Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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
0
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.

consensus icon
Consensus
Buy
valuation icon
Valuation
Undervalued
review icon
Similar
NTES
PAST TOP PICK
(A Top Pick May 14/19, Up 16%) They recorded a new milestone, top $1 trillion in merchandise volume. China-US trade concerns are creating headwinds. He would be buying on this pullback.
COMMENT

AMZN vs BABA? He thinks AMZN is safer at the moment. It could see earnings actually rise in the near term. People are using them to get essentials at home. The consumer staple space is fairing better than consumer discretionary. He likes what AMZN is doing longer term. They control 40% of the global cloud capacity.

WAIT

BABA vs. JD Took profits in BABA about a month ago. He doesn't have any names from Asia-Pacific right now. Between the two, BABA is the larger name and cheaper PEG, but wait a bit more. Choose something on the US side that's been beaten up.

DON'T BUY
The Corona virus will have caused some demand destruction. If you want to swing trade it, you pick it up at support and sell it higher. It may come down from support. He would be cautious. He would not be picking it up for the next swing trade up. The Corona virus might be bigger than we think.
BUY
BABA has a lock in China and much of the developing world. The virus is a short-term issue.
BUY ON WEAKNESS
He owns a 4.5% weighting. Loves it. Feb. 13 they release earnings. Wait then before entering. But every negative Trump tweet hits BABA. It's also been pressured by the virus. Buy BABA on the dips. He's not worried about the lack of financial transparency in the financials of Chinese stocks.
WAIT

Outperforming Amazon. He sold last week because of coronavirus. Likes it long-term. Cheaper than Amazon. He'll look to buy back, but not right now.

BUY

A must-own, like Amazon. Both are strong direct-to-consumer stocks. The current virus scare is an opportunity. Amazon can't access China because of BABA. There's 20% more in e-commerce yearly. Lots of growth potential.

BUY
In a highly populated place, this product really does work as well as the ecosystem that surrounds it. This is quite an inexpensive company and there is upside over time. This is definitely one to look at for exposure to the Chinese market.
DON'T BUY
He does not like Chinese stocks for various reasons. The chart looks pretty good though. He would just stay away from Chinese stocks though.
COMMENT
Alibaba vs JD vs Tencent? He never made any money on Chinese stocks and would not recommend any of these three. Would recommend Google or Facebook. All great companies growing within the Chinese market but doesn't think retail invetors in North America have to be there.
TOP PICK
There's been all this negative news, but the price is the same as it was a few years ago. People will be pleasantly surprised when this doubles in the next 5 years. E-commerce is still growing quickly, especially in Asian markets. No dividend. (Analysts’ price target is $225.95)
BUY
Pressure under US-China issues. But 200-day moving average starting to turn higher now. Very strong name.
WATCH
A $13 billion IPO listing in Hong Kong is happening next week. It is already impacting some of the other Chinese tech companies as investors seem to be taking some money off the table in anticipation. BABA is very expensive right now. It has a PEG ratio over 50. He does not own it. He thinks there will be people who will be flipping this following the IPO and back into other Chinese tech stocks.
COMMENT
Things are growing in China, so this is good for the company. BABA is a dominant force. It's not that he doesn't trust the numbers, but there are companies with numbers he trusts more, like Amazon. He looks to remove investment risk by removing uncertainty.
Showing 166 to 180 of 370 entries