Brokerages Set Alibaba Group Holding Limited (NYSE:BABA) PT at $188.70

Alibaba Group Holding Limited (NYSE:BABA) has been given a consensus rating of “Moderate Buy” by the twenty-two research firms that are currently covering the stock, Marketbeat reports. Five research analysts have rated the stock with a hold rating, fifteen have assigned a buy rating and two have assigned a strong buy rating to the company. The average 1 year price target among brokerages that have covered the stock in the last year is $187.45.

Several research analysts have issued reports on the company. Susquehanna boosted their target price on Alibaba Group from $185.00 to $190.00 and gave the company a “positive” rating in a research report on Friday, August 28th. Benchmark reiterated a “buy” rating on shares of Alibaba Group in a report on Thursday, August 20th. Sanford C. Bernstein reissued an “outperform” rating and set a $165.00 price target on shares of Alibaba Group in a research note on Monday. JPMorgan Chase & Co. boosted their price objective on Alibaba Group from $205.00 to $210.00 and gave the company an “overweight” rating in a report on Friday, August 21st. Finally, Barclays upped their price objective on Alibaba Group from $195.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, August 21st.

Alibaba Group Price Performance

Alibaba Group stock opened at $109.28 on Friday. Alibaba Group has a 12-month low of $91.99 and a 12-month high of $192.67. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. The firm has a 50-day moving average price of $117.61 and a 200-day moving average price of $123.51. The firm has a market capitalization of $271.63 billion, a PE ratio of 26.46, a price-to-earnings-growth ratio of 1.43 and a beta of 0.51.

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

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: AI-powered logistics partnership: Alibaba.com and DHL are collaborating on AI tools intended to help small businesses improve logistics and global commerce. The initiative reinforces Alibaba’s strategy of monetizing AI across its e-commerce ecosystem. Alibaba Group, DHL Partner on AI Logistics for Small Businesses
• Positive Sentiment: Broader AI growth narrative: Coverage highlighted Alibaba’s dominant position in Chinese e-commerce, cloud infrastructure and its expanding AI efforts, including the Accio AI agent and Wan3.0 model. Reports that Alibaba may lead a $300 million funding round for AI startup UniPat could further signal aggressive investment in the sector, though the report remains unconfirmed. Alibaba vs. MercadoLibre: Which E-Commerce Giant Is a Better Buy in 2026?
• Neutral Sentiment: Analyst and media interest: Articles remain focused on whether Alibaba’s cloud, e-commerce and AI businesses offer a more attractive investment than MercadoLibre. A bullish technical-stock signal was also publicized, but neither item represents a new company announcement or material change to fundamentals. Alibaba Stock Signal Has Never Been Wrong
• Negative Sentiment: Geopolitical and regulatory risk: Reports say Washington is scrutinizing AI “distillation” practices, potentially threatening Alibaba Cloud’s access to customers, technology or markets. These allegations could increase compliance costs and limit the growth outlook for its rapidly expanding cloud business. Alibaba Drops as Washington Turns AI Distillation Into Geopolitical Risk
• Negative Sentiment: Repeated securities litigation notices: Multiple law firms publicized a class-action lawsuit and an October 5 lead-plaintiff deadline. The complaints allege Alibaba failed to disclose potential Chinese military ties and misrepresented AI-distillation activities; these claims have not been proven. The repeated notices may weigh on sentiment and raise potential legal and reputational risks. BABA Investor Deadline

Insider Activity

In related news, CEO Yongming Wu purchased 350,000 shares of Alibaba Group stock in a transaction that occurred on Monday, August 24th. The shares were bought at an average price of $14.24 per share, with a total value of $4,984,000.00. Following the purchase, the chief executive officer directly owned 1,364,418 shares of the company’s stock, valued at approximately $19,429,312.32. This represents a 34.50% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Fang Jiang sold 4,898 shares of Alibaba Group stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $12.09, for a total transaction of $59,216.82. Following the sale, the insider owned 5,559,511 shares of the company’s stock, valued at $67,214,487.99. The trade was a 0.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders sold 920,303 shares of company stock valued at $70,796,370. Insiders own 12.50% of the company’s stock.

Hedge Funds Weigh In On Alibaba Group

A number of institutional investors have recently modified their holdings of BABA. Northwestern Mutual Wealth Management Co. grew its position in shares of Alibaba Group by 7,680.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock worth $881,554,000 after buying an additional 5,936,847 shares during the last quarter. Norges Bank purchased a new stake in Alibaba Group during the fourth quarter valued at approximately $594,477,000. Altshuler Shaham Ltd purchased a new stake in Alibaba Group during the fourth quarter valued at approximately $160,410,000. Third Point LLC acquired a new stake in Alibaba Group in the fourth quarter valued at approximately $120,928,000. Finally, Bbfit Investments PTE Ltd. acquired a new stake in Alibaba Group in the fourth quarter valued at approximately $106,828,000. 13.47% of the stock is owned by hedge funds and other institutional investors.

Alibaba Group Company Profile

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.