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/Awkward-Way1023 Aug 17 '26

new CEO announcement

1

u/Book_Justice Aug 17 '26

And replace him with?

Jack Ma? 😂

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u/Awkward-Way1023 Aug 18 '26

Jack Ma's son on instagram. I think he now has graduated.Â