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Bullish Case: Alibaba strategic shift to enhance logistics and share buybacks may rekindle growth and investor confidence, fueling a turnaround.


Bearish Case: Alibaba grapples with market skepticism, regulatory uncertainty, and scrapped IPO plans, potential headwinds for the near term.


Potential Outcomes:

1) Strategic shift and share buybacks lead to growth (45%);

2) Market skepticism continues, pressing prices (40%);

3) Macro recovery in China spurs rally (15%).


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April 02, 2024


Alibaba Forecast

BABA        Alibaba
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)











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