Alibaba Group Holding Ltd (NYSE:BABA) is one of the top e-commerce stocks with long-term potential. On July 9, Jefferies reiterated its Buy rating on Alibaba, highlighting strong cloud growth driven by enterprise demand for AI.
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The firm expects Alibaba’s Cloud Intelligent Group to report a 23% year-over-year revenue increase—outpacing prior projections—while instant commerce platforms like Taobao and Eleme hit a daily order record of 80 million, signaling solid operational momentum.
Despite these gains, Jefferies flagged margin pressures due to heavy investment, forecasting a 15% decline in overall EBITA and a deeper 20% drop for the Taobao Tmall Group. Still, the firm remains optimistic about Alibaba’s medium-term prospects, noting that strategic spending could boost long-term growth, especially in cloud and instant commerce segments.
Alibaba Group Holding Ltd is a major player in e-commerce and cloud services, with a growing focus on artificial intelligence as part of its expanding tech ecosystem.
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This article is originally published at Insider Monkey.
