Alibaba will ban employees from using Anthropic's artificial intelligence tools starting Friday. The Chinese company put Anthropic's Claude Code on a high-risk software list.
Alibaba Group Holding Limited (BABA) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q4
the company's operating income swung to a loss of $848 million in 2026Q4, and the lack of consistent free cash flow generation raises significant concerns regarding the long-term sustainability of current capital allocation strategies.
Alibaba Group Holding Limited (BABA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Alibaba Group Holding Limited (BABA) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 13, 2026 | $0.09vs $1.02-91.2% | $35.3Bvs $35.8B-1.4% |
| Q2 2026 | Mar 19, 2026 | $1.01vs $1.65-38.8% | $40.7Bvs $41.4B-1.5% |
| Q4 2025 | Nov 25, 2025 | $0.61vs $0.66-7.6% | $34.8Bvs $41.9B-16.8% |
| Q3 2025 | Aug 29, 2025 | $2.06vs $2.13-3.3% | $34.5Bvs $34.3B+0.8% |
Recent stock market news and headlines for Alibaba Group Holding Limited (BABA)
Alibaba will ban employees from using Anthropic's artificial intelligence tools starting Friday. The Chinese company put Anthropic's Claude Code on a high-risk software list.
The Chinese company's models have won over developers worldwide, but they are open source — so they can be used and modified freely.

China's Alibaba will ban employees from using Anthropic's programming tool Claude Code, starting on July 10, according to multiple reports.

Recently, Zacks.com users have been paying close attention to Alibaba (BABA). This makes it worthwhile to examine what the stock has in store.
China's Kuaishou Technology said on Thursday a group of investors including Alibaba and Tencent will inject over 19 billion yuan ($2.80 billion) in Kling AI, while valuing the popular AI video arm at $15 billion on a pre-money basis.
Key metrics vs top competitors for Alibaba Group Holding Limited (BABA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $98.14 | $229.03B | 15.15 | 2.74% | 10.12% | 9.36% | 2.1% | |
| $26.49 | $35.77B | 13.95 | 12.97% | 1.5% | 6.52% | — | |
| $82.53 | $117.47B | 8.59 | 9.65% | 22.66% | 26.12% | — | |
| $245.98 | $2.65T | 34.31 | 12.38% | 12.22% | 23.34% | — | |
| $112.09 | $38.12B | 64.76 | -3.04% | 3.48% | 0.21% | — | |
| $104.23 | $63.84B | 41.36 | 36.38% | 6.92% | 15.18% | — |
Alibaba Group Holding Limited (BABA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Alibaba Group Holding Limited (BABA) stock FAQ — growth, dividends, profitability & financials explained
Alibaba Group Holding Limited (BABA) reported $1.02T in revenue for fiscal year 2026. This represents a 74957% increase from $1.36B in 2007.
Alibaba Group Holding Limited (BABA) grew revenue by 2.7% over the past year. Growth has been modest.
Yes, Alibaba Group Holding Limited (BABA) is profitable, generating $103.59B in net income for fiscal year 2026 (10.1% net margin).
Yes, Alibaba Group Holding Limited (BABA) pays a dividend with a yield of 2.10%. This makes it attractive for income-focused investors.
Alibaba Group Holding Limited (BABA) has a return on equity (ROE) of 9.4%. This is below average, suggesting room for improvement.
Alibaba Group Holding Limited (BABA) had negative free cash flow of $50.46B in fiscal year 2026, likely due to heavy capital investments.