12,298 Shares in Alibaba Group Holding Limited $BABA Bought by Polar Asset Management Partners Inc.

Polar Asset Management Partners Inc. purchased a new stake in Alibaba Group Holding Limited (NYSE:BABA) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 12,298 shares of the specialty retailer’s stock, valued at approximately $2,198,000.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in Alibaba Group by 40.4% during the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock worth $289,000 after purchasing an additional 981 shares during the period. AQR Capital Management LLC acquired a new position in Alibaba Group in the first quarter valued at $254,000. Dorsey & Whitney Trust CO LLC raised its holdings in shares of Alibaba Group by 11.1% in the second quarter. Dorsey & Whitney Trust CO LLC now owns 3,425 shares of the specialty retailer’s stock valued at $388,000 after buying an additional 342 shares during the last quarter. Wealthspire Advisors LLC lifted its holdings in shares of Alibaba Group by 12.3% during the second quarter. Wealthspire Advisors LLC now owns 3,272 shares of the specialty retailer’s stock worth $371,000 after purchasing an additional 358 shares during the period. Finally, Traub Capital Management LLC purchased a new position in Alibaba Group in the 2nd quarter valued at $96,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on BABA shares. Benchmark restated a “buy” rating and set a $195.00 target price on shares of Alibaba Group in a research report on Tuesday, November 25th. Loop Capital set a $140.00 price objective on Alibaba Group in a research note on Tuesday, January 6th. Erste Group Bank cut Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Weiss Ratings downgraded Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 27th. Finally, JPMorgan Chase & Co. lowered their target price on Alibaba Group from $240.00 to $230.00 and set an “overweight” rating on the stock in a report on Wednesday, November 26th. Sixteen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $194.44.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Cloud & AI momentum — Cloud Intelligence revenue grew ~36% and AI-related product sales posted triple‑digit growth; Alibaba’s Qwen model shows strong developer adoption, supporting long‑term cloud monetization prospects. Alibaba AI Adoption Drives 36% Cloud Growth
• Positive Sentiment: AI monetization actions — Alibaba is raising AI/computing prices (reports up to ~34%) and reorganizing AI under a CEO‑led Token Hub with an ambitious goal to drive major cloud + AI revenue expansion, which could lift margins over time. Alibaba Hikes AI Computing Prices China’s Alibaba targets $100B in AI and cloud revenue over 5 years
• Neutral Sentiment: Analyst positioning — Jefferies trimmed its price target (from $225 to $212) but kept a Buy rating, signaling continued analyst confidence in upside despite nearer‑term execution risk. Jefferies Lowers Price Target
• Neutral Sentiment: Macro/market drag — broader market weakness (oil/supply‑chain fears after Middle East incidents) weighed on Asia/tech names on the same day, amplifying the stock’s move. Dow, S&P 500 lower as Middle East tensions escalate
• Negative Sentiment: Revenue and profit miss — December‑quarter revenue modestly missed consensus and adjusted earnings plunged (net income down ~66–67%), prompting the selloff as investors punish near‑term margin compression. Alibaba revenue misses estimates in December quarter
• Negative Sentiment: Heavy spending on quick commerce and UX — the company says investments to defend e‑commerce share (quick‑commerce expansion) materially compressed operating margins and cash flow; management expects some initiatives to remain unprofitable for years. Alibaba slides as investors focus on profit and cash-flow drop
• Negative Sentiment: Management & execution risks — staffing changes in the AI group (reported departures) and large near‑term cash burn raise execution and leadership questions while the company pivots heavily into AI. Alibaba CEO confirms departure of Qwen head

Alibaba Group Trading Down 7.0%

Shares of BABA stock opened at $124.97 on Friday. Alibaba Group Holding Limited has a fifty-two week low of $95.73 and a fifty-two week high of $192.67. The firm’s 50 day moving average price is $154.57 and its two-hundred day moving average price is $158.41. The stock has a market cap of $298.36 billion, a price-to-earnings ratio of 17.26, a price-to-earnings-growth ratio of 2.94 and a beta of 0.43. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23.

Alibaba Group (NYSE:BABA) last issued its earnings results on Thursday, March 19th. The specialty retailer reported $1.01 EPS for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.64). The business had revenue of $40.72 billion during the quarter, compared to analysts’ expectations of $36.09 billion. Alibaba Group had a net margin of 12.38% and a return on equity of 10.51%. The business’s revenue was up 1.7% on a year-over-year basis. During the same period in the prior year, the business posted $2.67 EPS. On average, analysts anticipate that Alibaba Group Holding Limited will post 7.86 EPS for the current year.

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.