Meitav Investment House Ltd. Trims Holdings in Alibaba Group Holding Limited $BABA

Meitav Investment House Ltd. lowered its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 25.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 12,626 shares of the specialty retailer’s stock after selling 4,280 shares during the period. Meitav Investment House Ltd.’s holdings in Alibaba Group were worth $2,259,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Evergreen Capital Management LLC boosted its position in shares of Alibaba Group by 2.5% during the third quarter. Evergreen Capital Management LLC now owns 66,509 shares of the specialty retailer’s stock worth $11,887,000 after buying an additional 1,638 shares during the period. NBT Bank N A NY lifted its stake in Alibaba Group by 231.5% during the 3rd quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock worth $32,000 after acquiring an additional 125 shares in the last quarter. Sterling Investment Advisors Ltd. purchased a new position in Alibaba Group during the 3rd quarter valued at about $289,000. Evolution Wealth Advisors LLC grew its position in Alibaba Group by 1.5% in the 3rd quarter. Evolution Wealth Advisors LLC now owns 5,094 shares of the specialty retailer’s stock valued at $910,000 after acquiring an additional 74 shares in the last quarter. Finally, Richardson Financial Services Inc. increased its stake in Alibaba Group by 34.4% during the third quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer’s stock worth $45,000 after purchasing an additional 65 shares during the period. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group Price Performance

Shares of BABA opened at $165.63 on Friday. The firm has a market capitalization of $395.21 billion, a price-to-earnings ratio of 22.88, a PEG ratio of 3.53 and a beta of 0.37. The firm’s fifty day simple moving average is $155.99 and its 200-day simple moving average is $147.89. Alibaba Group Holding Limited has a twelve month low of $83.03 and a twelve month high of $192.67. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Citigroup raised their price objective on shares of Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Alibaba Group in a report on Wednesday, October 8th. Arete downgraded shares of Alibaba Group from a “buy” rating to a “neutral” rating and set a $172.00 price target for the company. in a research note on Tuesday, December 9th. Macquarie reiterated an “outperform” rating on shares of Alibaba Group in a research note on Tuesday, November 25th. Finally, Freedom Capital lowered Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Seventeen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $190.68.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Major Qwen upgrade: Alibaba has rolled out a unified, agentic Qwen AI experience across its ecosystem (Taobao, Alipay, travel apps), enabling in-chat shopping, payments, food orders and travel bookings — a step that could accelerate user engagement and new monetization paths. Alibaba Qwen Upgrade: The Market Can No Longer Ignore This AI Catalyst
• Positive Sentiment: Agentic & payments features now live for public testing in China — Qwen can place orders, complete in-chat payments and book travel, increasing direct commerce conversion through AI. This operational progress makes near-term monetization more plausible. Alibaba Adds Agentic and Payments Capabilities to Consumer AI App
• Positive Sentiment: Wall Street warming to the AI story — several analysts and research notes show growing confidence that Alibaba’s AI/cloud push could be the next growth leg, supporting higher longer-term targets. Why Wall Street Is Turning More Confident on Alibaba’s AI Push
• Neutral Sentiment: Ecosystem integration breadth — multiple outlets note Qwen’s connections to Taobao, Alipay and travel apps and reported user milestones, which are strategically important but will take time to translate into revenue. China’s Alibaba Links Qwen AI App to Vast Consumer Ecosystem
• Neutral Sentiment: Deal/tech exposure: reports that Alibaba and JPMorgan are cornerstones in a chip-designer listing highlight strategic moves into semiconductors but are peripheral to core revenue drivers. Montage Technology Draws Alibaba, JPMorgan as Cornerstones for Hong Kong Listing
• Negative Sentiment: Analyst target trim: Nomura lowered its price target (from $215 to $193) while keeping a buy rating — a modest re-pricing that signals caution on near-term upside despite bullish AI narratives. Nomura Adjusts Alibaba Group Price Target to $193 From $215; Maintains Buy Rating
• Negative Sentiment: Profit-taking and core-ecommerce concerns: social and trade commentary note a multimonth pullback and worries about e‑commerce monetization, which likely drove the intraday decline as some investors locked gains after the AI headlines. Why This Trader Sees A Timing Opportunity In Alibaba Stock

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.