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NYSE:BABA

Alibaba Group Holding (BABA)

110.97
-1.58 (1.40%)
as of Jun 16, 2026, 8:00:00 pm Market Open.
566 watching
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Experts have mixed opinions about Alibaba Group Holding (BABA-N), with a general belief that it remains undervalued amidst substantial growth in its cloud services, which reported a 38% increase. Despite concerns regarding overspending on AI and competitive pressures in e-commerce, many analysts see potential for recovery and growth in the company’s fundamentals, especially as losses in e-commerce appear to be narrowing. Some experts emphasize the importance of being tactical in buying the stock, suggesting it may not be suitable for long-term holding. While a few analysts have price targets around $151.50, the looming presence of government regulation in China creates uncertainty for future performance. Overall, sentiments lean toward a cautiously optimistic view of Alibaba's prospects in the rapidly evolving AI and cloud landscape in China.

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Consensus
Buy
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Valuation
Undervalued
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Similar
NTES
SELL
On a ten year basis, the stock is very, very cheap and about at its fair market value. The problem is that it might get delisted. Some investors will sell and it would be under pressure. He actually sees a sell signal on the stock. Very often these things work out on a reasonable basis.
HOLD
It has a compelling business proposition. The largest online marketplace in China. Regulation is the big overhang. Last year, the Chinese governments put out anti-trust rules that have the potential to impact them the most. It is an enduring business model with favourable valuation. Would not purchase with new money, but would hold if you already have it. The disappearance of the founder, Jack Ma, is also worrying.
BUY ON WEAKNESS
Political pressure from China Buy on current weakness? Yes!
PARTIAL BUY
He thinks it is an opportunity and he just bought a position. It is down significantly from mid-last year. It was beat up for what he thinks are temporary reasons. He thinks this will pass but there could be some downside in the near term.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly BABA is China's equivalent to AMZN. Its value came under pressure with President Trump took direct aim at such non-US based company after the signing of the Holding Foreign Companies Accountable Act. However, if you believe a change in US Administration may leave room for a softening of tension, then this is a very good entry point. EPS was recently reported up 67%, exceeding the 5 year average EPS growth of 42%. Sales are growing over 30% annually. We would buy this with a stop-loss at $190, looking to achieve $340 -- over 44% upside potential. Yield 0% (Analysts’ price target is $338.82)

TOP PICK
His price target is $340. King of e-commerce in China. Also biggest cloud computing company in China. Digital media, entertainment, and a lot of initiatives. Transformed from online distribution to a tech enabler. Buy here at $256, add to it 225, and if possible around 200. No dividend. (Analysts’ price target is $343.88)
BUY
There is a lot of money at stake and it is in no one's interest to not report properly. They have a great growth trajectory, modelling at 25% appreciation. There may be more downside ahead but it is starting to look better in the chart. It is one he would be adding to.
PARTIAL BUY
Wonderful company in a terrible neighbourhood. The government of China could expropriate it. Financial reporting doesn't follow the same rules as in North America. Extra level of risk of political interference. He's not opposed to taking a small position.
BUY
The only Chinese stock he likes, because it's one of the few Chinese stocks that has some U.S. finances. It's well-run.
BUY ON WEAKNESS
Likes e-commerce companies in China. There is better valuation and growth than US e-commerce companies. The ANT IPO stop has affected the stock. He would look at the 200-moving day average, which is around $240. You could start adding a position here. Makes sense longer-term.
DON'T BUY
High valuation. Regulatory scrutiny in China a huge overhang and will continue. Can't divine the final outcome. She'd stay away.
BUY

ANT Financial is being spun out which brings money to Alibaba. If you compare the risk to Amazon, you get a substantial discount for the same type of growth opportunity. It has grown revenues 33% per annum for the past 5 years. It is still trading at modest valuations. The ANT ipo should happen still.

COMMENT
Most thought that after Beijing taking more control over Hong Kong recently that there would be a big capital exodus. Instead, more money has poured in. So, the controversy over BABA's Jack Ma launching an IPO today and the Chinese government blocking it will be temporary, he thinks.
BUY
They are an interesting company because they are not a market place. You have this huge user base in China that has a lot more wealth. You have to understand that it is an emerging market and there will be volatility.
BUY ON WEAKNESS
Target of $311. King of e-commerce in China, market share of over 60%. Also have cloud computing, digital entertainment, and innovation initiatives. Transforming to more of a tech enabler to online merchants. Wouldn't be surprised if there's an opportunity to buy between $275-85 before year's end. Wonderful company.
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