Alibaba Group Holding (BABA) Limited Reported a Good Q3

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Soumya Eswaran

Wed, December 31, 2025 astatine 7:49 AM CST 3 min read

Chautauqua Capital Management, a part of Baird Asset Management, is simply a boutique concern steadfast that released its third-quarter 2025 capitalist missive for the “Baird Chautauqua International and Global Growth Fund”. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered coagulated results successful the 3rd quarter, driven by the solution of important commercialized conflicts and a displacement successful U.S. monetary argumentation toward a much dovish stance. Baird Chautauqua International Growth Fund underperformed the benchmark, MSCI ACWI ex-U.S. Index - ND, successful the quarter, driven by banal enactment successful the accusation technology, financials, and industrials sectors, which detracted the astir from returns. The Baird Chautauqua Global Growth Fund besides trailed the benchmark, MSCI ACWI Index – ND, successful the 4th arsenic banal enactment successful the accusation technology, financials, and industrials sectors detracted the astir from returns. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Baird Chautauqua International and Global Growth Fund highlighted stocks specified arsenic Alibaba Group Holding Limited (NYSE:BABA). Alibaba Group Holding Limited (NYSE:BABA) provides exertion infrastructure and selling reach. The one-month instrumentality of Alibaba Group Holding Limited (NYSE:BABA) was -8.55%, and its shares gained 73.79% of their worth implicit the past 52 weeks. On December 30, 2025, Alibaba Group Holding Limited (NYSE:BABA) banal closed astatine $147.36 per share, with a marketplace capitalization of $147.36 billion.

Baird Chautauqua International and Global Growth Fund stated the pursuing regarding Alibaba Group Holding Limited (NYSE:BABA) successful its 3rd 4th 2025 capitalist letter:

"Alibaba Group Holding Limited (NYSE:BABA) delivered a bully quarter, with better-than-expected show successful some its e-commerce and unreality businesses. E-commerce maturation was driven by Quick Commerce and betterment of instrumentality rate, which benefited from the summation of bundle work fees successful September 2024. Cloud gross grew 26%; AI-related merchandise gross accounted for implicit 20% of outer lawsuit gross and is expected to accelerate further successful the coming quarters."

Alibaba (BABA) Soars 8% connected US Chip Exports Ease to China

Alibaba Group Holding Limited (NYSE:BABA) is successful the 17th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 130 hedge money portfolios held Alibaba Group Holding Limited (NYSE:BABA) astatine the extremity of the 3rd quarter, which was 101 successful the erstwhile quarter. In the fiscal archetypal 4th of 2026, Alibaba Group Holding Limited (NYSE:BABA) reported revenue of RMB 247.7 billion. While we admit the imaginable of Alibaba Group Holding Limited (NYSE:BABA) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.