Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
5
institutions
Market cap
$271.7B
2,486M shares
52-week range
$91.99 – $192.67
18% from low
Exchange
NYSE
ADRC
P/S (TTM)
0.3
Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China retail e-commerce platform is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China wholesale e-commerce, international retail and wholesale e-commerce, local consumer services, travel services, cloud computing, digital media and entertainment, Cainiao logistics services, and other businesses.
www.alibabagroup.comNo one on the platform currently holds BABA.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-03-31 | 5,660,258 | $748.5M |
| Appaloosa LPas of 2026-03-31 | 3,465,000 | $434.7M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-11 | $1.0500 | 2026-07-13 |
| 2025-06-12 | $0.9500 | 2025-07-10 |
| 2025-06-12 | $1.0500 | 2025-07-10 |
| 2024-06-13 | $0.6600 | 2024-07-12 |
| 2024-06-13 | $1.0000 | 2024-07-12 |
| 2023-12-20 | $1.0000 | 2024-01-18 |
| Execution date | Ratio |
|---|---|
| 2012-04-03 | 2.4-for-1 |
No one on the platform has traded BABA yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 4.0% | 7.6% | 10.8% | — | — | — |
| Rev. Growth % | 2.7% | 7.4% | ||||
| Profit Margin % | 10.1% | 9.5% | 17.4% | |||
| Free Cash Flow Margin % | -5.0% | 9.7% | 20.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +13.2% on the P/E track.
At today's price, your expected annual return is +20.5% on the P/E track.
At today's price, your expected annual return is +26.0% on the P/E track.
| 1,071,231 |
| $121.5M |
| Third Point LLCas of 2025-12-31 | 825,000 | $120.9M |
| Scion Asset ManagementCALLas of 2025-06-30 | 250,000 | $28.4M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.14T | +11.0% | $43.80 | $37.20–$59.61 | 2.5× | 19 |
| 2028 | $1.28T | +12.3% | $61.87 | $50.65–$94.78 | 1.8× | 19 |
| 2029 | $1.45T | +13.8% | $78.76 | $47.21–$146.19 | 1.4× | 16 |
| 2030 | $1.65T | +13.9% | $73.96 | $61.30–$80.47 | 1.5× | 9 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-20 | $1.94 | $1.25 | -35.6% |
| 2026-05-13 | $1.02 | $0.09 | -91.2% |
| 2026-03-19 | $1.91 | $1.01 | -47.1% |
| 2025-11-25 | $0.66 | $0.61 | -7.6% |
| 2025-08-29 | $1.95 | $2.06 | +5.6% |
| 2025-05-15 | $1.48 | $1.73 | +16.9% |
| 2025-02-20 | $2.67 | $2.93 | +9.7% |
| 2024-11-15 | $2.07 |
| $2.15 |
| +3.9% |
| $38.0B |
| — |
| MELIMercadoLibre, Inc. | $1897.37 | -0.47% | $96.2B | — |
| MNSOMINISO Group Holding Limited | $9.07 | +0.11% | $2.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$BABA Qwen already stole the show with 3Billion downloads and this threatens OpenAI and Anthropic with their overinflated egos and multi-trillion dollar planned IPOs. Their plan now is to scare the public and buy time. Alibaba already took the lead, you just missed the news. Best part is this stock is still 60% undervalued. Own it.
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Imagine a country so amazing, world class infrastructure, AI leader of the world, dream destination for all retail investors, haven for innovation …and it has to ban its own people and capital from leaving! 😂 $BABA $BIDU $KWEB https://www.cnbc.com/amp/2026/09/15/china-rich-talent-immigration-capital-outflows-border-control-.html
View on StockTwits ↗$BABA $BIDU $KWEB Again a gentle reminder of this simple playbook as HSI fully retraces yesterday’s move which some were claiming was a rotation out of US. I should add another rule to this playbook : AI full on: more liquidity to US, CN down; AI pacing: CN up for a session, eventually down.
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NIO Stock Rises Overnight: Nio Capital Joins Sequoia China And SMIC-Linked Backers In Robot-Sensor Bet $NIO $BABA $XPEV $XIACY https://stocktwits.com/news/equity/markets/nio-stock-nio-capital-joins-sequoia-china-smic-linked-backers-robot-sensor-bet/cZtnTvpRBTq
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$BABA Dont see too much hope here, AI drama is being buzzed out by ceo’s who are unable to meet expectations, now all they have to say is “AI would have killed us, we saved you so don’t blame us”
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$BABA These idiotic fools are doing absolute lousy work at buying!!!! These morons feast, cheer, celebrate, feed wishful thoughts and bullish euphoria over the bearishness of their most revered grand great value trap stock of all times, but are not buyers. These idiots are just yappie yappers!!! Buy moronic dumbitos, buy harder, buy it all so it sags much much lower. Put money where your mouth is!!! Value trap stocks!! Ultra super BEARISH all the way—-. 😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄😄
View on StockTwits ↗Another pathetic set of data from CN - no surprises at all and why retailers $BABA $JD continue to be depressed, and yes Baba is a retailer! Retail sales came in at 0.4% vs 0.7% expected - that kind of growth for a ‘growing’ economy. Bagholders will continue to deny but fact is property and consumption is down in the dumps. Only bright spot are exports, which is more a function of other countries good well rather than CN. Now, there will be more calls for stimulus…which of course will not happen, and with Fed expected to hike, it will add more pressure to these markets. $KWEB https://x.com/cnbc/status/2099680882441191878?s=46&t=WEK_fsJ8CLIEg5yJyNxMeA
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$JD $BIDU $BABA not sure why this isnt dropping , but indicators are bad. only retail still up +4.6% yoy.
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$BABA it is hilarious how some folks claim to be “investors” and then talk about short term, even hourly, moves. Lot of celebration yesterday with US mrkts down and CN getting a bid - few hours later and both have closed their respective gaps from Friday and we are BAU! $BIDU $KWEB
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.