JD.com, Inc. operates as a supply chain-based technology and service provider in the People's Republic of China. The company offers computers, communication, and consumer electronics products, as well as home appliances; and general merchandise products comprising food, beverage and fresh produce, baby and maternity products, furniture and household goods, cosmetics and other personal care items, pharmaceutical and healthcare products, industrial products, books, automobile accessories, apparel and footwear, bags, and jewelry. It also provides online marketplace services for third-party merchants; marketing services; and omni-channel solutions to customers and offline retailers, as well as online healthcare services. In addition, the company develops, owns, and manages its logistics facilities and other real estate properties to support third parties; offers asset management services and integrated service platform; leasing of storage facilities and related management services; and engages in online retail business. Further, it provides integrated data, technology, business, and user management industry solutions to support the digitization of enterprises and institutions; and technology-driven supply chain solutions and logistics services. The company was formerly known as 360buy Jingdong Inc. and changed its name to JD.com, Inc. in January 2014. JD.com, Inc. was incorporated in 2006 and is headquartered in Beijing, the People's Republic of China.

JD.com appears undervalued on revenue and book value, but earnings quality and profitability have clearly deteriorated. The P/S multiple of 0.20 and P/B of 0.85 are significantly below industry benchmarks, which supports the investment case and suggests the market is valuing the company cautiously. At the same time, the P/E is around the median, while P/FCF no longer looks extremely cheap, so the argument for a “deep discount” is not entirely straightforward. The dividend yield has risen to 3.53%, which adds appeal for shareholders and partially offsets the weak operating performance. On the other hand, ROE of 4.90%, ROA of 2.06%, and ROI of 4.07% are well below the industry and worsening year by year, indicating weak returns on capital. Particularly concerning is the decline in operating margin to zero and the drop in net margin to 1.07%, meaning the business’s profitability remains under pressure. Revenue and gross profit remain large and relatively stable, while gross margin is holding around 16%, showing that the company’s scale and underlying resilience are still intact. The cash position is strong: cash on hand exceeds 31 billion, debt-to-capital is low, and current and quick ratios remain acceptable, though not ideal. Long-term debt has increased moderately, but against the backdrop of weak operating efficiency, this still adds caution. Equity and assets are substantial, but a large absolute base by itself does not offset weak returns on those assets. Overall, the fundamentals support a moderately cautious view: the stock does not look expensive on assets and sales, but earnings quality and the profitability trend do not yet justify a meaningful upward re-rating. Therefore, it is reasonable to slightly lower the target forecast while maintaining a conservative stance toward a company with strong scale but weak current operating returns.

JD.com, Inc.

Сильный индекс, незначительно упал. Быки в растерянности.

Strong index, slightly down. The bulls are confused.

Сильный индекс, незначительно вырос. Рынок на стороне быков.

Strong index, slightly up. The market is on the bulls' side.

Сильный индекс, значительно вырос. Приток средств в лонги на высоком уровне.

Strong index, significantly up. Inflow of funds into longs at a high level.

JD.com looks cheap on a P/S and P/B basis, but weak profitability and declining operating margin limit re-rating potential.

Here are three stocks with buy rank and strong income characteristics for investors to consider today, July 14th:
Wipro Limited WIT: This information technology, consulting, and business process services company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.1% over the last 60 days.
Wipro Limited Price and Consensus
This Zacks Rank #1 company has a dividend yield of 2.1%, compared with the industry average of 0.0%.
Wipro Limited Dividend Yield (TTM)
AllianceBernstein Holding L.P. AB: This publicly owned investment management company from Mexico has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.4% over the last 60 days.
AllianceBernstein Holding L.P. Price and Consensus
AllianceBernstein Holding L.P. price-consensus-chart | AllianceBernstein Holding L.P. Quote
This Zacks Rank #1 company has a dividend yield of 7.7%, compared with the industry average of 3%.
AllianceBernstein Holding L.P. Dividend Yield (TTM)
MSC Industrial Direct Co., Inc. MSM: This metalworking and MRO products and services company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.7% over the last 60 days.
MSC Industrial Direct Company, Inc. Price and Consensus
This Zacks Rank #1 company has a dividend yield of 3.8%, compared with the industry average of 0.0%.
MSC Industrial Direct Company, Inc. Dividend Yield (TTM)
MSC Industrial Direct Company, Inc. dividend-yield-ttm | MSC Industrial Direct Company, Inc. Quote
See the full list of top ranked stocks here.
Find more top income stocks with some of our great premium screens.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Best Income Stocks to Buy for July 14th

