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Morgan Stanley maintains Alibaba shares at Equalweight on advertising tool launch

EditorNatashya Angelica
Published 16/04/2024, 18:18
BABA
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Tuesday, on the New York Stock Exchange, Alibaba (NYSE:BABA) Group Holding Limited (NYSE:BABA) maintained its Equalweight rating and $85.00 stock price target from Morgan Stanley (NYSE:MS). The firm attended the virtual launch of Alimama's new AI-enabled, ROI-based advertising tool, which is expected to enhance marketing efficiency for merchants with more predictable returns on investment.

The introduction of the new advertising platform by Alimama, Alibaba's marketing technology platform, is seen as a potential driver for increased revenue. According to the firm, this tool could lead to an increased take rate for Alibaba, suggesting that the company's top-line financial estimates might see a positive adjustment.

Alibaba's efforts to leverage artificial intelligence for advertising are aimed at providing merchants with tools that ensure better utilization of their marketing budgets. The new site-wide ad tool is designed to optimize the return on investment, which could be a significant benefit for users of the platform.

The firm's reiteration of the stock's rating and price target comes as Alibaba continues to innovate in the e-commerce space. This move is an indication of the company's ongoing commitment to improve its service offerings and potentially increase its revenue streams.

Morgan Stanley's outlook remains steady on Alibaba, with the recent developments in advertising technology being a notable aspect of the company's strategy. The Equalweight stock rating and $85.00 stock price target are reflective of the firm's current assessment of Alibaba's market position and future prospects.

InvestingPro Insights

Alibaba Group Holding Limited (NYSE:BABA) is currently navigating the market with a solid financial footing, as suggested by the latest data from InvestingPro. The company boasts a substantial market capitalization of $171.86 billion, underscoring its significant presence in the industry.

A closer look at Alibaba's earnings reveals a Price to Earnings (P/E) ratio of 14.21, which adjusts to an even more attractive 11.54 when looking at the last twelve months as of Q3 2024. This adjustment indicates a potentially undervalued stock, especially when paired with a PEG ratio of just 0.06, suggesting that the company's growth rate is not fully reflected in its current stock price.

Furthermore, Alibaba's commitment to innovation and efficiency in advertising, as highlighted by their new AI-enabled tool, is mirrored in their financials with a revenue growth of 7.28% over the last twelve months as of Q3 2024.

The company's gross profit margin stands at a healthy 37.91%, indicating a strong ability to translate sales into profit. With an eye on the future, investors may find the next earnings date on May 24, 2024, of particular interest to gauge the impact of Alibaba's strategic initiatives.

For those considering an investment in Alibaba, the InvestingPro platform offers additional insights and metrics to help make informed decisions. Currently, there are more InvestingPro Tips available, which can be accessed with an exclusive 10% discount using the coupon code PRONEWS24 on a yearly or biyearly Pro and Pro+ subscription. These tips could provide a deeper understanding of Alibaba's market dynamics and potential investment opportunities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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