Added to YB: 2026-07-21
Pitch date: 2026-07-17
BABA [bullish]
Alibaba Group Holding Limited
+1.2%
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 in the People's Republic of China and internationally.
Market Cap
$1.8T
Pitch Price
$118.91
Price Target
230.00 (+91%)
Dividend
0.91%
EV/EBITDA
15.00
P/E
17.71
EV/Sales
1.77
Sector
Broadline Retail
Category
growth
Alibaba: The Only Non-US Stock in My Children's Portfolio — And Why Mr. Market Is Wrong Again
BABA: China consumption + AI/cloud play at $117 (~$268B cap), down 40% from Oct'25 high. Cloud +40%, Apple picked Qwen for Apple Intelligence, intl commerce near breakeven. FY26 EPS crushed (-95% Q) on $52B AI capex, neg FCF. Fair P/E 21 → $220-230 3yr target, ~30% IRR. Optionality: Ant IPO, cloud re-rating. Risks: VIE, Beijing/Pentagon, PDD/Douyin.
Read full article (8 min)