Added to YB: 2025-09-17
Pitch date: 2025-07-30
BABA [bullish]
Alibaba Group Holding Limited
+28.1%
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
$116.00
Price Target
300.00 (+95%)
Dividend
0.65%
EV/EBITDA
14.34
P/E
21.78
EV/Sales
2.52
Sector
Broadline Retail
Category
value
Alibaba Group Holding Limited - $BABA
BABA: China e-com leader TTG undervalued at current $120/ADS; AliCloud accelerating from +18% growth with expanding margins, leveraging Qwen AI leadership. Target $300/ADS (2.5x upside) in 3yrs driven by GMV recovery, take-rate expansion, cloud migration in China market 5yrs behind US penetration.
Read full article (13 min)