Alibaba Group (NYSE:BABA) Given New $210.00 Price Target at JPMorgan Chase & Co.

Alibaba Group (NYSE:BABA) had its price objective raised by JPMorgan Chase & Co. from $205.00 to $210.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the specialty retailer’s stock. JPMorgan Chase & Co.‘s price objective indicates a potential upside of 72.29% from the company’s current price.

A number of other research analysts also recently commented on BABA. BNP Paribas Exane assumed coverage on Alibaba Group in a research note on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price target for the company. Wall Street Zen upgraded shares of Alibaba Group from a “sell” rating to a “hold” rating in a research note on Saturday, May 23rd. Mizuho raised their target price on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Barclays boosted their target price on shares of Alibaba Group from $195.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday. Finally, Nomura cut their price target on shares of Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a report on Thursday, June 25th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $187.19.

Alibaba Group Price Performance

Shares of NYSE:BABA traded down $8.64 during trading on Friday, reaching $121.89. 17,223,667 shares of the company traded hands, compared to its average volume of 11,996,217. The firm has a market capitalization of $292.18 billion, a PE ratio of 20.01, a PEG ratio of 2.38 and a beta of 0.49. Alibaba Group has a 52 week low of $91.99 and a 52 week high of $192.67. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21. The company’s 50 day moving average is $113.78 and its two-hundred day moving average is $128.38.

Insiders Place Their Bets

In other Alibaba Group news, General Counsel Siying Yu sold 6,772 shares of Alibaba Group stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.10, for a total value of $81,941.20. Following the transaction, the general counsel owned 607,234 shares in the company, valued at $7,347,531.40. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Fan (Fj) Jiang sold 13,579 shares of the business’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.10, for a total value of $164,305.90. Following the transaction, the chief executive officer directly owned 556,617 shares of the company’s stock, valued at approximately $6,735,065.70. The trade was a 2.38% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 920,303 shares of company stock valued at $70,796,370 over the last ninety days. 12.50% of the stock is owned by insiders.

Hedge Funds Weigh In On Alibaba Group

A number of institutional investors have recently added to or reduced their stakes in BABA. Hoey Investments Inc. grew its stake in shares of Alibaba Group by 95.2% during the first quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock worth $26,000 after buying an additional 100 shares during the last quarter. Palisade Asset Management LLC bought a new position in shares of Alibaba Group in the 3rd quarter valued at $37,000. Costello Asset Management INC bought a new position in shares of Alibaba Group in the 4th quarter valued at $34,000. Palladiem LLC acquired a new stake in shares of Alibaba Group during the 4th quarter valued at $38,000. Finally, Key Financial Inc boosted its holdings in shares of Alibaba Group by 316.9% during the 4th quarter. Key Financial Inc now owns 271 shares of the specialty retailer’s stock valued at $40,000 after acquiring an additional 206 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: AI cloud momentum remains strong: AI Cloud and Compute Services revenue accelerated 45% year over year to RMB48.4 billion, while AI-related product revenue reportedly grew at a triple-digit rate for the 12th consecutive quarter. Management defended the increased investment, saying faster growth could improve the payback period. BABA Q1 Earnings Call Centers on AI Cloud Growth and CapEx
• Positive Sentiment: Growth initiatives could support future results: Quick commerce is showing improving unit economics and helped China e-commerce earnings before interest, taxes, depreciation and amortization, while Alibaba is expanding AI tools for merchants and agentic-commerce applications. Robert W. Baird maintained an “outperform” rating, although it modestly reduced its price target to $160.
• Neutral Sentiment: Revenue was relatively resilient: June-quarter revenue increased 9% year over year to approximately RMB268.95 billion, broadly near expectations. However, the company’s core China e-commerce customer-management revenue declined 7%, reflecting weaker transaction activity, macroeconomic pressure and competition.
• Neutral Sentiment: Analyst upside remains substantial but estimates are being reassessed: The reported median price target among recently tracked analysts is $195, well above the current trading level, but the lower Baird target highlights concerns about near-term earnings execution.
• Negative Sentiment: Profitability and cash flow drove the selloff: Net income fell 75% year over year, while non-GAAP net income declined 38%. Non-GAAP diluted earnings per ADS dropped 42% to RMB8.52 and missed market expectations. Free cash flow turned into a RMB44.67 billion outflow as Alibaba increased spending on AI infrastructure, intensifying concerns over margins, cash burn and the timing of returns on investment. Alibaba Slides After Profit Slump Overshadows Strong AI Cloud Growth
• Negative Sentiment: Legal and insider-selling overhangs add risk: Several law firms publicized a securities class action and October 5, 2026 lead-plaintiff deadline. Separately, reported insider activity showed nine sales and no purchases during the past six months, though these signals are secondary to the earnings reaction.

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.