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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
BUY
It's hard not to like this given the explosion of internet use and how dominant BABA is in China online. Investors who were concerned with the company's accounting are growing more comfortable with it. It's a great global internet play. Good to own in a portfolio. BABA has branded very well. We'll see how or if US-China relations change after the Nov. 3 US election vote.
BUY ON WEAKNESS
Allan Tong’s Discover Picks The Alibaba stock has run up twice as far, year-to-date, as Amazon, soaring 85% vs. 45%. A key reason is that China has tamed the Covid virus and America, frankly, has not. Alibaba stock trades at a 47.18x PE and boasts revenue growth YOY at 28.2%. By comparison, Amazon has a 122.67x PE and returned 20.45% YOY, also paying no divvy. Read NEE Stock and BABA Stock: 3 Savvy Election-proof Stocks for our full analysis.
BUY
It is one of the safer ways for NA investors to get access to investment in China. They are not just in e-commerce, but also in cloud and payment services. As a general e-commerce play, it is safe.
STRONG BUY
He targets $301. Should be a core holding for anyone. It's one of the 10 biggest companies in the world, the king of e-commerce in China. They've transformed from an online distribution platform into a technology enabler, like the cloud and digital payments. It's a broad, deep stock.
DON'T BUY

It has been a great company in the last decade. However, he has always hesitated buying China-based business due to political risk like what is happening with TikTok. You can get exposure to similar themes in North American with companies like Amazon or Google.

BUY

Trading at an all time high today. Sees revenue growth at 26-25% for the next 3 years, extremely impressive. Cloud business growing, yet makes up only 8% of their revenue. Earnings growth rate is 19-20%, but only paying 30x forward earnings. Likes it better than Amazon.

PAST TOP PICK

(A Top Pick Aug 28/19, Up 54%) Market share of 62% in 2019. Moving from an online distribution platform like Amazon to a technology enabler for online merchants like Shopify. Cloud business, Ant Financial, stake in India's digital payment system. Great example of a massive technology company that has a long runway. Swallow the multiple and look to the future. $285.50 is his price target.

BUY

With Amazon results being more positive than expected, we should see similar results from Alibaba. The market for e-commerce in China is greater than the US. Penetration is around 40%. The states are around 15%. Cloud exposure is also a pro.

TOP PICK
Business will grow in lockstep with China's growth. At some point we're going to see global capital flows into the Alibabas. High growth, compelling valuation, big influx of capital. No dividend. (Analysts’ price target is $282.61)
DON'T BUY
How does it differ from AMZN? The US has their hands around China's throat. He would stay with a US company, where the Fed and Treasury are supportive of the businesses there.
BUY

AMZN is expensive to its peer group. Alibaba is an alternative to consider, at only 30x PE, with a 20-25% growth rate.

DON'T BUY

He follows it. They are extremely profitable and are extremely well run. He owns AMZN-Q. He has concerns about corporate governance in China. When a company is on our shores and doing similar things the he values them higher. Technically there is a strong signal for BABA-N. They should do well as along as they deliver value to their customers. He avoids Chinese companies at this time.

HOLD
They have several business -- e-commerce, cloud, entertainment, online education and even groceries. Over 80% of their revenue comes from China. Probably the best way to play growth in China and the internet. They have AliPay, which is worth a lot of value to them. Given China and the US are at odds, they may have a hard time to grow internationally.
BUY

The Amazon of China, with phenomenal growth, but far cheaper than Amazon. For him, this is a value stock. The risk is in buying a Chinese company though BABA is listed in the west. BABA is compelling cheap now.

BUY
They're not in trouble. They're dominant in China. Chinese stocks may be delisted from US stock indices as a protectionist backlash, but BABA is fine. Has a concern about its corporate governance, like what it really owns, but overall he's fine with BABA.
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