BABA

2026Q2BMO

Alibaba Group Holding Ltd primary · CONSUMER CYCLICAL · INTERNET RETAIL

Report 2025-11-25 · Fiscal end 2025-09-30 · Features as of 2025-11-24

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS5.78
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move2.6%
IV front—
P/C full—
P/C front—
Features as of2025-11-24

Run-up

Close—
Ret 5d+1.9%
Ret 10d-3.1%
Ret 20d-10.4%
Ret 30d-3.6%

Post-Earnings Data

Results & reaction

Print

Actual EPS
4.36Miss
Estimated EPS5.78
Actual revenue
247.8B
Surprise %-24.6%
Beat / missMiss
Beat streak 40
Beat streak 80

Reaction

1-day stock reaction-5.0%
Implied vs actual

Implied 2.6%Actual 2.8%

Gap reaction+2.8%
Day result-2.3%
Next-day upNo
Realized / IV1.09×

Post tape

Post 5d+0.7%
Post 10d+1.2%
Post volume27.1M
Vol ×10d1.64×
Vol ×20d1.98×
Post range6.2%