BABA Stock: Despite Earnings Miss, Experts See 54% Upside

TheStreet2021-11-22

Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued. ...

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精彩评论

Gcwj
2021-11-24
Gcwj
Undervalued
- Gcwj:
  Current PE ratio at 16 much much lower than large E-Commerce companies like Amazon with PE ratio at 69
Bobster
2021-11-23
Bobster
I hope the analysts are right
vincentheng8
2021-11-23
vincentheng8
All in
- vincentheng8:
  buy all in!
DLIM
2021-11-22
DLIM
Looking forward to hear more positive news and future growths plan during Alibaba Investors Day on 16-17 December 2021
Portfolio50
2021-11-22
Portfolio50
These experts recommend a buy but did they buy? Institutions holdings have been dropping!
- Kerrisdale回复Portfolio50:
  tks for info!
- Portfolio50:
  yup, been on a decrease since crackdown. you can check on nasdaq.com the institutional holdings.
- Kerrisdale:
  Fund houses are shunning this stock?
EZU
2021-11-22
EZU
Wow

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However, Wall Street experts still believe that BABA is undervalued.\n...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BABA Stock: Despite Earnings Miss, Experts See 54% Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBABA Stock: Despite Earnings Miss, Experts See 54% Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 13:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.\n...</p>\n\n<a href=\"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"https://www.thestreet.com/memestocks/other-memes/baba-stock-despite-earnings-miss-experts-see-54-upside","article_id":"1192020197","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1192020197","pubTimestamp":1637559822,"columns":[],"sourceInfo":null,"weMediaInfo":null,"summary":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted p","collect":0,"end_time":0,"defaultTopTitle":"thestreet.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"translate_title":"巴巴股票：尽管收益不佳，专家认为上涨54%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09988":0.9,"BABA":0.9},"content_text":"Chinese e-commerce giant Alibaba reported disappointing earnings on November 18. The stock reacted poorly, sinking 11%. However, Wall Street experts still believe that BABA is undervalued.\nAlibabadisappointed on earnings day. On November 18, the Chinese e-commerce behemoth reported a revenue and EPS miss. The stock has been hurting badly throughout 2021 and is nearly 40% lower year-to-date.\nFigure 1: Alibaba stock chart price year-to-date.\nHowever, Wall Street still sees BABA as a strong buy. After the release of the earnings report, at least three experts have weighed on Alibaba stock. Wall Street Memes takes a closer look at what experts have been saying after Alibaba earnings.\nSeptember quarter’s big miss\nAlibaba reported September quarter earnings below Wall Street estimates. Earnings per share missed by $0.19 and revenue missed by $638.6 million. Not only did the company disappoint on fiscal Q2 results, but it also delivered soft guidance as well.\nFigure 2: BABA EPS surprise & estimates by quarter.\nWeaker-than-expected performance can be blamed on China’s economic slowdown during calendar Q3, in addition to issues like regulations around antitrust and data security. 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Despite all three having lowered their price targets, BABA still has an average projected price of $221.33 among these analysts, which represents 54% upside potential.\nCLSA analyst Elinor Leung maintained a buy recommendation on BABA and lowered the company’s price target to $250 from $273, for a still compelling 74% upside potential. The analyst sees September quarter results as disappointing, but also believes that the company’s strategic investments continue to improve.\nCitigroup analyst Alicia Yap also lowered the research firm's price target on Alibaba to $234 from $240 for 63% gain potential, but kept a buy recommendation. Mrs. Yap was not surprised to see Alibaba’s miss, especially following a substantial slowdown in NBS retail data for the past two months.\nLastly, Morgan Stanley analyst Gary Yu maintained his buy recommendation on BABA and set the upside opportunity at 25%. Alibaba’s fiscal 2022 revenue growth guidance cut to 20-23% led the analyst to revisit his model and de-risk the price target. The analyst also said:\n\n\"We estimate that slightly less than half of the incremental change of RMB50-70 billion comes from lower customer management revenue (CMR) and some from China Retail Others, given lackluster consumption and competition. 3QF22 industry GMV is tracking only at single-digit growth. NBS online retail sales of goods grew 10.3% yoy in October while Tmall Double 11 GMV grew 8.5% yoy. With merchant support, therefore, we expect CMR to grow 4-5% yoy in 2HF22.”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":874653298,"gmtCreate":1637768957927,"gmtModify":1637768957927,"author":{"id":"4099126468711710","authorId":"4099126468711710","name":"Gcwj","avatar":"https://static.tigerbbs.com/01f02847a2734e30f9c0ed8ef62da392","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4099126468711710","authorIdStr":"4099126468711710"},"htmlText":"Undervalued","listText":"Undervalued","text":"Undervalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874653298","repostId":1192020197,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6710255,"gmtCreate":1637770449364,"gmtModify":1637770449388,"authorId":4099126468711710,"author":{"id":4099126468711710,"idStr":"4099126468711710","authorId":4099126468711710,"name":"Gcwj","avatar":"https://static.tigerbbs.com/01f02847a2734e30f9c0ed8ef62da392","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":874653298,"type":1,"supId":0,"prevId":0,"content":"Current