Alibaba Group Holding (BABA) Buy, Sell or Hold

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Alibaba Group Holding (BABA)

111.81

-0.00 (0.00%)

as of Sep 3, 2026, 8:00:00 pm Market Open.

567 watching

Investor Insights

Sep 3, 2026, 12:00 am

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

The opinions on Alibaba Group Holding (BABA-N) reflect a mix of cautious optimism and concerns regarding its future, primarily influenced by the regulatory environment in China. While experts acknowledge the company's strong performance metrics, such as cloud growth and narrowing e-commerce losses, they remain wary of governmental unpredictability. Some see values in its current trading price, citing a low Price to Earnings (PE) ratio and anticipation of significant growth in AI and cloud services. However, there's also a sentiment indicating that the e-commerce sector is under pressure and competitive dynamics in the AI market could pose risks in the near future. Overall, experts are divided, suggesting tactical investment might be prudent while being prepared for volatility in the next couple of years.

Consensus

Cautious

Valuation

Undervalued

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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.

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.

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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.

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Alibaba Group Holding (BABA)