Key Points
A growing number of analysts are raising their expectations of August’s fiscal Q1 results.
Today’s jump also allows investors to look at recent headlines in a new, more bullish light.
The sizeable gains logged by this stock and several of its peers suggest a sweeping, prolonged reversal of recent bearish sentiment could have just begun.
Most of China's top technology stocks are participating in Wednesday's broad turnaround. Leading the charge, however, is Alibaba Group (NYSE: BABA). As of 12:22 p.m. ET shares of the e-commerce giant are up 11.2%... its best day in nearly a year.
Thank UBS, mostly, although several different developments are contributing to the bullish effort.
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Analysts provide the catalyst
Down by nearly half since its October peak, BABA shares started today's trading session already ripe for a rebound. UBS's Kenneth Fong triggered it, though, noting on Wednesday that the company likely produced marginwidening revenue growth during the quarter ending in June, led by 45% top-line growth from its cloud computing unit. Most analysts expect to see accelerating revenue growth in August's release of the company's fiscal Q1 results, in fact, largely driven by growth of its artificial intelligence business. Jefferies' analysts also added this morning "macro headwinds and softness in consumer sentiment are in the price."
Analysts' fresh optimism regarding Alibaba isn't the only bullish factor at work on Wednesday, however. Although it's not company-specific, similar gains from shares of other Chinese tech names like Baidu (NASDAQ: BIDU) and JD.com (NASDAQ: JD) point to a broad turnaround effort for most of the region's beaten-down technology stocks.
This tailwind also allows investors to look at recent news about Alibaba through a more bullish lens. This includes Monday's decision from a U.S. federal judge to block -- albeit only temporarily -- the Pentagon from designating Alibaba as a Chinese military company under its Section 1260H rules, which would prevent it from lobbying within the United States.
A hint worth taking for risk-tolerant investors
A big day like today is a tough act to follow. As such, don't be surprised if BABA shares show some weakness as soon as Thursday.
Just don't lose perspective on the way this stock and its peers ebb and flow. Most artificial intelligence stocks tend to move as a herd as the sentiment surrounding the AI revolution evolves. Rather than lasting a mere single day, these moves can last weeks, if not months. They often simply start with that one decisive reversal of an aging trend... like today's bounce from a pullback that began months ago.
Should you buy stock in Alibaba Group right now?
Before you buy stock in Alibaba Group, consider this:
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*Stock Advisor returns as of July 8, 2026.
James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Baidu and Jefferies Financial Group. The Motley Fool recommends Alibaba Group and JD.com. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Alibaba Stock Is Rallying Today

The company is reporting fantastic revenue growth.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
*Stock prices used were the afternoon prices of May 18, 2026. The video was published on May 20, 2026.
Should you buy stock in JD.com right now?
Before you buy stock in JD.com, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and JD.com wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $481,750!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,352,457!*
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Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends JD.com. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

JD.Com Stock Analysis: Buy or Sell?

