For the full year, analysts expect Alibaba's revenue and adjusted earnings to grow 6% and 2%, respectively. For fiscal 2026, they expect its revenue and adjusted earnings to rise 9% and 12%, respectively, as the macro environment warms up again.

Inflation has moderated back to levels below 3%, the Federal Reserve is bringing interest rates back down, and the S&P 500 is up 28% year to date. As valuations in this market are looking bloated, particularly for growth stocks,

Uber's vast data collection enhances its value, offering insights into consumer behavior. See why I think UBER's current scale is massive and is only growing.

They should also possess attributes that allow them to post sustainable growth in profits and free cash flow. Once you identify such growth stocks, you can consider including them as part of your investment portfolio.