Alibaba Group (NYSE:BABA) Given New $190.00 Price Target at Mizuho

Alibaba Group (NYSE:BABA) had its target price lowered by Mizuho from $195.00 to $190.00 in a report published on Friday morning,Benzinga reports. Mizuho currently has an outperform rating on the specialty retailer’s stock.

Several other brokerages also recently weighed in on BABA. Macquarie Infrastructure reaffirmed an “outperform” rating on shares of Alibaba Group in a report on Tuesday, November 25th. JPMorgan Chase & Co. cut their price target on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. Freedom Capital downgraded shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Robert W. Baird lowered their price objective on Alibaba Group from $174.00 to $164.00 and set an “outperform” rating on the stock in a report on Friday. Finally, Citigroup boosted their target price on Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a research report on Wednesday, November 26th. Sixteen analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $188.95.

Alibaba Group Stock Performance

Shares of BABA opened at $122.41 on Friday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. The stock has a market capitalization of $292.24 billion, a P/E ratio of 23.10, a P/E/G ratio of 2.84 and a beta of 0.43. The company’s fifty day moving average is $154.00 and its two-hundred day moving average is $158.32. Alibaba Group has a 1 year low of $95.73 and a 1 year high of $192.67.

Institutional Trading of Alibaba Group

Several hedge funds and other institutional investors have recently made changes to their positions in BABA. Capital World Investors increased its holdings in Alibaba Group by 7.7% in the fourth quarter. Capital World Investors now owns 6,505,165 shares of the specialty retailer’s stock valued at $953,527,000 after buying an additional 466,847 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of Alibaba Group by 7,680.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock valued at $881,554,000 after acquiring an additional 5,936,847 shares during the period. Fisher Asset Management LLC boosted its stake in shares of Alibaba Group by 0.8% during the 4th quarter. Fisher Asset Management LLC now owns 5,335,894 shares of the specialty retailer’s stock worth $782,135,000 after acquiring an additional 42,297 shares in the last quarter. Norges Bank acquired a new stake in shares of Alibaba Group in the 2nd quarter worth approximately $527,243,000. Finally, American Century Companies Inc. grew its holdings in shares of Alibaba Group by 17.7% in the 3rd quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock worth $533,964,000 after acquiring an additional 448,484 shares during the period. Institutional investors and hedge funds own 13.47% of the company’s stock.

More Alibaba Group News

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

• Positive Sentiment: Cloud & AI traction: Alibaba’s Cloud Intelligence Group grew ~36% YoY, Qwen adoption is strong (large Hugging Face downloads and derivative models) and management set an ambition for ~$100B in combined cloud/AI external revenue over five years — a clear long‑term growth catalyst. Alibaba Stock Is Getting Hit Again, but Qwen and Cloud Growth Are Surging
• Positive Sentiment: Balance sheet strength: Alibaba reported material cash reserves (~$80B) and a relatively low debt load, giving it financial flexibility to continue AI and commerce investments while it pursues longer‑term monetization. Alibaba Stock Is Getting Hit Again, but Qwen and Cloud Growth Are Surging
• Neutral Sentiment: Analyst actions mixed: Several firms trimmed price targets (JPMorgan, Mizuho, Barclays, Baird, Jefferies adjusted targets) but many maintain buy/overweight views, leaving a wide range of expectations and continued analyst support under the share price. Analyst Price Target Coverage
• Neutral Sentiment: Restructuring / workforce changes: Alibaba reported a ~34% year‑over‑year headcount decline (largely from asset sales and restructuring). This both reduces costs long term and signals near‑term business shifts — watched by investors for execution risk and savings timing. Alibaba workforce shrinks 34% in 2025 as Chinese tech giant doubles down on AI
• Negative Sentiment: Earnings and profit miss: December‑quarter revenue slightly missed expectations and adjusted EPS plunged (~66–67% YoY) as heavy investments in quick commerce, user experience and AI compressed margins and cash flow — the main immediate trigger for the stock’s decline. Alibaba Targets $100 Billion of AI Revenue in Five Years
• Negative Sentiment: Investor skepticism on AI monetization: Markets pulled back — alongside Tencent — amid questions about near‑term paths to monetize AI investments, producing sectorwide mark‑downs that hit Alibaba hard. Alibaba, Tencent Lose $66 Billion as AI Monetization Questions Rise
• Negative Sentiment: Legal/overhang risk: Multiple shareholder law firms have opened securities‑fraud inquiries following the earnings shock, creating an added litigation overhang that can weigh on sentiment. Securities Fraud Investigation Into Alibaba Continues

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.