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Alibaba (BABA)
NYSE:BABA
Earnings Data
Report Date
Feb 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.93Last Year’s EPS
3.03Same Quarter Last Year
Strong Buy
Based on 20 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook with strong revenue growth driven by cloud and e-commerce segments, and notable achievements in AI and quick commerce. However, significant decreases in EBITA, net income, and cash flow due to strategic investments highlighted financial challenges.Company Guidance
Revenue Growth
Total revenue increased 15% year-over-year, excluding Sun Art and Intime, with notable growth in China e-commerce CMR at 10% and Cloud Intelligence revenue rising by 34%.
Cloud Segment Performance
Alibaba Cloud's revenue grew 34%, driven by strong AI demand, with external customer revenue accelerating by 29% and AI-related products showing triple-digit growth for nine consecutive quarters.
Launch of Qwen App
The Qwen app, launched as an advanced personal AI assistant, surpassed 10 million downloads in its first week of public beta, highlighting Alibaba's commitment to AI for both enterprise and consumer.
Quick Commerce Business Expansion
Revenue from the quick commerce business increased 60%, with improvements in unit economics, higher average order values, and expanding scale contributing to Taobao app's monthly active consumer growth.
Amap User Engagement
Amap's daily active users reached a historical high of 360 million, with the new Amap Street Stars feature boosting user engagement significantly.
BABA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BABA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 25, 2025 | $160.73 | $157.01 | -2.31% |
Aug 29, 2025 | $119.57 | $135.00 | +12.90% |
May 15, 2025 | $131.84 | $121.86 | -7.57% |
Feb 20, 2025 | $123.72 | $133.73 | +8.09% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Alibaba (BABA) report earnings?
Alibaba (BABA) is schdueled to report earning on Feb 19, 2026, Before Open (Confirmed).
What is Alibaba (BABA) earnings time?
Alibaba (BABA) earnings time is at Feb 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BABA EPS forecast?
BABA EPS forecast for the fiscal quarter 2026 (Q3) is 1.93.
