Brokerages Set Alibaba Group Holding Limited (NYSE:BABA) Target Price at $188.70

Alibaba Group Holding Limited (NYSE:BABA) has been given an average rating of “Moderate Buy” by the twenty-two analysts that are currently covering the firm, MarketBeat.com reports. Five investment analysts have rated the stock with a hold recommendation, fifteen have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average twelve-month price objective among brokerages that have covered the stock in the last year is $187.45.

Several analysts have recently issued reports on BABA shares. Benchmark reissued a “buy” rating on shares of Alibaba Group in a research note on Thursday, August 20th. Mizuho increased their target price on Alibaba Group from $190.00 to $195.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. lifted their target price on Alibaba Group from $205.00 to $210.00 and gave the company an “overweight” rating in a report on Friday, August 21st. Susquehanna upped their price target on Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a research note on Friday, August 28th. 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 Performance

NYSE BABA opened at $113.10 on Friday. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.21. Alibaba Group has a fifty-two week low of $91.99 and a fifty-two week high of $192.67. The business has a fifty day moving average of $116.54 and a 200-day moving average of $124.56. The stock has a market cap of $281.12 billion, a price-to-earnings ratio of 27.38, a price-to-earnings-growth ratio of 2.07 and a beta of 0.51.

Alibaba Group (NYSE:BABA) last posted 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 company had revenue of $39.64 billion for the quarter, compared to analyst estimates of $39.52 billion. During the same period in the previous year, the business earned $14.75 EPS. The firm’s revenue was up 8.6% on a year-over-year basis. As a group, analysts predict that Alibaba Group will post 5.88 earnings per share for the current fiscal year.

Insider Transactions at Alibaba Group

In other Alibaba Group news, CEO Yongming Wu acquired 350,000 shares of the company’s stock in a transaction dated Monday, August 24th. The stock was bought at an average price of $14.24 per share, with a total value of $4,984,000.00. Following the completion of the transaction, the chief executive officer directly owned 1,364,418 shares of the company’s stock, valued at approximately $19,429,312.32. The trade was a 34.50% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Joseph C. Tsai bought 720,000 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was acquired at an average cost of $14.29 per share, for a total transaction of $10,288,800.00. Following the purchase, the director owned 114,979,168 shares in the company, valued at approximately $1,643,052,310.72. This trade represents a 0.63% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold a total of 920,303 shares of company stock valued at $70,796,370 in the last three months. 12.50% of the stock is owned by company insiders.

Institutional Investors Weigh In On Alibaba Group

A number of large investors have recently added to or reduced their stakes in BABA. Aureus Asset Management LLC boosted its stake in Alibaba Group by 511.0% during the 1st quarter. Aureus Asset Management LLC now owns 9,361 shares of the specialty retailer’s stock valued at $1,174,000 after acquiring an additional 7,829 shares during the last quarter. Teachers Retirement System of The State of Kentucky increased its position in shares of Alibaba Group by 24.5% in the 1st quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer’s stock worth $32,567,000 after purchasing an additional 51,000 shares during the last quarter. Thornburg Investment Management Inc. raised its stake in shares of Alibaba Group by 5.5% in the 4th quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer’s stock valued at $85,607,000 after purchasing an additional 30,644 shares in the last quarter. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Alibaba Group in the 4th quarter valued at about $21,266,000. Finally, William Blair Investment Management LLC bought a new position in shares of Alibaba Group during the fourth quarter worth about $1,622,000. 13.47% of the stock is owned by institutional investors and hedge funds.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba’s dominant position in Chinese e-commerce and cloud computing, combined with its relatively discounted valuation, could provide longer-term upside compared with higher-valued rivals such as Coupang and Shopify. Alibaba vs. Coupang comparison Alibaba vs. Shopify comparison
• Neutral Sentiment: Several investor-rights firms publicized securities class actions or urged shareholders to participate in existing litigation. The notices concern purchases made from June 26, 2025, through June 24, 2026, and cite allegations including undisclosed Chinese military ties and fraudulent AI-distillation attacks. The allegations have not been established, and the immediate financial impact is uncertain. Investors face an October 5, 2026, lead-plaintiff deadline. Rosen securities litigation notice Hagens Berman investor notice SBS securities fraud lawsuit notice
• Negative Sentiment: Alibaba’s approximately $10.2 billion Hong Kong share placement has increased the share count and created dilution concerns. Reports also say AI-related costs are weighing on investor sentiment, pushing the stock below the placement price and raising questions about the near-term return on heavy AI investment. Alibaba capital raise report Alibaba AI costs and placement price report

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.