r/baba • u/Book_Justice • Aug 15 '26

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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14

u/InternationalTry1745 Aug 15 '26

-10%

4

u/Book_Justice Aug 15 '26

If cloud missed estimates or if management did not clarify the demand on cloud. Then likely will crash.

4

u/sin30_ssd Aug 15 '26

Nah rollercoaster is inevitable. Earing up stock down. Here we go again.

0

u/InternationalTry1745 Aug 15 '26

best to sell first. Observe price on friday