阿里巴巴集团（BABA）投资潜力分析：低估值与增长前景的交汇 截至2025年4月27日，阿里巴巴集团控股有限公司（纽交所代码： $BABA ，港交所代码： https://t.co/t6vUIoFDYZ ）的股价为120.28美元，预期市盈率（P/E）为11.77倍，远低于行业平均预期市盈率32.41倍。这一显著的估值差距表明，阿里巴巴的股价可能被市场低估，为投资者提供了潜在的买入机会。 以下从估值、盈利预期、增长动能和风险因素四个方面深入分析阿里巴巴的投资吸引力。 1. 低估值：市场低估的信号 预期市盈率11.77倍意味着，投资者为每1美元的预期收益支付11.77美元，较行业平均水平低约64%。这一估值折让可能反映市场对阿里巴巴的短期担忧，例如监管压力或宏观经济不确定性。然而，较低的市盈率也可能表明市场尚未充分定价阿里巴巴的长期增长潜力。结合公司2025财年预计每股收益（EPS）9.30美元（较60天前上调11.5%），盈利预期的改善进一步强化了低估的可能性。 2. 盈利预期上调：增长信心增强 过去60天，分析师对阿里巴巴2025财年EPS的预测上调了11.5%，反映出对公司盈利能力的乐观情绪。这种修正通常源于公司核心业务表现超预期或成本优化措施的成功实施。阿里巴巴的盈利能力与其多元化业务布局密切相关，特别是核心电商平台（淘宝、天猫）和云计算业务的持续增长。预计2025财年收入同比增长5.95%，虽然增速不算激进，但考虑到全球经济波动和国内消费复苏的不确定性，这一稳健增长显示了公司业务的韧性。 3. 增长动能：核心业务与云计算双轮驱动 阿里巴巴的收入增长主要由两大支柱驱动： - 核心电商业务：淘宝和天猫通过优化用户体验、提升广告收入和扩展下沉市场，保持了竞争优势。尽管国内电商市场竞争激烈，阿里巴巴凭借其规模效应和数据驱动的精准营销，依然稳固了市场领导地位。 - 云计算业务：阿里云在中国云计算市场占据主导地位，并持续受益于企业数字化转型的长期趋势。尽管短期内面临价格竞争和投资回报周期较长的挑战，阿里云的收入增速和市场份额扩张为其长期价值提供了支撑。 此外，阿里巴巴在国际电商（Lazada、速卖通）和数字支付（蚂蚁集团）领域的布局为其多元化增长注入了额外动能。然而，这些业务的盈利贡献仍需时间验证。 4. 风险与不确定性 尽管估值和增长前景具有吸引力，投资者仍需关注以下风险： - 监管压力：中国政府对科技行业的反垄断和数据安全监管可能继续影响阿里巴巴的运营成本和战略灵活性。 宏观经济波动：国内消费疲软或全球经济放缓可能抑制电商和广告收入增长。 - 竞争加剧：拼多多、京东等竞争对手在低线城市和社交电商领域的扩张可能侵蚀阿里巴巴的市场份额。 结论：低估值下的战略性投资机会 综合来看，阿里巴巴当前的预期市盈率显著低于行业平均水平，叠加盈利预期上调和稳健的收入增长，表明其股价可能被市场低估。对于寻求价值投资的投资者而言，阿里巴巴提供了具有吸引力的风险回报比。然而，监管和竞争风险要求投资者保持谨慎，建议通过分散投资或分批建仓降低潜在波动影响。总体而言，阿里巴巴的估值与增长前景使其成为2025年值得关注的投资标的。#Alibaba