Key Points
Opportunities continue to mount for the AI chipmaker.
Several Wall Street analysts have increased their price targets ahead of the company's financial report next week.
Shares of Nvidia (NASDAQ: NVDA) were sharply higher on Thursday, climbing as much as 4.7% to a new all-time high. As of 2:12 p.m. ET, the stock was still up 3.8%.
There was a tidal wave of positive news that sent the artificial intelligence (AI) chipmaker higher, all of which bodes well for Nvidia's future.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Let the chips fall where they may
President Donald Trump traveled to Beijing this week for a far-reaching summit with Chinese President Xi Jinping. Several U.S. business leaders, including Nvidia CEO Jensen Huang, accompanied Trump.
Reports have emerged that several high-profile Chinese companies have been approved to purchase Nvidia's H200 AI chips, including Alibaba, Tencent Holdings, ByteDance, and JD.com, according to Reuters.
Huang believes the Chinese AI chip market could be worth as much as $50 billion to Nvidia, making this a big win for the company.
Moreover, several of Wall Street's finest issued higher price targets ahead of Nvidia's earnings report next week.
Cantor Fitzgerald analyst C.J. Muse increased his price target on Nvidia to $350, up from its previous level of $300, while maintaining an overweight (buy) rating on the stock. That represents potential gains for investors of 55% compared to Wednesday's closing price. The analyst noted that Nvidia's AI chips are likely sold out for the current fiscal year and believes investors are underestimating the company's earnings potential over the next few years.
UBS analyst Timothy Arcuri raised his price target to $275 from $245 while maintaining a buy rating on Nvidia stock. The analyst believes expectations are conservative heading into Nvidia's quarterly financial report, opening the door for a beat-and-raise quarter.
I think the analysts hit the nail on the head. Nvidia has a long track record of blowing past Wall Street's consensus estimates, and I believe this quarter will be no exception. Moreover, Nvidia generated $216 billion in revenue in fiscal 2026 (ended Jan. 25). If the company can successfully reenter the Chinese market, it could increase its annual revenue by another 23%.
At 28 times forward earnings and 21 times next year's expected earnings, investors can get Nvidia stock for a song, which is why I believe it's an unqualified buy -- and it could go much higher.
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*Stock Advisor returns as of May 14, 2026.
Danny Vena, CPA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia and Tencent. The Motley Fool recommends Alibaba Group and JD.com. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Nvidia Stock Hit a New All-Time High Today, and Why There's Likely More to Come

The following companies are expected to report earnings prior to market open on 05/12/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Sea Limited (SE)is reporting for the quarter ending March 31, 2026. The internet software company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.70. This value represents a 7.69% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for SE is 25.58 vs. an industry ratio of 34.80.
JD.com, Inc. (JD)is reporting for the quarter ending March 31, 2026. The internet company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.43. This value represents a 61.26% decrease compared to the same quarter last year. In the past year JD has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 33.33%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for JD is 11.33 vs. an industry ratio of 17.80.
Millicom International Cellular S.A. (TIGO)is reporting for the quarter ending March 31, 2026. The wireless (non-us) company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.89. This value represents a 21.93% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TIGO is 24.90 vs. an industry ratio of 5.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Aramark (ARMK)is reporting for the quarter ending March 31, 2026. The restaurant company's consensus earnings per share forecast from the 6 analysts that follow the stock is $0.47. This value represents a 38.24% increase compared to the same quarter last year. ARMK missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -1.54%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ARMK is 20.31 vs. an industry ratio of 11.00, implying that they will have a higher earnings growth than their competitors in the same industry.
Zebra Technologies Corporation (ZBRA)is reporting for the quarter ending March 31, 2026. The machinery (thermal proc) company's consensus earnings per share forecast from the 4 analysts that follow the stock is $3.49. This value represents a 10.44% increase compared to the same quarter last year. ZBRA missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -8.23%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ZBRA is 15.07 vs. an industry ratio of 15.10.
On Holding AG (ONON)is reporting for the quarter ending March 31, 2026. The retail (shoe) company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.29. This value represents a 52.63% increase compared to the same quarter last year. ONON missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -178.95%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ONON is 25.35 vs. an industry ratio of 13.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Camtek Ltd. (CAMT)is reporting for the quarter ending March 31, 2026. The electrical instrument company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.61. This value represents a 14.08% decrease compared to the same quarter last year. The "days to cover" for this stock exceeds 11 days. Zacks Investment Research reports that the 2026 Price to Earnings ratio for CAMT is 65.88 vs. an industry ratio of -24.20, implying that they will have a higher earnings growth than their competitors in the same industry.
D-Wave Quantum Inc. (QBTS)is reporting for the quarter ending March 31, 2026. The internet software company's consensus earnings per share forecast from the 2 analysts that follow the stock is $-0.10. This value represents a 400.00% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for QBTS is -51.30 vs. an industry ratio of 34.80.
Amentum Holdings, Inc. (AMTM)is reporting for the quarter ending March 31, 2026. The engineering company's consensus earnings per share forecast from the 3 analysts that follow the stock is $0.55. This value represents a 3.77% increase compared to the same quarter last year. In the past year AMTM has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 2%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for AMTM is 10.48 vs. an industry ratio of 14.20.
Venture Global, Inc. (VG)is reporting for the quarter ending March 31, 2026. The oil (us exp & production) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.13. This value represents a 18.75% decrease compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for VG is 8.74 vs. an industry ratio of 11.20.
Legend Biotech Corporation (LEGN)is reporting for the quarter ending March 31, 2026. The biomedical (gene) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $-0.02. This value represents a 71.43% increase compared to the same quarter last year. LEGN missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -54.55%. The "days to cover" for this stock exceeds 10 days. Zacks Investment Research reports that the 2026 Price to Earnings ratio for LEGN is 90.71 vs. an industry ratio of -8.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Tencent Music Entertainment Group (TME)is reporting for the quarter ending March 31, 2026. The media company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.19. This value represents a 5.56% increase compared to the same quarter last year. In the past year TME has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2026 Price to Earnings ratio for TME is 10.27 vs. an industry ratio of 50.40.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Pre-Market Earnings Report for May 12, 2026 : SE, JD, TIGO, ARMK, ZBRA, ONON, CAMT, QBTS, AMTM, VG, LEGN, TME

