$Alibaba(BABA.US) Bros, BABA just released its Q4 earnings report, and the core data completely slapped the market in the face!

Cloud Intelligence Group revenue surged 38% year-over-year, with external customer growth accelerating to 40%; AI-related product revenue has grown triple-digit for 11 consecutive quarters, reaching nearly 9 billion RMB this quarter. CEO Eddie Wu gave guidance on-site: AI model and application service ARR will directly exceed 1 billion RMB next quarter, targeting 3 billion for the full year! Their 5-year target is even more aggressive—cloud + AI external revenue exceeding 100 billion USD.

Domestic e-commerce rebounded +6%, FMCG business +57%, plus the dual boost of policy subsidies and consumption stimulus. Combined with massive cash reserves, the approved $1.05/ADS annual dividend, and ongoing share buybacks to support the stock, this company's fundamentals + sentiment catalysts are all maxed out.

The current stock price is only around $135, and the average Wall Street target is just over $180? We're directly looking at $300—definitely achievable this year (2026)!

The cloud AI nuclear bomb has just detonated. BABA is evolving from the "old e-commerce" into the absolute king of China's AI cloud. Missing this wave, you'll really regret it to the point of questioning your life. If you don't jump in now, you'll be watching others count their money by year-end!

$Alibaba(BABA.US) It's not too late to get on board now, FOMO is maxed out!