Fisher Asset Management LLC increased its position in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 0.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,293,597 shares of the specialty retailer’s stock after buying an additional 26,156 shares during the period. Fisher Asset Management LLC owned 0.22% of Alibaba Group worth $946,125,000 at the end of the most recent reporting period.
Other institutional investors have also recently added to or reduced their stakes in the company. NTV Asset Management LLC grew its stake in shares of Alibaba Group by 127.4% in the 3rd quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer’s stock valued at $2,707,000 after buying an additional 8,484 shares during the period. Marex Group plc bought a new position in Alibaba Group in the second quarter worth approximately $17,139,000. RD Finance Ltd bought a new position in Alibaba Group in the second quarter worth approximately $3,408,000. National Bank of Canada FI grew its stake in Alibaba Group by 373.5% in the second quarter. National Bank of Canada FI now owns 602,233 shares of the specialty retailer’s stock valued at $68,294,000 after acquiring an additional 475,053 shares during the period. Finally, Oriental Harbor Investment Master Fund bought a new stake in shares of Alibaba Group during the third quarter valued at approximately $39,500,000. 13.47% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
BABA has been the subject of several research reports. Wall Street Zen downgraded shares of Alibaba Group from a “hold” rating to a “sell” rating in a research report on Friday, November 28th. Weiss Ratings cut shares of Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Nomura boosted their price objective on Alibaba Group from $193.00 to $237.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Benchmark reissued a “buy” rating and issued a $195.00 price objective on shares of Alibaba Group in a research note on Tuesday, November 25th. Finally, Citigroup lifted their target price on Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. Sixteen research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $195.17.
Alibaba Group News Roundup
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Alibaba Cloud deployed tech for the Milano Cortina 2026 Olympics, highlighting enterprise demand and a sustainability/efficiency story that supports cloud revenue growth. Read More.
- Positive Sentiment: Market commentary notes Alibaba’s AI push (Qwen 3.5) and positioning as an Asian cloud/AI infrastructure player; that narrative is a key medium-term catalyst ahead of the March 5 fiscal Q3 earnings report. Read More.
- Positive Sentiment: Analyst/retail attention is rising — Benzinga and Zacks flagged Alibaba among oversold/monitored consumer/tech names, indicating potential buying interest if earnings or AI/cloud execution surprises to the upside. Read More. Read More.
- Neutral Sentiment: Alibaba introduced bundled pricing for multiple AI models under one plan — a competitive move that may boost adoption but could pressure near-term pricing/ARPU; impact depends on uptake and margin mix. Read More.
- Neutral Sentiment: Recent analyst pieces reassessing valuation note an 11% one‑month slide and attractive longer‑term multiples (P/E ~20), making BABA a value/earnings play but keeping focus on near‑term execution. Read More.
- Negative Sentiment: Political/legal uncertainty is still driving volatility: the Supreme Court ruling removed the worst‑case IEEPA tariff risk but headlines about a possible “Plan B” (e.g., a 15% global tariff) have triggered a whipsaw — investors appear to be trimming positions into earnings, driving today’s weakness.
Alibaba Group Stock Performance
BABA stock opened at $144.08 on Monday. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The firm has a market cap of $343.98 billion, a PE ratio of 19.90, a P/E/G ratio of 3.15 and a beta of 0.43. The business has a 50 day moving average of $159.12 and a 200-day moving average of $157.75. Alibaba Group Holding Limited has a 12-month low of $95.73 and a 12-month high of $192.67.
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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