Zweig DiMenna Associates LLC Acquires New Shares in Alibaba Group Holding Limited $BABA

Zweig DiMenna Associates LLC bought a new position in shares of Alibaba Group Holding Limited (NYSE:BABA) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 54,850 shares of the specialty retailer’s stock, valued at approximately $9,803,000.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its position 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 bought a new position in shares of Alibaba Group in the 1st quarter valued at $254,000. CWM LLC boosted its holdings in shares of Alibaba Group by 0.8% during the 2nd quarter. CWM LLC now owns 12,029 shares of the specialty retailer’s stock valued at $1,364,000 after acquiring an additional 92 shares in the last quarter. Harbour Investments Inc. grew its position in Alibaba Group by 5.0% during the 2nd quarter. Harbour Investments Inc. now owns 2,642 shares of the specialty retailer’s stock worth $300,000 after acquiring an additional 127 shares during the last quarter. Finally, Mutual Advisors LLC increased its holdings in Alibaba Group by 3.4% in the 2nd quarter. Mutual Advisors LLC now owns 3,948 shares of the specialty retailer’s stock worth $474,000 after purchasing an additional 130 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on BABA. Citigroup boosted their price target on Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Nomura boosted their target price on shares of Alibaba Group from $193.00 to $237.00 and gave the stock a “buy” rating in a report on Monday, January 26th. Benchmark reaffirmed a “buy” rating and set a $195.00 price target on shares of Alibaba Group in a research note on Tuesday, November 25th. Arete Research raised shares of 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. Finally, Rosenblatt Securities set a $195.00 target price on Alibaba Group in a report on Wednesday, November 26th. Eighteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $195.17.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba rolled out Qwen 3.5, a multimodal, agentic AI model that the company says improves performance and cost versus prior versions and rivals, offers open-weight and hosted API options, and supports agent frameworks — a clear strategic win for Alibaba’s AI monetization and cloud positioning. Alibaba unveils new Qwen3.5 model for ‘agentic AI era’
• Positive Sentiment: Analyst consensus sits at a “Moderate Buy,” which supports upside should AI product traction and cloud commercialization accelerate. Alibaba Group Holding Limited (NYSE:BABA) Receives Consensus Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: Brokers and market pieces continue to highlight Alibaba as an investable AI play but caution that ratings and headlines drive volatility; these analyst narratives may influence trading but don’t change fundamentals immediately. Brokers Suggest Investing in Alibaba (BABA)
• Negative Sentiment: Shares plunged after the Pentagon briefly named Alibaba on a list of firms allegedly aiding China’s military, then withdrew the listing minutes later — the episode caused acute market panic and regulatory uncertainty. Alibaba leads tech slide after Pentagon briefly shows blacklist
• Negative Sentiment: Market reaction: shares recently fell (reports cite a ~4–5% weekly decline) and retail sentiment has weakened, amplifying volatility even as AI progress is announced. Alibaba’s New AI Model Runs 8x Faster While Sentiment Hits 60.6

Alibaba Group Stock Performance

Shares of BABA stock opened at $155.74 on Tuesday. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. Alibaba Group Holding Limited has a 52 week low of $95.73 and a 52 week high of $192.67. The firm has a 50 day moving average of $159.12 and a 200-day moving average of $155.72. The company has a market cap of $371.81 billion, a price-to-earnings ratio of 21.51, a price-to-earnings-growth ratio of 3.41 and a beta of 0.39.

Alibaba Group 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.