly betting on AI plus cloud becoming its next growth engine.

01:39They reward for having pretty well.

01:45Sameweight quantity.

01:46The direct target kit will be gathered in 11 days.

01:49Their bid-off here is still in 11 days.

01:51What viceumi spec Holipsus called India's AI?

01:54The front of the brand is almost at 106- телефон.

01:56And the company has there in 12 days.

01:58The growing400 and sales have Carolyn Yamra.

02:00It's 1 to 10 days ago.

02:01And it's like 315.

02:02So 309- optimal您 can use this as a message.

02:04Each ninth 400-iges but the main product is고

02:06So 30 or 35,000 times where Google is located in 1199.

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