Alibaba Group Holding (BABA) Buy, Sell or Hold

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Alibaba Group Holding (BABA)

107.10

-0.34 (0.32%)

as of Jun 18, 2026, 8:00:00 pm Market Open.

566 watching

Investor Insights

Jun 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

Mixed

Valuation

Undervalued

Similar

JD, JD

WEAK BUY

Performed nicely YTD. Long-term, great to own, despite the volatility. Right up there with Amazon, in terms of sales. Would allocate to it here, but not a great amount. Move away from cyclicals into defensives.

TOP PICK

It's been beaten up badly, but after the G20 summit, he expects it to bounce back. It's the Amazon of China and this is one way to play China. (Analysts’ price target is $281.88)

DON'T BUY

Upcoming share splits and will list in Hong Kong Share splits have no influence, but listing in Hong Kong will make it easier for investors to access the stock. Also, BABA faces more competition. The stock is not cheap. Further, Chinese growth continues to decelerate. And who knows about these U.S. tariffs?

COMMENT

They announced 50% revenue growth but then guided down to 33% revenue growth going forward. They are really a domestic play in China even though they go up and down with trade tensions between the US and China.

DON'T BUY

A power house and great company, but it has one big problem: it operates in a dictatorship. What's to stop the government from replacing all its managers or hijacking all shareholder value? Look at what the Chinese government has done to Canadian canola oil producers.

WAIT

He has backed away from Chinese names given the trade tariff concerns other than a Chinese ETF, where he has 3% of his holdings. He likes BABA-N for the cloud and e-commerce business they are developing. He would wait until the G20 decides what will happen next. It is very cheap here, but he not sure when it will be safe to enter.

BUY

The US just said that all Chinese tech must be just subject to U.S. orders. Whether or not that's true, it's a negotiation tactic. BABA is down a fair bit from its peak. The Chinese government has expressed anti-trust sentiment towards BABA. Still a good company and gives you exposure to e-commerce in the Chinese market despite a rich valuation.

HOLD

It is very similar to Amazon -- a leader in global internet commerce. You are paying for a sustainable growth at a reasonable price. It has had some negative revisions, but this is clearing the deck for going forward.

BUY

What is your opinion about listing shares in the Hong Kong market? It is going to list $20 billion worth of shares in Hong Kong. Very powerful positive. One of his top picks in February. He wants to own it for the next 20 years even as it is a little more volatile than he would like.

DON'T BUY

BABA vs. GOOG He'd go with Google. For Alibaba, gross margins have dropped in half. Challenge is that they want to continue to grow, so they have to subsidize the products they sell. For Google, 85% of revenue is still coming from search, but they're expanding what search means to people. Google is leaps and bounds ahead of Siri.

BUY

This is one of the premiere names you want to own long term. A huge runway for growth in China. The flare up between US and China has already been priced into the stock. He likes this name long term.

PAST TOP PICK

(A Top Pick May 28/18, Down 18%) Has come back from last year. Revenues are up 51%, but 33% going forward. Still good, since valuation is 30x earnings. BABA doesn't have the scale of Amazon yet. So you can see the profit potential once they get to scale.

TOP PICK

They report in the morning. Wait till then. There's a lot to worry about BABA, which is why the stock is flat. Devaluing the yuan may have a near-term impact on Alibaba However, it is the biggest direct way to access the Chinese middle-class of 600 million people. (Analysts’ price target is $210.93)

BUY ON WEAKNESS

It is one of the best stocks on the board. Buy it on a bad day like today. It is still growing at over 20%. It is not affected by the trade wars.

HOLD

High risk? It is not exactly cheap trading at 6.5 times book value. Compared to Amazon at 18 times book, it looks safer. It is not the cheapest stock, but it has value up to $215. Maybe if there was less concern about China in general.

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