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NYSE:BABA

Alibaba Group Holding (BABA)

107.10
-0.34 (0.32%)
as of Jun 18, 2026, 8:00:00 pm Market Open.
566 watching
0
Investor Insights
star iconJun 19, 2026, 12:00 am

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

Analysts have mixed views on Alibaba Group Holding (BABA-N), highlighting both potential and risks. While some see promising growth in the company's cloud business, which grew by 38%, others express concerns about overspending on AI without immediate returns. The stock is viewed as cheap with a price-to-earnings (PE) ratio around 17-18x, leading some experts to believe it is undervalued. E-commerce remains under pressure, though losses are narrowing, presenting an opportunity for future growth. Overall, the company's fundamentals appear robust, but the competitive landscape in AI and potential regulatory challenges from the Chinese government add a layer of caution for investors.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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BUY
It's now on sale due to trade tensions. He doesn't see the business going away. However, the Chinese government wants to break it up. Because of the law of large numbers, they won't be able to keep up its growth rates. The relative valuation will be a big impediment.
TOP PICK
The chart will continue to bounce up and down, but he's sure a US-China trade deal will be signed. The countries need each other. When this happens, Chinese markets will pop and this is the best place to be. BABA is his biggest Chinese holding. (Analysts’ price target is $222.81)
BUY
He bought it recently, because it's a great opportunity for appreciation of 36% upside. They will focus on growing their domestic side in China. Amazon's PE is around 74.5 while BABA's is 32x. So, BABA is cheap.
COMMENT
A Chinese stock that trades in New York. It's been off the past year. You see the FAANG stocks come down, and in the last few years, this hasn't done well either. If there is not as much confidence in the Chinese economy, then it would not be a good play.
BUY
Revenues were up 42% and beat consensus. A great growing name with history of its side. They’re modelling 24% per share growth, while trading at a very reasonable price. Could buy it here.
HOLD
Long runway for growth. Much greater market in China. Has been held back by trade relations. Will be up and down for a while. Growth story will continue after Jack Ma retires.
COMMENT

Baidu reported earnings recently and missed sending the stock down. He does not believe tech talk as having a real revenue story. As such, the valuation does not make too much sense to him. The trade issues with China have made all these companies cheap, so if you are a trader this could be a good way to go. He would prefer Tencent or Alibaba instead.

TOP PICK

He is looking for value and great growth. China is bubbling along with all this goop in the media about 5% GDP growth. The domestic economy is strong and growing faster than the US. He was looking for good domestic companies that are growing quickly. BABA-N grew over 30% in the last quarter – the AMZN-Q of China. They also have pay systems and the shopping business, etc. Now is the time to get a position in China through this one. (Analysts’ price target is $221.76)

BUY
It's a bit of a bet that the trade stuff will be resolved. Fabulous growth. Great company. A lot of price suppression is based on trade fears, and then the stock will go up. There's risk, but he's betting it will go up.
TOP PICK
He thinks it is an opportune time to get in. His target is $219. Even with all that has gone on, it has all the engines running -- including cloud, networking, digital media and on and on. They have a 31% holding in the largest payment system in India. Yield 0% (Analysts’ price target is $221.76)
DON'T BUY
Splitting shares 8-1 and listing in Hong Kong--good or bad? A terrific company in a bad geography. Hong Kong and trump are completely unpredictable. He wouldn't buy any stock from China, no matter how good the company. He's on the sidelines. He's risk-averse.
WATCH
Is there a stock split coming? There is, but isn't sure how it'll shake out. The split won't effect the value of Alibaba. The Chinese government backs Alibaba (vs. Washington battling US tech stocks). BABA's metrics don't attract him, but they may down the road.
BUY ON WEAKNESS
What does it mean for them to list in Hong Kong? A lot more liquidity. He used to own this, but backed away from all his Chinese stocks as the US-China trade war loomed. BABA is one of the top 10 biggest tech companies in the world, involved in so many areas like cloud computing and digital media. You can buy this between $125-150. Don't chase it now. Also, next year's US elections will create volatility. Trade, don't invest in, this.
DON'T BUY

He's lukewarm. The accounting here is so vague--and scary. True, the stock has done well since the IPO. He'd rather own Facebook or Google. Also, the trade war doesn't help.

SELL

It is a high growth, high expectation, high multiple stock. She would move to another stock: V-N. Buy it on a pullback. (Analysts’ price target is $219.00)

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