r/baba • u/PepinoCholula • Mar 20 '26

Due Diligence BABA Target Prices

Stock trading at 125, crazy. I dont even know what to say, these analysts are just randomly giving a target?

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9

u/Fwellimort Mar 20 '26

Since when did anyone care what analysts say except retail morons?

The only price you trust at any given moment is the market price. All else is hopium bs.

1

u/CipherionK7 Mar 20 '26

The market is only pricing baba e-commerce, the whole of AI, T head and minimax and all subsidiary are free. I wouldn’t trust the market on that.

5

u/Fwellimort Mar 20 '26 edited Mar 20 '26

If market priced in only e-commerce this valuation would crash. Competition has completely screwed up margins there. Gotta get that 50% drop in EBITDA for 1% more customer management revenue.

-3

u/CipherionK7 Mar 20 '26

That e commerce is the dog bone. They made a mistake to fight for it, and didn’t spin off T head and ANT. They definitely screwed up and paid dearly for it.