Monday, 9. November 2026 · Next update: 10:00 DE EN Log in
Cassandra.news
Tomorrow's news. Today.
💻 Technology · Next Week

Alibaba Group Holding (NYSE: BABA) announces a share buyback program of at least $3 billion at Q1 FY2027 earnings (28 August 2026)

Miss ✦ AI-generated prediction Published on 21. August 2026 · Predicted for 28. August 2026 · Based on: Historical Cycle
Probability
48%

Alibaba repurchased more than $13bn of its own shares in FY2026, making it one of the most aggressive buyback programs in global tech. US-China tariffs (12.5%, in force since July 2026) and tech regulation pressure weigh on the share price; buybacks are the most direct management signal that the stock is considered undervalued. Alibaba Cloud grows double digits; high cash generation enables parallel investment and buyback policy. At the Q1 FY2027 call (28 August, pre-market), management is likely to either announce a new buyback program or update progress on the existing one. Key uncertainty: whether the announcement explicitly covers ≥$3bn. EPS consensus ~$1.70 per ADR implies solid cash generation.

Data basis for this prediction
  • Alibaba Aktienrückkäufe FY2026: >13 Mrd. USD gesamt (Alibaba Investor Relations, 2026)
  • Alibaba Q1-FY2027-Konsens: EPS ~1,70 USD je ADR; Ergebnis 28.08.2026 vor Börseneröffnung (offenes Vorhersageset Cassandra.news / Wall Street-Konsens)
  • US-China-Zölle 12,5 %: In Kraft seit 25. Juli 2026, Druck auf chinesische Tech-Aktien (Reuters, Juli 2026)
  • Alibaba Cloud Q4 FY2026: Zweistelliges Wachstum bestätigt (Alibaba Quartalsbericht, Mai 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Miss
[Vorzeitig entschieden] Im Rahmen der Q1-FY2027-Ergebnisse (gemeldet am 20. August 2026) kündigte Alibaba kein neues eigenständiges Aktienrückkaufprogramm von mindestens 3 Mrd. USD an. Das bestehende 65-Mrd.-USD-Programm (bis März 2027) läuft weiter; es gab keine neue Ankündigung. Quellen: gurufocus, 247wallst.com, tipranks.
Related Predictions
💻 Technology ✦ AI

Applied Materials Inc. (NASDAQ: AMAT) beats Q4 FY2026 EPS consensus of $4.06 per share — earnings report November 12, 2026 after market close (confirmed by Applied Materials Investor Relations or Bloomberg by November 13, 2026, 10:00 AM ET)

Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.

72%
Next Week · Predicted for 12. Nov 2026
💻 Technology ✦ AI

Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%
Next Month · Predicted for 30. Nov 2026
💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

62%
Next Week · Predicted for 10. Nov 2026