Brokerages Set Alibaba Group Holding Limited (NYSE:BABA) PT at $186.90

Shares of Alibaba Group Holding Limited (NYSE:BABA) have received a consensus recommendation of “Moderate Buy” from the twenty-three ratings firms that are presently covering the company, MarketBeat.com reports. Five analysts have rated the stock with a hold rating, sixteen have assigned a buy rating and two have issued a strong buy rating on the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $186.9048.

BABA has been the topic of a number of research reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Alibaba Group in a research report on Wednesday, May 27th. Nomura lowered their price target on shares of Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a research report on Thursday, June 25th. Barclays increased their price objective on shares of Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Susquehanna lifted their price objective on shares of Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a report on Friday, May 15th. Finally, Zacks Research upgraded Alibaba Group from a “strong sell” rating to a “hold” rating in a report on Tuesday, June 2nd.

Alibaba Group Stock Up 0.5%

NYSE:BABA opened at $124.43 on Tuesday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.28 and a quick ratio of 1.28. Alibaba Group has a 1-year low of $91.99 and a 1-year high of $192.67. The company has a 50-day moving average of $112.99 and a 200 day moving average of $129.31. The firm has a market cap of $298.27 billion, a PE ratio of 20.43, a price-to-earnings-growth ratio of 2.29 and a beta of 0.49.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Lingxi Games sale supports AI pivot: Alibaba agreed to sell its gaming subsidiary to Trustar Capital for an estimated $1.5 billion to more than $2 billion. The transaction should provide cash for AI and cloud infrastructure while reducing exposure to a non-core business. Reuters article
• Positive Sentiment: Qwen gains global traction: Alibaba’s open-source Qwen models reportedly surpassed 3 billion downloads over the past six months, exceeding reported download figures for competing models from Meta and Google. The company also launched a laptop-ready model and released the weights for its high-end Qwen3.8 Max model, potentially expanding adoption and strengthening its AI ecosystem. CNBC article
• Positive Sentiment: AI investment remains the key thesis: Coverage ahead of Alibaba’s earnings argues that the company may be undervalued if AI infrastructure and cloud growth translate into stronger future earnings. Investors are watching whether higher AI spending can produce durable revenue and profit gains. Seeking Alpha article
• Neutral Sentiment: Earnings are the next major catalyst: Alibaba’s upcoming results could determine whether recent AI momentum, cloud demand and capital spending justify the company’s valuation. Analysts remain divided, with optimism about AI balanced against intense competition and elevated investment requirements. Zacks article
• Negative Sentiment: Multiple securities lawsuits add headline and legal risk: Several law firms are soliciting investors for a class action covering purchases from June 26, 2025, through June 24, 2026. Allegations include inadequate disclosure of potential U.S. restrictions related to Chinese military-company designations and risks involving unauthorized AI-model distillation. The lead-plaintiff deadline is October 5, 2026. Robbins LLP article

Insider Transactions at Alibaba Group

In other news, CFO Hong Xu sold 175,054 shares of the business’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $12.15, for a total value of $2,126,906.10. Following the completion of the transaction, the chief financial officer directly owned 280,496 shares of the company’s stock, valued at approximately $3,408,026.40. The trade was a 38.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President J. Michael Evans sold 720,000 shares of the company’s stock in a transaction on Monday, June 29th. The stock was sold at an average price of $94.95, for a total value of $68,364,000.00. Following the sale, the president owned 28,000 shares of the company’s stock, valued at $2,658,600. This trade represents a 96.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 920,303 shares of company stock worth $70,796,370. Company insiders own 12.50% of the company’s stock.

Institutional Trading of Alibaba Group

Several hedge funds have recently modified their holdings of BABA. Northwestern Mutual Wealth Management Co. grew its position in shares of Alibaba Group by 7,680.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock worth $881,554,000 after buying an additional 5,936,847 shares during the last quarter. Norges Bank bought a new position in shares of Alibaba Group during the 4th quarter worth approximately $594,477,000. Altshuler Shaham Ltd purchased a new stake in Alibaba Group during the fourth quarter valued at approximately $160,410,000. Third Point LLC purchased a new stake in Alibaba Group during the fourth quarter valued at approximately $120,928,000. Finally, Bbfit Investments PTE Ltd. acquired a new stake in Alibaba Group in the fourth quarter valued at approximately $106,828,000. 13.47% of the stock is owned by hedge funds and other institutional investors.

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.