阿里巴巴集团（BABA）投资潜力分析：低估值与增长前景的交汇 截至2025年4月27日，阿里巴巴集团控股有限公司（纽交所代码： $BABA ，港交所代码： https://t.co/t6vUIoFDYZ ）的股价为120.28美元，预期市盈率（P/E）为11.77倍，远低于行业平均预期市盈率32.41倍。这一显著的估值差距表明，阿里巴巴的股价可能被市场低估，为投资者提供了潜在的买入机会。以下从估值、盈利预期、增长动能和风险因素四个方面深入分析阿里巴巴的投资吸引力。 1. 低估值：市场低估的信号 预期市盈率11.77倍意味着，投资者为每1美元的预期收益支付11.77美元，较行业平均水平低约64%。这一估值折让可能反映市场对阿里巴巴的短期担忧，例如监管压力或宏观经济不确定性。然而，较低的市盈率也可能表明市场尚未充分定价阿里巴巴的长期增长潜力。结合公司2025财年预计每股收益（EPS）9.30美元（较60天前上调11.5%），盈利预期的改善进一步强化了低估的可能性。 2. 盈利预期上调：增长信心增强 过去60天，分析师对阿里巴巴2025财年EPS的预测上调了11.5%，反映出对公司盈利能力的乐观情绪。这种修正通常源于公司核心业务表现超预期或成本优化措施的成功实施。阿里巴巴的盈利能力与其多元化业务布局密切相关，特别是核心电商平台（淘宝、天猫）和云计算业务的持续增长。预计2025财年收入同比增长5.95%，虽然增速不算激进，但考虑到全球经济波动和国内消费复苏的不确定性，这一稳健增长显示了公司业务的韧性。 3. 增长动能：核心业务与云计算双轮驱动 阿里巴巴的收入增长主要由两大支柱驱动： - 核心电商业务：淘宝和天猫通过优化用户体验、提升广告收入和扩展下沉市场，保持了竞争优势。尽管国内电商市场竞争激烈，阿里巴巴凭借其规模效应和数据驱动的精准营销，依然稳固了市场领导地位。 - 云计算业务：阿里云在中国云计算市场占据主导地位，并持续受益于企业数字化转型的长期趋势。尽管短期内面临价格竞争和投资回报周期较长的挑战，阿里云的收入增速和市场份额扩张为其长期价值提供了支撑。 此外，阿里巴巴在国际电商（Lazada、速卖通）和数字支付（蚂蚁集团）领域的布局为其多元化增长注入了额外动能。然而，这些业务的盈利贡献仍需时间验证。 4. 风险与不确定性 尽管估值和增长前景具有吸引力，投资者仍需关注以下风险： - 监管压力：中国政府对科技行业的反垄断和数据安全监管可能继续影响阿里巴巴的运营成本和战略灵活性。 宏观经济波动：国内消费疲软或全球经济放缓可能抑制电商和广告收入增长。 - 竞争加剧：拼多多、京东等竞争对手在低线城市和社交电商领域的扩张可能侵蚀阿里巴巴的市场份额。 结论：低估值下的战略性投资机会 综合来看，阿里巴巴当前的预期市盈率显著低于行业平均水平，叠加盈利预期上调和稳健的收入增长，表明其股价可能被市场低估。对于寻求价值投资的投资者而言，阿里巴巴提供了具有吸引力的风险回报比。然而，监管和竞争风险要求投资者保持谨慎，建议通过分散投资或分批建仓降低潜在波动影响。总体而言，阿里巴巴的估值与增长前景使其成为2025年值得关注的投资标的。#Alibaba

PREMKT 🔸 $AAPL | +4.97% 🔸 $PTON | +4.12% 🔸 $INTC | +3.19% 🔸 $BABA | +2.53% 🔸 $AMD | +2.29% 🔸 $NVDA | +1.70% 🔸 $NFLX | +1.58% 🔸 $MSFT | +1.55% 🔸 $SNAP | +1.51% 🔸 $META | +1.50% 🔸 $AMZN | +1.15% 🔸 $TSLA | +0.99% 🔸 $DIS | +0.90% 🔸 $GOOGL | +0.90%

*TRUMP ADMINISTRATION CONSIDERING DELISTING OF CHINESE STOCKS ON U.S. EXCHANGES $BABA $KWEB $BIDU $JD $PDD

PREMKT 🔸 $XPEV: -11.68% 🔸 $MSTR: -9.99% 🔸 $BABA: -7.52% 🔸 $TSLA: -7.15% 🔸 $NIO: -6.79% 🔸 $NVDA: -6.35% 🔸 $AMD: -4.40% 🔸 $APPL: -4.23% 🔸 $INTC: -3.88% 🔸 $META: -3.71% 🔸 $AMZN: -3.12% 🔸 $GOOGL: -2.69% 🔸 $BA: -2.42% 🔸 $NFLX: -2.36% 🔸 $MSFT: -2.07%

PREMKT 🔸 $XPEV: -14.20% 🔸 $BABA: -11.45% 🔸 $MSTR: -10.73% 🔸 $NIO: -9.25% 🔸 $TSLA: -8.59% 🔸 $NVDA: -7.05% 🔸 $AMD: -6.02% 🔸 $META: -5.19% 🔸 $INTC: -4.33% 🔸 $AMZN: -4.27% 🔸 $BA: -4.20% 🔸 $NFLX: -3.89% 🔸 $APPL: -3.80% 🔸 $GOOGL: -3.70% 🔸 $MSFT: -3.62%

