Alibaba Group Holding (BABA) Buy, Sell or Hold

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Alibaba Group Holding (BABA)

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110.97

-1.58 (1.40%)

as of Jun 16, 2026, 8:00:00 pm Market Open.

566 watching

Investor Insights

Jun 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

Buy

Valuation

Undervalued

Similar

NTES

HOLD

Rules are different for Chinese and EM stocks. 20% earnings growth. Premier Chinese e-commerce company. Incredibly cheap. Risk is more government intervention. At current valuation, looking out next 5 years, upside seems to outweigh downside, if you can handle the volatility.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Dec 29/20, Down 21.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BABA has gapped through our stop at $190. We recommend covering the position at this time. We will look for better opportunities.

PAST TOP PICK

(A Top Pick Jul 30/20, Down 22%) He sold it soon afterwards. The business is doing fine and growing. It has been caught in the political cross-winds. Stay away for now.

DON'T BUY

Not expensive. Trying to expand. Real problem is the Chinese government shutting things down, like the e-commerce arm Ant, to prevent US access to data of Chinese companies. Risk of delisting. Don't buy now, maybe later.

DON'T BUY

There has been tremendous growth in China. It has pulled back but for him it is too confusing and we do not have the ability to understand these businesses. He will leave it alone.

WAIT

It's pulled back a lot in the past year, but is trading at a reasonable PE> She stays away from Chinese-listed companies, because that government is putting oversight on them. See how this all plays out with what the Chinese government will do; they don't want the large Chinese interne companies to get too much control.

TOP PICK

Their founder may be coming back again. The shares have fallen to 3.5 times adjusted book value. It has tended to mark the low for fallen growth stocks over history. You can buy it and it is speculative, but the shares are very, very cheap. If the stock cannot hold at the $205.00 price range, then it will be signalling much deeper. (Analysts’ price target is $294.57)

BUY

It's in the sweet spot and will go higher. The US government isn't aiming for it (as with other tech names).

COMMENT

The Amazon of China with hundreds of millions of uses and merchants. It's down 9% YTD as investors are concerned that management has underinvested in its businesses, spread too thinly over many initiatives. Will these initiatives accelerate the top line? This could be interesting, but he doesn't know BABA well.

BUY

The Amazon of China. It's had a rough ride because of Chinese government pressure, but he expects this stock to come back.

BUY

Likes it at these levels. Regulatory risk is there, but is priced in. Exposure to e-commerce in China, cloud computing, and media. Can't compare it to AMZN, as AMZN is hard to value by traditional metrics.

BUY

Continuing to add. Higher octane, more volatile stock. Growth of Chinese middle class and expected internet penetration present tremendous growth opportunities. Makes a lot of sense for growth investors 3-5 years out. Cloud and online consumer space growing quickly. 21x earnings, with long-term earnings growth rate of 18%. Headline, but not fundamental, risk.

COMMENT

It's pulled back because of worries of regulatory moves by the Chinese government against megacap tech names there. BABA has restructure their business and financial arms. The valuation reflects this uncertainty. She owns no Chinese internet names, though the valuations are lower than American peers.

BUY ON WEAKNESS

The results were a little disappointing but not too surprising. They had to pay a big fine to regulatory bodies in China and adjust their business practices to allow further competition. Likes BABA and recently added to the growth strategy. There is good value and opportunity for the company to grow. They also lost a big cloud customer which was a one off that slowed growth. However, there are other customers in the pipeline and they continue to grow. Likes it.

BUY

It reports Thursday. It's the only Chinese stock he champions. He expects a great quarter. China is well ahead of the US economy, post-Covid.

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