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BENSALEM, Pa., July 24, 2026 (GLOBE NEWSWIRE) -- Law Offices of Howard G. Smith continues its investigation on behalf of Alibaba Group Holding Ltd. (“Alibaba” or the “Company”) (NYSE: BABA) investors concerning the Company’s possible violations of federal securities laws.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ALIBABA GROUP HOLDING LTD. (BABA), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Happened?
On November 14, 2024, Financial Times published an article entitled “White House memo claims Alibaba is helping Chinese military target US.” According to the article, the memo provided declassified intelligence about how Alibaba provides “the People’s Liberation Army with capabilities that the White House believes threaten US security.” Moreover, “Alibaba also provides the Chinese government and PLA with access to customer data that includes IP addresses, WiFi information and payment records, as well as different AI-related service.”

On this news, Alibaba’s shares fell $6.04, or 3.78%, to close at $153.80 per share on November 14, 2025.

Then, on February 13, 2026, the Pentagon added Alibaba to a list of companies aiding the Chinese military before withdrawing the list only minutes later without explanation.

On this news, Alibaba’s stock price fell $3.00, or 1.9%, to close at $155.73 per share on February 13, 2026.

Then, on March 19, 2026, Alibaba reported weaker-than-expected financial results, with revenue missing consensus estimates “primarily due to weaker transaction activities and phase-out of the impact of software service fee implementation.”

On this news, Alibaba’s stock price fell $9.53, or 7.1%, to close at $124.90 per share on March 19, 2026..

Then, on June 11, 2026, Bloomberg News reported that the Beijing branch of State Administration for Market Regulation summoned Alibaba representatives "over what officials said was false advertising during the annual '618' midyear online shopping festival."

On this news, Alibaba’s stock price fell $1.64, or 1.4%, to close at $112.69 per share on June 11, 2026.

Then, on July 1, 2026, the US Department of Justice published a press release stating that Alibaba had “entered a non-prosecution agreement to pay $600 million to resolve the Justice Department’s allegations that they violated the Federal Food, Drug, and Cosmetic Act (FDCA) by failing to prevent merchants from selling and importing illegal pharmaceuticals, controlled substances, listed chemicals, and pill presses into the United States” through its e-commerce platforms.

On this news, Alibaba’s stock price fell $1.85 or 1.9%, to close at $96.14 per share on July 2, 2026, thereby injuring investors further.

Contact Us To Participate or Learn More:
If you purchased Alibaba securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020
Telephone: (215) 638-4847
Email: [email protected],
Visit our website at: www.howardsmithlaw.com.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com

New York, New York--(Newsfile Corp. - July 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Alibaba Group Holding Limited (NYSE: BABA) resulting from allegations that Alibaba may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Alibaba securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/alibaba-group-holding-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On June 24, 2026, Financial Times published an article entitled "Anthropic accuses Alibaba of obtaining illicit access to Claude". The article stated that Anthropic has "accused Chinese ecommerce giant Alibaba of obtaining illicit access to Claude by creating fake accounts designed to access the AI model which the American company does not offer to Chinese groups."

On this news, Alibaba American Depositary Shares ("ADS") fell 2.7% on June 24, 2026.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306564

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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Key Takeaways Alibaba narrowed AIDC's fiscal 2026 adjusted EBITA loss, moving the unit closer to break-even.Brand and AI tools are boosting monetization, merchant productivity and customer engagement.European compliance costs could slow profitability as fiscal 2027 earnings are projected to rise 15.28%. Alibaba’s (BABA - Free Report) international commerce business is narrowing losses, positioning the segment as a stronger long-term growth driver. Alibaba International Digital Commerce Group (AIDC) — which includes AliExpress, Alibaba.com, Lazada and Trendyol — significantly reduced its adjusted EBITA loss in fiscal 2026 as management improved logistics efficiency, optimized operations and enhanced unit economics, bringing the business closer to break-even.

The Brand+ initiative is attracting higher-quality brands and consumers, supporting stronger monetization, while AI-powered tools such as Accio and Accio Work are helping merchants automate sourcing, product listings and business operations, improving productivity and customer engagement. Alibaba.com’s global B2B marketplace, spanning buyers in more than 190 countries and generating revenues from memberships, value-added services, logistics and digital marketing, provides a diversified foundation for future international expansion. Alibaba has also continued strengthening its cross-border commerce ecosystem by expanding AI capabilities for merchants and broadening its Trade Assurance program into additional markets, reinforcing its strategy to accelerate profitable international growth.

However, investors should monitor regulatory risks, particularly in Europe, where increased compliance requirements and penalties for marketplace operators could raise operating costs and slow the path to sustained profitability for Alibaba's international commerce business.

According to the Zacks Consensus Estimate, earnings are projected to grow 15.28% in fiscal 2027, indicating that continued improvement in international commerce could become an increasingly important contributor to Alibaba's long-term profitability and sustainable growth.

How Rivals Stack Up Against BABAAmazon (AMZN - Free Report) challenges Alibaba through its vast international marketplace, fulfillment network and Prime ecosystem. Amazon benefits from seller-friendly policies, including lower fees in Europe and Brazil, while faster delivery and logistics strengthen global reach. The company also expands cross-border opportunities through growing international operations. Amazon's scale, fulfillment efficiency and trusted brand remain key competitive advantages.