MARKET HIGHLIGHTS TECH, MEDIA & TELECOM 🔸 Big Tech ( $AAPL, $AMZN, $META, $GOOGL, $MSFT, $NVDA): Lower as China imposes 34% tariffs on U.S. goods in response to U.S. tariffs. 🔸 China stocks ( $BABA, $BIDU, $PDD, $JD, $SINA, $NTES): Trading sharply lower. 🔸 EU vs. "X": Possible $1B fine for disinformation law violations. 🔸 Five9 ( $FIVN): Q1 EPS, revenue in line or better than guidance; 4% workforce reduction. CONSUMER 🔸 Booking Holdings ( $BKNG): Upgraded to Buy (BTIG), target $5,500. 🔸 Guess ( $GES): Q4 adj. EPS $1.48 (est. $1.40), revenue $932.3M (+4.6% y/y, est. $912.3M). Gross margin 44.1% (vs. 45.4%). 2026 revenue forecast +3.9%-6.2%, EPS $1.32-$1.76 (est. $2.07). Alberto Toni named CFO. Plans to close unprofitable stores. 🔸 Kraft Heinz ( $KHC): Downgraded to Sell (Citigroup), target cut to $27 due to sales growth concerns. ENERGY, INDUSTRIALS & MATERIALS 🔸 ExxonMobil ( $XOM): Q1 earnings impact: Energy products (-$0.3B to -$0.7B), upstream (liquids/gas: $0.0B to -$0.4B), chemicals (-$0.1B to $0.1B), specialty (-$0.3B to -$0.1B). 🔸 Matador Resources ( $MTDR): Selling Eagle Ford assets, board reviewing stock repurchase. 🔸 Shell ( $SHEL): Selling 16.125% Colonial Enterprises stake to Brookfield (BIP) for $1.45B. FINANCIALS 🔸 Cboe ( $CBOE): Q1 options volume 1.1B contracts, March ADV 18.8M (record). 🔸 Franklin Resources (BEN): March AUM $1.53T (Feb: $1.57T), $4B net outflows. 🔸 Progressive ( $PGR): Downgraded to Neutral (Bank of America), target cut to $287 from $300. HEALTHCARE 🔸 LifeCore ( $LFCR): Q3 EPS -$0.47 (est. -$0.15), revs $35.2M (est. $33.23M). FY guidance: revs $126.5M-$130M, adj. EBITDA $19M-$21M. 🔸 Simulations Plus ( $SLP): Q2 adj. EPS $0.31 (est. $0.12), revs $22.4M (est. $21.9M). FY guidance: revs $90M-$93M, adj. EPS $1.07-$1.20 (est. $0.47).

Premkt $VIX: 38 $BABA: -8.29% $JD: -7.77% $XPEV: -7.49% $AMZN: -5.40% $AMD: -5.29% $INTC: -5.22% $TSLA: -5.13% $AAPL: -4.73% $NIO: -4.55% $NKE: -4.41% $MSFT: -4.38% $META: -4.25% $RIVN: -3.82% $NVDA: -3.80% $GOOGL: -3.07% $AMC: -2.27%

QUICK MARKET SUMMARY: Consumer 🔸 Carvana ( $CVNA) upgraded to Overweight at Morgan Stanley; PT raised to $280 from $260. 🔸 Cintas ( $CTAS) ended talks to buy UniFirst (UNF) for $275/share. 🔸 KB Home ( $KBH) Q1 miss: revenue down 5%, net income down 21%, lowers FY25 outlook; appoints Robert Dillard as CFO. 🔸 McCormick ( $MKC) Q1 EPS $0.60 (vs. $0.64 est.), reaffirms FY25 guidance. 🔸 Smithfield Foods sees higher annual sales and profit. 🔸 Tesla ( $TSLA) European market share down sharply; YTD sales -42.6%. Energy, Industrials & Materials 🔸 American Electric ( $AEP) announces $2B stock offering. 🔸 Bunge ( $BG) selling European margarine business to Vandemoortele. 🔸 Canadian Solar ( $CSIQ) Q4 EPS loss (-$1.47) vs. (-$0.24) est.; record storage shipments. 🔸 Enerpac ( $EPAC) Q2 EPS $0.38 (vs. $0.40 est.), maintains guidance. 🔸 EOG Resources ( $EOG) downgraded to Neutral at Mizuho; PT cut to $140. 🔸 Oklo ( $OKLO) FY24 EPS loss (-$0.74); first Aurora deployment expected late 2027. 🔸 Parsons ( $PSN) approves $250M share buyback. 🔸 TechnipFMC ( $FTI) wins $500M–$1B EPC contract from Equinor. Healthcare 🔸 Aura Biosciences ( $AURA) FY loss ($96M); cash runway into 2H26. 🔸 Beyond Air ( $XAIR) secures $2M for autism therapy development. 🔸 Merck ( $MRK) signs $200M licensing deal for Lp(a) inhibitor, potential $1.77B in milestones. 🔸 Neurogene ( $NGNE) FY loss ($82.6M); files $300M shelf offering; cash runway into 2H27. Tech, Media & Telecom 🔸 Alibaba ( $BABA) to restart hiring; Chairman Tsai warns of potential AI bubble. 🔸 Cloudflare ( $NET) double-upgraded to Buy at BofA; PT raised to $160. 🔸 India plans to scrap 6% digital ad tax, easing pressure on U.S. tech firms. 🔸 Crown Castle ( $CCI) appoints interim CEO Daniel Schlanger; reaffirms guidance. 🔸 Volkswagen ( $cVOWGY) partners with Valeo and Mobileye for advanced driver-assistance systems.

