Orion Porfolio Solutions LLC Has $7.08 Million Stock Position in Alibaba Group Holding Limited $BABA

Orion Porfolio Solutions LLC boosted its position in Alibaba Group Holding Limited (NYSE:BABA) by 19.7% during the 3rd quarter, Holdings Channel reports. The fund owned 39,621 shares of the specialty retailer’s stock after buying an additional 6,510 shares during the period. Orion Porfolio Solutions LLC’s holdings in Alibaba Group were worth $7,081,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Primecap Management Co. CA boosted its stake in Alibaba Group by 0.7% during the 2nd quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer’s stock valued at $2,354,877,000 after purchasing an additional 140,579 shares during the last quarter. Fisher Asset Management LLC increased its holdings in Alibaba Group by 0.5% during the 3rd quarter. Fisher Asset Management LLC now owns 5,293,597 shares of the specialty retailer’s stock worth $946,125,000 after purchasing an additional 26,156 shares in the last quarter. Norges Bank purchased a new stake in shares of Alibaba Group in the second quarter worth approximately $527,243,000. American Century Companies Inc. raised its stake in shares of Alibaba Group by 17.7% in the third quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock worth $533,964,000 after purchasing an additional 448,484 shares during the last quarter. Finally, Discerene Group LP lifted its holdings in shares of Alibaba Group by 0.6% in the second quarter. Discerene Group LP now owns 2,985,487 shares of the specialty retailer’s stock valued at $338,584,000 after purchasing an additional 18,400 shares in the last quarter. Institutional investors own 13.47% of the company’s stock.

Alibaba Group Price Performance

BABA opened at $130.98 on Friday. The firm has a market cap of $312.70 billion, a P/E ratio of 18.09, a PEG ratio of 2.85 and a beta of 0.43. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. Alibaba Group Holding Limited has a fifty-two week low of $95.73 and a fifty-two week high of $192.67. The firm has a 50-day moving average of $157.47 and a 200 day moving average of $157.70.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Wall Street Zen downgraded Alibaba Group from a “hold” rating to a “sell” rating in a report on Friday, November 28th. Loop Capital set a $140.00 price objective on Alibaba Group in a research note on Tuesday, January 6th. Rosenblatt Securities set a $195.00 target price on shares of Alibaba Group in a research note on Wednesday, November 26th. Morgan Stanley dropped their price target on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Finally, Benchmark reaffirmed a “buy” rating and issued a $195.00 price objective on shares of Alibaba Group in a research report on Tuesday, November 25th. Sixteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $195.17.

More Alibaba Group News

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

• Positive Sentiment: Company sets up an AI task force led by CEO Eddie Wu to accelerate foundation-model work, signaling senior-level commitment and resource allocation to Qwen and broader AI initiatives. This can support investor confidence in Alibaba’s AI roadmap. Alibaba Forms AI Task Force After Qwen Leader Exit
• Positive Sentiment: Alibaba hired a former Google DeepMind research scientist to bolster its Qwen AI team — a sign of talent acquisition to strengthen model development and competitiveness in generative AI. Alibaba Poaches Google DeepMind Research Scientist For Qwen AI Push
• Positive Sentiment: Coverage notes Alibaba and other Chinese names may be stabilizing after the selloff; technical signs suggest the market could be bottoming, which may attract value-oriented buyers if macro sentiment improves. Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive.
• Neutral Sentiment: Alibaba announced it will report its December quarter (Q4) results on March 19, 2026 and scheduled a board meeting to approve results — an event risk that could drive volatility depending on revenue, margins, cloud performance and cash flow. Alibaba Group Will Announce December Quarter 2025 Results on March 19, 2026
• Neutral Sentiment: Demand from Alibaba and peers is lifting China’s domestic memory suppliers, which could help cloud and datacenter cost/availability over time but is an indirect, medium-term tailwind. Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers
• Negative Sentiment: Short-term headwinds: the Qwen AI division head resigned and several senior leaders reshuffled — this creates execution uncertainty even as management pledges more resources. Market reaction depends on clarity of the new organization and pace of model delivery. Alibaba CEO confirms departure of Qwen AI division head
• Negative Sentiment: Analysts flag fundamentals: cloud revenue growth is healthy but profitability, plunging profit, negative free cash flow and renewed regulatory pressure in China raise doubts about whether heavy AI spending will pay off. These concerns can cap multiple expansion until visibility improves. Can Alibaba Stock Overcome Weak Cloud Growth and Regulatory Pressure?

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.