Alibaba Group Holding Limited (BABA) Rose Following an Acceleration in Cloud Revenue

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Soumya Eswaran

Wed, December 10, 2025 astatine 6:17 AM CST 3 min read

Baron Funds, an concern absorption company, released its “Baron Emerging Markets Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money returned 10.89% (Institutional Shares) successful the 3rd 4th compared to a 10.64% instrumentality for the MSCI Emerging Markets Index (the Benchmark) and a 11.48% instrumentality for the MSCI Emerging Markets IMI Growth Index (the Proxy Benchmark). YTD, the money returned 31.79% compared to 27.53% and 28.19% for the indexes. The steadfast was satisfied with the quarterly results, peculiarly fixed the underperformance of Indian equities during that period, but it is inactive good up of some the Benchmark and the Proxy Benchmark connected a year-to-date and one-year trailing basis. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Baron Emerging Markets Fund highlighted stocks specified arsenic Alibaba Group Holding Limited (NYSE:BABA). Alibaba Group Holding Limited (NYSE:BABA) provides exertion infrastructure and selling reach. The one-month instrumentality of Alibaba Group Holding Limited (NYSE:BABA) was -1.23%, and its shares gained 75.28% of their worth implicit the past 52 weeks. On December 09, 2025, Alibaba Group Holding Limited (NYSE:BABA) banal closed astatine $155.96 per share, with a marketplace capitalization of $372.126 billion.

Baron Emerging Markets Fund stated the pursuing regarding Alibaba Group Holding Limited (NYSE:BABA) successful its 3rd 4th 2025 capitalist letter:

"Alibaba Group Holding Limited (NYSE:BABA) is the largest retailer and e-commerce institution successful China. Alibaba operates buying platforms Taobao and Tmall, and has businesses spanning logistics, section services, integer media, and unreality computing. Shares roseate during the 4th owed to an acceleration successful unreality revenue, driven by AI and affirmative momentum successful speedy commerce. Alibaba is ramping superior expenditures implicit the adjacent 3 years, committing much than $53 cardinal to physique retired its unreality infrastructure furniture and adhd AI capabilities to existing applications, specified arsenic user search. Within the company’s e-commerce business, speedy commerce is showing beardown aboriginal traction, and absorption is focused connected substantially improving portion economics. We clasp condemnation that Alibaba is good positioned to payment from China's ongoing maturation successful e-commerce and cloud, though competitory concerns remain."

Alibaba (BABA) Soars 8% connected US Chip Exports Ease to China

Alibaba Group Holding Limited (NYSE:BABA) is successful the 17th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 130 hedge money portfolios held Alibaba Group Holding Limited (NYSE:BABA) astatine the extremity of the 3rd quarter, which was 101 successful the erstwhile quarter. In the fiscal archetypal 4th of 2026, Alibaba Group Holding Limited (NYSE:BABA) reported revenue of RMB 247.7 billion. While we admit the imaginable of Alibaba Group Holding Limited (NYSE:BABA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.