Readystate Asset Management LP Invests $6.63 Million in Alibaba Group Holding Limited $BABA

Readystate Asset Management LP bought a new position in shares of Alibaba Group Holding Limited (NYSE:BABA) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 37,095 shares of the specialty retailer’s stock, valued at approximately $6,630,000.

A number of other hedge funds have also recently bought and sold shares of the stock. Mather Group LLC. acquired a new position in shares of Alibaba Group during the third quarter valued at about $30,000. NBT Bank N A NY increased its stake in Alibaba Group by 231.5% during the third quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock valued at $32,000 after acquiring an additional 125 shares during the period. NewSquare Capital LLC raised its holdings in Alibaba Group by 65.0% in the 2nd quarter. NewSquare Capital LLC now owns 330 shares of the specialty retailer’s stock valued at $37,000 after acquiring an additional 130 shares in the last quarter. Elkhorn Partners Limited Partnership raised its holdings in Alibaba Group by 33.3% in the 2nd quarter. Elkhorn Partners Limited Partnership now owns 400 shares of the specialty retailer’s stock valued at $45,000 after acquiring an additional 100 shares in the last quarter. Finally, Richardson Financial Services Inc. lifted its position in shares of Alibaba Group by 34.4% in the 3rd quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer’s stock worth $45,000 after acquiring an additional 65 shares during the period. 13.47% of the stock is owned by institutional investors.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba launched Qwen‑3.5, a faster, cheaper multimodal/agentic model (advertised ~60% cost reduction and up to 8x throughput), which strengthens the company’s AI product offering and cloud demand outlook. Alibaba Launches Qwen3.5 AI Model With 60% Lower Costs, 8x Throughput
• Positive Sentiment: Analysts and bullish writeups highlight strong cloud momentum (cloud revenue growth cited) and argue shares look undervalued ahead of Q3 — a beat could meaningfully re‑rate multiples. Alibaba: Shares At Critical Support Into Earnings, AI Capex In Focus
• Neutral Sentiment: Street consensus remains cautiously positive (rated “Moderate Buy”), reflecting mixed views: growth potential from AI/cloud but execution and margin uncertainty. Alibaba Group Holding Limited (NYSE:BABA) Receives Consensus Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: Comparisons with peers (Amazon/AWS) show Alibaba has AI/cloud tailwinds but faces stronger competition and comparatively smaller AI spend — a mixed competitive backdrop. Amazon vs. Alibaba: Which E-Commerce Titan Has an Edge Right Now?
• Negative Sentiment: A securities‑fraud investigation is ongoing (law firm notice seeking claimants), adding legal overhang and potential liability/settlement risk that depresses investor appetite. Securities-Fraud Investigation Into Alibaba Group Holding Ltd. (BABA) Continues
• Negative Sentiment: Pentagon scrutiny/blacklist reports and related geopolitical/regulatory headlines have recently pressured the share price and could complicate U.S. investor sentiment and partner/customer relationships. Alibaba Faces Pentagon Scrutiny As Qwen 3.5 Sharpens AI Investment Case
• Negative Sentiment: Heavy AI capex is squeezing operating income and free cash flow; several analyst notes warn that near‑term earnings/FCF pressure and rising competition could limit upside until revenue/margin improvements materialize. Alibaba Q3 Is Critical – But Not A Catalyst

Alibaba Group Stock Performance

NYSE BABA opened at $155.45 on Wednesday. Alibaba Group Holding Limited has a 1-year low of $95.73 and a 1-year high of $192.67. The company has a 50 day moving average of $159.11 and a 200-day moving average of $155.99. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23. The firm has a market cap of $371.12 billion, a price-to-earnings ratio of 21.47, a PEG ratio of 3.41 and a beta of 0.39.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on BABA. Barclays boosted their price objective on Alibaba Group from $190.00 to $195.00 and gave the company an “overweight” rating in a research report on Wednesday, November 26th. Freedom Capital lowered shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Loop Capital set a $140.00 price objective on shares of Alibaba Group in a report on Tuesday, January 6th. Nomura lifted their target price on shares of Alibaba Group from $193.00 to $237.00 and gave the company a “buy” rating in a research report on Monday, January 26th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Eighteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $195.17.

Alibaba Group Profile

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.