10,211 Shares in Alibaba Group Holding Limited $BABA Purchased by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd bought a new stake in Alibaba Group Holding Limited (NYSE:BABA) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 10,211 shares of the specialty retailer’s stock, valued at approximately $1,825,000.

Several other large investors also recently modified their holdings of the stock. Mirae Asset Global Investments Co. Ltd. grew its holdings in Alibaba Group by 16.1% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 405,027 shares of the specialty retailer’s stock valued at $72,390,000 after purchasing an additional 56,047 shares during the period. Retirement Planning Co of New England Inc. lifted its position in shares of Alibaba Group by 3.1% during the 3rd quarter. Retirement Planning Co of New England Inc. now owns 18,903 shares of the specialty retailer’s stock valued at $3,379,000 after buying an additional 573 shares during the last quarter. Valeo Financial Advisors LLC grew its stake in shares of Alibaba Group by 23.1% during the 3rd quarter. Valeo Financial Advisors LLC now owns 5,044 shares of the specialty retailer’s stock worth $902,000 after acquiring an additional 946 shares during the period. EPG Wealth Management LLC purchased a new stake in Alibaba Group in the 3rd quarter worth about $230,000. Finally, Bluesphere Advisors LLC raised its stake in Alibaba Group by 2.2% in the 3rd quarter. Bluesphere Advisors LLC now owns 3,023 shares of the specialty retailer’s stock valued at $540,000 after acquiring an additional 64 shares during the period. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba’s chip unit T-Head unveiled the self-developed AI chip Zhenwu 810E, which the company says completes its AI “golden triangle” (chip, cloud, models). This strengthens Alibaba’s cloud/AI moat and reduces reliance on foreign suppliers. Alibaba’s T-Head unveils self-developed AI chip Zhenwu 810E
• Positive Sentiment: Alibaba struck a major logistics deal (~$2 billion) to deploy Robovans and is consolidating logistics and autonomous-driving units (Zelos), aiming to cut delivery costs and scale automated fulfillment — a long-term cost-saver that supports margins if execution succeeds. Alibaba Reshapes Logistics With $2 Billion Robovan Deal
• Neutral Sentiment: Alibaba and ByteDance plan new AI model launches for Lunar New Year — shows intense domestic AI competition but also validates large addressable demand for Chinese generative-AI services. Competitive dynamics could spur adoption but also require continued spending. ByteDance and Alibaba to release new AI models for Lunar New Year – Information
• Neutral Sentiment: Media coverage of analyst ratings remains mixed; some Wall Street commentary is bullish on BABA’s long-term AI/cloud story but investors should treat upgrades/downgrades as sentiment drivers rather than fundamentals. Is It Worth Investing in Alibaba (BABA) Based on Wall Street’s Bullish Views?
• Negative Sentiment: Near-term margin pressure: Q2 FY26 results and analyst write-ups highlight modest revenue growth but steep margin erosion as competition and heavy AI/logistics spending weigh on profits — a key reason for today’s downward price move. BABA’s Margins Suffer From Stiff Competition: Time to Sell the Stock?

Alibaba Group Stock Down 2.6%

Shares of NYSE:BABA opened at $169.70 on Friday. The firm has a fifty day moving average price of $158.58 and a two-hundred day moving average price of $152.02. The company has a market cap of $405.14 billion, a price-to-earnings ratio of 23.44, a PEG ratio of 3.80 and a beta of 0.37. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46. Alibaba Group Holding Limited has a one year low of $95.73 and a one year high of $192.67.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Barclays increased their target price on shares of Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 26th. JPMorgan Chase & Co. cut their price objective on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. Benchmark reiterated a “buy” rating and issued a $195.00 price objective on shares of Alibaba Group in a research note on Tuesday, November 25th. Weiss Ratings restated a “buy (b-)” rating on shares of Alibaba Group in a research report on Wednesday, January 21st. Finally, Freedom Capital lowered Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Eighteen analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Alibaba Group presently has an average rating of “Moderate Buy” and an average target price of $195.17.

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.