Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

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.

consensus icon
Consensus
Positive
valuation icon
Valuation
Undervalued
review icon
Similar
JD, JD
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.
Showing 61 to 75 of 370 entries