Is it finally time to sell Alibaba (BABA stock) soon?
1 extracted signal · 1 resolved · 0 still active
Tay Chi Keng03 Nov 2025, 13:00 UTC
AI-generated source summary
The analysis focuses on Alibaba (BABA) with a target of HKD 203, representing a 23% upside from its current price. The year-to-date performance shows a significant gain. Several analysts have raised their price targets, with Jefferies and Bernstein issuing bullish outlooks. The stock is currently trading at HKD 165.10. The long-term view suggests a target of HKD 258 by 2030, implying a CAGR of 9.35% over five years. The analysis accounts for growth in Taobao & Tmall's EBITA, International Commerce revenue, and Cloud revenue, using a conservative estimate of 6% for EBITA growth and 15% for revenue growth in International Commerce, and 20% for Cloud revenue growth. The valuation incorporates multiples of 10x EBITA for Taobao & Tmall, 1x sales for International Commerce, and 6x sales for Cloud. The risks identified include regulatory policies, intense competition, and earnings drag from new initiatives. Despite these risks, the bullish outlook is maintained, with the current exposure in BABA considered not moving in the foreseeable future.
AI-generated summary based on the source content.
Evidence and evaluation progress
- Original source published
The analyst published the original source item.
- Source recorded by Tahlil Plus
The public source was preserved as the evidence record for this case.
- Market predictions extracted
1 eligible signal linked to this case.
- Outcome tracking started
Tahlil Plus began monitoring the extracted predictions.
- Source processing completed
Source analysis and structured extraction completed.
- First prediction resolved
The first evaluable outcome in this case reached a terminal result.
- Case evaluation completed
All evaluable predictions in this case reached terminal outcomes.
Signals in this source
More Prediction Case Files from Tay Chi Keng
WTF is happening to Alibaba (BABA) & Tencent Stock?
I Valued Every Stock in my $312k Portfolio
Is Alibaba Finally at a Turning Point in 2026? | BABA Earnings Breakdown
Stocks I'm still looking to buy in this all-time-high market
Investors forget about this when they value stocks...
My stock portfolio is still down in this all-time-high market :(
Tay Chi Keng
Tahlil Plus independently records and evaluates public market predictions. Extraction may be AI-assisted and results follow the Tahlil Plus methodology. This information is not financial advice.