Global-e Online (GLBE - Free Report) competes with Alibaba by enabling brands to sell globally through localized merchant-of-record services. Global-e Online differentiates itself with compliance, duties, taxes, payments and fulfillment capabilities, while Managed Markets and Borderfree expand merchant reach. Global-e Online also benefits from AI-driven automation and growing demand for seamless cross-border commerce, reinforcing its competitive position.

BABA’s Share Price Performance, Valuation & EstimatesBABA shares have declined 33.5% over the past six months compared with the industry’s fall of 4.2%.

BABA’s Six-Month Price Performance
Image Source: Zacks Investment Research

Going by the price/earnings ratio, the company's shares currently trade at 14.78 forward earnings, lower than 21.63 for the industry. BABA has a Value Score of C.

BABA’s Valuation
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for fiscal 2027 EPS has declined 6.78% to $6.88 over the past 60 days, and those for fiscal 2028 have decreased 9.06% to $9.53. However, the estimate still reflects robust year-over-year growth of 76.86%.

Image Source: Zacks Investment Research

Alibaba currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

New York, New York--(Newsfile Corp. - July 23, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Alibaba Group Holding Limited (NYSE: BABA) resulting from allegations that Alibaba may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Alibaba securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/alibaba-group-holding-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On June 24, 2026, Financial Times published an article entitled "Anthropic accuses Alibaba of obtaining illicit access to Claude". The article stated that Anthropic has "accused Chinese ecommerce giant Alibaba of obtaining illicit access to Claude by creating fake accounts designed to access the AI model which the American company does not offer to Chinese groups."

On this news, Alibaba American Depositary Shares ("ADS") fell 2.7% on June 24, 2026.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306353

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Alibaba Group Holding Limited ("Alibaba" or the "Company") (NYSE: BABA).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Alibaba and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On June 24, 2026, the Financial Times reported that Anthropic has accused Alibaba "of obtaining illicit access to Claude by creating fake accounts designed to access the AI model which the American company does not offer to Chinese groups."  

On this news, Alibaba's American Depositary Receipt ("ADR") price fell $7.53 per ADR, or 7.34%, over the following two trading sessions, to close at $95.07 per ADR on June 25, 2026.  

Then, on July 1, 2026, the U.S. Department of Justice issued a press release announcing that Alibaba had "entered a non-prosecution agreement to pay $600 million to resolve the Justice Department's allegations that they violated the Federal Food, Drug, and Cosmetic Act (FDCA) by failing to prevent merchants from selling and importing illegal pharmaceuticals, controlled substances, listed chemicals, and pill presses into the United States" through Alibaba's e-commerce platforms.  

On this news, Alibaba's ADR price fell $1.85 per ADR, or 1.9%, to close at $96.14 per ADR on July 2, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.  

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

NEW YORK, July 21, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Alibaba Group Holding Limited (NYSE: BABA) resulting from allegations that Alibaba may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Alibaba securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. boosted its stake in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 18.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 482,630 shares of the specialty retailer’s stock after buying an additional 73,607 shares during the period. Amova Asset Management Americas Inc.’s holdings in Alibaba Group were worth $60,580,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Hoey Investments Inc. boosted its stake in shares of Alibaba Group by 95.2% during the 1st quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 100 shares during the period. Costello Asset Management INC purchased a new position in shares of Alibaba Group during the fourth quarter valued at approximately $34,000. Palisade Asset Management LLC purchased a new position in shares of Alibaba Group during the third quarter valued at approximately $37,000. Palladiem LLC bought a new position in shares of Alibaba Group during the fourth quarter valued at approximately $38,000. Finally, SJS Investment Consulting Inc. raised its holdings in shares of Alibaba Group by 15,000.0% in the first quarter. SJS Investment Consulting Inc. now owns 302 shares of the specialty retailer’s stock worth $38,000 after buying an additional 300 shares during the period. 13.47% of the stock is owned by hedge funds and other institutional investors.

Key Alibaba Group News Here are the key news stories impacting Alibaba Group this week:

Positive Sentiment: Alibaba unveiled its new Qwen3.8-Max AI model, which it says is among the most capable in the market and second only to Anthropic’s Fable 5, reinforcing the company’s push to compete in global AI and cloud. Alibaba’s New AI Model Takes On Anthropic. What It Means for the Stock. Positive Sentiment: Investor commentary also stayed constructive, with Jim Cramer calling Alibaba “still the best way to play China,” which may be helping sentiment around the stock. Jim Cramer: Alibaba Is “Still the Best Way to Play China” Despite Being Down 18% YTD Neutral Sentiment: Multiple reports highlighted broader excitement around China’s AI models gaining share and Alibaba’s AI ecosystem expanding, which supports the long-term growth narrative but does not change fundamentals immediately. China AI Models Capture 63% of U.S. OpenRouter Usage as Xi Pushes Global Rules Neutral Sentiment: Alibaba-related lobbying disclosures showed the company is actively engaging on issues such as tariffs, capital markets access, product safety, and AI regulation, which is more of a background policy update than a direct trading catalyst. Lobbying Update: $920,000 of ALIBABA GROUP HOLDING LIMITED lobbying was just disclosed Negative Sentiment: Alibaba’s AliExpress unit was hit with a record €550 million EU fine over illegal, unsafe, and counterfeit product sales, raising compliance and reputational risks and likely weighing on the stock. AliExpress hit with $629 million EU fine over sales of illegal, counterfeit products Negative Sentiment: That EU fine was followed by multiple U.S. law-firm announcements about securities and fraud investigations into Alibaba, adding legal overhang and potentially increasing investor caution. Rosen Law Firm Encourages Alibaba Group Holding Limited Investors to Inquire About Securities Class Action Investigation – BABA Alibaba Group Stock Up 4.8% Shares of NYSE BABA opened at $120.44 on Tuesday. Alibaba Group Holding Limited has a 12-month low of $91.99 and a 12-month high of $192.67. The stock’s fifty day simple moving average is $116.33 and its two-hundred day simple moving average is $134.94. The stock has a market capitalization of $288.70 billion, a PE ratio of 19.78, a price-to-earnings-growth ratio of 2.12 and a beta of 0.51. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.21.

