Alibaba Group Holding Limited $BABA Shares Sold by Solstein Capital LLC

Solstein Capital LLC cut its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 14.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 27,117 shares of the specialty retailer’s stock after selling 4,699 shares during the quarter. Alibaba Group makes up approximately 0.9% of Solstein Capital LLC’s portfolio, making the stock its 29th biggest position. Solstein Capital LLC’s holdings in Alibaba Group were worth $2,603,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in BABA. Brighton Jones LLC raised its stake in Alibaba Group by 40.4% in the fourth quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock valued at $289,000 after buying an additional 981 shares in the last quarter. AQR Capital Management LLC acquired a new stake in shares of Alibaba Group during the 1st quarter worth about $254,000. Bank of Nova Scotia lifted its stake in Alibaba Group by 313.0% during the second quarter. Bank of Nova Scotia now owns 21,778 shares of the specialty retailer’s stock worth $2,470,000 after purchasing an additional 16,505 shares during the last quarter. Daiwa Securities Group Inc. purchased a new position in Alibaba Group in the second quarter valued at approximately $1,613,000. Finally, Ieq Capital LLC raised its holdings in Alibaba Group by 51.9% during the second quarter. Ieq Capital LLC now owns 70,060 shares of the specialty retailer’s stock worth $7,946,000 after purchasing an additional 23,925 shares in the last quarter. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group Stock Down 4.1%

Shares of Alibaba Group stock opened at $114.03 on Tuesday. The company has a market cap of $273.32 billion, a P/E ratio of 27.61, a PEG ratio of 2.17 and a beta of 0.49. 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 Holding Limited has a one year low of $91.99 and a one year high of $192.67. The firm has a fifty day moving average of $115.04 and a two-hundred day moving average of $126.16.

Alibaba Group (NYSE:BABA) last announced its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. The firm had revenue of $39.64 billion during the quarter, compared to analyst estimates of $39.52 billion. During the same quarter in the previous year, the business earned $14.75 EPS. Alibaba Group’s revenue for the quarter was up 8.6% on a year-over-year basis. On average, analysts forecast that Alibaba Group Holding Limited will post 5.88 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Benchmark reaffirmed a “buy” rating on shares of Alibaba Group in a report on Thursday, August 20th. JPMorgan Chase & Co. upped their target price on Alibaba Group from $205.00 to $210.00 and gave the company an “overweight” rating in a research report on Friday, August 21st. Zacks Research upgraded Alibaba Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, June 2nd. Mizuho lifted their price target on Alibaba Group from $190.00 to $195.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Finally, Morgan Stanley increased their price objective on Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $188.70.

Key Alibaba Group News

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

• Positive Sentiment: Founder Jack Ma reportedly purchased approximately $76.5 million of Alibaba shares, while Chairman and CEO Eddie Wu reportedly bought more than $15 million. The purchases may signal insider confidence in Alibaba’s long-term outlook, particularly its AI strategy. Why Billionaire Founder Jack Ma Just Bought $76.5 Million Worth of Alibaba Stock
• Positive Sentiment: Alibaba has raised approximately $10.2 billion to fund AI infrastructure, underscoring management’s commitment to expanding in a potentially significant growth market. The capital could support data centers and other AI capabilities, although the financing also diluted existing shareholders. Alibaba’s Chairman Just Bought Shares After a Major AI Funding Deal
• Neutral Sentiment: A report on global AI data-center infrastructure identified power and connectivity bottlenecks that could influence how Alibaba plans future AI-related investments. The findings provide industry context but do not announce a specific Alibaba contract or financial benefit. Alibaba Report Flags AI Data Center Bottlenecks
• Negative Sentiment: Several law firms promoted a securities-fraud class action covering investors who purchased Alibaba securities from June 26, 2025, through June 24, 2026. Investors have until October 5, 2026, to seek lead-plaintiff status. The repeated announcements increase near-term legal overhang, although the allegations have not been proven and the financial impact remains uncertain. Alibaba Securities Fraud Lawsuit Deadline Alert

Insider Buying and Selling

In other news, Director Joseph C. Tsai purchased 720,000 shares of the company’s stock in a transaction dated Monday, August 24th. The stock was acquired at an average price of $14.29 per share, for a total transaction of $10,288,800.00. Following the completion of the transaction, the director directly owned 114,979,168 shares in the company, valued at $1,643,052,310.72. This represents a 0.63% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. Also, President J. Michael Evans sold 720,000 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $94.95, for a total transaction of $68,364,000.00. Following the completion of the sale, the president owned 28,000 shares in the company, valued at $2,658,600. This represents a 96.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 920,303 shares of company stock valued at $70,796,370 in the last 90 days. 12.50% of the stock is owned by corporate insiders.

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.