Key Points
Alibaba, Sea Limited, and JD.com have important overseas e-commerce divisions.
Alibaba and Nebius Group are key players in the global build-out of artificial intelligence infrastructure.
There have been notable themes investors have followed in recent years. E-commerce took center stage during the COVID-19 pandemic as companies sought ways to deliver goods to customers beyond brick-and-mortar stores. And since the advent of generative artificial intelligence, semiconductor and AI stocks have been big winners.
Both of these themes take center stage this week as companies continue their quarterly earnings reports. After this week, we'll have a better handle on some critical questions that will shape the next few quarters. Are consumers continuing to spend despite the Iran war and some global turmoil? Is AI infrastructure spending accelerating? Or are companies beginning to slow spending in anticipation of some global belt-tightening?
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Here are some companies that are reporting earnings this week that will help us answer those questions.
Alibaba -- May 13 before markets open
Alibaba (NYSE: BABA) is a Chinese e-commerce company that has a lot in common with Amazon. Both have powerful e-commerce engines and operate fast-growing cloud computing segments that are becoming increasingly important as AI growth accelerates.
The company last year announced plans to invest 380 billion yuan ($55.9 billion) over the next three years to improve its AI infrastructure and cloud computing capabilities. It also has its own large language model, Qwen, that functions in its e-commerce platforms and enterprise software.
Alibaba will be reporting earnings for its fiscal 2026 fourth quarter. The consensus estimate from analysts projects that the company will post quarterly sales of $36.36 billion, up 4.5% from last year, and earnings of $0.84 per share, down from $1.84 per share a year ago.
Sea Limited -- May 12 before markets open
Sea Limited (NYSE: SE) is an e-commerce company, but it's a little different from Alibaba. The company has its fingers in e-commerce and financial services, but it is also a significant player in digital entertainment. The Singapore-based company's segments include e-commerce (Shopee), fintech (Monee), and games (Garena).
Its 2025 sales were up 36.4% from a year ago to reach $22.9 billion, and net income jumped from $447.8 milion in 2024 to $1.6 billion in 2025. Investors will be looking to see whether Sea can sustain its e-commerce growth in Southeast Asia, Taiwan, and Brazil, and whether its fintech business will continue to expand in Southeast Asia and Latin America.
Analysts who cover the stock are looking for revenue in the first quarter of 2026 to jump 32.2% to $6.4 billion and for EPS of $0.77 per share.
JD.com -- May 12 before markets open
Continuing with the theme of e-commerce, JD.com (NASDAQ: JD) isn't nearly as big as Alibaba, carrying a market cap of $41.7 billion versus Alibaba's $328 billion. But it's known for its extensive fulfillment network and is considered the biggest retailer in China.
Revenue in the fourth quarter was $50.4 billion, up 1.5% from a year ago. The company posted a quarterly loss of $400 million or $0.29 per share -- the company's only earnings miss of the year. For the current quarter, the consensus estimate is for JD to post revenue of $45.77 billion and earnings of $0.54 per share.
Nebius Group -- May 13 before markets open
Nebius Group (NASDAQ: NBIS) is a fast-growing AI infrastructure company that provides cloud computing and graphics processing unit (GPU) capacity to run and train AI workloads. Nebius has a key partnership with Nvidia to provide full-stack AI clouds, and additional partnerships with companies such as Microsoft and Meta Platforms.
The company's revenue in the fourth quarter was $227.7 million, up 547% from the year-ago quarter. However, the company continued to post losses, with the Q4 net loss totaling $249.6 million and $0.99 per share.
Analysts are projecting first-quarter sales of $388.57 million, a 602% increase from a year ago. But EPS is still expected to be in the red, with the consensus estimate being a loss of $0.71 per share.
Should you buy stock in Alibaba Group right now?
Before you buy stock in Alibaba Group, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alibaba Group wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 207% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 11, 2026.
Patrick Sanders has positions in Nebius Group and Nvidia. The Motley Fool has positions in and recommends Amazon, Meta Platforms, Microsoft, Nvidia, and Sea Limited. The Motley Fool recommends Alibaba Group and JD.com. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

