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Alibaba Group

BABA:US

Primary coverage by Jin Yoon

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BABA: FY3Q26 Results - AI Investments to Weigh Down Margins for FY27

March 19, 2026 — Jin Yoon
BABA: FY3Q26 Flash - Results Below Expectations; Cloud Remain Resilient

March 19, 2026 — Jin Yoon
NBS: Jan + Feb Surprisingly Resilient

March 15, 2026 — Jin Yoon
Rumored Tax Increase on Internet Firms: Our Take

February 3, 2026 — Jin Yoon
NBS: Month of Dec Remains Challenging

January 18, 2026 — Jin Yoon

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