Alibaba Group Holding Limited $BABA Shares Bought by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA grew its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 60.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 235,495 shares of the specialty retailer’s stock after purchasing an additional 88,890 shares during the period. Union Bancaire Privee UBP SA’s holdings in Alibaba Group were worth $32,427,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in BABA. GAMMA Investing LLC boosted its holdings in Alibaba Group by 107.7% during the fourth quarter. GAMMA Investing LLC now owns 324 shares of the specialty retailer’s stock worth $47,000 after buying an additional 168 shares in the last quarter. Triumph Capital Management acquired a new stake in shares of Alibaba Group in the 3rd quarter worth approximately $76,000. IFP Advisors Inc increased its stake in Alibaba Group by 17.0% in the 3rd quarter. IFP Advisors Inc now owns 5,617 shares of the specialty retailer’s stock valued at $1,004,000 after purchasing an additional 815 shares in the last quarter. Steadtrust LLC raised its holdings in Alibaba Group by 3.1% during the third quarter. Steadtrust LLC now owns 5,452 shares of the specialty retailer’s stock worth $974,000 after purchasing an additional 162 shares during the last quarter. Finally, Polar Asset Management Partners Inc. acquired a new stake in Alibaba Group in the third quarter valued at $2,198,000. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Alibaba Group Stock Performance

Shares of BABA opened at $124.97 on Friday. Alibaba Group Holding Limited has a 1 year low of $95.73 and a 1 year high of $192.67. The company has a market capitalization of $298.36 billion, a price-to-earnings ratio of 17.26, a PEG ratio of 2.94 and a beta of 0.43. The company’s 50 day simple moving average is $154.57 and its 200 day simple moving average is $158.41. 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 (NYSE:BABA) last announced its quarterly earnings data on Thursday, March 19th. The specialty retailer reported $0.13 EPS for the quarter, missing analysts’ consensus estimates of $1.65 by ($1.52). Alibaba Group had a net margin of 12.38% and a return on equity of 10.51%. The business had revenue of $40.71 billion during the quarter, compared to analysts’ expectations of $36.09 billion. During the same period in the prior year, the firm earned $2.67 EPS. Alibaba Group’s revenue for the quarter was up 1.7% on a year-over-year basis. On average, sell-side analysts predict 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: Cloud & AI traction — Alibaba’s Cloud Intelligence revenue grew ~36% and its Qwen model shows strong developer adoption (large download and derivative-model footprint), supporting faster AI monetization prospects. Alibaba Stock Is Getting Hit Again, but Qwen and Cloud Growth Are Surging
• Positive Sentiment: AI price increases — Alibaba is raising prices for AI/compute services (reports of up to ~34%), which should boost unit economics if demand holds. Bloomberg: Alibaba raises AI prices
• Positive Sentiment: Long-term revenue ambition — Management targets >$100 billion in external cloud + AI revenue within five years, signaling a clear strategic focus and sizable upside if execution succeeds. China’s Alibaba Eyes $100 Billion In Cloud, AI Revenue Over Five Years
• Neutral Sentiment: Restructuring & headcount change — Alibaba’s reported ~34% reduction in employees year-over-year largely reflects disposals (Sun Art, Intime) and restructuring tied to its AI/cloud pivot; could improve margins over time but signals major change. Alibaba workforce shrinks 34% in 2025 as Chinese tech giant doubles down on AI
• Neutral Sentiment: Balance-sheet capacity — Alibaba still holds a large cash/liquid position (~$80B) and moderate debt, giving it room to fund AI and quick-commerce investments even as cash flow is stressed. Alibaba Stock Is Getting Hit Again, but Qwen and Cloud Growth Are Surging
• Negative Sentiment: Earnings and revenue miss — December-quarter revenue slightly missed estimates and adjusted EPS plunged (~66–67% year-over-year), driven by heavy investment in quick commerce and user experience; that shortfall is the primary cause of the share selloff. Alibaba Stock Falls As Revenue Misses Estimates, Profits Slide Despite AI Growth
• Negative Sentiment: Margin & cash-flow pressure — Operating income fell sharply and free cash flow weakened as the company prioritizes quick-commerce and AI infrastructure, raising near-term profitability concerns. Alibaba slides 6.6% as investors focus on profit and cash-flow drop despite strong cloud growth
• Negative Sentiment: Market reaction & sentiment risk — The wider AI/China-tech trade is volatile: investors punished peers after mixed results (Tencent drop, sector pullback) and questioned the near-term path to monetizing large AI investments, amplifying BABA’s decline. Alibaba, Tencent Shares Lose $66 Billion as AI Vision Falls Flat

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. Macquarie Infrastructure reissued an “outperform” rating on shares of Alibaba Group in a research note on Tuesday, November 25th. Wall Street Zen downgraded shares of Alibaba Group from a “hold” rating to a “sell” rating in a report on Friday, November 28th. Citigroup raised their price objective on shares of Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Nomura upped their target price on Alibaba Group from $193.00 to $237.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Finally, Freedom Capital cut Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Sixteen equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $194.44.

About Alibaba Group

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.