Alibaba Group FY2027 EPS Estimate Lifted by Erste Group Bank

Alibaba Group Holding Limited (NYSE:BABA) – Research analysts at Erste Group Bank boosted their FY2027 earnings per share estimates for Alibaba Group in a report issued on Tuesday, September 8th. Erste Group Bank analyst S. Lingnau now anticipates that the specialty retailer will post earnings per share of $5.81 for the year, up from their prior estimate of $5.66. The consensus estimate for Alibaba Group’s current full-year earnings is $5.91 per share. Erste Group Bank also issued estimates for Alibaba Group’s FY2028 earnings at $8.41 EPS.

Several other brokerages also recently issued reports on BABA. JPMorgan Chase & Co. raised their price target on Alibaba Group from $205.00 to $210.00 and gave the company an “overweight” rating in a report on Friday, August 21st. Weiss Ratings lowered shares of Alibaba Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday, September 4th. Susquehanna raised their target price on shares of Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a research note on Friday, August 28th. HSBC set a $170.00 target price on shares of Alibaba Group in a report on Thursday, July 9th. Finally, Zacks Research upgraded shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, June 2nd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Alibaba Group has a consensus rating of “Moderate Buy” and a consensus target price of $187.45.

Alibaba Group Stock Up 0.1%

BABA stock opened at $109.32 on Monday. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $271.74 billion, a PE ratio of 26.47, a PEG ratio of 1.44 and a beta of 0.51. Alibaba Group has a 1-year low of $91.99 and a 1-year high of $192.67. The business’s 50 day simple moving average is $118.07 and its 200 day simple moving average is $122.69.

Alibaba Group (NYSE:BABA) last released its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.94 by ($0.68). Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. The business had revenue of $39.64 billion during the quarter, compared to the consensus estimate of $39.52 billion. During the same quarter in the prior year, the company earned $14.75 EPS. Alibaba Group’s quarterly revenue was up 8.6% on a year-over-year basis.

Insider Activity at Alibaba Group

In other news, CEO Yongming Wu acquired 350,000 shares of the firm’s stock in a transaction that occurred on Monday, August 24th. The shares were acquired at an average cost of $14.24 per share, with a total value of $4,984,000.00. Following the completion of the purchase, the chief executive officer directly owned 1,364,418 shares of the company’s stock, valued at $19,429,312.32. The trade was a 34.50% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, President J. Evans sold 720,000 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $94.95, for a total transaction of $68,364,000.00. Following the transaction, the president owned 28,000 shares of the company’s stock, valued at approximately $2,658,600. This represents a 96.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 920,303 shares of company stock worth $70,796,370 in the last 90 days. Corporate insiders own 12.50% of the company’s stock.

Hedge Funds Weigh In On Alibaba Group

Hedge funds and other institutional investors have recently modified their holdings of the business. IPG Investment Advisors LLC boosted its position in Alibaba Group by 97.8% in the second quarter. IPG Investment Advisors LLC now owns 17,019 shares of the specialty retailer’s stock valued at $1,647,000 after buying an additional 8,415 shares in the last quarter. WINTON GROUP Ltd bought a new stake in shares of Alibaba Group during the second quarter worth $1,008,000. NorthRock Partners LLC increased its holdings in shares of Alibaba Group by 9.9% during the second quarter. NorthRock Partners LLC now owns 3,109 shares of the specialty retailer’s stock worth $298,000 after buying an additional 280 shares in the last quarter. NewEdge Advisors LLC increased its holdings in shares of Alibaba Group by 35.2% during the second quarter. NewEdge Advisors LLC now owns 221,809 shares of the specialty retailer’s stock worth $21,289,000 after buying an additional 57,725 shares in the last quarter. Finally, Baird Financial Group Inc. lifted its stake in shares of Alibaba Group by 6.7% in the 2nd quarter. Baird Financial Group Inc. now owns 754,749 shares of the specialty retailer’s stock valued at $72,441,000 after acquiring an additional 47,358 shares during the last quarter. Institutional investors own 13.47% of the company’s stock.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba reportedly released an open-weights AI agent that claims strong performance on frontier collaborative-work benchmarks with 3 billion active parameters. The development could support Alibaba’s cloud-computing strategy and strengthen its position in China’s competitive AI market. Alibaba releases open-weights AI agent
• Positive Sentiment: Alibaba-founded Orange Lion Sports unveiled an upgraded AI sports solution at China’s 2026 International Fair for Trade in Services, highlighting potential applications for the group’s AI ecosystem. Orange Lion Sports unveils Smartshot 2.0
• Positive Sentiment: DHL and Alibaba are reportedly collaborating to bring AI capabilities to shipping services for small and midsize businesses, potentially improving logistics efficiency and expanding Alibaba’s enterprise reach. DHL and Alibaba team up on AI shipping
• Neutral Sentiment: An Alluvium Asset Management investor letter said Alibaba’s short-term capital-expenditure needs are weighing on valuation, creating an estimated 30% discount. The discount may offer upside if spending generates stronger cloud and AI growth, but near-term cash-flow pressure remains a concern. Alibaba short-term capex drag
• Neutral Sentiment: Commentary comparing Alibaba with Uber emphasizes Alibaba’s leadership in e-commerce, cloud computing and logistics, but provides opinion rather than new financial guidance. Alibaba versus Uber comparison
• Negative Sentiment: Multiple law firms announced or promoted securities-fraud investigations and class-action claims against Alibaba, involving alleged nondisclosure of Chinese military-company ties and allegations related to unauthorized AI model distillation. The repeated announcements increase headline, legal-cost and reputational risks; investors face an October 5, 2026 lead-plaintiff deadline. Alibaba securities lawsuit deadline

Alibaba Group Company Profile

Alibaba Group Holding Limited is a global technology and commerce company founded in 1999 by Jack Ma and a group of co-founders. Headquartered in Hangzhou, China, the company operates a broad ecosystem of businesses serving consumers, merchants, brands and enterprises.

Its core businesses include online and mobile commerce platforms such as Taobao and Tmall in China, as well as international marketplaces including AliExpress and Lazada. Alibaba also provides wholesale commerce, cross-border retail, logistics through Cainiao, local consumer services, digital media and entertainment, and other consumer-focused technology services.

Alibaba Cloud provides cloud computing, data storage, artificial intelligence and related technology solutions to businesses and organizations.