Do You Still Have Confidence in Alibaba?

Alibaba shares drop 5% after revenue miss, $25 billion boost to buyback plan. ----------------------- Do you still have confidence in Alibaba? What's your target price after earnings miss? Are you a bagholder or not?

Predicting the outcome of earnings results for any stock, including Alibaba (BABA), is challenging due to various factors that can influence market reactions. However, we can consider some key aspects: 1. **Revenue and Earnings Growth:** Analysts typically focus on Alibaba's revenue and earnings growth rates. Any significant deviation from expectations could impact investor sentiment. 2. **Regulatory Environment:** Regulatory challenges in China, particularly concerning technology and e-commerce companies, have been a concern for Alibaba. Any updates or developments in this regard could affect the stock's performance. 3. **Cloud Computing and Other Segments:** Alibaba's cloud computing segment has been a growth driver. Updates on its performance and outlook could influence investor percept
avatarmster
04-01
$(BABA)$   Alibaba, the Chinese e-commerce giant, has experienced significant volatility in the stock market. Despite its recent price slump, many value investors remain optimistic about Alibaba's future, seeing it as trading at a substantial discount and undervalued. However, the mere fact that a stock is undervalued doesn't guarantee a comeback. Alibaba's profitability hasn't been the issue, as the company has consistently reported strong earnings and boasts substantial cash reserves, often engaging in share buybacks. While value investors continue to express hope, the timing and certainty of Alibaba's recovery are far from guaranteed. This uncertainty leaves many retail investors hesitant to average down on t
avatarKczx
02-18
$Alibaba(BABA)$   Strong financials with positive earnings and cashflow. proven business with massive customer base.  Only downside risk is governmental policy interference, which I feel it's already priced in over the last few years. also, it's important to note that the Chinese government has eased off pressures on Chinese tech companies recently.  so if we believe in fundamentals and value investing, I reckon the stock is currently trading below intrinsic value with room to grow.  I do have a position in BABA and would be holding for a while 

Has Alibaba Stock Finally Bottomed?

Share Price Performance: The U.S.-listed Alibaba ( $Alibaba(BABA)$ ) fell 5.32%, while HK-listed Alibaba ( $Alibaba(09988)$ ) fell 6.35% year-to-date, outperforming the Hang Seng Tech Index, which has posted a -15.05% return year-to-date. However, BABA is currently trading at USD 73.39, which is still down 77% from its all-time high of USD 317. Source: Bloomberg, 14 Feb 2024 Technical Analysis: There is an inverted head and shoulders pattern in the making, which will be fully formed once it breaks above the neckline at USD78. The earlier inverted head and shoulders pattern successfully formed and propelled Alibaba's stock price to USD 119 in early 2023. While this pattern has worked well for Alibaba
Has Alibaba Stock Finally Bottomed?
Hi Anyone stay in China or work in China? Any like linkedin equivalent in China? Can share @MHh @SR050321 @koolgal @Fenger1188 @SirBahamut @SPOT_ON @HelenJanet @LMSunshine $Alibaba(BABA)$   
avatarpcwSg
02-09

pcwSg's weekly prediction

Slightly late... been busy preparing for LNY.[Gosh]  [Gosh]   Happy LNY everyone~[Salute]  [Salute]  Last day of the week, some predictions: Broad market: $SPDR S&P 500 ETF Trust(SPY)$  $S&P 500(.SPX)$  $Semiconductor Bull 3X Shares(SOXL)$   Individual stocks: $Meta Platforms, Inc.(META)$  $Alibaba(BABA)$  $Tesla Motors(TSLA)$ 
pcwSg's weekly prediction

BABA: A HUGE POTENTIAL TO BUY!

