East Buy Accelerates Same-Day Delivery Expansion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 30 2026
0mins
Should l Buy BABA?
Source: Benzinga
- Same-Day Delivery Expansion: East Buy is building same-day delivery capabilities in its top 10 markets, allowing customers to receive orders placed before 10:30 a.m. on the same day, which is expected to significantly enhance customer satisfaction and strengthen market competitiveness.
- Financial Recovery: The company announced a return to profitability in its latest financial report, with revenue rising 5.7% year-on-year to 2.31 billion yuan, demonstrating its ability to recover from adversity and attracting investor interest.
- Private Label Growth: East Buy's private label business grew 18.1% in the latest six-month period to 2 billion yuan, accounting for 53% of the company's gross merchandise value, indicating a strategic shift in focus for future growth.
- Increased Market Competition: Despite a 14.2% stock price surge following the report, East Buy faces fierce competition from giants like Alibaba, JD.com, and Meituan, which may limit its near-term growth potential.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BABA is 203.66 USD with a low forecast of 172.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
13 Buy
1 Hold
0 Sell
Strong Buy
Current: 162.510
Low
172.00
Averages
203.66
High
230.00
Current: 162.510
Low
172.00
Averages
203.66
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through nine segments. The China Commerce Retail segment is engaged in the China commerce retail business. The China Commerce Wholesale segment is mainly engaged in the operation of 1688.com. The Cloud Intelligence segment provides cloud services. The International Commerce Retail segment provides customer management services, sales of goods and logistics services. The International Commerce Wholesale segment is mainly engaged in the operation of Alibaba.com. The Cainiao Represents Logistics Services segment provides fulfilment services. The Local Services segment’s revenue includes platform commissions, logistics services revenue. The Digital Media and Entertainment segment engages in the operation of Youku and Alibaba. The All Others segment is mainly engaged in the Sun Art, Freshippo and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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