4 Company Earnings to Watch This Week (May 11 -15)

Alibaba BABA is scheduled to report fourth-quarter fiscal 2026 results on May 13.
For the fiscal fourth quarter, the Zacks Consensus Estimate for revenues is pegged at $35.23 billion, suggesting an 8.12% rise from the year-ago quarter’s reported figure.
The Zacks Consensus Estimate for earnings is pinned at $1.22 per share, indicating a decline of 29.48% from the prior-year quarter’s reported figure.
Image Source: Zacks Investment Research
Alibaba has a mixed earnings surprise history. In the last reported quarter, the company delivered a negative earnings surprise of 47.12%. Its earnings beat the Zacks Consensus Estimate in one of the trailing four quarters and missed the same thrice, the average negative surprise being 10.28%.
Alibaba Group Holding Limited Price and EPS Surprise
Earnings Whispers for BABA
Our proven model does not conclusively predict an earnings beat for Alibaba this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. This is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
BABA has an Earnings ESP of -28.28% and a Zacks Rank #5 (Strong Sell) at present.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors to Note for BABA Ahead of Q4 Results
Investors should approach Alibaba's upcoming fourth-quarter fiscal 2026 earnings with measured caution, as the March quarter is expected to have reflected the financial weight of an unprecedented investment cycle layered atop an increasingly uneven Chinese consumption backdrop.
While management flagged on the December-quarter call that customer management revenues and physical goods GMV trends had recovered meaningfully entering the period, the rebound is likely to have come at a high cost in subsidies, margins and free cash flow. The setup follows a December quarter in which non-GAAP earnings per ADS fell 67% year over year.
Customer management revenue growth is expected to have firmed somewhat sequentially but remained constrained by an aggressive promotional cadence. Throughout January and February, BABA leaned heavily into the Lunar New Year cycle, channeling roughly RMB 3 billion in subsidies through the Qwen application to drive traffic into Taobao and Taobao Instant Commerce, including one-cent food-delivery offers that triggered tens of millions of orders within hours. China's headline retail sales decelerated to 1.7% year over year in March from 2.8% in the January-February period, indicating that the early-year demand impulse faded faster than anticipated and likely capped sequential monetization gains.
Quick commerce remained a structural drag entering the March quarter. The rebranding of Ele.me as Taobao Instant Commerce, completed during the December quarter and reinforced by deep integration into the Qwen app on Jan. 15, 2026, expanded order volumes but at the expense of margin discipline. Heavy subsidies tied to AI-led shopping campaigns are likely to have widened consolidated losses, mirroring the 78% year-over-year adjusted EBITA decline reported in the September quarter. Although management cited sequential unit economics improvement, the absolute loss base stayed elevated and full-year fiscal 2026 free cash flow is expected to have remained materially negative against the RMB 39 billion generated in the prior March quarter, with quick commerce subsidies and AI capex serving as the principal drags.
Cloud Intelligence Group growth, which accelerated to 36% in the December quarter, is expected to have remained robust but capacity-constrained as AI hardware shortages persisted and segment-level adjusted EBITA margins stayed mired in single digits despite strong public cloud demand.
Management's stated intent to scale investments beyond the existing RMB 380 billion three-year framework signals additional capex pressure ahead. The brief Feb. 13 inclusion of Alibaba on the Pentagon's 1260H list, though withdrawn within minutes, reintroduced an overhang around U.S. export controls and chip sourcing for next-generation AI infrastructure. Organizational churn, including the March departure of the Qwen division head and the rapid formation of the Alibaba Token Hub business group, added a layer of execution risk.
BABA Price Performance & Stock Valuation
Alibaba shares have lost 11.8% in the past three months compared with the Zacks Internet-Commerce and the Zacks sector’s growth of 21.7% and 6.7%, respectively.
BABA faces tough competition from Amazon AMZN, PDD Holdings PDD and JD.com JD. Shares of Amazon and JD.com have returned 36.6% and 9.55 while PDD holdings has lost 1.5%, respectively, during the same period.
BABA’s Share Price Performance
Image Source: Zacks Investment Research
BABA is trading at a premium with a trailing 12-month EV/EBITDA of 17.65X compared with the Zacks Retail-Wholesale sector’s 13.51X, reflecting a stretched valuation.
BABA’s EV/EBITDA TTM Ratio Depicts Stretched Valuation
Image Source: Zacks Investment Research
Investment Thesis
Alibaba's setup heading into the May 13 earnings release looks unfavorable. The March quarter is expected to have reflected continued quick commerce losses, escalating AI and cloud capex against the RMB 380 billion three-year commitment, and free cash flow pressure tied to aggressive Lunar New Year subsidies. Customer management revenue recovery likely came at a steep cost to margins as PDD Holdings and JD.com forced defensive pricing across marketplaces. With shares trading at a forward P/S above industry norms, premium valuation leaves little cushion for execution missteps or geopolitical overhang. Investors are better served stepping aside ahead of the print.
Conclusion
With quick commerce losses, mounting AI capex, free cash flow strain and intensifying competition from PDD Holdings and JD.com weighing on near-term profitability, Alibaba's premium valuation offers limited downside protection. Geopolitical overhang and organizational churn add further risk. Investors should stay on the sidelines ahead of the quarter under review until margin recovery and monetization clarity emerge.
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Should You Hold or Fold Alibaba Stock Ahead of Q4 Earnings?

