BA
Alibaba
BABA · Alibaba · Consumer Discretionary
Up next day
6/16
38%
Fell despite growth
2/16
Good earnings ignored
Avg earnings move
±3.2%
typical swing on earnings
Price when beating
-0.8%
avg over 8 beats
Biggest single move
-8.6%
'26.6 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to run up in the week before earnings
Rose beforehand 12 of last 16 · avg +3.4% · expectations build early
Even strong results barely move the stock
Up the next day 3 of 8 beats (38%)
Reaction is erratic and hard to predict
Avg -0.8% on a beat, -1.6% on a miss
vs Consumer Discretionary sector avg (201 peers)
This
-1.2%
Sector
+0.5%
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 8 of last 16 times (50%)
5xBeat but fell
Even a beat sells off if guidance disappoints
3xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Nov 24Before open
'26.9 expectedEst. EPS $10.94
Quarter ended 6/2026
Reported 2026-08-20
Next-day move
-8.6%
After 5 days —
vs Consensus$10.82→$8.52-21.3% miss
EPS
$8.52
YoY -42%
Revenue
—
Next-Q guidance
—
N/A
Price around earnings
vs market -9.0%p3.3x normal — unusual drop
Earnings trend · last 12 quarters
EPS$8.52YoY -42%
'23.9'26.6
Revenue—
'23.9'26.6
Price vs earnings · last 16 quarters
↑Up↓Down
Bad news out
weak · up ↑
5x42%
Met expectations
good · up ↑
1x8%
Disappointment
weak · down ↓
4x33%
Good earnings ignored
good · down ↓
2x17%
← ← Weak earningsStrong earnings → →
Price rose even on weak earnings — bad news priced in / buy-the-dip · 5 of 12q (42%)
Community · BABA
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