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NYSE:BABA

Alibaba Group Holding (BABA)

112.82
+0.13 (0.12%)
as of Jun 12, 2026, 8:00:00 pm Market Open.
566 watching
0
Investor Insights
star iconJun 15, 2026, 12:00 am

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

Experts have mixed opinions on Alibaba Group Holding (BABA-N), highlighting its significant growth potential, particularly in cloud computing, which saw a 38% growth, and its ongoing investments in AI. Despite concerns over overspending in AI and competitive pressures in e-commerce, many reviewers see the stock as undervalued, with a P/E ratio around 17-18x. Some believe the company remains well-positioned for future growth, suggesting potential gains by 2026. However, there are warnings about market volatility and government risks in China, leading some to classify it as a trading stock rather than a long-term hold. The consensus indicates a cautious, yet optimistic sentiment towards its recovery and execution capabilities in the near future.

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Consensus
Positive
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Valuation
Undervalued
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DON'T BUY

He doesn't own Chinese stocks. Yes, he wants to invest in China, a massive market, but there's political interference and risk. He prefers multinationals that derive revenue from China, like Unilever.

HOLD
Allan Tong’s Discover Picks

As China phases out its Covid policy and rapidly returns to normal, Alibaba has climbed, but it’s been a rocky ride. Year-to-date through mid-April, BABA has risen 9%, but soared 36% in January alone as shares passed $120. On March 20, they sank to $81 and in mid-April is bouncing between $95-100. To compare, Amazon has rallied 20% YTD with far less volatility. (Curiously, BABA’s beta is 0.63.) Read China reopens for our full analysis.

DON'T BUY
Buy Chinese ADRs on the NYSE?

No. It's very alluring, well run, very good growth rate, attractive price. Way too much state intervention. You need a very big margin of safety to wade into any big name that's important to the Chinese system.

DON'T BUY

Today, announced it will split into 6 companies

China is focused on industries that create jobs and have ancillary industries. Tech, though, doesn't create as much employment as, say trains and biotech. This move could unlock some value, but the Chinese government will rather support the semis companies which is a better investment there.

DON'T BUY

He feels that investing outside North America is taking a big risk. The stock may be great but he is not sure about the rules of governance. China needs a reliable legal system.

DON'T BUY
He's sick of stocks that the Chinese government manipulates up or down.
TOP PICK
Household eCommerce name in China (largest eCommerce & cloud services provider). Shares 60% off peak valuation in late 2020. Current share price presenting a buying opportunity. Dark regulatory clouds will pass in China. Believes China won't fall into economic recession (unlike Western countries). China consumer digitally native.
TOP PICK
China will reopen, but also Beijing is becoming friendlier to its tech companies. BABA has many businesses. Has strongly rebounded. $146 is his target. (Analysts’ price target is $141.89)
DON'T BUY
Investing in China He's had little success investing directly in China. He wouldn't do it now because of US sanctions. If you do buy Chinese stocks, do it on the Hong Kong stock exchange, not New York which has delisted Chinese stocks in the past. There's too much political heat on BABA.
DON'T BUY
Data from technical analyst Larry Williams to forecast markets China remains a manipulated market, though it can be manipulated up.
DON'T BUY
There's a change in the world, and there's real potential that China and Asia sit out part of this next cycle in that they'll be underperformers. Doesn't mind adding exposure here. But you'd be better to get exposure to Argentina (ARGT) or Mexico (EWW). People are hoping for a sharp move up, but he sees more of a choppy, sideways trading range for China and Chinese equities.
DON'T BUY
Problem is more profound than just the valuation. Stock looks dirt cheap. Problem has everything to do with the environment it operates in. China has done a 180 from rewarding individual initiative to suppressing it.
BUY
One of the cheapest stocks on the board. Difficulty is Communist Party intervention, political risk. Business part is excellent, growing over 20%. A screaming buy, if you can handle the risk.
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