Barclays Stays Bullish on Alibaba as AI Investment Ramps Up: Is This the Comeback Story of 2026?

4 hours ago 2

David Moadel

Tue, April 14, 2026 astatine 9:15 AM CDT 4 min read

Alibaba (BABA) drew renewed attraction connected Wall Street arsenic Barclays trimmed its terms people to $186 from $190 portion maintaining an Overweight rating, viewing the chopped arsenic a disciplined reassessment reflecting the company’s indispensable stepped-up AI infrastructure investments.
Alibaba’s valuation compression amid assertive spending—with profitability intentionally compressed but triple-digit AI merchandise gross maturation for 10 consecutive quarters—presents a contrarian accidental for investors consenting to look done near-term borderline pressure.
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Alibaba (NYSE:BABA) banal is drafting renewed Wall Street attraction aft Barclays trimmed its terms people to $186 from $190 portion maintaining an Overweight standing connected the shares. The people chopped reflects a disciplined reassessment alternatively than a alteration successful conviction. Barclays believes Alibaba's stepped-up investments are indispensable "in its contention to scope and support dominance successful AI."

BABA banal trades astatine $130 and change, good beneath some its 52-week precocious of $192.67 and the statement expert people of $188.58. With 38 bargain oregon beardown bargain ratings versus conscionable 1 beardown merchantability among covering analysts, Barclays is hardly unsocial successful its bullish stance.

Ticker

Company

Firm

Action

Old Rating

New Rating

Old Target

New Target

BABA	Alibaba	Barclays	Price Target Cut	Overweight	Overweight	$190	$186

Barclays frames the terms people simplification arsenic designation that Alibaba is successful an assertive concern phase. The steadfast sees the spending acceleration arsenic a strategical necessity to unafraid and widen Alibaba's presumption successful the AI race.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

The numbers enactment that narrative. Alibaba's Cloud Intelligence Group gross grew 36% twelvemonth implicit twelvemonth successful the astir caller quarter, with AI-related merchandise gross delivering triple-digit maturation for the tenth consecutive quarter. That's accordant acceleration, not a one-quarter spike.

CEO Eddie Wu reinforced the semipermanent ambition connected the net call, stating, "Over the adjacent 5 years, our extremity is to surpass USD 100 cardinal successful combined unreality and AI outer revenue, including MaaS." Barclays views that people arsenic credible fixed the trajectory.

Alibaba is China's largest e-commerce and unreality computing conglomerate, operating Taobao, Tmall, AliExpress, and Alibaba Cloud. Its Qwen AI exemplary has surpassed 300 cardinal monthly progressive users and logged implicit 1 cardinal cumulative downloads connected Hugging Face.

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