Alibaba Group Holding Limited (BABA) — closed signal from October 28, 2025
Partial Published before the outcome was known, scored automatically when the window closed on January 26, 2026.
Predicted vs. what happened
What happened
Reached 14% of the predicted growth at its peak, without hitting the target.
The thesis — published October 28, 2025
Alibaba could bounce because many investors are more positive and big funds are showing interest. Ark Invest bought shares, and the new Quark AI Glasses add a fresh product story that could draw attention. If the overall market stays healthy, the stock could be revalued. Risks from profits and rules in China remain, so we prefer buying on dips and waiting for a clear turn in price momentum.
Primary drivers
- Strong mood around the stock with a buy-the-dip plan in mind
- New Quark AI Glasses may boost interest in Alibaba's devices
- More attention from large investment funds is starting to show
- Regulatory worries in China mean position size should stay modest
How it played out
BABA: target was not reached
Lyra published BABA at 177.97 on 2025-10-28, with an 18% expected gain over the short-term window. The thesis pointed to stronger investor mood, a buy-the-dip setup, Quark artificial intelligence glasses, more attention from large funds, and China regulatory risk as a reason to keep position size modest.
The stock rose quickly but not far enough. It peaked at 182.50 on 2025-10-29, a 2.5% gain, while the target was 210. It never got there. By 2026-01-26, BABA ended at 171.37. The thesis partially played out on the early bounce, but missed the target.
What happened during the window
On 2025-11-26, Business Insider reported Alibaba's quarter ending September 30 revenue at 247.8 billion yuan, up 5%, while net income fell 53% to 20.6 billion yuan. The same report said the cloud division grew 34% to 39.8 billion yuan.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.