Revenue GrowthAlibaba's international digital commerce and Cloud revenues are forecasted to grow significantly, reflecting a strong demand for AI computing and applications.
Share Buyback ProgramWith an active buyback program of ~$30bn, BABA’s valuation is compelling at 6x FY26 EBITDA as economic and geopolitical concerns are mostly baked.
Strategic InvestmentsStrategic investments in core eCommerce are anticipated to pay off, leading to resumed growth in adjusted EBITA.