Alibaba Group (BABA) to Release Quarterly Earnings on Thursday

Alibaba Group (NYSE:BABA) will likely be issuing its Q3 2026 results before the market opens on Thursday, February 19th. Analysts expect the company to announce earnings of $1.91 per share and revenue of $40.9492 billion for the quarter. Individuals may review the information on the company’s upcoming Q3 2026 earning report for the latest details on the call scheduled for Thursday, February 26, 2026 at 7:30 AM ET.

Alibaba Group Stock Down 0.2%

BABA opened at $155.45 on Wednesday. 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 fifty day moving average of $159.11 and a 200-day moving average of $155.99. Alibaba Group has a fifty-two week low of $95.73 and a fifty-two week high of $192.67. The company has a market capitalization of $371.12 billion, a P/E ratio of 21.47, a P/E/G ratio of 3.41 and a beta of 0.39.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Arete Research upgraded shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 target price on the stock in a research report on Wednesday, January 21st. Morgan Stanley reduced their price target on Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Wall Street Zen cut Alibaba Group from a “hold” rating to a “sell” rating in a report on Friday, November 28th. Macquarie Infrastructure reissued an “outperform” rating on shares of Alibaba Group in a report on Tuesday, November 25th. Finally, Nomura boosted their price target on Alibaba Group from $193.00 to $237.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Eighteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $195.17.

More Alibaba Group News

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

• Positive Sentiment: Alibaba launched Qwen‑3.5, a multimodal, agent‑capable LLM that the company says improves performance for complex tasks and supports hosted APIs/open weights — a clear strategic boost to Alibaba Cloud’s AI services revenue opportunity. Alibaba unveils new Qwen3.5 model for ‘agentic AI era’
• Positive Sentiment: Company claims Qwen‑3.5 cuts costs and raises throughput (reports cite ~60% lower cost, up to 8x throughput vs prior models) — this could improve cloud margins and make Alibaba more competitive vs Western models. Alibaba Launches Qwen3.5 AI Model With 60% Lower Costs, 8x Throughput
• Positive Sentiment: Some analysts remain constructive — a recent note highlights Alibaba as undervalued ahead of upcoming earnings, citing strong cloud AI demand and upside if EPS normalizes by FY27–28. Alibaba: Shares At Critical Support Into Earnings, AI Capex In Focus
• Neutral Sentiment: Competitive context: analysts and media compare Alibaba with Amazon and MercadoLibre — Alibaba has strengths in scale and China market access, but faces a different margin and capex dynamic than AWS. This shapes relative investment cases rather than an immediate directional catalyst. Amazon vs. Alibaba: Which E-Commerce Titan Has an Edge Right Now?
• Negative Sentiment: Regulatory / legal risk: shareholder law firms continue a securities‑fraud investigation into Alibaba tied to earlier disclosures — litigation headlines can increase volatility and downside risk. Securities-Fraud-Investigation-Into-Alibaba-Group-Holding-Ltd.-(BABA)-Continues
• Negative Sentiment: National‑security scrutiny / Pentagon listing confusion produced a recent tech selloff tied to blacklist worries — geopolitical/government headlines can trigger near‑term selling pressure on U.S.-listed Chinese names. Alibaba Faces Pentagon Scrutiny As Qwen 3.5 Sharpens AI Investment Case
• Negative Sentiment: Profitability risk: media and analysts warn that heavy AI capex and rising operating costs have pressured operating income and free cash flow despite strong cloud growth — a near‑term headwind for earnings and multiples. Alibaba Stock Rises 28% in 6 Months: Hold Tight or Time to Let Go?

Institutional Investors Weigh In On Alibaba Group

A number of hedge funds have recently made changes to their positions in the stock. Financial Sense Advisors Inc. increased its position in Alibaba Group by 1.6% during the 3rd quarter. Financial Sense Advisors Inc. now owns 6,046 shares of the specialty retailer’s stock worth $1,081,000 after purchasing an additional 97 shares in the last quarter. Xponance LLC increased its holdings in shares of Alibaba Group by 3.2% during the fourth quarter. Xponance LLC now owns 4,937 shares of the specialty retailer’s stock worth $724,000 after buying an additional 154 shares in the last quarter. United Capital Financial Advisors LLC lifted its stake in shares of Alibaba Group by 3.2% in the 3rd quarter. United Capital Financial Advisors LLC now owns 5,218 shares of the specialty retailer’s stock valued at $933,000 after acquiring an additional 160 shares during the last quarter. Palisade Asset Management LLC acquired a new stake in shares of Alibaba Group during the 3rd quarter valued at $37,000. Finally, WealthCollab LLC grew its position in Alibaba Group by 19.0% during the 3rd quarter. WealthCollab LLC now owns 1,330 shares of the specialty retailer’s stock worth $238,000 after acquiring an additional 212 shares during the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

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.