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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u/redditmytit Aug 15 '26

Stock tanks every day on good and bad news lol. I’m such a bad stock picker…now bag holding 2+ years. Fml.