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NYSE:BABA

Alibaba Group Holding (BABA)

107.17
+0.07 (0.07%)
as of Jun 18, 2026, 11:54:20 pm Market Open.
439 watching
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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.
HOLD
Allan Tong’s Discover Picks The result of all these headwinds was a Q1 revenue miss, just reported on Tuesday this week. (BABA's previous three quarters were strong beats.) Alibaba's core commerce revenue rose 35% to 180.24 billion yuan in the quarter vs. the 184.23 billion yuan estimate. Consider that Q4 revenue was 70%. Overall revnue climbed 34% to 205.74 billion which fell short of the estimated 209.39 billion yuan. However, BABA stock earned 16.60 yuan per share against the expected 14.43 yuan. Like Amazon, BABA stock isn't only about online retailing. Its cloud computing business jumped 29% YOY, topping 16.05 billion yuan. Read Are these 3 Chinese stocks still worth buying? for our full analysis.
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.
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