V2 Financial group LLC boosted its position in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 21.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,261 shares of the specialty retailer’s stock after buying an additional 4,247 shares during the quarter. Alibaba Group makes up about 1.8% of V2 Financial group LLC’s investment portfolio, making the stock its 9th biggest holding. V2 Financial group LLC’s holdings in Alibaba Group were worth $3,556,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of BABA. Ameriflex Group Inc. increased its holdings in Alibaba Group by 101.4% in the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 72 shares during the last quarter. Mather Group LLC. bought a new stake in Alibaba Group in the third quarter valued at about $30,000. Foster Dykema Cabot & Partners LLC bought a new stake in Alibaba Group in the third quarter valued at about $30,000. NBT Bank N A NY increased its holdings in Alibaba Group by 231.5% in the third quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock valued at $32,000 after buying an additional 125 shares during the last quarter. Finally, Palisade Asset Management LLC bought a new stake in Alibaba Group in the third quarter valued at about $37,000. 13.47% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
Several equities analysts have recently commented on the company. DZ Bank lowered Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 target price for the company. in a report on Friday, March 20th. Barclays lowered their target price on Alibaba Group from $195.00 to $190.00 and set an “overweight” rating for the company in a report on Friday, March 20th. Freedom Capital lowered Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Mizuho lowered their target price on Alibaba Group from $195.00 to $190.00 and set an “outperform” rating for the company in a report on Friday, March 20th. Finally, Susquehanna lowered their target price on Alibaba Group from $190.00 to $170.00 and set a “positive” rating for the company in a report on Thursday, March 26th. Sixteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Alibaba Group presently has an average rating of “Moderate Buy” and a consensus target price of $187.89.
Alibaba Group Stock Performance
Shares of BABA stock opened at $119.63 on Wednesday. Alibaba Group Holding Limited has a 12-month low of $95.73 and a 12-month high of $192.67. The firm has a market capitalization of $285.61 billion, a price-to-earnings ratio of 22.57, a price-to-earnings-growth ratio of 2.12 and a beta of 0.50. The business has a 50 day simple moving average of $143.11 and a 200 day simple moving average of $156.26. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.33 and a quick ratio of 1.33.
Alibaba Group (NYSE:BABA – Get Free Report) last issued its quarterly earnings data on Saturday, February 14th. The specialty retailer reported $0.13 earnings per share (EPS) for the quarter. Alibaba Group had a return on equity of 7.43% and a net margin of 9.12%.The business had revenue of $40.71 billion during the quarter. On average, equities research analysts anticipate that Alibaba Group Holding Limited will post 7.86 EPS for the current year.
Trending Headlines about Alibaba Group
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Alibaba and China Telecom opened a new AI-focused data center powered by 10,000 of Alibaba’s self-developed Zhenwu AI chips — a tangible step toward vertical integration in AI infrastructure that could boost long-term competitive positioning and revenue from cloud/AI services. Alibaba launches data center with 10,000 of its own chips as China ramps up AI push
- Positive Sentiment: Analysts maintain a constructive view: BABA was given a consensus “Moderate Buy,” supporting investor confidence that the stock has upside if execution on AI/cloud monetization follows. Alibaba Group Holding Limited (NYSE:BABA) Given Consensus Rating of “Moderate Buy” by Analysts
- Positive Sentiment: Alibaba has placed orders for Huawei AI chips as part of a broader industry push to build a domestic AI hardware stack — this reduces supply-chain risk from foreign restrictions and accelerates product rollouts. Alibaba Orders Huawei AI Chips As Valuation Gap Draws Investor Focus
- Neutral Sentiment: Alibaba’s secondary listing/NYSE activity received press attention; relisting and trading milestones can boost liquidity but are mixed for fundamentals. Alibaba makes its NYSE debut
- Neutral Sentiment: Investor interest and search activity around BABA is elevated, which can amplify volatility and trading volume in the short term. Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
- Neutral Sentiment: Industry moves (Tencent and others ordering Huawei chips, DeepSeek using Huawei chips) show a national push to localize AI stacks — positive for the sector but competitive and capex-intensive. Tencent Chip Orders With Huawei Reshape AI Supply And Investor Focus
- Negative Sentiment: Several reports flag that Alibaba’s massive AI investment is weighing on profits and cash flow — a near-term headwind that helps explain downward pressure on the stock despite strategic progress. Heavy AI Spending Weighs on Alibaba’s Profits: Hold or Fold the Stock?
- Negative Sentiment: Geopolitical risks (e.g., attacks on regional data centers highlighted in coverage of the Iran war) raise operational/security concerns for large cloud/AI providers, adding risk premium to Chinese AI names. How The Iran War Is Reshaping Global AI Strategy
- Negative Sentiment: Coverage summarizing last month’s ~13% decline underscores that multiple short-term pressures (macro, execution, spending) can trigger sizable selloffs. Why Alibaba Stock Plummeted by Almost 13% Last Month
Alibaba Group Company 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.
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