Alibaba Group Holding Limited (NYSE:BABA) Stock Has Average Target Price of $187.05 According to Brokerages

Shares of Alibaba Group Holding Limited (NYSE:BABA) have been assigned a consensus recommendation of “Moderate Buy” from the twenty brokerages that are currently covering the stock, Marketbeat Ratings reports. Five equities research analysts have rated the stock with a hold rating, thirteen have issued a buy rating and two have given a strong buy rating to the company. The average 12-month price target among brokers that have issued ratings on the stock in the last year is $186.33.

A number of research firms have weighed in on BABA. JPMorgan Chase & Co. raised their target price on shares of Alibaba Group from $205.00 to $210.00 and gave the stock an “overweight” rating in a research note on Friday, August 21st. HSBC set a $170.00 price objective on shares of Alibaba Group in a research report on Thursday, July 9th. Nomura decreased their target price on shares of Alibaba Group from $207.00 to $178.00 and set a “buy” rating on the stock in a report on Thursday, June 25th. Weiss Ratings raised shares of Alibaba Group from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday. Finally, Robert W. Baird cut their price target on shares of Alibaba Group from $164.00 to $160.00 and set an “outperform” rating for the company in a report on Friday, August 21st.

Insider Buying and Selling

In related news, insider Fang Jiang sold 885,272 shares of the stock in a transaction that occurred on Wednesday, September 30th. The stock was sold at an average price of $13.55, for a total value of $11,995,435.60. Following the completion of the transaction, the insider directly owned 4,679,097 shares in the company, valued at approximately $63,401,764.35. This represents a 15.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Joseph Tsai bought 720,000 shares of the business’s stock in a transaction on Monday, August 24th. The shares were acquired at an average cost of $14.29 per share, with a total value of $10,288,800.00. Following the purchase, the director owned 114,979,168 shares of the company’s stock, valued at $1,643,052,310.72. The trade was a 0.63% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 999,971 shares of company stock valued at $13,563,304 in the last ninety days. Company insiders own 12.50% of the company’s stock.

Institutional Trading of Alibaba Group

Several institutional investors and hedge funds have recently bought and sold shares of BABA. Ridgewood Investments LLC boosted its stake in Alibaba Group by 5.0% during the third quarter. Ridgewood Investments LLC now owns 15,850 shares of the specialty retailer’s stock worth $1,704,000 after buying an additional 751 shares during the period. Heartwood Wealth Advisors LLC purchased a new stake in shares of Alibaba Group in the 3rd quarter valued at approximately $224,000. CX Institutional raised its stake in shares of Alibaba Group by 16.2% in the 3rd quarter. CX Institutional now owns 2,414 shares of the specialty retailer’s stock valued at $260,000 after acquiring an additional 337 shares during the period. Global Wealth Strategies & Associates acquired a new position in shares of Alibaba Group in the 3rd quarter worth approximately $259,000. Finally, Parrish Capital LLC lifted its holdings in shares of Alibaba Group by 11.3% in the 3rd quarter. Parrish Capital LLC now owns 10,220 shares of the specialty retailer’s stock worth $1,099,000 after acquiring an additional 1,041 shares during the last quarter. 13.47% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Alibaba’s AI investment story remains a potential support. Recent coverage highlights the continued development of its Qwen models, accelerating cloud demand, and substantial spending on AI infrastructure. Broader technology sentiment also improved after softer U.S. employment data reduced expectations for near-term Federal Reserve tightening. The Story of Qwen: Alibaba’s AI Models From 7B to 2.4T
• Positive Sentiment: Some analysts maintain materially higher valuations, with recently cited price targets ranging from $185 to $205, suggesting potential upside if Alibaba’s cloud and AI expansion translates into stronger earnings. However, these targets predate the latest legal headlines. Alibaba vs. Uber Technologies: Which Stock Is a Better Buy in 2026?
• Neutral Sentiment: Alibaba shares previously outperformed the broader market during a rebound in Chinese technology stocks, indicating that macroeconomic and sector sentiment can still produce short-term relief. Alibaba ADR Rises Monday, Outperforms Market
• Negative Sentiment: A shareholder securities-fraud class action and multiple law-firm solicitations are increasing litigation uncertainty. The allegations reportedly involve disclosures concerning Alibaba’s designation on a U.S. Department of Defense list of Chinese military companies and claims related to its AI activities. These are allegations, not established findings, but they could raise legal costs and regulatory concerns. Alibaba After Lawsuit and Defense List Shock
• Negative Sentiment: Recent insider activity appears mixed but leans negative: several executives sold shares, while CEO Eddie Wu and Chairman Joseph Tsai made purchases. Continued institutional selling by some large funds may also reinforce investor caution.
• Negative Sentiment: Alibaba’s latest reported quarter included an earnings-per-share miss despite revenue slightly exceeding expectations, adding to concerns about profitability and the substantial cost of its AI infrastructure buildout.

Alibaba Group Stock Down 1.4%

BABA stock opened at $109.26 on Wednesday. The firm’s fifty day moving average is $116.69 and its 200 day moving average is $119.90. The firm has a market cap of $271.58 billion, a PE ratio of 26.46, a P/E/G ratio of 1.48 and a beta of 0.47. Alibaba Group has a one year low of $91.99 and a one year high of $188.66. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.36 and a current ratio of 1.36.

Alibaba Group (NYSE:BABA) last posted its earnings results on Friday, August 14th. The specialty retailer reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). The business had revenue of $39.64 billion for the quarter, compared to analyst estimates of $39.52 billion. Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. Alibaba Group’s revenue was up 8.6% on a year-over-year basis. During the same quarter last year, the business earned $14.75 earnings per share. On average, research analysts forecast that Alibaba Group will post 5.8 EPS for the current year.

Alibaba Group Company Profile

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem connecting consumers, merchants, brands and businesses through online marketplaces and related services.

The company’s China commerce businesses include Taobao and Tmall, while its international commerce operations include Alibaba.com, AliExpress, Lazada and Trendyol. Alibaba also provides logistics services through Cainiao, consumer services through platforms such as Ele.me and Freshippo, and digital media and entertainment offerings.

Alibaba Cloud provides cloud computing, data management, artificial intelligence and other technology services to businesses and organizations.