Tag: Margin Compression

Alibaba’s Valuation Disconnect Widens as AI Spending Accelerates Alibaba Group Holding shares closed recently at $124.22, yet a two-stage discounted cash flow model places the intrinsic value at $161.15, implying the stock trades at a 22.9 percent discount. That gap has widened even as the company reported 40 percent year-over-year growth in external cloud revenue…