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<Research>M Stanley Foresees BABA-W 4QFY25 Cloud Rev. Growth to Become Stock Price Catalyst
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BABA-W (09988.HK)(BABA.US) is set to unveil its 4QFY25 results for the period ending March 31, 2025, today (15th). Morgan Stanley’s research report highlighted optimism that Alibaba Cloud will benefit from robust AI inference demand in China, projecting that the upcoming cloud business revenue growth could serve as the next stock price catalyst.

If Alibaba Cloud’s revenue grows 17%-20% YoY in 4QFY25, it could drive a 1%-3% stock upside, Morgan Stanley estimated. A stronger revenue growth of 20%-25% could lead to a 3%-8% share upside. However, if cloud revenue growth underperforms at about 13%-17%, the broker predicted Alibaba’s stock price could shrink by up to 5%.

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