Alibaba Group (NYSE:BABA – Get Free Report) last released its quarterly earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. The firm had revenue of $35.30 billion during the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%. As a group, analysts expect that Alibaba Group Holding Limited will post 6.28 EPS for the current fiscal year.

Alibaba Group Dividend Announcement The company also recently disclosed an annual dividend, which was paid on Monday, July 13th. Stockholders of record on Thursday, June 11th were given a $1.05 dividend. The ex-dividend date of this dividend was Thursday, June 11th. This represents a dividend yield of 93.0%. Alibaba Group’s payout ratio is presently 16.91%.

Insider Transactions at Alibaba Group In other Alibaba Group news, CFO Hong Xu sold 175,054 shares of Alibaba Group stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $12.15, for a total value of $2,126,906.10. Following the transaction, the chief financial officer directly owned 280,496 shares of the company’s stock, valued at approximately $3,408,026.40. The trade was a 38.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Fan (Fj) Jiang sold 13,579 shares of the company’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $12.10, for a total value of $164,305.90. Following the transaction, the chief executive officer directly owned 556,617 shares in the company, valued at approximately $6,735,065.70. The trade was a 2.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 920,303 shares of company stock worth $70,796,370. 12.50% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades Several equities analysts have commented on the company. Barclays upped their price objective on Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Wall Street Zen raised shares of Alibaba Group from a “sell” rating to a “hold” rating in a research note on Saturday, May 23rd. Argus upgraded shares of Alibaba Group to a “hold” rating in a report on Tuesday, March 24th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Alibaba Group in a report on Wednesday, May 27th. Finally, Susquehanna boosted their price objective on shares of Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a research report on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $186.90.

Read Our Latest Research Report on Alibaba Group

About Alibaba Group (Free Report)

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.

Featured Stories Five stocks we like better than Alibaba Group The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding BABA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alibaba Group Holding Limited (NYSE:BABA – Free Report).

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Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Alibaba (BABA) says its new Qwen 3.8 AI model is one of the most powerful in the world.

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, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Alibaba Group Holding Limited ("Alibaba" or "the Company") (NYSE: BABA) for violations of the securities laws.

The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Alibaba is the subject of a report published by Reuters on June 24, 2026, titled: "Anthropic says Alibaba illicitly extracted Claude AI model capabilities." According to the report, "U.S. AI company Anthropic accused Alibaba, the Chinese technology and e-commerce giant, of illicitly extracting its Claude AI model capabilities in what it said was the largest known attack of its kind on the company, according to a ‌letter seen by Reuters."

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.

CONTACT:

The Schall Law Firm
Brian Schall, Esq.
310-301-3335
[email protected]
www.schallfirm.com

SOURCE The Schall Law Firm

20.7.2026 08:39, SSUN, BABA, HY9H, SKHY

Námi sledované indexy v asijsko-pacifickém regionu se obchodují smíšeně. Zatímco japonské trhy zůstaly dnes kvůli svátku zavřené, jihokorejský index Kospi se po pátku (kdy se kvůli státnímu svátku neobchodovalo) propadl až o 5,1 %. Hlavní tíhu tohoto poklesu nesli výrobci paměťových čipů, především Samsung Electronics (-4,1 %) a SK hynix (-3,9 %).

Naopak hongkongské akcie dokázaly po propadu z minulého týdne zamířit vzhůru. Trh pozitivně reagoval na oznámení dvou hlavních státních fondů o nových nákupech a také na blížící se schůzky regulátorů s klíčovými účastníky trhu. Tento růst je navíc podpořen silnými zprávami z oblasti umělé inteligence. Pozornost poutá zejména společnost Moonshot AI, stojící za modelem Kimi K3, která investorům sdělila, že chystá vstup na burzu již za šest měsíců. Její nejnovější model totiž zcela převrátil dosavadní vnímání čínských schopností v oblasti AI. Z tohoto technologického optimismu těží i akcie společnosti Alibaba (+3,9 %). Ta posiluje po vydání zkušební verze svého vlajkového modelu Qwen3.8 Max, který společnost sebevědomě označila za druhý nejlepší na trhu, hned po modelu Fable 5 od americké firmy Anthropic.

