Morgan Stanley Cuts Alibaba Group (NYSE:BABA) Price Target to $180.00

Alibaba Group (NYSE:BABA) had its price objective trimmed by Morgan Stanley from $200.00 to $180.00 in a research report report published on Thursday, MarketBeat.com reports. The brokerage currently has an overweight rating on the specialty retailer’s stock.

Several other research firms have also recently weighed in on BABA. Arete Research set a $172.00 price objective on shares of Alibaba Group in a research report on Tuesday, December 9th. Citigroup upped their price target on Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. JPMorgan Chase & Co. decreased their price objective on Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. CLSA upped their target price on Alibaba Group from $155.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, October 2nd. Finally, Macquarie reissued an “outperform” rating on shares of Alibaba Group in a research report on Tuesday, November 25th. Seventeen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Alibaba Group has a consensus rating of “Moderate Buy” and an average price target of $191.84.

Alibaba Group Price Performance

BABA stock opened at $150.93 on Thursday. Alibaba Group has a one year low of $80.06 and a one year high of $192.67. The firm has a 50-day moving average of $155.81 and a two-hundred day moving average of $146.00. The firm has a market capitalization of $360.14 billion, a PE ratio of 20.85, a P/E/G ratio of 2.34 and a beta of 0.37. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23.

Institutional Trading of Alibaba Group

Large investors have recently added to or reduced their stakes in the business. Kingstone Capital Partners Texas LLC raised its stake in shares of Alibaba Group by 1,349,768.3% in the second quarter. Kingstone Capital Partners Texas LLC now owns 49,013,718 shares of the specialty retailer’s stock valued at $5,558,646,000 after purchasing an additional 49,010,087 shares in the last quarter. Capital World Investors raised its stake in shares of Alibaba Group by 1,074.9% in the 3rd quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock valued at $1,079,229,000 after buying an additional 5,524,354 shares in the last quarter. Norges Bank bought a new position in shares of Alibaba Group during the 2nd quarter worth about $527,243,000. Assenagon Asset Management S.A. acquired a new stake in shares of Alibaba Group during the 2nd quarter valued at about $227,567,000. Finally, Alkeon Capital Management LLC acquired a new stake in shares of Alibaba Group during the 2nd quarter valued at about $184,291,000. 13.47% of the stock is owned by institutional investors.

Key Alibaba Group News

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

• Positive Sentiment: Reports that Beijing is moving toward approving NVIDIA H200 imports bolstered hopes Alibaba can secure advanced AI chips for Alibaba Cloud and generative‑AI initiatives; traders lifted the stock on that news. Alibaba Steps Up AI Race With Potential Nvidia Mega Order
• Positive Sentiment: Coverage highlighting Alibaba’s positioning as an emerging‑markets leader and its AI/cloud investments framed the H200 access story as a meaningful catalyst for longer‑term growth. If Emerging Markets Outperform, This Stock Could Lead the Charge (MarketBeat)
• Positive Sentiment: Technical commentary (Barron’s) showing bullish chart patterns reinforced buyer interest after the recent rebound off the ~$150 support area. Chinese Stock Charts Reach a Turning Point (Barron’s)
• Neutral Sentiment: Morgan Stanley trimmed its price target (from $200 to $180) but kept an overweight rating — a mixed signal that reduces upside math while leaving institutional conviction intact. Finviz (Morgan Stanley price target note)
• Neutral Sentiment: Macro/legal overhangs could still matter: a Supreme Court decision on tariffs and ongoing trade policy uncertainty are being watched for potential cost or access impacts on cross‑border chip flows. Wall Street Breakfast Podcast: Tariffs On Decision Watch (Seeking Alpha)
• Negative Sentiment: Two major banks recently slashed their price targets on Alibaba, which pressured sentiment and reduces analyst‑driven upside expectations in the near term. Alibaba (BABA) Stock: Why Two Major Banks Just Slashed Their Price Targets
• Negative Sentiment: Freedom Capital cut BABA to a hold, and there are fresh investor‑class action inquiries (Pomerantz), adding legal and sentiment risk that can weigh on the stock until resolved. Alibaba Group (NYSE:BABA) Cut to Hold at Freedom Capital Pomerantz investor investigation

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.