Added to YB: 2025-10-07
Pitch date: 2025-10-04
BABA [neutral]
Alibaba Group Holding Limited
-18.26%
current return
Author Info
No bio for this author
Company Info
Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally.
Market Cap
$2.5T
Pitch Price
$181.80
Price Target
N/A
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
value
The Investing Ledger | Portfolio Update, Q3 2025 - Alibaba Group Holding Limited
BABA trimmed position: Added early 2025 as contrarian play on strong fundamentals, share buybacks, management focus on growth. Massive AI/cloud investment driving analyst upgrades, momentum funds adding. 100%+ YTD return. Thesis played out, trimming on potential pullback to $130.
Read full article (1 min)