Alibaba reported its quarterly financial results, which sent the stock price soaring.

AI-generated source summary

This is a fundamental analysis of Alibaba's stock. The analyst mentions that Alibaba's stock has been performing well. He points out that AI-related product revenue achieved triple-digit growth for the eighth consecutive quarter. The Cloud Intelligence Group experienced accelerated revenue growth. Management remains committed to investing in consumption and AI plus cloud to capture opportunities and drive long-term growth. Overall revenue increased by 2% year-over-year, or 10% excluding divestitures. The adjusted EBITDA decreased by 14%. He calculates Alibaba's intrinsic value per share to be $158.83, while the current market price is $135. The management team is buying back their stock and are aggressive about this. He is less bullish than before, as the share price has increased, but still thinks the stock is a buy for long-term investors. He will update his recommendation on September 1, 2025.

AI-generated summary based on the source content.

Evidence and evaluation progress

1. Original source published

   02 Sept 2025, 23:22 UTC

   The analyst published the original source item.

2. First prediction resolved

   15 Sept 2025, 13:30 UTC

   The first evaluable outcome in this case reached a terminal result.

3. Case evaluation completed

   15 Sept 2025, 13:30 UTC

   All evaluable predictions in this case reached terminal outcomes.

4. Source recorded by Tahlil Plus

   18 May 2026, 20:23 UTC

   The public source was preserved as the evidence record for this case.

5. Market predictions extracted

   18 May 2026, 20:47 UTC

   1 eligible signal linked to this case.

6. Outcome tracking started

   02 Jul 2026, 01:22 UTC

   Tahlil Plus began monitoring the extracted predictions.