Price explosion ahead! Alibaba flexes its muscles, RE Royalties up 40%, and TeamViewer on the launch pad!

Alibaba - Investments in AI are beginning to pay off

Long forgotten, now it is back! With a 78% increase in the last 12 months, the Alibaba Group is one of the best Asian tech stocks of 2025. There are reasons for this: the Company is currently in a strategic transition phase, which investors increasingly interpret as a turning point. External analysts see, in particular, the first measurable successes of extensive investments in artificial intelligence, which are now measurably boosting the cloud business. At the same time, the Company is succeeding in significantly reducing losses in low-margin ancillary activities such as instant retail, which is improving the quality of its results.

Alibaba is receiving a boost from new government economic stimulus and innovation programs designed to strengthen Chinese domestic demand. Particularly relevant here is the political focus on deeper integration of AI into industrial value creation. As the leading provider of cloud and AI infrastructure in China, Alibaba is likely to continue to benefit disproportionately from this development in 2026. The recent price momentum reflects expectations of rising demand for AI solutions from the corporate sector. Another price driver is the widespread use of the Company's own Qwen family of language models, which are rapidly gaining importance among developers and in end-customer applications. The open architecture and scalability of the models strengthen Alibaba's position in the global AI ecosystem. In terms of valuation, despite the recent recovery, the share price remains below previous highs and at a discount to many international technology stocks. On the LSEG platform, 36 out of 42 analysts are positive about the future and estimate the average price target at USD 196.50 – a potential gain of a good 18% from yesterday.

RE Royalties – Strategic portfolio expansion in the US solar market

Things are also getting exciting at Canadian specialist financier RE Royalties. At the turn of the year, the share price jumped 40%. What happened? The Company is positioning itself in a market environment in which sustainable investments are becoming increasingly attractive from a purely economic perspective. Business models with a clear ESG and impact focus benefit from more stable access to capital markets, higher investor loyalty, and a comparatively robust risk structure, which pays off especially in volatile macroeconomic phases. Against this backdrop, RE Royalties is specifically addressing the structural expansion of renewable energy, which is firmly anchored in institutional allocation strategies. The Company uses a royalty model that has proven itself in the commodities sector and consistently applies it to solar, wind, hydro, and storage projects, thereby avoiding the operational risks of plant management. Instead, long-term contractually fixed revenue shares are created, enabling predictable cash flows and high portfolio diversification.

A recent strategic step is the agreement with Solaris Energy, which marks the entry into an extensive portfolio of decentralized solar projects in the US. With an investment volume of up to USD 9 million, RE Royalties is acquiring royalty rights to two project portfolios with a total of more than 20 plants in various stages of development. The focus on distributed generation across multiple states reduces cluster risks and strengthens regional and technological diversification. Staggered financing along defined milestones increases capital efficiency and secures a target return over a period of at least 25 years, with additional upside beyond the technical lifetime. This transaction fits seamlessly into an already broad pipeline of over 100 investments and underscores management's ability to build scalable partnerships with experienced project developers.

At the same time, the near-complete repayment of previous green bonds signals solid balance sheet development and disciplined financial management. External recognition of the green bond framework and the strengthening of the Board of Directors with proven impact expertise further strengthen the governance structure. At the project level, the financed assets make a measurable contribution to reducing emissions and stabilizing decentralized energy systems. Overall, RE Royalties combines growth-oriented deal flow with defensive prospects for solid cash flows, thus addressing both income- and sustainability-oriented investors. The adjusted dividend policy rounds off the profile as a long-term investment with predictable earnings potential.

CEO Bernard Tan talks to IIF moderator Lyndsay Malchuk about the strategic cornerstones of a booming business.

TeamViewer – This time it could work

With a total of three profit warnings, TeamViewer came under heavy pressure in the last two years. Short sellers jumped on the bandwagon with negative reporting and pushed the TMV share price down to a low of EUR 5.39 in 2025. At the turn of the year, however, the first positive surprise arrived. With its pro forma financial results for the past year, the Company reported revenue of EUR 767 million, which corresponds to a currency-adjusted increase of 5%. Management has thus fulfilled its repeatedly revised forecast and is looking to the future with hope. At EUR 760 million, ARR (annual recurring revenue) also exceeded brokers' expectations. All eyes are now on the confirmed annual figures and the outlook for 2026. News is expected as early as February 10. There is euphoria on the LSEG platform, with 10 out of 18 experts giving the thumbs up with average 12-month price targets of EUR 10.73. That is potential!

What volatility! While commodities have been under constant fire for months now, stocks from other sectors are also making a comeback. Alibaba is showing remarkable strength, with AI models now taking effect. RE Royalties has landed a super deal in the US, and the clouds are gradually clearing for German software company TeamViewer. Exciting!