Why did baba go up on bad earnings?

Investor summaryNeutral

User questions why BABA stock rose despite bad earnings, guessing cloud business strength.

Bull points

Cloud business segment might be performing well.

Bear points

The company reported bad earnings.

BABA财报季

Post body

is it because cloud is doing well?

Discussion · top comments15 selected

u/Awkward-Way1023 20· 31d ago

tarriffs cut, trump in china

u/saywaaaht 22· 31d ago

Can we just leave Trump there

u/BaBaBuyey 8· 31d ago

The stock would be 300

u/Secret-Clothes-3952 3· 31d ago

If covid didn’t happen 400$

u/Basic_Roll6395 8· 31d ago

AI products are now a little under 1/3 of cloud revenue, this is the eleventh quarter of triple digit year on year growth and I think we finally have seen how much revenue they make from this (\~1 billion USD). The growth in the other segments has been really meh, although AIDC is getting close to profitability (all my homies hate the phrase 'losses narrowed significantly').

"AI + Cloud Businesses Cloud Intelligence Group For the quarter ended March 31, 2026, revenue from Cloud Intelligence Group was RMB41,626 million (US$6,035 million), a 38% increase from the same quarter last year. Notably, the year-over-year growth of 5 revenue from external customers accelerated to 40%. This momentum was primarily driven by public cloud revenue growth, including the increasing adoption of AI-related products. AI-related product revenue continued to show strong momentum, achieving RMB8,971 million and delivering the eleventh consecutive quarter of triple-digit year-over-year growth."

u/Possible-Handle6473 7· 31d ago

Listen to the call

u/vizualbyte73 4· 31d ago

They have one of the best opensource ai models out now that the local generation is clamoring all over...

u/Thin_Cat8817 4· 31d ago

every single chinese stock basically is going up today, rising with the tide

u/carmen_ohio 4· 31d ago

Because earnings are now in the past, and look at how bright and beautiful the future is

u/Inside_Radio8996 4· 31d ago

Everything china is up. Look at the china ADRs

u/Pitiful-Inflation-31 3· 31d ago

bad at heavy ai spending but the other factors are pretty good but more bounce up is external factor about tariff cut prospect and xi-trump talk today and tomorrow

u/BaBaBuyey 3· 31d ago

https://preview.redd.it/45eyryurxw0h1.jpeg?width=350&format=pjpg&auto=webp&s=225f03186e183afeb4bd220d4b85bc5b3661e284

Trump is trying to replace Xi with this guy

u/LyubakaVideos 1· 30d ago

I bought puts. That's why..

u/handsome_uruk 1· 30d ago

First time?

u/Rositadellacasa 1· 31d ago

Let’s see how the SP does in HK…

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