50% off Premium Yearly

NYSE:BABA
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.
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.
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)
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)