Stock Detail
$BABA
Consumer Cyclical · 26 tracked mentions in the last 90 days across 18 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
BABA leans undervalued across 8 creators and 11 classified valuation claims, with 4 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: fair value gap
I said in my mind, the value of this company is way more than $60 a share. Don't let Stripe buy it for $60 a share. I think the value of this company today is between $120 and $130, as you can see in my numbers here.
Explicit claim • strong conviction • basis: price target upside
Analysts are still just as bullish though with even the low target here among nine analysts at $172 per share. Another 39% upside and a 50% upside to the average target of $185 per share.
Explicit claim • strong conviction • basis: multiple relative
So, you actually have a much lower valuation here than back then, when the share price was the same, but profits and revenues were much lower. Accordingly, today you also have a much better risk-reward ratio than you did back then.
Explicit claim • strong conviction • basis: multiple relative
Trading at a much cheaper valuation than its US peers.
Mention History
Latest mentions across all history
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