$BABA

Alibaba Group Holding Limited SP ADR

9 analysts · 1 active debates

SENTIMENT

78% BULL

STANCE FLIPS · 7d

LAST VERDICT

BULL

NEXT EARNINGS

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AS OF MAY 8

Just In

Latest analyst takes

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Bulls On Wall StreetBULLBABA is characterized as semi-okay while some other Chinese names look better, yielding a mixed stance rather than a top-conviction long.3d ago
Learn to Invest - Investors GrowBULLBABA is working as part of the manager’s smaller foreign exposure, trading around $130 per share and characterized as “doing fairly well.”13d ago
Value Investing with Sven Carlin, Ph.D.BULLBABA is a long China software exposure for Burry, sized at about 6% of the portfolio as a way to own “long pessimism” rather than chase sentiment.14d ago

WHERE ANALYSTS DISAGREE ON BABA

updated 3D AGO

$BABA

48d

Alibaba Turnaround And Valuation

BULL CASE

"BABA is a buyable-but-not-cheap enough winner where e-commerce profit pressure is being reinvested into AI/chips/cloud, and if AI revenue targets are hit the valuation could re-rate meaningfully."

Value Investing with Sven Carlin, Ph.D.ANALYST

“KWEB ETF Analysis - TCEHY, BABA, PDD, Meituan, NetEase, JD, BEKE...”

Apr 19, 2026

BEAR CASE

"Alibaba's equity looks unattractive to me given the Chinese government's aggressive tech-sector interventions, opaque policy risk, and the large drawdowns that have wiped out significant shareholder value."