Forget Amazon: These 3 Global E-Commerce Giants Are Trading at Bargain Prices

Forget Amazon: These 3 Global E-Commerce Giants Are Trading at Bargain Prices

Quick Read Alibaba (BABA) trades at 15x forward P/E and 0.32 price-to-sales despite Q3 cloud revenue growing 36% YoY and AI product revenue posting its 10th consecutive quarter of triple-digit growth. MercadoLibre (MELI) delivered 28 consecutive quarters of 30%+ revenue growth with full-year 2025 revenue up 39% to $28.89B and operating cash flow up 53% to $12.12B, yet the stock is down 17.2% YTD. Sea Limited (SE) tripled net income to $1.61B in…

Alibaba reports 36% cloud revenue growth, highlights AI momentum in December quarter · TechNode

Alibaba said its Cloud Intelligence Group revenue rose 36% year-over-year to RMB 43.28 billion ($6.19 billion) in the December quarter, with AI-related product revenue posting triple-digit growth for the tenth consecutive quarter. Excluding disposed businesses, the group’s total revenue grew 9% year-over-year on a like-for-like basis to RMB 284.84 billion ($40.73 billion). The company also highlighted stronger consumer AI adoption, saying the Qw…

Alibaba earnings come under pressure despite AI and cloud gains

Alibaba’s latest earnings showed why investors may be reluctant to assign it, or its artificial intelligence peers, a higher valuation. The Chinese tech giant said cloud revenue rose 36% in the December quarter, and AI-related product revenue posted triple-digit growth for a tenth straight quarter. Even so, its US-listed shares fell about 7.1% on March 19 to close at USD 124.9. …Visit Website