Alibaba, $BABA, finished down 10% today. $BILI finished down 10%, as well.

$BABA - ALIBABA FALLS AS MUCH AS 11% IN US TRADING, MOST SINCE 2022

MORNING BID 🔸 Apple ( $AAPL) plans to invest $500B in the U.S. over 4 years, boosting AI, silicon engineering, and skills development, including a new Houston facility for Apple Intelligence servers and 20,000 R&D jobs. 🔸 Disney’s ( $DIS) “Captain America: Brave New World” topped box office in week 2 with $28.2M, down from $100M debut over 4 days in week 1. 🔸 Microsoft ( $MSFT) is canceling U.S. datacenter leases, possibly signaling excess AI capacity, per TD Cowen; also claims a quantum computing breakthrough, but physicists doubt it, per WSJ. 🔸 Twilio ( $TWLO) upgraded to overweight from equal-weight by Morgan Stanley, citing strong execution for growth and margins. 🔸 Alibaba ( $BABA) plans to invest $52B in AI and cloud infrastructure over 3 years, surpassing its last decade’s spending. 🔸 Domino’s ( $DPZ) Q4: EPS $4.89 (est. $4.90), revenue $1.44B (est. $1.47B), comp store sales up 0.4% (est. 1.63%), international comps up 2.7%; dividend raised 15% to $1.74/share, gross margin steady at 39.2%. 🔸 Nike ( $NKE) upgraded to Buy from Hold by Jefferies, citing a strong recovery in the next 2 years. 🔸 Target Hospitality ( $TH) notified that the U.S. government will end its Pecos Children’s Center agreement, effective around Feb 21, 2025. 🔸 Wingstop ( $WING) upgraded to Buy from Neutral by Guggenheim. 🔸 CF Industries ( $CF) upgraded to Neutral from Underperform by Bank America, PT $84, seen as fairly priced with balanced risk/reward after selloff. 🔸 Newmont ( $NEM) downgraded to Neutral from Overweight by JPMorgan. 🔸 Westlake Chemical ( $WLK) Q4: EPS $0.06 (est. $1.08), sales $2.84B (est. $2.97B), operating income $66M (-9.6% y/y), EBITDA $416M (+6.7% y/y, est. $524.5M). 🔸 Berkshire Hathaway ( $BRK.B) Q4 EPS $13,695 (vs. $26,043 last year); 2024 investment gains: $3.1B after-tax in Q4, $79.6B full year; 2023: $330M Q4 loss, $3.6B full-year gain; no stock buybacks in Q4. Equitable Holdings ( $EQH) offers to buy up to 46M AllianceBernstein ($AB) units at $38.50 each, totaling $1.8B, a 7.8% premium over Feb 21 closing price. 🔸 NMI Holdings ( $NMIH) upgraded to Outperform from Market Perform by Keefe Bruyette. 🔸 BioCryst ( $BCRX): ORLADEYO trial shows positive results for kids aged 2-12 with hereditary angioedema; real-world studies confirm significant attack rate drops in patients with C1-INH deficiency and normal C1-INH. 🔸 Summit Therapeutics ($SMMT) teams up with Pfizer ($PFE) to test ivonescimab with Pfizer’s cancer therapies ( ADCs) across tumor types; Summit supplies the drug, Pfizer runs the studies.

