Sven Carlin on BABA
Sven Carlin on Alibaba (BABA): the quotes, dated.
11 dated quotes about Alibaba stock (BABA), selected from all 349 Sven Carlin videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with BABA’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- BABA close, 2026-10-28
- $100.96
- Price since the first forecast, Jun 25, 2026
- +6.2%
- S&P 500 (SPY), same period
- +5.2%
- vs the S&P 500
- +1.0 pp
- Latest stance, Sep 3, 2026
- Conditional
- Mentions found
- 131 in 42 of 349 videos
The short version
In September 2025 Sven Carlin said Alibaba, their largest position, had doubled and become "another promise." In October 2025 they described selling a position built cheaply and said they would buy at 80, sell at 175. In December 2025 they said they had reduced it after the price doubled. In April 2026 they called price the key risk, and in May 2026 cited heavy cloud capex. In June 2026 they said it could be bought cheaply long term. In August 2026 they cut earnings per share from seven to four, putting intrinsic value at half the price; in September 2026 they would recheck it lower in the double digits.
Summary of the quotes on this page. Updated .
What Sven Carlin said last · Sep 3, 2026
Conditional
“So, there is definitely some value, but to invest in Alibaba, you really need it cheap, perhaps even cheaper than it was. So, orange bet, not really something to follow. Now, if it gets lower in the double digits, we will check again.”
Bullish call · Price rose
The price rose since the first bullish quote.
BABA from to . Price movement, not the creator’s realized return.
Price up since 1 of 11 quotes · Stock ahead of SPY: 1 of 11
Leaderboard result: In progress, matures about . How it is scored
Sven Carlin’s price target and valuation calls on BABA
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
Alibaba, I used to have here I think seven earnings per share, but 10% growth rate terminal multiple P ratio and that it was close to intrinsic value. I'm changing that to four…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
BABA · daily close, split-adjusted · 2025-09-02 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $179 |
| 2025-10-31 | $170 |
| 2025-11-28 | $157 |
| 2025-12-31 | $147 |
| 2026-01-30 | $170 |
| 2026-02-27 | $144 |
| 2026-03-31 | $125 |
| 2026-04-30 | $132 |
| 2026-05-29 | $124 |
| 2026-06-30 | $95.98 |
| 2026-07-31 | $122 |
| 2026-08-31 | $114 |
| 2026-09-30 | $108 |
| 2026-10-28 | $101 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
BABA · daily close, split-adjusted · 2025-09-02 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $179 |
| 2025-10-31 | $170 |
| 2025-11-28 | $157 |
| 2025-12-31 | $147 |
| 2026-01-30 | $170 |
| 2026-02-27 | $144 |
| 2026-03-31 | $125 |
| 2026-04-30 | $132 |
| 2026-05-29 | $124 |
| 2026-06-30 | $95.98 |
| 2026-07-31 | $122 |
| 2026-08-31 | $114 |
| 2026-09-30 | $108 |
| 2026-10-28 | $101 |
What Sven Carlin said, when
- 1
— Mention
14:28 “It's the largest position now because it is more than double now as it has doubled from when it was value. Alibaba has changed from a pure value, margin of safety play e-commerce ecosystem China to another promise.”
Corrected · corrections log
- 2
— Conditional
15:03 “I will buy Alibaba at 80, a good position, and then sell at 175 like last month because, okay, I made my money on AI.”
Corrected · corrections log
- 3
— Disclosed sell
28:15 “The most recent sale I made was Alibaba. I had a significant position accumulated over the last few years when it was cheap. And now it has doubled even more from that position building.”
- 4
— Reducing
2:27 “I look at price versus value. I see Alibaba's price doubled, so I reduced my position and risk and exposure to the portfolio, because anything can happen.”
- 5
— Mention
1:00 “I have sold Alibaba this year, then my cash went to 12, 15, 20%, then I bought other opportunities.”
- 6
— Mention
1:35 “So, 2024, this is an excerpt for my model portfolio on the research platform. So, each month on the model portfolio, I add a little bit, and I was buying Alibaba with at that moment in time here was the cheapest of them all. I think I bought a little bit here, then here, then sold here.”
Corrected · corrections log
- 7
— Risk acknowledged
5:04 “Gamble, Alibaba goes up and down. But, then I look also at the price, too high price for me now. The price is the key risk now.”
Discussing China investing risk, he said China is still an emerging market susceptible to risks and that he had not yet found similar opportunities there.
- 8
— Risk acknowledged
18:13 “If we look at the businesses, that business is doing well, the cloud business is doing even better, but it has become a significant bet and they are spending a lot of capex on that bet.”
He explained that Alibaba had turned from a dividend, buyback and e-commerce cash-flow story into an AI bet, with earnings per share and cash flows down.
- 9
— Named as a pick
7:01 “Looking long term, it's Alibaba. You can buy it on the cheap. It's the Mercado Libre of China, is the Amazon of China. So Very interesting position, but the environment is what it is.”
Corrected · corrections log
- 10
— Valuation view
3:59 “Alibaba, I used to have here I think seven earnings per share, but 10% growth rate terminal multiple P ratio and that it was close to intrinsic value. I'm changing that to four for the situation. Okay, I'm going to leave the growth rate the P ratio and intrinsic value is half of the stock price.”
He revalued Alibaba because it had not delivered on growth promises from its 2021 investor day, and its cash flows were negative after heavy AI and cloud investment.
- 11
— Conditional
6:27 “So, there is definitely some value, but to invest in Alibaba, you really need it cheap, perhaps even cheaper than it was. So, orange bet, not really something to follow. Now, if it gets lower in the double digits, we will check again.”
In a review of his investing quadrant, he gave Alibaba an orange rating. He cited heavy competition, regulation and AI price competition as the reasons.
No quote added since · 48 later videos from Sven Carlin · covers videos through
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How to read this
Quotes are short excerpts from Sven Carlin's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is BABA's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-28. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 349 of 349 videos published since 2025-09-10 covered; 131 Alibaba mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Sven Carlin. Request a correction or removal