Lost in the discussion about the buyback is arguably the most important point in this earnings report. Namely, that $Alibaba(BABA)$ is finally going about the painful process of writing off nonproductive assets built up over years of investing in non-core businesses. I have an InTime Mall literally a few blocks away (there are several in Hefei alone). Up until last week, I did not know BABA owned the chain. If I had to guess, the writing off of these assets was supposed to occur in tandem with the restructuring, so that income from the latter would overshadow losses from the former. But the canceling of the IPOs means that the writing down of assets will stand out on the balance sheet, both in this quarter and ostensibly
BABA: A HUGE POTENTIAL TO BUY!
$Alibaba(BABA)$ Maybe it could go down to 65 before the Chinese New year, ut in a week, after the New Year China will start to implement stimulus and this could fly strait to 80 for few days![Wow][Wow][Wow]China will soon DO start supporting business and the economy, after so far just saying it! Their plan is not implemented yet. When it start it will huge buying support![Sly][Sly][Sly]
The plan: stimulus and buybacks is very smart by $Alibaba(BABA)$ management and Chinese funds. They wait until it in 60s and will do smart buy below 70[Happy]. Only common folk bought at 80s and 90s will sell cheap in fear and with margin calls below 70, but that is a plan of the smart plot. They do not even hide about buyback and stimulus (publicly announced).[Smart]
The lowest price target on $Alibaba(BABA)$ is $85, which implies 20% upside from current levels. And that's the lowest! May not offer consolation for those with triple digit cost basis, but I'll take 20% any year. The average pt is $115 which implies a 60% upside.[Miser][Miser][Miser]
avatarsadsam
02-08
$Alibaba(BABA)$ What a pump and dump this ended up being. Definitely not falling for that again. These Chinese stocks just don't follow fundamentals or facts so what's the point in focusing on them. At the end of the day you invest for a positive outcome, the only reason we care about the facts and figures is because they are supposed to influence the stock price accordingly. That's all out the window so as far as I'm concerned this thing could make a trillion dollars profit but if it trades like a dog then that does nothing for me.[LOL][LOL][LOL]
### Low Confidence Vote: Alibaba Group **Reasons for Low Confidence:** 1. **Regulatory Challenges**: Alibaba has faced significant regulatory scrutiny from the Chinese government, leading to fines and restrictions on its business practices. This regulatory pressure can limit its operational flexibility and growth prospects. 2. **Intense Competition**: The e-commerce and tech market in China is highly competitive, with rivals like Tencent, JD.com, and Pinduoduo challenging Alibaba's dominance. This competition can erode market share and impact profitability. 3. **Global Expansion Risks**: While Alibaba has ambitions to expand globally, it faces challenges such as cultural differences, local competition, and regulatory barriers in international markets. These factors can hinder its abilit
China, hong kong is having a hard time. Financial wise its very tough time. Alibaba able to see some growth its quite amazing. It have to push through this tough time and once everything is performing, its time for alibaba to shine. And who knows how long, depends on how china will help boost economy.  Alibaba is facing fierce competitions, it need to up their game and competite. Hope they still have their moat in this area and persst and growth 
yes of course[Smile] 
avatarJohnL
02-08
$Alibaba(09988)$ In the long run, market is a weighing machine. Whereas in the short run, it is a voting machine. The real problem I have is the definition of long run. LOL. BABA results are reasonable, reflecting the state of the economy in general. I still believe in BABA and in my view, its intrinsic value, is at least 120 in the most pessimistic case. The real highlight is the board approved to top up the share buy back by a whopping 25b. They have now 35b (10 unused from previous approval) to deploy in the next 3 years. That is approximately 18 - 20% of existing shares. May the force be with those of us in the same boat. And hopefully the year of Dragon brings you great health and wealth. 
avatarming88
02-08
No..earning still flat 
avatarjayc
02-08
$Alibaba(BABA)$  BABA management can't execute more poorly so far. BABA had a great momentum the past 2 days and was the perfect moment to strike with a comeback with good earnings, buyback, an IPO release news followed by China expected stimulus injection but instead they killed momentum with missing earnings, no IPO release news, margins at single digits and just the same buyback narrative. This sort of news is good for their competitors now that they see a vulnerable company losing market share in the e-commerce space.
Yesss baba please rebound
Pretty sure China economy will turn out stronger 
Nice it's the time show