Hongkongský Hang Seng +1,86 % na 25019,02 b.
Čínský Shanghai Composite -0,11 % na 3759,9669 b.
Jihokorejský Kospi -4,46 % na 6516,27 b.
Australský S&P/ASX 200 -0,06 % na 8791,3 b.

Zdroj: Reuters

Michal Bárta
Fio banka, a.s.
Prohlášení

Posted by _ _xnake on Jul 17th, 2026

Shares of Alibaba Group Holding Limited (NYSE:BABA – Get Free Report) have been given an average recommendation of “Moderate Buy” by the twenty-three analysts that are currently covering the stock, Marketbeat.com reports. Five equities research analysts have rated the stock with a hold recommendation, sixteen have assigned a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $186.9048.

Several equities analysts have commented on the stock. Wall Street Zen raised shares of Alibaba Group from a “sell” rating to a “hold” rating in a research report on Saturday, May 23rd. JPMorgan Chase & Co. upped their target price on Alibaba Group from $200.00 to $205.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Zacks Research raised Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, June 2nd. BNP Paribas Exane started coverage on Alibaba Group in a report on Wednesday, April 29th. They set an “outperform” rating and a $209.00 price target on the stock. Finally, Nomura reduced their price objective on Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a research note on Thursday, June 25th.

View Our Latest Analysis on BABA

Alibaba Group Price Performance BABA opened at $117.61 on Friday. Alibaba Group has a 1 year low of $91.99 and a 1 year high of $192.67. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.28 and a quick ratio of 1.28. The company has a market capitalization of $282.34 billion, a price-to-earnings ratio of 19.31, a P/E/G ratio of 2.17 and a beta of 0.51. The firm’s fifty day moving average price is $117.16 and its two-hundred day moving average price is $135.36.

Alibaba Group (NYSE:BABA – Get Free Report) last announced its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. The company had revenue of $35.30 billion during the quarter. As a group, analysts anticipate that Alibaba Group will post 6.28 earnings per share for the current fiscal year.

Alibaba Group Announces Dividend The business also recently declared an annual dividend, which was paid on Monday, July 13th. Investors of record on Thursday, June 11th were issued a $1.05 dividend. This represents a dividend yield of 93.0%. The ex-dividend date of this dividend was Thursday, June 11th. Alibaba Group’s payout ratio is 16.91%.

Insider Activity at Alibaba Group In related news, CEO Fan (Fj) Jiang sold 13,579 shares of the stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $12.10, for a total transaction of $164,305.90. Following the completion of the transaction, the chief executive officer owned 556,617 shares in the company, valued at approximately $6,735,065.70. This represents a 2.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, General Counsel Siying Yu sold 6,772 shares of Alibaba Group stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.10, for a total transaction of $81,941.20. Following the completion of the sale, the general counsel directly owned 607,234 shares in the company, valued at approximately $7,347,531.40. This represents a 1.10% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 920,303 shares of company stock valued at $70,796,370 in the last 90 days. 12.50% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Alibaba Group Several large investors have recently modified their holdings of the stock. Jennison Associates LLC lifted its holdings in Alibaba Group by 11.9% during the fourth quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer’s stock valued at $7,950,000 after purchasing an additional 5,760 shares during the last quarter. Teachers Retirement System of The State of Kentucky increased its stake in shares of Alibaba Group by 24.5% in the first quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer’s stock worth $32,567,000 after purchasing an additional 51,000 shares in the last quarter. Thornburg Investment Management Inc. increased its stake in shares of Alibaba Group by 5.5% in the fourth quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer’s stock worth $85,607,000 after purchasing an additional 30,644 shares in the last quarter. Eurizon Capital SGR S.p.A. bought a new stake in shares of Alibaba Group in the fourth quarter valued at approximately $21,266,000. Finally, Nations Financial Group Inc. IA ADV raised its position in shares of Alibaba Group by 61.9% in the fourth quarter. Nations Financial Group Inc. IA ADV now owns 50,123 shares of the specialty retailer’s stock valued at $7,347,000 after purchasing an additional 19,169 shares during the period. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Key Headlines Impacting Alibaba Group Here are the key news stories impacting Alibaba Group this week:

Positive Sentiment: China approved Apple Intelligence for launch with Alibaba’s Qwen AI integrated into Apple devices in China, strengthening Alibaba’s position in a major AI rollout and fueling a rally in the stock. Apple Intelligence approved for launch in China with Alibaba’s Qwen AI Positive Sentiment: Multiple reports highlighted that Alibaba’s shares jumped in Hong Kong and U.S. trading on optimism that the Apple partnership could accelerate AI adoption and improve growth expectations. Alibaba’s U.S.-listed shares rise 4% after Qwen AI set to be integrated in Apple Intelligence Neutral Sentiment: Analysts continue to view Alibaba as having significant upside potential, though one firm recently trimmed its price target while keeping an Overweight rating. Alibaba Group Holding Limited (BABA): 12 Strong Buy Stocks with High Upside According to Analysts Negative Sentiment: Rosen Law Firm and Pomerantz LLP both announced investigations into possible securities claims against Alibaba, citing alleged misleading business information, which could create legal risk and weigh on shares. Alibaba Investor News: If You Have Suffered Losses in Alibaba Group Holding Limited (NYSE: BABA), You Are Encouraged to Contact The Rosen Law Firm About Your Rights Alibaba Group Company Profile (Get Free Report)

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.

