StocksUpdated•Originally published 20 June 2026•Updated 20 June 2026•
1 min read
Alibaba Cloud Growth Hits 38% Even as Fair Value Target Falls to $144
Key Facts
1Alibaba's cloud segment growth accelerated to 38% YoY, with management targeting 40%+ growth in the intermediate term.
2The intrinsic value target for BABA was revised to $144 per share, reflecting lower EPS estimates and a reduced P/E multiple.
Analyst coverage highlighted Alibaba Cloud growth accelerating to 38% year over year, with management targeting more than 40% medium-term growth as AI adoption scales.
The fair-value estimate was nevertheless cut to $144 as lower EPS assumptions, heavy capital spending, and free-cash-flow pressure weigh on the valuation.
Keep the story centered on the balance between cloud/AI momentum and investment risk, using prior EL7 Alibaba cloud and earnings stories as related context.