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BABAAlibaba Group Holding LimitedSell5.1·$115.90-3.28%

Alibaba Group Holding (BABA) Q2 2026 earnings — TrendMatrix coverage

MISS-21.3% vs estimateEPS $8.52 vs $10.82 estCurrent verdict Sell 5.1/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$8.52
Estimate
$10.82
Surprise
-21.3%
Score today
5.1/10

Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.

Report record · Q2 2026

How the report landed

Alibaba Group Holding (BABA) missed the $10.82 estimate with diluted EPS of $8.52 — a large 21.3% shortfall.

Around the report

Coverage in the report window

  • These Analysts Revise Their Forecasts On Alibaba After Q1 Earningsbenzinga, 2026-08-21
  • JP Morgan Maintains Overweight on Alibaba Gr Hldgs, Raises Price Target to $210benzinga, 2026-08-21
  • Alibaba Stock Falls 7% on Profit Miss, but Analyst Stays Bullish on AI Cloudbenzinga, 2026-08-21
Current read · as of 2026-08-28

Where TrendMatrix's rating stands now

TrendMatrix currently rates BABA Sell at 5.1/10; no pre/post engine snapshot brackets this report.

0 of the last 4 quarters beat the estimate; this quarter's -21.3% surprise compares with a -42.5% four-quarter average. Next scheduled report: 2026-11-24.

What argues against it

  • Quality below floor (3.6 < 4.0)
  • Momentum score 2.3/10 — below 4.5 minimum
  • Death cross — 50-day MA below 200-day MA

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$115.90
Price target
$171.77
Stop
$111.64
Upside to target
+48.2%
Reward-to-risk
6.3:1

The stock trades at 27.0× trailing but 12.9× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-08-28 — shown for context, not personalized investment advice.

Consumer Cyclical context

BABA at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Internet Retail
Market cap
$297.85B
P/E (fwd)
12.9
P/E (ttm)
27.0
52-week range
$91.99$192.67
Off 52-week high
39.8%
RSI (14)
35
Volume vs avg
1.07×
Score today
5.1/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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