Alibaba Group Holding Limited (NYSE:BABA) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Alibaba Group Holding Limited (NYSE:BABA) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-three analysts that are currently covering the firm, MarketBeat Ratings reports. Five investment analysts have rated the stock with a hold recommendation, sixteen have assigned a buy recommendation and two have assigned a strong buy recommendation to the company. The average twelve-month target price among analysts that have covered the stock in the last year is $186.9048.

A number of equities analysts have weighed in on the company. BNP Paribas Exane assumed coverage on Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price target for the company. Barclays lifted their price objective on shares of Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Susquehanna boosted their target price on shares of Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a research report on Friday, May 15th. Freedom Capital upgraded shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Finally, Nomura lowered their price target on shares of Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a report on Thursday, June 25th.

Insider Activity at Alibaba Group

In related news, CEO Fan (Fj) Jiang sold 13,579 shares of Alibaba Group stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total value of $164,305.90. Following the completion of the sale, the chief executive officer owned 556,617 shares in the company, valued at approximately $6,735,065.70. The trade was a 2.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Fang Jiang sold 4,898 shares of the company’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $12.09, for a total transaction of $59,216.82. Following the completion of the sale, the insider directly owned 5,559,511 shares in the company, valued at $67,214,487.99. This represents a 0.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 920,303 shares of company stock worth $70,796,370 over the last ninety days. Company insiders own 12.50% of the company’s stock.

Hedge Funds Weigh In On Alibaba Group

Large investors have recently modified their holdings of the stock. Hoey Investments Inc. lifted its holdings in Alibaba Group by 95.2% during the 1st quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock worth $26,000 after buying an additional 100 shares during the last quarter. Costello Asset Management INC acquired a new stake in shares of Alibaba Group during the 4th quarter valued at approximately $34,000. Palisade Asset Management LLC bought a new position in Alibaba Group during the third quarter worth $37,000. Palladiem LLC acquired a new position in Alibaba Group in the fourth quarter worth $38,000. Finally, SJS Investment Consulting Inc. increased its stake in Alibaba Group by 15,000.0% during the first quarter. SJS Investment Consulting Inc. now owns 302 shares of the specialty retailer’s stock valued at $38,000 after purchasing an additional 300 shares during the last quarter. Institutional investors own 13.47% of the company’s stock.

Trending Headlines about Alibaba Group

Here are the key news stories impacting Alibaba Group this week:

• Positive Sentiment: Apple has reportedly trained a China-specific large language model with Alibaba’s assistance as it works to bring Apple Intelligence to Chinese users. The arrangement could strengthen Alibaba’s position as a strategic AI and cloud partner while expanding potential enterprise demand. Apple trains its own AI model for China market with Alibaba’s support
• Positive Sentiment: China’s richest province reportedly selected Alibaba to support its AI and semiconductor initiative, signaling possible government-backed demand for Alibaba Cloud, computing infrastructure and AI services. China’s richest province taps Alibaba to power its AI and chip push
• Neutral Sentiment: Reports said Trustar is nearing a roughly $1.5 billion deal for Alibaba’s gaming arm. A sale could generate cash and sharpen Alibaba’s focus, but it would also reduce exposure to a potentially valuable business. Trustar is said to near $1.5 billion deal for Alibaba gaming arm
• Neutral Sentiment: Alibaba’s tighter commercial restrictions on its Qwen3.8-Max open-weight AI model may help preserve monetization and platform control, although limits on use could reduce adoption compared with a more permissive open-source license. Alibaba’s Qwen 3.8 license is a platform play
• Negative Sentiment: Multiple law firms reiterated notices about a securities-fraud class action covering investors who acquired Alibaba securities from June 26, 2025, through June 24, 2026. The complaint reportedly alleges Alibaba failed to disclose risks related to a possible Chinese military-company classification and U.S. sanctions exposure; investors seeking lead-plaintiff status face an October 5, 2026 deadline. Alibaba securities fraud lawsuit deadline alert
• Negative Sentiment: Analyst commentary has questioned whether Alibaba’s latest earnings can halt a price correction, while reports highlight rising AI costs and intensifying competition with Baidu and Kuaishou. These issues could pressure margins and increase scrutiny of Alibaba’s AI investment returns. Alibaba addresses mounting AI costs

Alibaba Group Stock Up 1.3%

Shares of NYSE BABA opened at $123.74 on Tuesday. The stock has a fifty day moving average price of $112.90 and a 200 day moving average price of $129.94. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.21. Alibaba Group has a 12-month low of $91.99 and a 12-month high of $192.67. The company has a market cap of $296.61 billion, a P/E ratio of 20.32, a P/E/G ratio of 2.29 and a beta of 0.49.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. The company had revenue of $35.30 billion for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%. Research analysts anticipate that Alibaba Group will post 6.27 EPS for the current fiscal year.

About Alibaba Group

Alibaba Group Holding Limited is a Chinese multinational conglomerate founded in 1999 in Hangzhou, China, by Jack Ma and a group of co‑founders. The company built its business around internet-based commerce and related services and has grown into one of the largest e-commerce and technology companies in the world. Alibaba completed a high‑profile initial public offering on the New York Stock Exchange in 2014.

The company operates a portfolio of online marketplaces and platforms serving different customer segments: Alibaba.com for global and domestic B2B trade, Taobao for consumer-to-consumer shopping, and Tmall for brand and retailer storefronts targeted at Chinese consumers.