$BABA 阿里巴巴集团CEO吴泳铭24日宣布，未来三年，阿里将投入超过3800亿元，用于建设云和AI硬件基础设施，总额超过去十年总和 根据阿里巴巴2月20日发布的2025财年第三季度业绩: 该季度，阿里巴巴实现营收2801.5亿元，同比增长8%；经营利润412.05亿元，同比增长83%；净利润464.34亿元，同比增长333%

评论真精彩！

谁贵了？

阿里巴巴 3231 亿，以太坊 3311 亿 加密市场从小众到大众的过程中，现在决定头部加密资产的买盘是谁？圈外购买力愿意为情绪溢价付出多少？ 这是这一轮和前几轮最大的根源性差异 如果你是一位只玩美股的美股投资者，你会选择 $BABA 还是 ETH ETF 呢？

$BABA is up 7% today. $BILI is up 8%. Are you playing Chinese tickers?

$BABA 🔥

$BABA - U.S-LISTED SHARES OF ALIBABA GROUP EXTEND GAINS, LAST UP 10% PREMARKET

$BABA - ALIBABA GROUP SAYS AI COULD HAVE A SIGNIFICANT INFLUENCE OR EVEN REPLACE 50% OF GLOBAL GDP

$BABA Q3 Results: 🔸 Revenue: ¥280.15B (+7.6% y/y, Est. ¥277.37B) 🔸 Taobao & Tmall: ¥136.09B (+5.4% y/y, Est. ¥131.72B) 🔸 International Commerce: ¥37.76B (+32% y/y, Est. ¥36.16B) 🔸 Local Services: ¥16.99B (+12% y/y, Est. ¥17.2B) 🔸 Cainiao Logistics: ¥28.24B (-0.8% y/y, Est. ¥31.36B) 🔸 Cloud Intelligence: ¥31.74B (+13% y/y, Est. ¥30.78B) 🔸 Media & Entertainment: ¥5.44B (+7.9% y/y, Est. ¥5.38B) 🔸 Adj. EPS: ¥21.39 (Est. ¥19.12, ¥18.97 y/y) 🔸 Adj. EBITDA: ¥62.05B (+4.2% y/y, Est. ¥60.42B) 🔸 Adj. Net Income: ¥51.07B (+6.5% y/y, Est. ¥45.53B) 🔸 Other Revenue: ¥53.10B (+13% y/y, Est. ¥49.58B)

U.S-LISTED SHARES OF ALIBABA GROUP EXTEND GAINS, LAST UP 5.6% PREMARKET

$BABA - Alibaba Q3 2025 Earnings: 🔸 Revenue: ¥280.15B (Est. ¥277.37B) 🔸 Adj. EPS: ¥21.39 (Est. ¥19.12) 🔸 Adj. EBITDA: ¥62.05B (Est. ¥60.42B) 🔸 Taobao & TMall Revenue: ¥136.09B 🔸 Cloud Growth: Driven by AI

$BABA - ALIBABA AND CHINESE STATE FUNDS HAVE EXPRESSED INTEREST IN INVESTING IN DEEPSEEK- THE INFORMATION

🇺🇸EARNINGS THIS WEEK: • WALMART $WMT • ALIBABA $BABA • BAIDU $BIDU • ARISTA NETWORKS $ANET • UNITY SOFTWARE $U • ANALOG DEVICES $ADI • BLOCK $XYZ • MERCADO LIBRE $MELI • ETSY $ETSY • CARVANA $CVNA • RIVIAN AUTOMOTIVE $RIVN • MEDTRONIC $MDT • TOAST $TOST • BOOKING

BREAKING: George Soros (Soros Fund Management) updated his portfolio. As soon as his filing comes in, we update his full positions on Unusual Whales. Get it live and first! He added $W, $DOCN, $TLT, $AAPL, $RIVN, reduced $BABA $DBX $DISH $HYG

BREAKING: Michael Burry (Scion Asset Management) updated their portfolio. As soon as his filing comes in, we update the full positions and portfolios on Unusual Whales. Get it live and first! He reduced $BABA, $JD, added $EL, and sold out of $JD $BIDU, adding $PDD $HCA $VFC.

Video review of strong stock setups +#BTC/Gold LTF $WGMI/BTC, $TSLA, $CELH, $ARKK, $ARKG, $BABA $UPST, $HIMS Enjoy

Apple, $AAPL, will integrate Alibaba's, $BABA, AI into iPhones in China, chairman Joe Tsai has said.

