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Business Insider
36 minutes ago
- Business Insider
Stellantis Stock (STLA) Powers Forward as Tesla's Chinese Challenge Intensifies
Shares in auto maker Stellantis (STLA) raced higher today as rival Tesla (TSLA) was handed another huge roadblock in the Chinese EV market. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. The Stellantis leap came on reports that Hangzhou-based EV maker Zhejiang Leapmotor Technology is launching a battery-powered sedan in mainland China. Leap Lower The B01, a midsize sedan, offers features similar to Tesla's Model 3 but reportedly at less than half the price at 89,800 yuan. According to a report in the South China Morning Post, it is understood that Leapmotor, which is backed by Stellantis, also plans to launch the car in global markets at a yet-to-be-decided date. Deliveries to mainland Chinese customers will reportedly begin this month and include five variants with driving ranges from 430 kilometers to 650 kilometers. The top-end model is priced at 119,800 yuan, the report said. Meanwhile, a Tesla-made Model 3 is priced from 235,500 yuan to 339,500 yuan. Tesla's China sales have suffered this year, falling month after month, as it suffered more intense competition from domestic rivals such as BYD (BYDDY). That's important given that a fifth of Tesla revenues come from China – see below. Stellantis Charge China's car market has also been dragged into a price war as companies compete to win over consumers who, hit by a sluggish economy, are reluctant to spend. However, Tesla recorded a 0.8% increase in June, delivering 71,599 units and breaking an eight-month losing streak. Meanwhile, deliveries of Tesla's China-made Model 3 and Model Y autos surged 16.1% compared to May. These figures include vehicles sold both within China and exported to other markets. Tesla is hoping for further growth from its revamped Model Y car. The six-seat sports utility vehicle could be launched in the fall. Reports suggest that the new Model Y will be larger than the current five-seat version and will have a top speed of 201 kilometers an hour. As for Stellantis, known for traditional car brands such as Chrysler, it keeps charging forward in the electric space. It has been reported that starting this September, some South African Stellantis dealers will sell Leapmotor electric vehicles, starting with the C10 SUV. More models are set to follow over the course of 2025 and into 2026. It's much needed if it wants to keep making inroads into the likes of Tesla both in China and elsewhere. As we see below it has underperformed Tesla substantially over the last 12 months.
Business Insider
an hour ago
- Business Insider
‘Margins Could Get Worse,' Warns Top Analyst about Alibaba Stock (BABA) Ahead of Q1 Earnings
Chinese e-commerce giant Alibaba (BABA) is set to report its Q1 FY26 earnings next month. In a new report, Mizuho's Top analyst, Jason Helfstein, lowered his price target on Alibaba stock from $160 to $149, pointing to growing concerns around profit margins. According to him, rising competition in China's local commerce sector, especially in food delivery and instant retail, is beginning to hurt the company's bottom line. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Analyst's Views on Alibaba Stock Helfstein, a four-star analyst, said that this quarter marked the first clear sign of margin pressure for Alibaba, driven by its push to stay competitive in local commerce. Mizuho expects a sharp drop in margins in Q1 compared to the previous quarter. Looking ahead, the analyst warned that this margin strain could continue through the rest of 2025 and into 2026 unless new rules are introduced to ease competitive pressure. In response, Mizuho slashed its June-quarter EBITDA forecast from 55 billion RMB to 45 billion RMB. The firm also lowered its FY27 EBITDA estimate to RMB231 billion, reflecting Alibaba's push to protect market share through heavy subsidies. Earlier this month, the company announced a 50 billion yuan ($7 billion) subsidy program via its Taobao unit. The initiative will support food delivery and online retail services as Alibaba tries to fend off growing competition from (JD), PDD Holdings (PDD), and Meituan. Nevertheless, the analyst remains confident in Alibaba's long-term outlook and maintained an Outperform rating on the stock. He noted that consumer demand stayed strong during the June quarter, helped by promotional events and smartphone trade-in offers. Is Alibaba Stock a Good Buy Right Now? Analysts remain highly bullish about Alibaba's stock trajectory. With 14 Buy ratings and one Hold rating, BABA stock commands a Strong Buy consensus rating on TipRanks. Also, the average Alibaba price target of $151.81 implies about 25.31% upside potential from current levels.
Yahoo
2 hours ago
- Yahoo
Alibaba Group Holding Limited (BABA) Unveils Its Most Advanced AI Coding Tool
Alibaba Group Holding Limited (NYSE:BABA) is among the 13 Best Global Stocks to Buy Right Now. On July 23, the Chinese e-commerce giant announced the launch of Qwen3-Coder, a new open-source AI model for software development, which is also the company's most advanced coding tool to date. Christopher Penler / The news comes amid intense competition between Chinese technology firms in the global AI development race. Qwen3-Coder is built for tasks like code generation and managing complex coding workflows. Performance data released by Alibaba Group Holding Limited (NYSE:BABA) said the open-source coder outperformed rival models from DeepSeek and Moonshot AI. The tests also showed that Alibaba Group Holding Limited (NYSE:BABA)'s Qwen3-Coder either matched the performance or was just behind leading U.S. models, including OpenAI's GPT-4 and Anthropic's Claude, in certain areas. The company stated the following in a statement on Wednesday: 'Agentic AI coding is transforming software development by enabling more autonomous, efficient and accessible programming workflows. With its open-source availability, strong agentic coding capabilities, and seamless compatibility with popular developer tools and interfaces, Qwen3-Coder is positioned as a valuable tool for global developers in software development.' While we acknowledge the potential of BABA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Small Cap Defense Stocks to Buy According to Hedge Funds and 13 Best Booming Stocks to Buy Now. Disclosure: None. Melden Sie sich an, um Ihr Portfolio aufzurufen.