See Also Five stocks we like better than Alibaba Group Why Abbott Laboratories Stock Is Suddenly Winning Back Wall Street Revving Up Returns: Big Banks Race Through the Rate Plateau Why Uber’s Biggest Deal Yet Could Unlock Its Next Growth Phase Why Microsoft Is Playing a Different AI Game Than Big Tech—and Cash Flow Is the Test

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, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Alibaba Group Holding Limited ("Alibaba" or the "Company") (NYSE: BABA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Alibaba and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.

[Click here for information about joining the class action]

On June 24, 2026, the Financial Times reported that Anthropic has accused Alibaba "of obtaining illicit access to Claude by creating fake accounts designed to access the AI model which the American company does not offer to Chinese groups."

On this news, Alibaba's American Depositary Receipt ("ADR") price fell $7.53 per ADR, or 7.34%, over the following two trading sessions, to close at $95.07 per ADR on June 25, 2026.

Then, on July 1, 2026, the U.S. Department of Justice issued a press release announcing that Alibaba had "entered a non-prosecution agreement to pay $600 million to resolve the Justice Department's allegations that they violated the Federal Food, Drug, and Cosmetic Act (FDCA) by failing to prevent merchants from selling and importing illegal pharmaceuticals, controlled substances, listed chemicals, and pill presses into the United States" through Alibaba's e-commerce platforms.

On this news, Alibaba's ADR price fell $1.85 per ADR, or 1.9%, to close at $96.14 per ADR on July 2, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

With markets back in rotation mode, @OptionsPlay's Tony Zhang says he's watching how that rotation plays into a climb of tensions between the U.S. and Iran, along with CPI and PPI pointing to an inflation downtrend. He says hyperscalers need to show earnings growth to restore long-term investor confidence in tech.

In Brief

Posted:

8:29 AM PDT · July 15, 2026

Image Credits:Apple (event screenshot) Apple Intelligence, the iPhone maker’s generative AI offering, is coming to China. On Wednesday, Reuters reported that China’s regulator, the Cyberspace Administration of China, approved Apple’s AI services in the country, on the back of a deal to integrate Alibaba’s Qwen AI model into Apple’s operating systems, including iOS, iPadOS, macOS, and visionOS.

The deal, which was rumored to be in the works last year, marks an important step for Apple’s AI ambitions in a key market. In the second quarter, Apple sales in Greater China increased 28% to $20.5 billion. Apple also recently regained the No. 2 position in China’s smartphone market after a recent shopping festival offered discounts on the iPhone lineup.

Prior to working with Alibaba, Apple was reportedly exploring a deal with Baidu, but faced issues adapting its models for Chinese customers. It also explored integrations with DeepSeek and with models from ByteDance, reports claimed. This led to delays in getting Apple Intelligence features, which debuted in 2024, to the Chinese market.

Alibaba confirmed the company’s news to CNBC in a statement, saying that Qwen would be “integrated into Apple Intelligence experiences,” but did not provide a timeframe. It also said the integrations would involve AI capabilities like “text and image understanding and generation.”

U.S. shares of Alibaba rose 4% in pre-market trading on news of the deal, and are now up by over 6%, as of the time of publication.

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, /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Alibaba Group Holding Limited (NYSE: BABA) resulting from allegations that Alibaba may have issued materially misleading business information to the investing public.

So What: If you purchased Alibaba securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

What to do next: To join the prospective class action, go to https://rosenlegal.com/cases/alibaba-group-holding-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

What is this about: On June 24, 2026, Financial Times published an article entitled "Anthropic accuses Alibaba of obtaining illicit access to Claude". The article stated that Anthropic has "accused Chinese ecommerce giant Alibaba of obtaining illicit access to Claude by creating fake accounts designed to access the AI model which the American company does not offer to Chinese groups."

On this news, Alibaba American Depositary Shares ("ADS") fell 2.7% on June 24, 2026.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

Ask investors to name the biggest artificial intelligence (AI) companies in the world, and you'll probably hear the same names: Nvidia, Microsoft, Alphabet, or OpenAI.

Few would mention Alibaba (BABA +0.20%). That may be a mistake.

While the market continues to view Alibaba as a Chinese e-commerce company battling slowing consumer spending and fierce competition, the company is quietly building one of the world's largest AI ecosystems. It has developed frontier AI models, operates China's largest cloud platform, and plans to invest massively in AI and cloud infrastructure over the next three years.

Yet most investors still treat it as an e-commerce company. That disconnect could create an opportunity for long-term investors.

Image source: Getty Images.

The market is still looking at yesterday's Alibaba For most of its history, Alibaba's story was simple. Its fortunes rose and fell with Taobao and Tmall. As China's e-commerce market expanded, Alibaba became one of the country's most valuable companies.

But the e-commerce landscape in China has changed. China's online retail market has matured, and competition from Pinduoduo, JD.com, and Douyin has intensified. The recent quick-commerce war further raises questions about the long-term profitability of this business. It doesn't help that growth has also decelerated significantly, given the size of the business.

Many investors looked at this slowdown and concluded that Alibaba's best years were behind it. Management, however, has been building a very different future.

