Erste Group Bank Cuts Earnings Estimates for Alibaba Group

Alibaba Group Holding Limited (NYSE:BABA) – Analysts at Erste Group Bank decreased their FY2026 earnings per share (EPS) estimates for shares of Alibaba Group in a research report issued on Tuesday, March 24th. Erste Group Bank analyst H. Engel now anticipates that the specialty retailer will post earnings per share of $4.37 for the year, down from their prior estimate of $5.23. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for Alibaba Group’s current full-year earnings is $7.86 per share. Erste Group Bank also issued estimates for Alibaba Group’s FY2027 earnings at $6.59 EPS.

Other research analysts also recently issued reports about the stock. Loop Capital set a $140.00 price objective on shares of Alibaba Group in a research report on Tuesday, January 6th. Robert W. Baird reduced their price target on shares of Alibaba Group from $174.00 to $164.00 and set an “outperform” rating on the stock in a research report on Friday, March 20th. Argus upgraded shares of Alibaba Group to a “hold” rating in a report on Tuesday. Jefferies Financial Group reduced their target price on Alibaba Group from $225.00 to $212.00 and set a “buy” rating on the stock in a report on Thursday, March 19th. Finally, Barclays lowered their target price on Alibaba Group from $195.00 to $190.00 and set an “overweight” rating for the company in a research note on Friday, March 20th. Sixteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $187.89.

Alibaba Group Price Performance

Shares of Alibaba Group stock opened at $125.35 on Friday. The business has a 50 day moving average of $150.65 and a 200 day moving average of $158.08. Alibaba Group has a 52 week low of $95.73 and a 52 week high of $192.67. The company has a market cap of $299.25 billion, a PE ratio of 23.65, a P/E/G ratio of 3.18 and a beta of 0.43. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.22.

Institutional Trading of Alibaba Group

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Ameriflex Group Inc. boosted its holdings in Alibaba Group by 101.4% in the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 72 shares in the last quarter. Mather Group LLC. purchased a new stake in shares of Alibaba Group in the third quarter worth $30,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of Alibaba Group during the third quarter valued at $30,000. NBT Bank N A NY raised its position in shares of Alibaba Group by 231.5% in the 3rd quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock worth $32,000 after purchasing an additional 125 shares during the last quarter. Finally, Costello Asset Management INC purchased a new stake in Alibaba Group during the 4th quarter valued at about $34,000. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Reports say Alibaba plans to place orders for Huawei’s new AI chips after successful customer testing—this could ease supply constraints and reduce reliance on Western chips, helping Alibaba’s AI/cloud rollout. Exclusive: Huawei’s new AI chip find favour
• Positive Sentiment: Coverage highlights Alibaba’s homegrown 5nm XuanTie C950 AI chip and its move toward chip self-sufficiency—this is a strategic positive for Cloud Intelligence margins and geopolitical resilience. Why Alibaba’s New 5nm Chip Could Be a Game Changer
• Positive Sentiment: Alibaba is rolling out “Accio,” an agentic AI to automate supply-chain execution for SMBs and integrate with platforms like Shopify—an operational product push that could accelerate monetization of AI/cloud capabilities. BABA’s Accio Pushes AI From Chat to Execution
• Neutral Sentiment: Analyst notes and valuation pieces discuss China’s new delivery rules, Alibaba’s AI/cloud investments, and stretched near-term profitability—useful context for investors weighing near-term noise versus long-term strategy. Assessing Alibaba Group Holding Valuation
• Negative Sentiment: Susquehanna cut its price target from $190 to $170, citing heavy AI spending that pushed non-GAAP profits down ~67%—this reduces near-term upside and feeds investor concern about margin dilution. Alibaba Price Target Slashed to $170
• Negative Sentiment: Zacks added BABA to its Rank #5 (Strong Sell) list on March 27—this negative signal likely amplified selling pressure despite other mixed analyst moves. New Strong Sell Stocks for March 27th

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.