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Alibaba (NYSE: BABA) drew renewed investor attention on Wednesday, April 29, after BNP Paribas initiated coverage with an Outperform rating and a $209 price target. The target implies upside of roughly 58% from the level referenced by the analyst.
BNP Paribas’ view centers on the expectation that Alibaba’s cloud revenue growth could accelerate as the company improves monetization tied to artificial intelligence (AI). The analyst argues that AI-related capital expenditures are expected to increasingly convert into recurring cloud revenues over time as enterprises scale their AI workloads.
In this framework, the market’s valuation approach may shift. Rather than focusing only on infrastructure expansion, investors may place greater emphasis on the return generated from AI investment.
BNP Paribas also pointed to broader ecosystem developments that could support AI-related monetization. The article cited several examples:
For investors, the significance of these integrations is that they can create scalable data and software monetization opportunities, which are described as key conditions for longer-term AI-driven revenue expansion.
While Alibaba shares are up roughly 8.7% over the month, the year-to-date decline of nearly 16% suggests that the transformation narrative highlighted by BNP Paribas may not yet be fully reflected in the stock price.
Going forward, the article indicates that BABA’s performance may depend on whether the company’s cloud and AI initiatives begin producing consistent, quantifiable results in upcoming quarters.
According to the latest data cited from TipRanks, Alibaba shares have a Strong Buy Wall Street consensus. The average price for the next 12 months is $182.29.
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