Top Analyst Calls: 8 Stocks to Buy and Sell

2. Alibaba Group Holding (NYSE:BABA)

Number of Hedge Fund Investors: 101

Tim Seymour, the founder and Chief Investment Officer of Seymour Asset Management (SAM), said in a recent program on CNBC that he likes BABA and called the stock the “Porsche” of China.

“Make an argument that Alibaba Group Holding (NYSE:BABA) is the Porsche of the Chinese tech market. How about that?”

Oakmark Global Select Fund stated the following regarding Alibaba Group Holding Limited (NYSE:BABA) in its third quarter 2025 investor letter:

“Alibaba Group Holding Limited (NYSE:BABA) was the top contributor during the quarter. The China-headquartered technology conglomerate’s stock price rose significantly following earnings that reflected rapid Chinese AI growth. Its Cloud segment posted healthy revenue growth, and management indicated that this momentum is expected to continue in the coming quarters. Additionally, Alibaba has solid traction in both its International and Instant Commerce businesses. We continue to believe the company is well-positioned for long-term growth, having been one of the early investors in Chinese AI. Over time, we believe it can leverage its advanced capabilities and leading market position to unlock further value.”