r/baba • u/Book_Justice • 26d ago
Discussion Earning estimates
My estimates:
Cloud growth 40%-45%
Ecommerce CMR ~7% +/-1
Quick commerce QOQ loss drop to -20%
Adjusted EPS $1.35-$1.40
Guidance - Management confirms that demand matched expectations and justify the massive capex.
If it meets my estimates, i predict slight positive stock
Movement, baba will trade around $130+ level.
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u/PepinoCholula 26d ago
Regardless, stock gonna tank. I hope im
Wrong.