Alibaba Shares Tumble as Q4 Revenue Misses Estimates Amid Demand Concerns

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Alibaba (NYSE:BABA) shares fell about 5% in Thursday's pre-market trading after the Chinese e-commerce firm reported weaker-than-expected quarterly revenue.

The company generated 236.45 billion yuan (US$32.79 billion) in revenue for the fiscal fourth quarter ended March 31. Analysts surveyed by LSEG had expected 237.24 billion yuan.

Alibaba is navigating a tough retail environment as Chinese consumers cut back on spending due to economic uncertainty and high unemployment. Price-sensitive behavior has fueled heavy discounting across major e-commerce platforms.

That has intensified competition between Alibaba, JD.com (NASDAQ:JD), and Pinduoduo parent PDD Holdings (NASDAQ:PDD), as each seeks to maintain market share with steep promotions and flash sales.

The results contrast with those of JD.com, which earlier this week beat first-quarter revenue estimates and cited accelerating user growth.

Is BABA Stock a Buy Now?

Alibaba Shares Tumble as Q4 Revenue Misses Estimates Amid Demand Concerns
Alibaba Shares Tumble as Q4 Revenue Misses Estimates Amid Demand Concerns

Based on the one year price targets offered by 38 analysts, the average target price for Alibaba Group Holding Ltd is $161.06 with a high estimate of $193.10 and a low estimate of $102.44. The average target implies a upside of +20.15% from the current price of $134.05.

Based on GuruFocus estimates, the estimated GF Value for Alibaba Group Holding Ltd in one year is $110.22, suggesting a downside of -17.78% from the current price of $134.05. For deeper insights, visit the BABA Forecast page.

This article first appeared on GuruFocus.