Alibaba Group Holding (BABA) Buy, Sell or Hold

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Alibaba Group Holding (BABA)

96.31

+0.17 (0.18%)

as of Jul 2, 2026, 11:58:41 pm Market Open.

567 watching

Investor Insights

Jul 5, 2026, 12:00 am

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

Experts have mixed opinions regarding Alibaba Group Holding (BABA-N), with most highlighting its potential in cloud computing and AI despite challenges in the e-commerce sector. Some critics argue that the company is overspending on AI without clear returns, but strong growth in cloud services—reported at 38%—is seen as a significant engine for future growth. Valuations appear attractive with a PE ratio around 17-18x, leading some analysts to consider it a cheap buy, especially amid narrowing losses in e-commerce. While the stock is favored for its growth narrative and potential execution in upcoming years, it's emphasized that caution is needed due to the competitive landscape in China and the influence of government policies. Overall, the sentiment is that Alibaba has room for growth, yet tactical buying rather than long-term holding is recommended.

Consensus

Positive

Valuation

Undervalued

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TOP PICK

Alibaba Group's mission is to make it easy to do business anywhere. The company aims to build the future infrastructure of commerce. It envisions that its customers will meet, work and live at Alibaba, and that it will be a good company that lasts for 102 years. Social media mentions are up 256% in the past 24h.

PAST TOP PICK

(A Top Pick Aug 05/21, Down 49%) Sold. Plagued by regulatory risk. Application for dual Hong Kong listing will alleviate some concerns. Outperforming the tech index. He's on the sidelines for now. 14x forward earnings, near 10-year low. 13-15% EPS growth rate, 2x forward price to sales. Demographics and internet penetration are positives.

HOLD

Is trading very cheaply, because the market is discounting China's tech stocks. If you already own this, hold and leave it alone. Shares could see upside. China's government may loosen the leash and this could lead to an upside surprise. He's content to hold a small position, but it is a riskier stock.

BUY

Great company. Great value right now. Chinese politics took them down, and that's still the risk. Leader in its class, growing at over 20%. Very little debt. He'd add here.

DON'T BUY

Shares can go up, but the Chinese Communist government will suck us in again, then slam their stocks. Don't touch.

RISKY

Valuation is incredibly cheap, because the Chinese government put the hammer down. If you want to own a Chinese stock, this is probably the best one to own. There's probably upside, but there's still that Chinese risk.

PAST TOP PICK

(A Top Pick Jul 05/21, Down 47%) Had previously advised to sell immediately if it didn't hold at the $200 to $205 level since the market is saying the growth phase is over. He traded it at $75.00 but wouldn't trade it now.

BUY

It continues to surge higher. The market is buying 125 calls that expire April 8.

DON'T BUY

Chinese tech crackdown overhangs the stock. Balance sheet is unintelligible. This market's hard enough without trying to make money with a Chinese ADR. If we have a tech rally, it will participate, so take your money and find something easier.

BUY

Chinese stocks are soaring around 25% today Today, large buyers are buying March 25 calls at the 100 strike, paying $1.50. He jumped on that. Though BABA is up 27% today remember that shares have returned to last week's price--down a lot YTD. The regulatory risk could decimate you, so he won't touch these Chinese tech stocks unless it's through options. Otherwise, there's too much risk. He's also buying calls in Didi and Coupang. There's been lots of options buying in these names this week.

DON'T BUY

Chinese stocks and the Russian market Russia won't even re-open its stock market, because it faces an economic blockade. China, in contrast, is still finding buyers who want to invest in the second-largest economy in the world. He gets that, but he has long warned that China is risky. Stocks like BABA have been downgraded and shares are down 35% YTD. BABA was at $319 in October 2020 and is now at $77. He has no sympathy for shareholders of Chinese stocks, because they were investing in an autocracy. Both China and Russia are uninvestible.

HOLD

Hurt due to regulatory shift in China. Middle class in China continues to grow; by 2027, it will represent 1/4 of the world's middle class. BABA will benefit. Be patient. Cheap relative to others at 12x PE, 1.9x price to sales. Government should step in to ease slowing growth in China. 12-24 months from now, you'll be happy to own it.

DON'T BUY

As brilliant as management of BRK has been, they've not been without their mistakes. Getting into China early may well be one of them. We don't know what the new rules will be. Jack Ma has not been seen, not sure what this tells you. Be very cautious. When the stock broke the strong support level of $200, it signalled the end of the growth of BABA.

PAST TOP PICK

(A Top Pick Jan 15/21, Down 48%) Has since sold the company as political winds have changed (negatively) in China. Admitted mistake and is moving on. Would not recommend.

DON'T BUY

Believes company has a problem with not being listed in the US market. Not enough investors to push value of stock up. Chinese government has unpredictable influence on company. Far too risky to invest in company. Not a good stock for long term investors.

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Alibaba Group Holding (BABA)

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