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NYSE:BABA

Alibaba Group Holding (BABA)

110.97
-1.58 (1.40%)
as of Jun 16, 2026, 8:00:00 pm Market Open.
566 watching
0
Investor Insights
star iconJun 17, 2026, 12:00 am

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

Experts have mixed opinions about Alibaba Group Holding (BABA-N), with a general belief that it remains undervalued amidst substantial growth in its cloud services, which reported a 38% increase. Despite concerns regarding overspending on AI and competitive pressures in e-commerce, many analysts see potential for recovery and growth in the company’s fundamentals, especially as losses in e-commerce appear to be narrowing. Some experts emphasize the importance of being tactical in buying the stock, suggesting it may not be suitable for long-term holding. While a few analysts have price targets around $151.50, the looming presence of government regulation in China creates uncertainty for future performance. Overall, sentiments lean toward a cautiously optimistic view of Alibaba's prospects in the rapidly evolving AI and cloud landscape in China.

consensus icon
Consensus
Buy
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Valuation
Undervalued
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Similar
NTES
COMMENT
It is one of the cheapest stocks in value so it should go higher. The negative is China and the Communist Party.
PAST TOP PICK
(A Top Pick Jan 13/20, Down 42%) Chinese crackdown. Significant discount to global peers such as AMZN and other tech. Chinese economy starting to slow, and the government will need to apply stimulus including reducing regulations. Looking forward, may have a lot of upside, albeit with bumps.
COMMENT
China's president is doing the smart thing by walking away and letting the Chinese stocks rise, but then he will hammer these stocks again. His advice: scale up.
PAST TOP PICK
(A Top Pick Dec 23/20, Down 56%) Down on regulatory crackdown. Sold everything Chinese in his fund. Still owned in individual accounts. If you have it, worth holding. Buy in thirds here at $113, 110, and some at 104. Long runway. (Analysts’ price target is $194.00)
HOLD
The Chinese tech stocks have been hammered, due to government crackdowns against the company. He would not sell here as the upside outweighs the downside. A massive growth opportunity, but dealing with a tough government situation.
DON'T BUY
Down 44% in the last 6 months. Suffers from too much interference from the Chinese government.
DON'T BUY
Treacherous stock these days. Under the influence of the Chinese government. They want to let capitalist success stories know who's boss. Rumours of delisting. Wary of any stock that's Chinese-listed.
DON'T BUY
Well off highs. Missed last earnings forecast in November. Margins were weak. Market's worried about continued fragmentation of e-commerce in China. Management missteps, Chinese political situation is dicey at best, Jack Ma is in the penalty box. Stay away. He owns AMZN, as it's well positioned for the future.
DON'T BUY
It's down 46% this year. He's been wrong in recommending Chinese stocks in the past and he's learned his lesson.
BUY ON WEAKNESS
You need some exposure to the second-biggest economy, China. Do it directly or indirectly, like a copper company? Or a combo? China's trading regulations have hurt BABA. Beijing wants investments to move from tech to auto and rails. BABA, though, will remain a great, solid company. Volatility offers entry levels. BABA trades at a discount to American tech peers. Long-term, it's a great company that won't disappear any time. He also likes Tencent, pharmas and cars in China.
BUY
BABA or an ETF? Tough ride this year. Long-term, opportunity in this name. Look beyond the regulatory concerns, most of it's done. Chinese middle class consumer continues to grow. Internet penetration is only about 70%, so there's a long runway of growth. Be patient. A good ETF to buy into the BABA selloff is KWEB.
HOLD
Probably undervalued. A frustrating stock to own. If you have patience, keep holding. Under tremendous pressure. A good business, with exposure to the cloud and e-commerce. There are more straightforward plays in the market.
DON'T BUY
He knows people want him to recommend this. He'd rather find gains somewhere else.
WAIT
China has its foot on the brakes to control inflation. We'll see if this comes off over the next few weeks. Tech industry has been under scrutiny. He'd like to see the technical picture start to improve before putting money to work.
DON'T BUY
They're moving into the cloud business. They were in education and mobile payments (but the government stopped it from going public). This signals that BABA must be careful about what they can and cannot do, given Beijing. This is a good long-term play, but it's difficult to own these Chinese tech stocks.
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