Alibaba Group Holding (BABA) Buy, Sell or Hold

Alibaba Group Holding (BABA)

110.39

-0.41 (0.37%)

as of Sep 24, 2026, 3:35:10 pm Market Open.

567 watching

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.

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.

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Alibaba Group Holding (BABA)