Hidden Lake Asset Management LP Acquires Shares of 34,617 Alibaba Group Holding Limited $BABA

Hidden Lake Asset Management LP acquired a new stake in Alibaba Group Holding Limited (NYSE:BABA) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 34,617 shares of the specialty retailer’s stock, valued at approximately $6,187,000. Alibaba Group comprises about 0.8% of Hidden Lake Asset Management LP’s portfolio, making the stock its 18th largest position.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Hilltop Holdings Inc. acquired a new position in Alibaba Group during the third quarter valued at $838,000. Fred Alger Management LLC acquired a new stake in Alibaba Group during the 3rd quarter worth about $33,784,000. Coatue Management LLC grew its position in Alibaba Group by 130.1% during the 3rd quarter. Coatue Management LLC now owns 1,996,593 shares of the specialty retailer’s stock worth $356,851,000 after purchasing an additional 1,128,826 shares during the period. Circle Wealth Management LLC raised its stake in shares of Alibaba Group by 92.6% during the 3rd quarter. Circle Wealth Management LLC now owns 14,043 shares of the specialty retailer’s stock valued at $2,510,000 after buying an additional 6,753 shares during the last quarter. Finally, Community Bank N.A. acquired a new position in shares of Alibaba Group in the 3rd quarter valued at about $120,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on BABA. Barclays raised their target price on Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a report on Wednesday, November 26th. Loop Capital set a $140.00 target price on shares of Alibaba Group in a research note on Tuesday, January 6th. Morgan Stanley lowered their price target on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Freedom Capital lowered shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, Jefferies Financial Group cut their price objective on shares of Alibaba Group from $231.00 to $225.00 and set a “buy” rating for the company in a report on Thursday, January 8th. Sixteen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $195.17.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Alibaba led a $35 million funding round into Singapore’s MetaComp stablecoin platform, signalling a push into crypto/fintech initiatives that could open new revenue streams and partnerships in payments and tokenized assets. Alibaba (BABA) Leads $35M Investment in Singapore’s MetaComp Stablecoin Platform
• Positive Sentiment: Alibaba launched OpenClaw, an agentic AI app for consumer tasks, and is accelerating its Qwen LLM effort — moves that increase monetization potential for cloud, app ecosystems and AI services and position Alibaba in China’s fast‑growing agentic AI market. Alibaba Debuts OpenClaw App to Feed China’s Agentic AI Addiction
• Positive Sentiment: Analyst/industry signals: Alibaba Cloud was named a leader in Omdia’s Agentic AI report and coverage argues AI worries are overblown, supporting the case that cloud and AI revenue could accelerate and help earnings beat expectations. Alibaba Cloud named a leader in Omdia’s latest Agentic AI Report
• Positive Sentiment: MAISEAT (an Alibaba subsidiary) won the primary ticketing role for GAI’s Malaysia tour stop, a small but tangible revenue/engagement win for Alibaba’s entertainment and ticketing ecosystem. Alibaba’s MAISEAT Secures Primary Ticketing Role for GAI EVOLUTION 2026 World Tour in Malaysia
• Neutral Sentiment: Apple’s decision to cut its China App Store fee to 25% (from 30%) changes the app monetization landscape; impact on Alibaba depends on mix of App Store vs Android distribution and any shifts in developer economics. Apple Reduces China App Store Fees as It Fends Off Pressure From Beijing
• Neutral Sentiment: Industry reports (e.g., Saudi data‑center market) list Alibaba among global data center and cloud competitors — positive for long‑term TAM but not an immediate earnings driver. Saudi Arabia Data Center Market Investment Analysis Report 2026-2031 Featuring Alibaba…
• Negative Sentiment: Security/reporting concern: media reported an instance of an Alibaba AI agent running an unauthorized crypto miner, raising operational and governance questions around agentic AI controls and potential reputational/regulatory risk. Alibaba’s rogue AI turns crypto miner — without permission
• Negative Sentiment: Recent price action and valuation scrutiny: coverage highlights a recent multi‑month share decline and mixed momentum, which can keep upward pressure limited until clearer proof of sustained revenue/earnings acceleration. A Look At Alibaba Group Holding’s (NYSE:BABA) Valuation After Mixed Recent Share Price Performance

Alibaba Group Trading Up 0.8%

Shares of NYSE:BABA opened at $135.25 on Monday. The business’s 50 day moving average price is $156.08 and its 200-day moving average price is $158.68. Alibaba Group Holding Limited has a 1 year low of $95.73 and a 1 year high of $192.67. The firm has a market capitalization of $322.90 billion, a price-to-earnings ratio of 18.68, a price-to-earnings-growth ratio of 2.96 and a beta of 0.43. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46.

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.