Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 24, 2025Seeking AlphaSeeking AlphaBABA Alibaba Group Holding Limited -Internet Retail Bull -AI, Alibaba, cloud infrastructure, Cloud Intelligence Group, e-commerce, investment strategy, market competition, Qwen3-Max-Preview, Revenue Growth, stock valuation
Aug 29, 2025SubstackCoughlin CapitalBABA Alibaba Group Holding Limited Consumer CyclicalInternet Retail Bull -AI chips, AI growth, Alibaba, Cloud computing, e-commerce, International commerce, market leadership, profitability, Revenue Growth, Technological innovation
Aug 27, 2025Fund LettersJulien AlbertiniBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSEAI, buybacks, China, cloud, ecommerce
Aug 7, 2025Fund LettersStuart PearceBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEbuybacks, China, cloud, diversification, e-commerce
Aug 7, 2025Seeking AlphaSeeking AlphaBABA Alibaba Group Holding Limited -Internet Retail Neutral -—
Jul 31, 2025Fund LettersJeremy DealBABA Alibaba Group Holding Limited Consumer DiscretionaryDistributors Bull New York Stock ExchangeAnt Group, China, investments, Sum-of-the-Parts, Value
Jul 30, 2025Value Investors Clubmiser861BABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeChina SOTP, Ads flywheel, Cloud inflection, GenAI inference lever, Net-cash buybacks.
Jul 24, 2025Fund LettersDamian BirdBABA Alibaba Group Holding Limited Consumer DiscretionaryBroadline Retail Bear New York Stock ExchangeChina, cloud, Competition, ecommerce, Reinvestment
Jul 22, 2025Fund LettersDavid HerroBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangebuybacks, China, cloud, ecommerce, Regulation, valuation
Jul 22, 2025Fund LettersArne AlsinBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangecashflow, China, cloud, ecommerce, Regulation, valuation
Jul 16, 2025Seeking AlphaOakoff InvestmentsBABA Alibaba Group Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 14, 2025Fund LettersMatthew PetersonBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangebuybacks, China, cloud, ecommerce, Regulation, valuation
Jul 10, 2025Seeking AlphaJR ResearchBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 9, 2025Seeking AlphaHawkinvestBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 8, 2025Seeking AlphaVanEckBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 4, 2025Seeking AlphaDaniel JonesBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Jul 3, 2025Seeking AlphaEnvision ResearchBABA Alibaba Group Holding Limited Other- Neutral NYSE—
Jul 2, 2025Seeking AlphaArda SolmazBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull NYSE—
Apr 9, 2025Value Investors Clubpcm983BABA Alibaba Group Holding Ltd. Consumer DiscretionaryInteractive Media & Services / E-commerce Platforms Bear NYSEChina sanctions, Decoupling, Geopolitical hedge, tariffs

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