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

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RISKY

They're definitely flourishing. Sold-off in Q4, but for the high-risk takers, you can but it now.

BUY

One of the "fangs" of China. A buy and hold. Stick with it. He has a price target of $202.75. Big e-commerce side and advertising. He'd recommend it as a buy here.

DON'T BUY

One of the world's weirdest companies--you don't know what's going on there. Is it like Amazon? Transportation? What? He doesn't invest in Chinese companies because he just doesn't know that geography, but there are opportunities there, no doubt. He'd rather buy North American companies with exposure to China.

BUY

He got stopped out around October. He would like to come back to. It is like buying Amazon 15 years ago. He would be careful with the allocation and not be overly exposed to it, but certainly would want to be part of it.

PAST TOP PICK

(A Top Pick Aug 22/18, Up 1%) The Amazon of China. Better profit margin. Its growth hasn't slowed down. Positive balance sheet.

PAST TOP PICK

(A Top Pick Feb 26/18, Down 7%) They never had any negative news regarding themselves, but dropped on negative trade news. However they have little trade with the US. It has come back up and they came out with 41% revenue growth. Their ecommerce business is expanding even faster than the ecommerce industry. He considers it a hold right now.

PAST TOP PICK

(A Top Pick Mar 13/18, Down 3%) It has been quite a roller coaster. 20% long-term growth rate. He likes the runway for growth of this company.

SELL

He would not touch this with a 10 foot pole. The change in senior management worries him. The recent bullish bounce is a good sell opportunity as he targets only $88 on this. He is wary of the Chinese trade war, which is likely to get worse. If the world grinds down in growth, China will be hit hard.

TOP PICK

They are more like AMZN-Q. It is unbelievable to see the growth in these. They are in Asia, Russia and south-east Asia. They have a payment system as well. They are growing multiples of anything we can find here. They are not worried about what Trump does. It is all inside China. (Analysts’ price target is $201.68)

PARTIAL BUY

He sees for 2019 only 8% growth, which is low for BABA, but he foresees it rising to 25% beyond. This is growth at a reasonable price. A quality name to buy bit by bit after this pullback.

PARTIAL BUY

Remember the high population density in China, so moving goods is difficult and takes time--and this issue doesn't go away. The pricing of this stock got very high and needed re-tracement. But if it continues to grow at this fast rate, it may get busted up/split (like U.S. telecoms in the late-1980s). This is a good company. It's partially on sale now, not totally oversold. If you have a half a position now, see how it goes.

PAST TOP PICK

(A Top Pick Oct 17/18, Down 7%) Growth rate has risen from 30% to 50% a year, but this year it's faced its first tough season. Not doubt that trade tensions and sanctions have impacted their stock price, but the underlying value remains strong. He's happy to own this.

WATCH

He owned it for 5 years and got out in the summer because of negative connotations about China and its tech association. He'd like to get back into it in 2019 though because it's a fast-growing name. They're generating strong cash flow. Good balance sheet. But there's a lot of negativity overall about China. Be patient.

PARTIAL BUY

Two-year outlook? He doesn't do two-years. He invests long, like Buffet. The US-China trade war is on, and tech stocks are under pressure. Those are two headwinds. And if interest rates continue to rise, we'll walk into a recession. Tech stocks have high beta, so don't buy them; too much volatility. Buy half a position in BABA and see what happens.

BUY ON WEAKNESS

Average down? It depends on your risk tolerance and how much you already own. BABA wins over time. It's still now that expensive vs. its growth rate. Q2 was in line as revenues grew 25% YOY. Commercial revenue was up 31%. They did offer a slowdown in their guidance due to overall China slowdown--and that's why the stock has dipped. He expects a strong growth rate in 2019. Be patient. Good fundamentals.

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