Retail sales rose in March, surpassing expectations as the ongoing conflict with Iran saw gasoline prices climb more than 30% over the past month. Although oil prices played a major role in boosting retail sales in March, the overall sector performed well.
The retail sector has put up a great show despite facing inflationary and tariff challenges. Sales have been on the rise this year, and the sector is poised to grow in the near term. It would be ideal to invest in retail stocks with a strong online presence. We have selected five stocks, namely, Five Below, Inc. FIVE, JD.com, Inc. JD, Tapestry TPR, Levi Strauss & Co. LEVI and Casey's General Stores, Inc. CASY.
Retail Sales Soar
Retail sales jumped 1.7% in March, the highest level in the past 12 months, after rising 0.7% in February. The jump was higher than the consensus estimate of a rise of 1.4%. The jump was expected, given that the U.S.-Iran war saw oil prices rise sharply over the past month.
Year over year, retail sales jumped 4% in March, surpassing the consensus estimate of a rise of just 0.7%.
Global oil prices have surged over 30% since the start of the war, while inflation soared to its highest level in nearly a year, with the consumer price index (CPI) rising 0.9% sequentially in March. This saw a 15.5% surge in receipts at gasoline stations.
However, consumers continued to spend even then. Retail sales excluding automobiles, gasoline, building materials and food services rose 0.7% in March. Sales at auto dealerships climbed 0.5% in March, while sales at electronics and appliance retailers rose 0.9%. Sales at furniture stores jumped 2.2%.
Online sales jumped 1%, while sales at restaurants and drinking places increased 0.1% in March. Higher demand and continued spending are boosting retail sales, and the sector is not only holding its ground but also preparing for growth in the near term.
5 Retail Stocks With Upside
Five Below, Inc
Five Below, Inc. is a specialty value chain retailer that provides a wide range of premium quality and trendy merchandise for $5 or below. FIVE mainly targets teenagers or pre-teen shoppers for its products, which include certain brands and licensed merchandise. Notably, these products belong to categories such as Style, Room, Sports, Tech, Create, Party, Candy and Now.
Five Below’s expected earnings growth rate for the current year is 20.2%. The Zacks Consensus Estimate for current-year earnings has improved 15.4% over the past 60 days. FIVE presently carries a Zacks Rank #1.
JD.com
JD.com operates as an online direct sales company in China. JD, through its website www.jd.com and mobile applications, offers a selection of authentic products.
JD.com’s expected earnings growth rate for the current year is 19.2%. The Zacks Consensus Estimate for current-year earnings has improved 5.3% over the past 60 days. JD currently has a Zacks Rank #2.
Tapestry
Tapestry is the designer and marketer of fine accessories and gifts for women and men in the United States and internationally. TPR offers lifestyle products, which include handbags, women’s and men’s accessories, footwear, jewelry, seasonal apparel collections, sunwear, travel bags, fragrances and watches.
Tapestry’s expected earnings growth rate for the current year is 26.5%. The Zacks Consensus Estimate for current-year earnings has improved 3.9% over the past 60 days. TPR presently carries a Zacks Rank #2.
Levi Strauss & Co.
Levi Strauss & Co. designs and markets jeans, casual wear and related accessories for men, women and children under the Levi's, Dockers, Signature by Levi Strauss & Co. and Denizen brands. LEVI’s products are sold through chain retailers, department stores, online sites and brand-dedicated retail stores, and shop-in-shops. Levi Strauss & Co. is based in San Francisco.
Levi Strauss & Co.’s expected earnings growth rate for the current year is 11.9%. The Zacks Consensus Estimate for current-year earnings has improved 2.7% over the past 60 days. LEVI carries a Zacks Rank #2.
Casey's General Stores
Casey's General Stores, Inc. operates convenience stores under the Casey's and Casey's General Store names in 16 states, mainly Iowa, Missouri and Illinois. CASY offers a comprehensive range of products and services to meet the needs of its customers. In addition to fuel, the stores provide a wide variety of merchandise, including groceries, prepared food, snacks, beverages, tobacco products, health and beauty aids, school supplies, housewares, pet supplies and automotive supplies.
Casey’s has an expected earnings growth rate of 23.6% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 4.1% over the last 60 days. CASY currently has a Zacks Rank #2.
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The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
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5 Stocks to Buy as Retail Sales Soar Amid Ongoing Geopolitical Tensions

