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<Foresight>Brokers Expect BABA-W's 1FQ Adj. NP to Dive 15%+ YoY; Food Delivery Competition & AI Investment Take Center Stage
Recommend 23 Positive 45 Negative 17 |
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BABA-W (09988.HK) (BABA.US) is set to announce its 1FQ results for FY26 ended June 2025 this Friday (29th). According to the forecasts from seven brokers as summarized by our reporters, BABA-W's 1QFY26 non-GAAP net profit is expected to reach RMB32.119-36.245 billion, compared to RMB44.922 billion in the same period last year, representing a YoY change from a 22.5% decline to a 1.5% increase. The median of RMB34.4 billion marks a YoY drop of 15.5%. Investors will be eyeing the latest operational guidance from BABA-W's management, growth momentum in AI cloud computing, progress in the AI Agent program, specifics of recent investments like AI capital expenditure as well as food delivery and instant retail operating expenses, and the duration of food delivery subsidies, among others. Broker | 1QFY26 Non-GAAP NP Forecast (RMB) | YoY Change Morgan Stanley | 36.245 billion | -10.9% Shenwan Hongyuan | 36 billion | -11.5% UBS | 35.576 billion | -12.6% CCBI | 34.398 billion | -15.5% BOCOMI | 34.135 billion | -16.1% CLSA | 32.371 billion | -20.4% Citi | 32.119 billion | -21.1% Calculated on BABA-W's 1QFY24 non-GAAP net profit of RMB40.691 billion. AAStocks Financial News |
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