FY2027 EPS Forecast for Alibaba Group Decreased by Analyst

Alibaba Group Holding Limited (NYSE:BABA) – Analysts at Erste Group Bank reduced their FY2027 EPS estimates for shares of Alibaba Group in a research note issued to investors on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now expects that the specialty retailer will post earnings of $5.71 per share for the year, down from their prior forecast of $5.73. The consensus estimate for Alibaba Group’s current full-year earnings is $6.28 per share. Erste Group Bank also issued estimates for Alibaba Group’s FY2028 earnings at $8.07 EPS.

Alibaba Group (NYSE:BABA) last posted its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The business had revenue of $35.30 billion for the quarter.

Several other research firms have also recently weighed in on BABA. Weiss Ratings reissued a “hold (c+)” rating on shares of Alibaba Group in a research report on Wednesday, May 27th. Morgan Stanley upped their target price on shares of Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Nomura reduced 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. Freedom Capital upgraded shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Finally, Zacks Research upgraded shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a report on Tuesday, June 2nd. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $186.90.

Alibaba Group Price Performance

Shares of NYSE:BABA opened at $117.61 on Friday. The company has a market cap of $282.34 billion, a price-to-earnings ratio of 19.31, a PEG ratio of 2.17 and a beta of 0.51. The business has a 50 day moving average price of $117.16 and a 200 day moving average price of $135.36. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21. Alibaba Group has a twelve month low of $91.99 and a twelve month high of $192.67.

Alibaba Group Announces Dividend

The company also recently disclosed an annual dividend, which was paid on Monday, July 13th. Stockholders of record on Thursday, June 11th were given a dividend of $1.05 per share. The ex-dividend date was Thursday, June 11th. This represents a dividend yield of 93.0%. Alibaba Group’s payout ratio is currently 16.91%.

Insiders Place Their Bets

In other Alibaba Group news, CFO Hong Xu sold 175,054 shares of the business’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $12.15, for a total value of $2,126,906.10. Following the sale, the chief financial officer owned 280,496 shares of the company’s stock, valued at $3,408,026.40. The trade was a 38.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through 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 stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total transaction of $164,305.90. Following the completion of the transaction, the chief executive officer owned 556,617 shares of the company’s stock, valued at approximately $6,735,065.70. This represents 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 in the last ninety days. 12.50% of the stock is currently owned by insiders.

Institutional Trading of Alibaba Group

Several institutional investors have recently made changes to their positions in BABA. Hoey Investments Inc. increased its stake in Alibaba Group by 95.2% in the first quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 100 shares during the period. Costello Asset Management INC acquired a new stake in Alibaba Group during the fourth quarter valued at approximately $34,000. Palisade Asset Management LLC bought a new stake in shares of Alibaba Group in the 3rd quarter valued at approximately $37,000. Palladiem LLC bought a new stake in shares of Alibaba Group in the 4th quarter valued at approximately $38,000. Finally, SJS Investment Consulting Inc. raised its holdings in shares of Alibaba Group by 15,000.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 302 shares of the specialty retailer’s stock worth $38,000 after buying an additional 300 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group News Summary

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

• Positive Sentiment: China’s approval of Apple Intelligence using Alibaba’s Qwen model boosted optimism that Alibaba can benefit from a high-profile AI partnership and expanded visibility for its technology business.
• Positive Sentiment: Analyst commentary remained supportive, with Alibaba receiving an average “Moderate Buy” recommendation, reinforcing a constructive sentiment backdrop for the stock. Alibaba Group Holding Limited (NYSE:BABA) Given Average Recommendation of “Moderate Buy” by Analysts
• Neutral Sentiment: Several news items simply repeated the Apple-China approval story and the resulting rally in Alibaba shares, suggesting the market is still digesting the strategic importance of the deal. Apple Intelligence approved for launch in China with Alibaba and Baidu
• Neutral Sentiment: Separate legal-notice articles from Rosen and Pomerantz disclosed investigations into possible securities claims, which can add headline risk but do not by themselves confirm wrongdoing. Alibaba Investor News: If You Have Suffered Losses in Alibaba Group Holding Limited (NYSE: BABA), You Are Encouraged to Contact The Rosen Law Firm About Your Rights
• Negative Sentiment: One analyst-focused article highlighted that Alibaba’s stock is still down meaningfully year to date, citing profit pressure, higher AI spending, and legal overhangs as ongoing concerns that could limit upside. Alibaba Plunges 19.7% YTD: Hold the Stock or Book Profits Now?

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.