Alibaba Group Holding Limited (NYSE:BABA) Given Average Rating of “Moderate Buy” by Analysts

Alibaba Group Holding Limited (NYSE:BABA) has received an average recommendation of “Moderate Buy” from the twenty-two brokerages that are covering the company, Marketbeat reports. Five investment analysts have rated the stock with a hold recommendation, fifteen have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 12-month price objective among analysts that have covered the stock in the last year is $187.45.

A number of research analysts have recently weighed in on BABA shares. Benchmark restated a “buy” rating on shares of Alibaba Group in a report on Thursday, August 20th. Weiss Ratings cut shares of Alibaba Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Friday, September 4th. Nomura lowered their target price on shares of Alibaba Group from $207.00 to $178.00 and set a “buy” rating on the stock in a research report on Thursday, June 25th. Barclays raised their target price on Alibaba Group from $195.00 to $200.00 and gave the company an “overweight” rating in a report on Friday, August 21st. Finally, Morgan Stanley boosted their price target on Alibaba Group from $180.00 to $190.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba.com said its Accio AI commerce agent completed a 107-task benchmark at more than 50% lower estimated cost than OpenAI’s Codex and Anthropic’s Claude Code, potentially improving adoption among small and medium-sized businesses. Alibaba’s Accio Cuts AI Costs for E-Commerce Tasks
• Positive Sentiment: Alibaba Cloud opened its first South American region with two data centers in Brazil, supporting its international cloud and AI infrastructure expansion. Alibaba Cloud Expands Into Brazil
• Neutral Sentiment: Analysts remain divided after Alibaba’s $10.2 billion equity raise: Bernstein reduced its target amid concerns about dilution and spending, while Bank of America expressed greater confidence in cloud growth. Alibaba’s AI and cloud revenue growth is strong, but elevated capital expenditures could pressure cash flow before targeted long-term returns. BABA Stock Slips Overnight
• Negative Sentiment: U.S. officials reportedly characterized Alibaba’s AI model-distillation activities, including those associated with Qwen, as a security concern. The development raises the risk of tighter technology restrictions, reduced access to advanced models, and additional compliance costs. US Says Alibaba and DeepSeek Have Systematically Siphoned AI Models
• Negative Sentiment: Multiple law firms publicized a securities-fraud class action against Alibaba and certain officers. The allegations involve disclosures concerning AI activities, regulatory classification, and licensing risks; investors who purchased shares during June 26, 2025–June 24, 2026 have an October 5, 2026 lead-plaintiff deadline. The litigation adds reputational, legal, and potential financial risk. Alibaba Securities Fraud Class Action Filed

Insider Transactions at Alibaba Group

In other Alibaba Group news, General Counsel Siying Yu sold 6,772 shares of the stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.10, for a total transaction of $81,941.20. Following the transaction, the general counsel owned 607,234 shares in the company, valued at $7,347,531.40. This trade represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President J. Evans sold 720,000 shares of Alibaba Group stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $94.95, for a total transaction of $68,364,000.00. Following the completion of the transaction, the president directly owned 28,000 shares in the company, valued at approximately $2,658,600. This represents a 96.26% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 920,303 shares of company stock worth $70,796,370. 12.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Hoey Investments Inc. boosted its holdings in Alibaba Group by 95.2% during the first quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 100 shares during the period. Continuum Advisory LLC bought a new stake in Alibaba Group during the 2nd quarter valued at approximately $28,000. Costello Asset Management INC acquired a new stake in Alibaba Group in the 4th quarter valued at approximately $34,000. Palisade Asset Management LLC acquired a new position in shares of Alibaba Group during the third quarter worth approximately $37,000. Finally, Palladiem LLC bought a new stake in shares of Alibaba Group in the fourth quarter valued at approximately $38,000. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group Stock Down 2.7%

Shares of Alibaba Group stock opened at $109.57 on Friday. The firm has a market cap of $272.34 billion, a price-to-earnings ratio of 26.53, a P/E/G ratio of 2.06 and a beta of 0.51. The stock has a 50-day simple moving average of $117.11 and a 200-day simple moving average of $123.94. Alibaba Group has a 52-week low of $91.99 and a 52-week high of $192.67. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.36 and a quick ratio of 1.36.

Alibaba Group (NYSE:BABA) last released its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). The firm had revenue of $39.64 billion during the quarter, compared to analyst estimates of $39.52 billion. Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%.The company’s quarterly revenue was up 8.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $14.75 EPS. On average, equities research analysts expect that Alibaba Group will post 5.88 earnings per share for the current fiscal year.

About Alibaba Group

Alibaba Group Holding Limited is a global technology and commerce company founded in 1999 by Jack Ma and a group of co-founders. Headquartered in Hangzhou, China, the company operates a broad ecosystem of businesses serving consumers, merchants, brands and enterprises.

Its core businesses include online and mobile commerce platforms such as Taobao and Tmall in China, as well as international marketplaces including AliExpress and Lazada. Alibaba also provides wholesale commerce, cross-border retail, logistics through Cainiao, local consumer services, digital media and entertainment, and other consumer-focused technology services.

Alibaba Cloud provides cloud computing, data storage, artificial intelligence and related technology solutions to businesses and organizations.