Alibaba Group Holding (BABA) Buy, Sell or Hold

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Alibaba Group Holding (BABA)

123.81

+1.65 (1.35%)

as of Aug 14, 2026, 8:00:00 pm Market Open.

567 watching

Investor Insights

Aug 15, 2026, 12:00 am

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

Alibaba Group Holding (BABA-N) presents a unique investment opportunity characterized by its attractive fundamentals, including a PE ratio of around 17x to 18x, which indicates potential undervaluation. However, significant concerns linger regarding the Chinese government’s influence on the market, making future projections uncertain. While the company faces scrutiny for overspending on AI, reports suggest robust growth in its cloud segment, a critical driver for its future performance. Investors see potential in the e-commerce and cloud computing sectors, though caution is advised given the competitive landscape. Overall, while some experts advocate for tactical buying today due to potential recovery and growth in 2026, the stock is viewed as a trading opportunity rather than a long-term hold.

Consensus

Cautious

Valuation

Undervalued

Similar

AMZN

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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BUY

Opportunity here for patient investors who can withstand negative headlines and volatility. This month, it's up about 25%, but still a long way to go back to old highs. 27x PE is an all-time low, with 20-25% long-term growth. Revenue this year is 2.5x what it was 3 years ago, yet the stock is back to those levels. Growth of middle class and income in China provides a runway for growth. He's starting new positions and adding to existing ones.

BUY

The worst is over in Chinese tech stocks, hammered by the Chinese government, especially the education stocks. Alibaba has rebounded with investors making strike calls aggressively. Same goes with DIDI. These are big, institutional trades, waiting for Beijing to stop hammering these names. If this has indeed stopped, there could be huge upside. He's been buying this dip.

WEAK BUY

The political lens is not helpful. Structural headwinds, but the underlying e-commerce market is not going to disappear. Don't buy BABA in the US; you must buy in China or Hong Kong. Danger of delisting. Reasonable value. OK if you can stomach the risks, but if you can't then don't buy.

HOLD

Sell or double down? We've seen this movie before, with China flexing muscle. Tempting to buy at these levels. Recently, Seems to be forming a double bottom. He'd much rather see it above the $180-190 support level. Don't double down until the market tells you it's OK.

DON'T BUY

It surged today. The Chinese government won't let up on this company, but they send their message to these Chinese tech companies and investors, and the fines were paid. BABA has $85 billion in cash and will likely make another payment. With BABA, raise the risk level and lower your price target amid downgrades. Historically, China proves they will benefit their big companies and that their markets are wide open, but they have lain a heaver hand on BABA. He'd still be cautious.

RISKY

It's a tremendous buying opportunity. The price to get back to is $206, implying a 20% bounce, but the chart can still be in a downward trend. Anything can happen tomorrow with a new headline out of China, so be quick mindful that you're risking a lot to the downside.

RISKY

That chart shows a series or lower highs and lows. On August 23, he said finally there's capitulation on the chart when it traded down to $152.80. Though still in a downtrend, BABA could trade up to $205.

DON'T BUY

Her puts expired Aug. 15. She won't go back in. She's out.

COMMENT

The last time, he recommended this as a trade. If it doesn't hold at $200, sell. And that's what happened. But at $150, it's at strong technical support and rebounded nicely from that level. Expect a rebound pullback, so buy at $150. But if it sinks below $150, then it's heading lower--beware. How will the Chinese government treat Chinese tech companies? That's the question. He sees only 17% upside from current prices.

DON'T BUY

It's one of the cheaper tech stocks, but all tech stocks in China are facing regulatory hassles, especially BABA-N. This is baked into the stock, so eventually you want to own this. The government shut down BABA's IPO of AliPay. Also, it's traded in New York, so Wall Street is demanding full disclosure of its metrics, but the Chinese government doesn't want to reveal that much information. You can face trouble with this stock down the road. BABA does have a great e-commerce business, and it's expanded into areas like education. Overall, he wouldn't buy it.

DON'T BUY

He got out from the account of his couple of clients that held it. With the regulators pounding down, and with the nature of accounting in China, he decided he would play what he knew.

TOP PICK

Important to look at things from a contrarian standpoint sometimes. Negative news on Chinese stocks. One of the largest e-commerce companies. 58% of all online retail spending in China. Regulatory scrutiny has triggered a 35-40% price drop, good opportunity at 21x earnings. Revenue growth 22-23% annualized for next few years. Fundamentals and demographics are tailwinds. No dividend. (Analysts’ price target is $274.84)

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TOP PICK

Stan Wong states that it's important to look from a contrarian standpoint sometimes. Accounts for 58% of online retail spending in China. The government scrutiny has made the stock drop 35%-40%. Good opportunity. Social media mentions are up 129%.

WATCH

This and similar companies have the longest runways out there. King of e-commerce in China. Sold all these Chinese stocks just before the shoe dropped 2 weeks ago. Really likes it. Doesn't own it in his fund, but some of his clients kept it in their private accounts. It's dead money with the regulatory enforcement. Once dust settles, he'll be quick to get back in.

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Alibaba Group Holding (BABA)