Alibaba Group Holding (BABA) Buy, Sell or Hold

Alibaba Group Holding (BABA)

110.39

-0.41 (0.37%)

as of Sep 24, 2026, 3:35:10 pm Market Open.

567 watching

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.

COMMENT

It is a tough stock. They are trying to spin off one of their divisions in an IPO. He has always avoided these Chinese companies because there is too much uncertainty on the regulatory landscape. If you are comfortable with the regulatory risks, there is lots of upside if it works out well.

COMMENT

The big challenge with BABA is the US-Chinese relationship. The de-listing threat is real. Would buy it in Hong Kong and not in NY if you were going to buy it. Sold this for this reason. Growth profile is better than Amazon but there is political risk. There is long term growth but it is not their preferred name.

WEAK BUY

80% of revenues come from China, so they have a strong presence there. They're trying to expand internationally and want to expand more into the cloud, but that may get push-back from the U.S. Lots of growth here; it's in their numbers. The risk is the Chinese government which can easily shut them down in this autocratic society. But there's great consumer growth here and people using BABA's digital services more.

BUY

A name he's looking at. Growing revenues at 30-40%. Trading at only 20x earnings. He'd definitely buy if one of the names in his core portfolio fell out of favour. Have to be cautious on the Chinese government's input into corporations.

SELL ON STRENGTH

Just finished a great Q4 quarter. Robust growth in their businesses. 24% EPS growth. Trading at 22x price to earnings. Has stalled out like most tech names. The wildcard is the conflict with the Chinese government intervention. The government looks to want to regulate it. Trimmed on strength, and he will continue to exit due to political risk.

BUY

Global stocks are looking more attractive. He's been using CHIQ, an ETF. He's a big believer in Asian growth and the Asian consumer. Stock has pulled back. He just bought some this morning. Dominant, and the future is bright. A good rally in front of us.

BUY

Likes it at these levels. Unfortunate shelving of the ANT Group IPO, but he thinks it will get done over time. Core business is still great, no reason it can't continue to grow. Exposure to cloud computing. Unloved recently.

BUY

It's been a bumpy ride, but she's sold no shares. It remains very undervalued. She likes it here, though it hasn't worked lately. Not expensive, and has strong potential.

WEAK BUY

The Chinese Amazon. 80% of their revenue comes from mainland China. If you can stand the volatility, ANT is worth a lot of money, and this is a great catalyst. Risk is that if you upset the Chinese government, it can shut you down.

BUY

It's coming down and in the sweet spot. Buy.

BUY

It remains a good company. Still likes the company not just for e-commerce but in payments and cloud computing. The ANT group IPO is not a great development in the near term but the IPO should proceed for the benefit of everybody. The core business is good and the IPO will happen eventually.

BUY ON WEAKNESS

They've gotten through their problems with the Chinese government and it's now good. He'd buy this when it falls to $230-240.

TOP PICK

Likes the e-commerce idea. However, the US based companies are very expensive. BABA has 46% 5 year average annual growth. China continues to become more wealthy. In many ways, the disconnect between US and Chinese valuation may be catching up. (Analysts’ price target is $328.36)

DON'T BUY

He doesn't invest in equities from communist countries. Recent events have proved this wisdom. These companies are becoming less investable, especially with interest in ESG investing.

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Alibaba Group Holding (BABA)