PE ratio at 16 much much lower than large E-Commerce companies like Amazon with PE ratio at 69","text":"Current PE ratio at 16 much much lower than large E-Commerce companies like Amazon with PE ratio at 69","html":"Current PE ratio at 16 much much lower than large E-Commerce companies like Amazon with PE ratio at 69"}],"langContent":"CN"},{"id":875688162,"gmtCreate":1637642937347,"gmtModify":1637642937347,"author":{"id":"4098498544462920","authorId":"4098498544462920","name":"Bobster","avatar":"https://static.tigerbbs.com/afe602d51a0833dfac995196382a7e18","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4098498544462920","authorIdStr":"4098498544462920"},"htmlText":"I hope the analysts are right","listText":"I hope the analysts are right","text":"I hope the analysts are right","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875688162","repostId":1192020197,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":875324761,"gmtCreate":1637616708241,"gmtModify":1637616708345,"author":{"id":"3577147024133490","authorId":"3577147024133490","name":"vincentheng8","avatar":"https://static.tigerbbs.com/177fda2264ab2bd83ccfc55eb70c57a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577147024133490","authorIdStr":"3577147024133490"},"htmlText":"All in","listText":"All in","text":"All in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875324761","repostId":1192020197,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6683255,"gmtCreate":1637616716776,"gmtModify":1637616716804,"authorId":3577147024133490,"author":{"id":3577147024133490,"idStr":"3577147024133490","authorId":3577147024133490,"name":"vincentheng8","avatar":"https://static.tigerbbs.com/177fda2264ab2bd83ccfc55eb70c57a4","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":875324761,"type":1,"supId":0,"prevId":0,"content":"buy all in!","text":"buy all in!","html":"buy all in!"}],"langContent":"CN"},{"id":872721206,"gmtCreate":1637577877861,"gmtModify":1637578666741,"author":{"id":"3583811401087980","authorId":"3583811401087980","name":"DLIM","avatar":"https://static.tigerbbs.com/140bf807c414ea069de5f87b2b1509cd","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3583811401087980","authorIdStr":"3583811401087980"},"htmlText":"Looking forward to hear more positive news and future growths plan during Alibaba Investors Day on 16-17&nbsp;December 2021","listText":"Looking forward to hear more positive news and future growths plan during Alibaba Investors Day on 16-17&nbsp;December 2021","text":"Looking forward to hear more positive news and future growths plan during Alibaba Investors Day on 16-17 December 2021","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872721206","repostId":1192020197,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":872784369,"gmtCreate":1637575437958,"gmtModify":1637575438089,"author":{"id":"3579922554249988","authorId":"3579922554249988","name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579922554249988","authorIdStr":"3579922554249988"},"htmlText":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","listText":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","text":"These experts recommend a buy but did they buy? Institutions holdings have been dropping!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/872784369","repostId":1192020197,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6709155,"gmtCreate":1637765511433,"gmtModify":1637765511463,"authorId":3569672085341585,"author":{"id":3569672085341585,"idStr":"3569672085341585","authorId":3569672085341585,"name":"Kerrisdale","avatar":"https://static.tigerbbs.com/a4d14a21feeb313f6dab3cc9b67b4219","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3579922554249988,"repliedAuthor":{"id":3579922554249988,"idStr":"3579922554249988","authorId":3579922554249988,"name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":872784369,"type":1,"supId":6679154,"prevId":6682650,"content":"tks for info!","text":"tks for info!","html":"tks for info!"},{"id":6682650,"gmtCreate":1637602150331,"gmtModify":1637602298195,"authorId":3579922554249988,"author":{"id":3579922554249988,"idStr":"3579922554249988","authorId":3579922554249988,"name":"Portfolio50","avatar":"https://static.tigerbbs.com/3e41399b7d47310e4bf55e2a5917c9da","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":872784369,"type":1,"supId":6679154,"prevId":0,"content":"yup, been on a decrease since crackdown. you can check on nasdaq.com the institutional holdings.&nbsp;","text":"yup, been on a decrease since crackdown. you can check on nasdaq.com the institutional holdings.&nbsp;","html":"yup, been on a decrease since crackdown. you can check on nasdaq.com the institutional holdings.&nbsp;"},{"id":6679154,"gmtCreate":1637584815544,"gmtModify":1637584815647,"authorId":3569672085341585,"author":{"id":3569672085341585,"idStr":"3569672085341585","authorId":3569672085341585,"name":"Kerrisdale","avatar":"https://static.tigerbbs.com/a4d14a21feeb313f6dab3cc9b67b4219","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":872784369,"type":1,"supId":0,"prevId":0,"content":"Fund houses are shunning this stock?","text":"Fund houses are shunning this stock?","html":"Fund houses are shunning this stock?"}],"langContent":"CN"},{"id":872705000,"gmtCreate":1637570563311,"gmtModify":1637570563378,"author":{"id":"3583724107037402","authorId":"3583724107037402","name":"EZU","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":1,"crmLevelSwitch":0,"idStr":"3583724107037402","authorIdStr":"3583724107037402"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872705000","repostId":1192020197,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":44,"commentSize":18,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1192020197"}