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HSBC Research Keeps Buy on Alibaba (BABA.US) w/ TP Cut to USD193
2026-01-09 14:27:30
While BABA-W (09988.HK)'s cloud business growth is expected to further accelerate in 2026, its customer management revenue growth will likely slow due to a high base and macroeconomic factors, HSBC Research wrote in its report.

The narrowing of losses in BABA-W's quick commerce is progressing well, and the company is committed to expanding its market share in 2026.

Upbeat about BABA-W's leadership in the AI sector and robust cloud business growth prospects, HSBC Research has kept a Buy rating on the company's US shares (BABA.US) but cut its target price from USD205 to USD193.
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