JD.com, Inc. (JD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Shares of this company have returned +4.5% over the past month versus the Zacks S&P 500 composite's +2.5% change. The Zacks Internet - Commerce industry, to which JD.com belongs, has lost 3% over this period. Now the key question is: Where could the stock be headed in the near term?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings Estimates
Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, JD.com is expected to post earnings of $1.02 per share, indicating a change of +10.9% from the year-ago quarter. The Zacks Consensus Estimate has changed +5.5% over the last 30 days.
The consensus earnings estimate of $3.97 for the current fiscal year indicates a year-over-year change of +27.2%. This estimate has changed +18.5% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $4.15 indicates a change of +4.5% from what JD.com is expected to report a year ago. Over the past month, the estimate has changed +14%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for JD.com.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Revenue Growth Forecast
While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For JD.com, the consensus sales estimate for the current quarter of $35.8 billion indicates a year-over-year change of +5.4%. For the current and next fiscal years, $157.16 billion and $162.39 billion estimates indicate +3.3% and +3.3% changes, respectively.
Last Reported Results and Surprise History
JD.com reported revenues of $40.1 billion in the last reported quarter, representing a year-over-year change of +1%. EPS of $1.29 for the same period compares with $0.74 a year ago.
Compared to the Zacks Consensus Estimate of $40.12 billion, the reported revenues represent a surprise of -0.05%. The EPS surprise was +50%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.
Valuation
Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
JD.com is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Conclusion
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about JD.com. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.
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Is Most-Watched Stock JD.com, Inc. (JD) Worth Betting on Now?

