Alibaba Group Holding (BABA) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Alibaba Group Holding (BABA)

112.14

-1.92 (1.68%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

567 watching

Investor Insights

Jul 25, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Alibaba Group Holding, symbol BABA-N, presents an intriguing investment opportunity according to various experts, albeit with significant caution regarding the unpredictable regulatory landscape in China. While the company boasts strong growth in its cloud sector and a low Price-to-Earnings ratio, concerns about overspending in AI and competitive pressures in e-commerce remain prevalent. Many agree that Alibaba’s fundamentals are intact, and there’s optimism for growth in the long-term, particularly in AI and cloud computing. However, some analysts advocate for a tactical approach, suggesting that investors be cautious and consider market volatility over the next few years. Overall, while there is enthusiasm for Alibaba's potential, the political and competitive environment presents risks that could impact performance.

Consensus

Cautious

Valuation

Undervalued

Similar

GOOGL

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.

Wealthica Track your Stocks in your Watch List

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.

Showing 76 to 90 of 371 entries

Most Recent Experts

Andrew Pink

LDIC

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Greg Newman

Scotia Wealth Management

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Alibaba Group Holding (BABA)