Alibaba Group Holding Limited $BABA Stake Lessened by Cantor Fitzgerald L. P.

Cantor Fitzgerald L. P. cut its stake in Alibaba Group Holding Limited (NYSE:BABA) by 97.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,140 shares of the specialty retailer’s stock after selling 996,020 shares during the period. Cantor Fitzgerald L. P.’s holdings in Alibaba Group were worth $4,315,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Primecap Management Co. CA increased its position in shares of Alibaba Group by 0.7% in the 2nd quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer’s stock worth $2,354,877,000 after purchasing an additional 140,579 shares during the last quarter. Capital World Investors lifted its position in shares of Alibaba Group by 1,074.9% during the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock worth $1,079,229,000 after purchasing an additional 5,524,354 shares during the last quarter. Fisher Asset Management LLC lifted its position in shares of Alibaba Group by 0.5% during the third quarter. Fisher Asset Management LLC now owns 5,293,597 shares of the specialty retailer’s stock worth $946,125,000 after purchasing an additional 26,156 shares during the last quarter. Norges Bank acquired a new position in Alibaba Group in the second quarter worth about $527,243,000. Finally, American Century Companies Inc. increased its holdings in Alibaba Group by 17.7% in the third quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock valued at $533,964,000 after buying an additional 448,484 shares during the last quarter. 13.47% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

BABA has been the topic of several research reports. Arete Research upgraded Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 price objective on the stock in a research note on Wednesday, January 21st. Weiss Ratings lowered Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 27th. Sanford C. Bernstein lowered their price target on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, November 26th. Freedom Capital lowered Alibaba Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, Benchmark restated a “buy” rating and set a $195.00 price objective on shares of Alibaba Group in a research note on Tuesday, November 25th. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $195.17.

Alibaba Group Stock Performance

Shares of NYSE BABA opened at $136.51 on Wednesday. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The firm’s 50-day moving average price is $155.40 and its two-hundred day moving average price is $158.81. Alibaba Group Holding Limited has a 52-week low of $95.73 and a 52-week high of $192.67. The stock has a market capitalization of $325.91 billion, a P/E ratio of 18.86, a P/E/G ratio of 2.99 and a beta of 0.43.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: CEO Eddie Wu will directly lead a new Alibaba Token Hub to centralize AI teams and products, signaling management commitment to quicker execution and monetization of its Qwen models. Alibaba CEO takes helm of new AI-focused business group
• Positive Sentiment: Alibaba launched Wukong, an enterprise AI agent platform (desktop and DingTalk integration) aimed at selling AI services to businesses — a direct revenue path if adoption and integrations (Slack/Teams plans) scale. Alibaba launches agentic AI tool for businesses with Slack, Teams integration plans
• Positive Sentiment: Bullish investor commentary and fund buying highlight confidence in long-term cloud/AI upside — some investors argue the selloff prices in near-term risks and creates a favorable risk/reward. Here’s Why Emerald Growth Equity Strategy Picked Alibaba (BABA) in Q4
• Neutral Sentiment: The Token Hub consolidation bundles research (Tongyi), consumer apps, DingTalk and device teams under one group — a structural move whose benefits depend on execution and timing. Alibaba Plans Major Revamp to Heighten Focus on AI Profits
• Negative Sentiment: Shares already reacted sharply: a reported ~12% slide tied to investor unease about the overhaul’s timing ahead of earnings, increasing volatility and selling pressure. Alibaba (BABA) Stock Slides 12% Following AI Division Overhaul Before Thursday’s Earnings Call
• Negative Sentiment: Analysts flag near-term profit risks: strong user growth for Qwen but weak monetization, free usage raising compute costs, and losses from quick‑commerce could press margins this quarter. Alibaba Earnings Preview: Strong AI Adoption, Weak Profit Translation
• Negative Sentiment: Executive turnover (notably at Qwen research) and commentary that the stock “lost its AI mojo” have heightened investor skepticism about execution. Alibaba Stock Has Lost Its AI Mojo. It Just Did This Ahead of Earnings.

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.