Josh Gottheimer, Democrat, just disclosed buying $BABA Alibaba back in mid January. He is up 41% on his purchase since then. Unusual.

Apple, $AAPL, partners with Alibaba, $BABA, to develop AI features for iPhone users in China

$AAPL $BABA- APPLE PARTNERS WITH ALIBABA TO DEVELOP AI FEATURES FOR IPHONE USERS IN CHINA - THE INFORMATION

有一句话说得好，当你发现一只打不死的小强，你要特别注意了，说明后面还有大部队！🫣🫣

😂

JUST IN: Alibaba, $BABA, has released a new AI that it says is better than $META, OpenAI, and DeepSeek.

All updates now posted to subs included a bonus video on why I believe we are setting up for an extended 5th to reach >300k #BTC

Gonna be a busy weekend for subs content Agenda(video/chart updates) 1. BTC measured against Gold/Nasdaq and implications HTF/ LTF 2. Bitcoin Miner updates 3. Alts showing strength for next move 4. $TSLA, $PYPL, $NIO, $BABA, $ARKK 5. Requests

前几天通过卖 put 的方式进货了 $BABA 现货，现在正在卖 call，等待出货。今天 $ZIM 也达到了我卖的 call 期权 strike 价格，现货的一半持仓将被 call 走。计划之中，不遗憾。

之前推上疯狂看好 A 股的时候，卖了点 $BABA 的 put，明天到期。现在价格跌到快要行权了，紧张得一逼。行权的话，没有那么多钱买啊。

RECAP • $HD: Q3 EPS $3.78 vs. $3.65 est., revenue up 6.6% to $40.22B. Comp sales down 1.3%, better than expected. Raised FY24 sales forecast to 4% growth. • $BABA: Strong sales growth during Singles' Day, 45 brands hit over 1 billion yuan GMV. • $LYV: Q3 operating income $909.8M vs. $856.6M est., revenue down 6.2% to $7.65B. Ticket sales for 2024 up 3%. • $ONON: Q3 EPS CHF 0.16, below est. CHF 0.20. Sales CHF 635.8M, up from expected CHF 617.3M. Increased FY sales forecast. • $VIK: Upgraded by Morgan Stanley due to robust cruise demand. • $APAM: AUM as of October 31, 2024, was $162.8B, with $78.8B in Artisan Funds and $84.0B in other accounts. • $AGO: Q3 EPS $2.42 vs. $1.42 est., revenue down 33% to $269M, premiums up 53% to $61M. • $CNS: AUM decreased to $89.7B by October 31, 2024, from $91.8B, due to market depreciation and distributions. • $IVZ: AUM dropped to $1.772T, down 1.3%, with $2B in net inflows but losses from market returns. • $JRVR: Q3 premiums grew 6%, with a high combined ratio of 136.1% but a better current year ratio at 92.6%. • $RMR: Q4 EPS $0.34 below $0.40 est., EBITDA slightly above estimate at $21.8M. • $HOOD: October showed 24.4M funded customers, $159.7B in assets, with significant growth in deposits. • $VCTR: Reported AUM of $172.3B, total client assets of $176.5B for October 31, 2024. • $ASRT: Q3 EPS $0.03 vs. ($0.05) est., EBITDA $5.3M vs. $4.7M est., revenue $29.2M vs. $28.87M est. • $AZN: Upgraded full-year guidance due to strong Q3, expects high teens growth for earnings and revenue in 2024. • $BAYRY: Stock dropped after forecasting lower earnings next year due to weak ag markets. • $NGNE: Shares fell despite positive trial data for Rett Syndrome drug, due to an adverse event. • $NVRO: Q3 EPS ($0.41) vs. ($0.81) est., improved EBITDA, raised FY revenue guidance. • $STXS: Q3 EPS ($0.08) vs. ($0.05) est., revenue beat expectations, kept flat year-over-year revenue guidance. IAC: Considering spinning off Angi, which IAC controls 85% of, valued at $1.25B, after exceeding Q3 revenue forecasts due to Dotdash Meredith. • $IVAC: Q3 EPS loss was ($0.08) vs. ($0.15) est., revenue significantly beat estimates at $28.5M. • $OKTA: Downgraded to hold by Deutsche Bank. • $SE: Q3 EPS $0.24 missed estimates by $0.02, but revenue hit $4.3B, beating estimates. • $ZETA: Q3 EBITDA $53.6M vs. $49.93M est., revenue $268M vs. $252.5M est., raised Q4 guidance.