Alibaba BABA is scaling its quick commerce business aggressively, but the strategic trade-off is becoming more visible. Unlike traditional marketplace-driven e-commerce, quick commerce is inherently logistics-heavy, built around speed, fulfillment density and high-frequency categories. This strengthens user engagement and embeds Alibaba deeper into daily consumption cycles, but it structurally lowers margin potential. The model prioritizes retention and ecosystem depth over monetization efficiency, suggesting profitability is being deferred rather than meaningfully improved.
This shift is reshaping the quality of growth within Alibaba's core commerce segment. Quick commerce is driving traffic and order frequency, but drawing in lower-spend users and deepening reliance on incentives to sustain engagement. Integration across Taobao and the broader ecosystem is improving platform stickiness, yet simultaneously increasing fulfillment complexity and operating intensity. The model appears effective at capturing demand but less efficient at extracting value, raising concerns around long-term margin normalization.
Quick commerce revenues surged 56% year over year in the third quarter of fiscal 2026, significantly outpacing the broader e-commerce segment. This growth coincided with a 57% decline in adjusted EBITA and a 74% contraction in operating income, underscoring the tangible cost of scaling. China commerce adjusted EBITA fell 43% while sales and marketing expenses expanded sharply to 25.3% of revenues, reflecting elevated user acquisition and retention spending that shows little sign of near-term moderation.
The Zacks Consensus Estimate for BABA's fiscal 2026 revenues is pegged at $148.66 billion, indicating 7.62% year-over-year growth. However, as quick commerce becomes a larger share of the business mix, the central risk lies in margin persistence. Unless Alibaba can materially improve cost efficiency or monetisation yield, the current trajectory suggests incremental growth will continue to come at the expense of profitability.
How Do Rivals Compare in the Quick Commerce Space
Alibaba competes with Amazon AMZN and JD.com JD in quick commerce, where delivery speed is raising structural cost pressure.
Amazon benefits from a diversified model, using AWS and advertising to offset fulfillment-heavy investments. This allows Amazon to scale faster delivery while protecting margins. JD.com operates a logistics-first model with tight control over fulfillment. JD.com differentiates through full control of its logistics network, ensuring delivery reliability and stronger merchant trust. JD.com also benefits from higher direct sales exposure, which supports better inventory control and pricing. JD.com remains capital-intensive.
However, Alibaba’s model is still subsidy-driven, with weaker monetization visibility and more persistent margin pressure
BABA’s Share Price Performance, Valuation and Estimates
BABA shares have declined 32.8% in the past six-month period, while the Zacks Internet – Commerce industry and the Zacks Retail-Wholesale sector have declined 15.7% and 7.2%, respectively.
BABA’s 6-Month Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, BABA stock is currently trading at a trailing 12-month EV/EBITDA ratio of 14.35X compared with the Zacks Internet – Commerce industry’s 10.16X. BABA has a Value Score of D.
BABA’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $5.26 per share, implying a 41.62% year-over-year decline.
Alibaba Group Holding Limited Price and Consensus
Alibaba currently has a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Indicator	TTM Median
P/E	19.35 19.50
Price/Sales	0.20 0.69
P/B	0.85 1.82
P/FCF	13.96 14.60

Indicator	TTM Median
ROE	4.90 15.10
ROA	2.06 4.87
ROI	4.07 8.60
Net Worth	38.18 0.87
Quick Ratio	0.87 0.86
Current Ratio	1.18 1.40

Indicator	TTM Median
Net Profit Margin	1.07 5.74
Operating Margin	0.00 8.17
Gross Margin	16.26 39.42
Return on tangible equity	6.46 21.15

Indicator	TTM Median
EPS	0.00 0.49
EPS Forecast	0.56 0.46
Revenue	45.77B 192.50M
Gross Profit	7.69B —
EBITDA	552.00M —

JD.com, Inc.

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue