Alibaba Stock (BABA) Rallies 50%+ Amid Strategic Shifts and Cloud Growth

Alibaba Group's stock has surged over 50% in the past year as investors reassess its restructuring efforts and expansion in cloud computing and e-commerce. The Chinese tech giant is consolidating its food delivery platform Ele.me and travel service Fliggy into its Core e-commerce division to enhance operational efficiency. Simultaneously, it is doubling down on AI and cloud infrastructure to maintain competitiveness in China's rapidly evolving tech landscape.

Analysts remain optimistic, projecting a potential 45% upside from current levels. Citigroup's Alicia Yap recently reiterated her Buy rating, citing Alibaba's dominant market position and cash FLOW resilience despite China's consumer spending slowdown. The stock has climbed 36.6% year-to-date, though macroeconomic headwinds may cause near-term volatility.