Alibaba ( (BABA) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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Alibaba is drawing renewed interest from Wall Street as it doubles down on artificial intelligence to drive its next phase of growth. The company’s Qwen app has quickly become a focal point for analysts, who say Alibaba is moving beyond basic chatbots toward AI “agents” that can complete real-world tasks. Recent updates show Qwen tightly integrated with core services like Taobao, Alipay, Fliggy, Amap, and Taobao Instant Commerce, enabling users to shop, pay, plan travel, check prices, navigate and handle more than 400 daily tasks in a single app. Offered for free and already boasting over 100 million monthly users in just two months, Qwen is seen as a potential all-in-one AI super-app inside Alibaba’s vast ecosystem.
This consumer-facing AI push is reinforced by Alibaba’s strengthening position in the AI cloud market. Jefferies highlights that Alibaba Cloud holds about 35.8% of China’s AI cloud market, generating RMB22.3 billion in AI cloud revenue in the first half of 2025—more than several rivals combined. Analysts argue that as corporate AI adoption is still in its early stages, Alibaba has a long runway for cloud-driven growth, even if higher spending to win users weighs on near-term profits. Both Jefferies and Morgan Stanley maintain bullish views, with price targets of $225 and $180 respectively, while the broader Street assigns Alibaba a Strong Buy consensus. The average target of about $203–204 implies roughly 19%–22% upside from current levels, making Alibaba a closely watched AI and cloud play for investors looking for growth in Chinese tech stocks.