Alibaba's AI Business Is Undervalued: Report - Alibaba Gr Hldgs (NYSE:BABA)
Published on March 19, 2026.
Alibaba Gr.Hldgs (NYSE:BABA) is undervalued, according to a report by First Eagle. The firm believes that the company's current share price reflects the value of its AI operations. Despite recent pressure on Chinese tech stocks and a decline in BABA's share price, First Eagle sees the overall investment in the company as attractive. They highlighted the potential for AI capabilities across infrastructure, proprietary, and open-source models, suggesting that the business could become a significant growth driver over time. The company is reportedly raising prices across parts of AI business due to strong demand and is focusing on making AI a significant contributor to profits.
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