Today's Change

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Qwen, Alibaba's AI strategy At the center of Alibaba's AI ambitions is Qwen, its family of open-source large language models.

Technically, Qwen already stands alongside many of the world's leading models, delivering competitive performance across coding, math, and general capabilities.

But performance isn't what makes Qwen strategically important. Its open-source model is. Unlike proprietary AI systems that keep developers inside closed ecosystems, Alibaba allows businesses, researchers, and governments to freely build on Qwen.

At first glance, that sounds like an odd business decision. Why spend billions developing cutting-edge AI only to give it away? Because Alibaba isn't trying to monetize the model itself, it's trying to monetize everything built around it. Every company that builds applications using Qwen needs computing power, model hosting, databases, storage, security, development tools, and AI infrastructure. Those services are exactly what Alibaba Cloud provides.

In other words, Qwen isn't simply an AI model. It's Alibaba's customer acquisition engine for the AI era.

The real prize is Alibaba Cloud This is why Alibaba Cloud may become the company's most valuable business over the next decade. Historically, investors viewed it as China's version of a traditional infrastructure provider. Today, it's evolving into something much bigger. Alibaba is integrating computing infrastructure, foundation models, APIs, development platforms, AI agents, and industry-specific solutions into a single AI-native platform.

This creates a powerful flywheel. Better AI models attract more developers. More developers generate higher cloud usage. Higher cloud usage funds further AI investment. That, in turn, attracts even more developers. It's remarkably similar to the ecosystem strategy that made Amazon Web Services (AWS) indispensable to millions of businesses.

If Alibaba successfully builds the dominant AI platform across China and much of Asia, cloud could become the company's defining business, not e-commerce.

Investors may be valuing the wrong business Today, discussions about Alibaba almost always begin with Chinese consumer spending. That's understandable. Domestic commerce still generates most of the company's revenue.

But investors should increasingly ask a different question. What if Alibaba's future is determined less by shopping and more by AI infrastructure? Cloud businesses typically deserve higher valuation multiples because they generate recurring revenue, high switching costs, and expanding margins as they scale.

Besides, this business has been firing on all cylinders of late. For perspective, Alibaba Cloud revenue grew by 34% in the latest fiscal year ended March 31. Particularly, AI-related product revenue delivered triple-digit growth for the 11th consecutive quarter.

If Alibaba's AI strategy succeeds, investors may eventually stop valuing it as a mature retailer and start valuing it as an AI platform. That may lead to a higher overall valuation multiple.

What does it mean for investors? Alibaba still faces real challenges. Domestic commerce needs to stabilize, AI investments are expensive, and competition remains fierce.

But the market may be overlooking something far more important. Alibaba isn't simply adding AI features to its existing businesses. It's rebuilding the company around AI.

If management executes well, investors may one day realize they weren't buying a slow-growing e-commerce company at all. They were buying one of the world's largest AI infrastructure platforms -- before the rest of the market recognized it.

Alibaba (BABA - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.

Over the past month, shares of this online retailer have returned -0.2%, compared to the Zacks S&P 500 composite's +1.3% change. During this period, the Zacks Internet - Commerce industry, which Alibaba falls in, has gained 4.6%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Alibaba is expected to post earnings of $1.94 per share for the current quarter, representing a year-over-year change of -5.8%. Over the last 30 days, the Zacks Consensus Estimate has changed +8.3%.

For the current fiscal year, the consensus earnings estimate of $6.89 points to a change of +77.1% from the prior year. Over the last 30 days, this estimate has changed -6%.

For the next fiscal year, the consensus earnings estimate of $9.59 indicates a change of +39.2% from what Alibaba is expected to report a year ago. Over the past month, the estimate has changed -3.6%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for Alibaba.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Alibaba, the consensus sales estimate of $38.63 billion for the current quarter points to a year-over-year change of +11.7%. The $167.52 billion and $185.78 billion estimates for the current and next fiscal years indicate changes of +15.2% and +10.9%, respectively.

Last Reported Results and Surprise HistoryAlibaba reported revenues of $35.28 billion in the last reported quarter, representing a year-over-year change of +8.3%. EPS of $0.09 for the same period compares with $1.73 a year ago.

Compared to the Zacks Consensus Estimate of $35.23 billion, the reported revenues represent a surprise of +0.15%. The EPS surprise was -92.62%.

Over the last four quarters, Alibaba surpassed consensus EPS estimates times. The company topped consensus revenue estimates three times over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Alibaba is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Alibaba. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.

Tom Yeung here with your Sunday Digest.

Summer months are usually a boring stretch for active stock traders. Trading volumes dry up, options get more expensive, and everyone is waiting for a second-quarter earnings season that often disappoints. Q2 lacks a major shopping season, which might explain why August and September (when financials are reported) are historically weak for many U.S. stocks – especially consumer-facing ones.

Nevertheless, there’s always a bull market somewhere. And that’s because not every country follows the same calendar that we Americans do.

Much of East Asia treats its Lunar New Year like Christmas. People splash out on fancy vacations and gifts. For them, February is their month to spend big. The Middle East celebrates Ramadan and Eid al-Fitr on an every-changing date.

That’s why I think it’s highly worthwhile for active traders to tune in to an upcoming presentation by TradeSmith CEO Keith Kaplan, happening on Thursday, July 16, at 10 a.m. Eastern.

In this free Breakthrough 2026 event, Keith explains how he and his team have developed a trading system designed to precisely identify these seasonal signals and help investors pinpoint the exact right time to enter a stock. It’s not just about identifying what the right stocks to buy are… it’s also about when to get in. Reserve your spot for that broadcast here.

The system works. Last year, I suggested four stocks using this approach. Shares of the four rose 10% on average in the following month – a nice bonus for stocks I already had my eye on. And if you would like to try the tool for yourself, you can do so by clicking here.

In the meantime, Keith’s system has identified two companies that I expect to do extremely well in the coming months. And I’d like to share them with you today.

Stock to Buy No. 1: Open Sesame It’s been a tough stretch for Alibaba Group Holding Ltd. (BABA), China’s largest e-commerce company by revenue. After peaking at almost $200 last year, shares of the retail giant have collapsed… reaching as low as $92 last week before seeing a minor rebound last week.

Keith’s system suggests now is the time to get back in. Over the past 12 years, Alibaba’s stock has performed best in the first three weeks of July – an unusual period for Western consumer stocks to perform well.

There’s a good chance this boost stems from China’s 618 shopping festival, a multiweek “digital Black Friday” that runs from mid-May until mid-June. This oddly timed sale comes just three months after Lunar New Year and adds rocket fuel to second-quarter earnings. (In the U.S., it would be like having a second Christmas in March.)

The 618 festival is overshadowed by its better-known cousin, the Singles’ Day sale in November, when people buy presents for themselves. I believe this often causes investors to underestimate that day’s less-famous peer.

Nevertheless, 618 has become a bonanza for online sellers. Analysts estimate that last year’s festival brought in $125 billion in sales. That’s almost as much as what the entire U.S. online holiday shopping season brought in, once you adjust for the size difference of the two countries. This year’s “slow” 618 festival is still expected to see a 4% increase in spending.

Alibaba stands to gain handsomely. The company is responsible for almost 50% of Chinese e-commerce sales by value, and its Taobao and Tmall marketplaces are profitable cash cows.

In addition, I have my eye on Alibaba because it is rapidly expanding into AI cloud computing using a playbook from Alphabet Inc. (GOOGL). Alibaba is now designing its own chips, constructing its own data centers, and developing a whole set of advanced AI models. Its Qwen 3.7 Max AI model is the best of any Chinese firm, as ranked by Artificial Analysis, and is only several months behind OpenAI’s and Anthropic’s leading models.

In other words, Alibaba is becoming a diversified tech giant.

That matters because Alibaba’s e-commerce business now generates too much cash to reinvest in the business. And all this money (over $20 billion per year) can now be used in creating a high-growth, vertically integrated AI business.

This vertical integration is important for Alibaba’s success. Custom-designed chips are more energy efficient and run faster, because they can be hardwired to run specific models (i.e., Alibaba’s). And that means Alibaba can often undercut rivals by simply running things more efficiently.

Think of it like a chef who’s trained to make certain dishes. A diner cook might be able to put together dozens of cuisines and switch between cooking, baking, and sauce-making. These chefs are akin to the generalist data centers like CoreWeave Inc. (CRWV) or Nebius Group NV (NBIS) that take any customer willing to spend money for AI compute.

But if you want a perfect plate of sushi or the crispiest croissant, it’s usually better to go to a restaurant specializing in these dishes, rather than a Las Vegas steakhouse that somehow does it all. This is the strategy Google and Alibaba are both pursuing, and I expect both to succeed.

Best of all, expectations are low for Alibaba. The company now trades at just 17X forward earnings after its recent selloff – a fraction of what e-commerce and AI companies typically trade for. And if Keith’s system is correct, now is the right time to get back into this promising stock.

Stock to Buy No. 2: Wowing Shoppers South Korean consumers also have their oddities. They do roughly half of all shopping online now, using their phones to buy everything from fresh groceries to major appliances.

That means South Korean e-commerce platforms have an enormous pull with their digital sales events. And the market leader of this is Coupang Inc. (CPNG).

Coupang is South Korea’s largest retailer by sales, outclassing every other e-commerce and bricks-and-mortar firm. The company has a nationwide logistics network that provides same-day or next-day delivery to over 90% of the country and is aiming to cover 99% within the next several years. Its Rocket Delivery system is so quick that most people ordering fresh food in the evening can expect to receive it before they leave for work the next morning.

Keith’s system suggests that August will be the best time to enter this stock. Over the past five years, shares have risen 9% on average from the start of August through mid-September.

One likely reason is Coupang’s Wow Members Day, a one-week sale that happens in July. The event is so large that I believe it adds somewhere between 10% to 15% of revenue to a normal month of sales.

Another is that South Korea has a second Lunar New Year holiday in September called Chuseok. This is one of the most important festivals of the year, and the sales boost is comparable to both China’s 618 event and America’s online holiday shopping season once you adjust for South Korea’s smaller size. Coupang’s third-quarter revenues are always larger than the first two, and even eclipsed Q4 sales last year.

