Stocks / Internet & Digital Services
BABAInternet & Digital Services
FollowFollowingUnfollowAlibaba Group Holding Limited American Depositary Shares, each represents eight
$101.651d +1.6%5d +1.4%settled close · 2026-11-02
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4 investor calls on BABA in the last 90 days (4 bullish, 0 bearish). Follow BABA free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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The tape, with the calls on it
Who said what, and what BABA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about BABA
22 long1 neutral3 shortlatest 2026-10-22
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC (uncut) | Still holding a position entered December 2023 because BABA has a growing cloud business and dominant market… |
| 2026-10-21 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | Alibaba is the toll taker to the Chinese middle class with 40% e-commerce share, owns a third of Moonshot… |
| 2026-10-15 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | Alibaba is very much out of favor at current levels, making it a contrarian long with asymmetric upside if… |
| 2026-10-15 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | Alibaba is the cheapest AI play globally — AI cloud revenue compounding triple digits for 10+ quarters, owns… |
| 2026-07-28 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Alibaba is aggressively shrinking its share count via buybacks — the opposite of US tech peers now issuing… |
| 2026-07-28 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Alibaba is aggressively shrinking its share count (unlike US tech which is diluting) while restructuring its… |
| 2026-05-14 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Varney & Co | Alibaba is the cheapest AI play globally with 11 consecutive quarters of triple-digit AI revenue growth… |
| 2026-05-08 | Tom RussoManaging Member, Gardner Russo & Quinn | Bearish | William Green | Richer, Wiser, Happier | Alibaba is indispensable infrastructure for both Chinese consumers and Western luxury/consumer brands seeking… |
| 2026-01-21 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC Halftime Final Trades | Momentum has returned to Alibaba and management is expected to execute well |
| 2026-01-12 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | Alibaba is up 10% with momentum continuing; position managed with a $148 stop |
Show all 26 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-11-05 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Claman Countdown | Alibaba is the cheapest AI play in the world, trading at a significant discount to US peers while offering… |
| 2025-10-28 | Cathie WoodCEO & CIO, ARK Invest | Bullish | CNBC International Live | ARK bought Alibaba for the first time in four years, signaling renewed conviction in Chinese tech as part of… |
| 2025-10-14 | Sven CarlinFounder, Sven Carlin Research Platform | Bearish | Wealthion | Trimmed a significant long position built when cheap because fundamentals are flat while the stock now… |
| 2025-09-22 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Claman Countdown | Alibaba offers the cheapest global AI exposure via $80B cash, $25B free cash flow, 40% Chinese compute market… |
| 2023-08-31 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Alibaba trades at the same price as its IPO while revenues are 11-12x larger, compressing the price-to-sales… |
| 2023-08-21 | Paul GabrailCo-Founder & Host, Everything Money | Bullish | Chris Mayer | Alibaba's decision to initiate buybacks only after the stock collapsed from $310 to below $60—rather than at… |
| 2023-06-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Alibaba has had deep non-Chinese infusion into its DNA from early Western investors, making it more… |
| 2023-06-05 | Mohnish PabraiFund manager — Pabrai Investment Funds | Neutral | interview | Chinese government actions destroyed shareholder value and future intervention is unhandicappable, placing… |
| 2023-03-22 | Guy SpierManaging Partner, Aquamarine Fund | Bullish | Good Investing Talks | Alibaba's interests are so deeply aligned with China's national interests that an outside investor can make… |
| 2022-09-17 | Tom RussoManaging Member, Gardner Russo & Quinn | Bearish | The Investor’s Podcast | Russo entered Alibaba as the only platform Chinese consumers and Western luxury brands cannot do without for… |
| 2021-12-20 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Stock Compounder - Brad Kaellner | Alibaba trades at ~15x forward earnings — roughly half its 5-year average multiple — while regulatory risk… |
| 2021-10-27 | Chris DavisChairman, Davis Advisors | Bullish | Tidal Financial Group | Charlie Munger's Daily Journal Corporation significantly added to its Alibaba position during the 2021-2022… |
| 2021-10-13 | Tom RussoManaging Member, Gardner Russo & Quinn | Bullish | GuruFocus | Portfolio luxury brands (Heineken, Jameson, Cartier, Van Cleef) report they cannot operate in China without… |
| 2020-08-06 | Dan LoebFounder/CEO, Third Point | Bullish | CNBC Television | New position initiated in Q2 per quarterly letter, implying conviction in Alibaba's outlook, though specific… |
| 2019-11-26 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bullish | CNBC Fast Money Final Trade | Alibaba could be a catalyst for a stock that has been trading sideways, and Ant Financial sum-of-the-parts… |
| 2019-06-05 | Stanley DruckenmillerChairman/CEO, Duquesne Family Office | Bullish | Peppi Carpinelli | Alibaba is a domestic Chinese disruptor whose growth rates are unlikely to be materially impaired by US… |
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Earnings
Next report: 1 Dec 2026
Confirmed date · consensus EPS 11.48. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 20 Aug 2026 | before the open | 8.52 vs 10.74 | +0.5% |
The options tape
Notable options days
Sessions in the last 120 where BABA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-17 | ||||||
| 2026-08-21 | ||||||
| 2026-08-20 | ||||||
| 2026-08-19 | ||||||
| 2026-07-08 | ||||||
| 2026-06-17 | ||||||
| 2026-06-11 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
BABA on the Wheel
BABA did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
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Decision support, not advice · questions put sellers ask us
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