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PDD's Supply Chain Push Is Starting To Look More Amazon-Like
Wednesday, May 27, 2026 - 1:19pm | 661Read More...PDD Holdings Inc. (NASDAQ:PDD) is starting to sound a lot less like a traditional e-commerce marketplace — and a lot more like a company chasing Amazon.com, Inc. (NASDAQ:AMZN)-style operational control. During its latest earnings call, executives repeatedly discussed fulfillment, warehousing,...
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PDD Wants To Build 'Another Pinduoduo' — This Time By Reinventing China's Supply Chain
Wednesday, May 27, 2026 - 12:21pm | 670Read More...PDD Holdings Inc. (NASDAQ:PDD) believes its next growth chapter may not come from selling more products online — but from reshaping how those products are made in the first place. During the company's first-quarter earnings call, PDD executives repeatedly framed 2026 as the beginning of a new era...
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Alibaba Is Morphing Into A Microsoft‑Amazon‑Nvidia Mashup As China's AI Wave Accelerates
Thursday, May 14, 2026 - 9:57am | 902Read More...Alibaba Group Holding Limited (NYSE:BABA) (NYSE:BABAF) is starting to sound less like an e-commerce company and more like an AI infrastructure hyperscaler trying to combine the roles of Microsoft Corp (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN) and Nvidia Corp (NASDAQ:NVDA) under one roof. During...
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Analysts Break Down Alibaba's Q4 Earnings
Thursday, May 16, 2019 - 11:05am | 599Read More...China-based e-commerce giant Alibaba Group Holding Ltd (NYSE: BABA) Wednesday reported fiscal fourth-quarter results that came in better than expected, but management's guidance for fiscal 2020 missed estimates. Here is a summary of how some of the Street's top analysts reacted to the...
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Pro Remains Confident In Alibaba Despite Trade War Concerns
Thursday, August 23, 2018 - 9:41am | 545Read More...Alibaba Group Holding Ltd (NYSE: BABA) has seen its stock fall more than 15 percent since its June highs due to trade war concerns. What's lost among many investors is that the Chinese company is a lot more than a simple e-commerce platform, according to Boris Schlossberg. The managing...
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Alibaba's Q4 Print: What You Need To Know
Friday, May 4, 2018 - 11:11am | 351Read More...China-based e-commerce behemoth Alibaba Group Holding Ltd (NYSE: BABA) reported a top-and-bottom-line beat in its fiscal fourth quarter earnings report Friday. What Happened Here's a summary of the figures Alibaba reported from Q4: EPS of 91 cents versus...
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If JD.com Falls After Q4 Print, KeyBanc Says Buy The Dip
Tuesday, February 27, 2018 - 3:42pm | 451Read More...JD.Com Inc(ADR) (NYSE: JD) is scheduled to report fourth-quarter results before Thursday's market open, and investors should be buyers of any weakness if the print disappoints, according to KeyBanc. The Analyst KeyBanc Capital Markets' Hans Chung maintains an Overweight rating on JD.com...
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Attention Contrarians: This Analyst Says JD.com Set Up Could Be In Your Favor
Friday, December 15, 2017 - 11:10am | 398Read More...2017 has proven to be a solid year for JD.Com Inc(ADR) (NASDAQ: JD) investors with the stock up nearly 60 percent. Heading into 2018, there are some near-term concerns that investors should be aware of but shares should continue moving higher over the longer-term, according to some analysts. The...
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Want Some Exposure To China's Growth? Stifel Says Buy JD Or Alibaba
Wednesday, December 13, 2017 - 4:29pm | 414Read More...China is without any doubt the largest eCommerce market in the world with the two biggest players being Alibaba Group Holding Ltd (NYSE: BABA) and JD.Com Inc(ADR) (NASDAQ: JD). The Analyst Stifel's Scott Devitt resumed coverage of JD's stock with a Buy rating and $48 price target and...
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Morgan Stanley: JD.Com May Be Worth Waiting On
Tuesday, November 14, 2017 - 11:50am | 417Read More...By some metrics, the Chinese e-commerce industry is already bigger than the American and U.K. e-commerce markets combined. The Chinese e-commerce industry is expected to grow at a rate that is twice as fast as the U.S. and U.K. — about 20 percent annually — and one of the companies at...
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5 Stocks To Watch Following Alibaba's Big Earnings Beat
Thursday, November 2, 2017 - 9:01am | 430Read More...Alibaba Group Holding Ltd (NYSE: BABA) reported Thursday its third-quarter earnings, which helped boost the stock more than 3 percent, above its prior all-time high of $188.88. The company reported that it earned $1.29 per share in the third quarter on revenue of RMB55.122 million, or $8.28 billion...
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Alibaba Is Setting Aside $15 Billion For R&D Spend Across The World
Wednesday, October 11, 2017 - 8:52am | 343Read More...Alibaba Group Holding Ltd (NYSE: BABA) desires to transform itself from a Chinese e-commerce giant into a global e-commerce giant may have been made more apparent after announcing plans to spend $15 billion across the world. Alibaba said Wednesday it will spend billions of dollars over the next...
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How Alibaba Shares Make It Over The $200 Level
Tuesday, October 10, 2017 - 9:53am | 391Read More...Alibaba Group Holding Ltd (NYSE: BABA)'s stock now has a clear path to trade north of $200 per share, at least according to analysts at HSBC Global Research. The firm's Chi Tsang maintains a Buy rating on Alibaba's stock with a price target boosted from $184 to $204 based on a new financial...
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Here's Why Alibaba Remains A Top Pick At Stifel
Friday, September 29, 2017 - 9:14am | 402Read More...Analysts at Stifel met with Alibaba Group Holding Ltd (NYSE: BABA)'s head of investor relations Rob Lin to discuss the company's 51-percent ownership stake in the logistics provider Cainiao. The firm's Scott Devitt maintains a Buy on Alibaba's stock with an unchanged $190 price...
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At Current Valuation, Baozun Shares Have All The Positive Priced In
Wednesday, August 23, 2017 - 11:52am | 318Read More...Baozun Inc (ADR) (NASDAQ: BZUN), a China-based ecommerce solutions provider, reported its second-quarter earnings results which prompted analysts at Deutsche Bank to downgrade the stock. Analyst Eileen Deng downgraded Baozun from Buy to Hold, with a price target boosted from $25 to $30. Baozun'...
