The company is also quickly emerging from a cybersecurity scandal last year that rocked investor confidence. In mid-June, South Korea finalized a $409 million fine for Coupang over a 2025 data breach that exposed user information. That fine was far smaller than investors expected and caused the stock to jump. For those seeking to line up an investment abroad, Keith’s system finds that Coupang in August is an ideal pick.

Finding the Right Time to Buy Of course, Coupang and Alibaba come with significant regulatory risks. Both operate in countries with heavy-handed governments, and both have landed on the wrong side of those hands at some point.

Alibaba founder Jack Ma vanished from the public eye in late 2020 after criticizing Beijing’s financial regulators and state-owned banks. He no longer runs the firm. Coupang’s 2025 data breach triggered the government to assemble a massive interagency task force that was later called “disproportionate” and “discriminatory” by an American-led Congressional committee. (Coupang shares trade on the New York Stock Exchange, and so they enjoy some American protections.) However, that left the two firms at incredible discounts. And cheap prices for high-growth firms often translate into double-digit gains when a recovery arrives.

Now, timing these recoveries used to be a guessing game. Many people turn to “smart money” indicators, technical analysis, or black-box algorithms to figure out when to get in. With Keith Kaplan’s system, this guessing is replaced by careful analysis of data.

I highly recommend you tune in. The system has already helped me find several excellent entry points, and I believe it can help you, too, find the best time to buy the stocks you’ve had your eye on.

Click here to sign up for Keith’s free Breakthrough 2026 event on Thursday, July 16, at 10 a.m. Eastern.

Until next week,

Thomas Yeung, CFA

Market Analyst, InvestorPlace

Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.

New York, New York--(Newsfile Corp. - July 10, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Alibaba Group Holding Limited (NYSE: BABA) resulting from allegations that Alibaba may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Alibaba securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/alibaba-group-holding-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On June 24, 2026, Financial Times published an article entitled "Anthropic accuses Alibaba of obtaining illicit access to Claude". The article stated that Anthropic has "accused Chinese ecommerce giant Alibaba of obtaining illicit access to Claude by creating fake accounts designed to access the AI model which the American company does not offer to Chinese groups."

On this news, Alibaba American Depositary Shares ("ADS") fell 2.7% on June 24, 2026.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304832

Source: The Rosen Law Firm PA

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BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith continues its investigation on behalf of Alibaba Group Holding Ltd. (“Alibaba” or the “Company”) (NYSE: BABA) investors concerning the Company’s possible violations of federal securities laws.

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ALIBABA GROUP HOLDING LTD. (BABA), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Happened?

On November 14, 2024, Financial Times published an article entitled “White House memo claims Alibaba is helping Chinese military target US.” According to the article, the memo provided declassified intelligence about how Alibaba provides “the People’s Liberation Army with capabilities that the White House believes threaten US security.” Moreover, “Alibaba also provides the Chinese government and PLA with access to customer data that includes IP addresses, WiFi information and payment records, as well as different AI-related service.”

On this news, Alibaba’s shares fell $6.04, or 3.78%, to close at $153.80 per share on November 14, 2025.

Then, on February 13, 2026, the Pentagon added Alibaba to a list of companies aiding the Chinese military before withdrawing the list only minutes later without explanation.

On this news, Alibaba’s stock price fell $3.00, or 1.9%, to close at $155.73 per share on February 13, 2026.

Then, on March 19, 2026, Alibaba reported weaker-than-expected financial results, with revenue missing consensus estimates “primarily due to weaker transaction activities and phase-out of the impact of software service fee implementation.”

On this news, Alibaba’s stock price fell $9.53, or 7.1%, to close at $124.90 per share on March 19, 2026..

Then, on June 11, 2026, Bloomberg News reported that the Beijing branch of State Administration for Market Regulation summoned Alibaba representatives "over what officials said was false advertising during the annual '618' midyear online shopping festival."

On this news, Alibaba’s stock price fell $1.64, or 1.4%, to close at $112.69 per share on June 11, 2026.

Then, on July 1, 2026, the US Department of Justice published a press release stating that Alibaba had “entered a non-prosecution agreement to pay $600 million to resolve the Justice Department’s allegations that they violated the Federal Food, Drug, and Cosmetic Act (FDCA) by failing to prevent merchants from selling and importing illegal pharmaceuticals, controlled substances, listed chemicals, and pill presses into the United States” through its e-commerce platforms.

On this news, Alibaba’s stock price fell $1.85 or 1.9%, to close at $96.14 per share on July 2, 2026, thereby injuring investors further.

Contact Us To Participate or Learn More:

If you purchased Alibaba securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:

Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020
Telephone: (215) 638-4847
Email: [email protected],
Visit our website at: www.howardsmithlaw.com.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

More News From Law Offices of Howard G. Smith

, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Alibaba Group Holding Limited ("Alibaba" or the "Company") (NYSE: BABA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Alibaba and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. 

[Click here for information about joining the class action]

On June 24, 2026, the Financial Times reported that Anthropic has accused Alibaba "of obtaining illicit access to Claude by creating fake accounts designed to access the AI model which the American company does not offer to Chinese groups." 

On this news, Alibaba's American Depositary Receipt ("ADR") price fell $7.53 per ADR, or 7.34%, over the following two trading sessions, to close at $95.07 per ADR on June 25, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.

Attorney advertising. Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP