BABAConsumer Cyclical · Internet Retail

Alibaba

DeepValues Research covers Alibaba (BABA) with 6 research reports since Feb 19, 2026. The latest Deep Value Intelligence report (May 10, 2026) ends with a Neutral stance (3.67/5). Sector: Consumer Cyclical · Internet Retail. Neutral since May 10, 2026 (previously Bearish); 1 stance change across 3 scored reports since Mar 19, 2026.

Latest stanceNeutral3.67
Reports6since Feb 19, 2026
Latest reportEN

Stance history

Neutral since May 10, 2026 (previously Bearish); 1 stance change across 3 scored reports since Mar 19, 2026.

  1. Bearish3.77
  2. Bearish3.67
  3. Neutral3.67

Research timeline

  1. Deep Value Intelligence

    Alibaba (BABA) Deep Value Intelligence Report

    Neutral (3.67/5) on Alibaba (BABA), May 10, 2026. Price $140. - Alibaba still looks like a real franchise, not a broken business, but it does not yet…

    Neutral3.67EN47 min
  2. Deep Value Intelligence

    Alibaba (BABA) Deep Value Intelligence Report

    Bearish (3.67/5) on Alibaba (BABA), Mar 29, 2026. Price $123. Alibaba remains a powerful digital platform, but the investment case hinges on…

    Bearish3.67EN34 min
  3. Deep Value Intelligence

    Alibaba (BABA) Deep Value Intelligence Report

    Bearish (3.77/5) on Alibaba (BABA), Mar 19, 2026. Price $134. The executive summary highlights Alibaba's robust free cash flow yield and fortress balance…

    Bearish3.77EN35 min
  4. Deep Value Intelligence

    Alibaba (BABA) Deep Value Intelligence Report

    Deep Value Intelligence report on Alibaba (BABA), Mar 14, 2026. Price $135. In summary, Alibaba presents a classic deep-value investment case…

    EN中文32 min
  5. Research note

    Background Research

    Great. I will conduct a comprehensive financial and business analysis of Alibaba Group (BABA), covering both its U.S.-listed ADR and Hong Kong shares…

    EN9 min

Compare with other Consumer Cyclical companies

All Consumer Cyclical stocks
CompanyIndustryLatest stancePrice · valueDateReports
BABAAlibaba Internet Retail Neutral3.67 $140 6
AMZNAmazon Internet Retail Bearish2.88 $262 · $208 33
PDD Internet Retail Bearish3.82 $78 · $2,332 12
SESea Internet Retail Neutral3.30 $87 2
EBAYeBay Internet Retail Neutral2.84 $108 2
MELIMercadoLibre Internet Retail Neutral3.42 $1,841 1
JDJD.com Internet Retail Bearish3.15 $30 4
TSLATesla Auto Manufacturers Neutral2.44 $355 25
LENLennar Residential Construction Neutral2.83 $77 · $346 2

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