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Up or down this time?Nov 24 scheduled
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Alibaba (BABA) earnings date & stock reaction

Alibaba · Consumer Discretionary

Alibaba earnings date & time

Next earningsTue, November 24, time TBAscheduled

Schedule

Korea time (KST)
Tue, November 24
Reporting pattern
12 of last 12 before open
Typical move
±5.9% · 12-report avg

What the market expects

Consensus EPS

$10.98Coming in above this counts as a beat

Year-ago quarter
$4.36→+151.8%
Full earnings calendarFrom an earnings calendar

Price after the latest report

Reported August 20, 2026how the stock moved around it
Next-day move
+1.3%
After 5 days
-7.0%
Price around earnings
Around this report
Sector peer Sea Limited (8/11): missed, yet stock +14.6%A same-industry peer, Sea Limited, reported within the 10 days before this one (9d earlier). How the market took it (next-day move +14.6%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Alibaba (BABA) rose the day after earnings in 5 of its last 12 reports (42%), moving ±5.9% on average. It has fallen despite beating the consensus estimate 2 times.

Up next day
5/12
42%
Fell despite growth
2/12
Good earnings ignored
Price when beating
-0.8%
avg over 4 beats
Price when missing
-0.8%
avg over 8 misses
Avg earnings move
±5.9%
typical swing on earnings
Biggest single move
+12.9%
'25.8 · largest reaction
🔑What actually moves this stock?
What really matters here
Core growth + high-margin ads/cloud
In finance terms: Revenue growth · ads/cloud · margin
What to watch next report

When results drop, check the metric above vs last quarter and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 4 of 12 times
Median beat +10%. 2 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Beating estimates doesn't always lift it
Up the next day 2 of 4 beats (50%)
Reaction is erratic and hard to predict
Avg -0.8% on a beat, -0.8% on a miss
Tends to keep drifting the same way for days
Day-one direction continued · 58% of last 12
vs Consumer Discretionary sector avg (218 peers)
This
-0.8%
Sector
+0.7%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
2xBeat but fell
Even a beat sells off if guidance disappoints
3xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth2/12

2/4 beats fell next day · watches Revenue growth · ads/cloud · margin

Next-day reaction
  • Jun 2026 report+1.3%
  • Mar 2026 report+8.2%
  • Dec 2025 report-7.1%
  • Sep 2025 report-2.3%
  • Jun 2025 report+12.9%
  • Mar 2025 report-7.6%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-08-20
Next-day move
+1.3%
After 5 days -7.0%
EPS consensus $10.82 → $8.52 ▼ -21.3% missRev $39.6B
Price around earnings
Around this report
Sector peer Sea Limited (8/11): missed, yet stock +14.6%A same-industry peer, Sea Limited, reported within the 10 days before this one (9d earlier). How the market took it (next-day move +14.6%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Earnings trend · last 12 quarters

EPS$8.52YoY -42%
'23.11'26.8
Revenue$39.6B
'23.11'26.8

Earnings history and price reaction

Alibaba across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-08-20-21.3%+1.3%-7.0%
3/20262026-05-13-89.2%+8.2%+0.6%
12/20252026-03-19-35.2%-7.1%-3.4%
9/20252025-11-25-24.6%-2.3%+0.3%
6/20252025-08-29-4.7%+12.9%+13.4%
3/20252025-05-15-2.3%-7.6%-7.8%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Alibaba earnings date?

The next Alibaba (BABA) earnings report is expected Tue, November 24, time TBA. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Alibaba's next earnings?

Analysts expect EPS of about $10.98 for Alibaba (BABA). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Alibaba (BABA) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 5 of them (42%). The average move on earnings day was ±5.9%.

Does Alibaba react more to the earnings numbers or to guidance?

In 5 of the last 12 reports (42%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Alibaba stock fall even when earnings are good?

Yes. In 2 of the last 12 reports, Alibaba fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Alibaba stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 58% of the time. This tendency is known as post-earnings announcement drift.