Quick Read – Alibaba (BABA) received dual price target hikes to $195 from both Barclays and Mizuho, with Cloud Intelligence Group revenue growing 38% year over year in Q4 FY2026. – Alibaba’s AI cloud business is scaling rapidly with enterprise traction in the Qwen model family,…
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Alibaba (NYSE:BABA) just received twin price target hikes from two major firms, both landing on the same number. Barclays raised its price target to $195 from $186 while reiterating an Overweight rating, and Mizuho analyst Wei Fang lifted his target to $195 from $190 with an Outperform rating. The convergence comes one day after Alibaba’s Q4 FY2026 report, where Cloud Intelligence Group revenue grew 38% year over year.
For long-term investors, the dual analyst upgrade signals growing Wall Street conviction in the AI cloud story, even as near-term margin pressure remains a real concern. The Analyst’s Case Barclays anchored its bull case on accelerating cloud momentum, noting that Alibaba’s cloud growth accelerated further to over 38% year over year in Q1 and that agentic AI annual recurring revenue is ramping. That growth rate ranks among the fastest of any major global cloud platform, putting Alibaba Cloud in rare company.