BABA

2026Q4BMO

Alibaba Group Holding Ltd primary · CONSUMER CYCLICAL · INTERNET RETAIL

Report 2026-05-13 · Fiscal end 2026-03-31 · Features as of 2026-05-12

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS5.74
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move4.5%
IV front—
P/C full—
P/C front—
Features as of2026-05-12

Run-up

Close—
Ret 5d+1.9%
Ret 10d+3.0%
Ret 20d+2.6%
Ret 30d+10.5%

Post-Earnings Data

Results & reaction

Print

Actual EPS
0.62Miss
Estimated EPS5.74
Actual revenue
243.4B
Surprise %-89.2%
Beat / missMiss
Beat streak 40
Beat streak 80

Reaction

1-day stock reaction+10.4%
Implied vs actual

Implied 4.5%Actual 2.0%

Gap reaction-2.0%
Day result+8.2%
Next-day upYes
Realized / IV0.44×

Post tape

Post 5d-7.8%
Post 10d-13.5%
Post volume40.2M
Vol ×10d4.06×
Vol ×20d4.05×
Post range12.5%