Alibaba Group (NYSE:BABA – Free Report) had its target price reduced by Susquehanna from $190.00 to $170.00 in a report issued on Thursday morning,Benzinga reports. Susquehanna currently has a positive rating on the specialty retailer’s stock.
Several other equities research analysts have also recently commented on BABA. Sanford C. Bernstein cut their target price on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 26th. DZ Bank cut shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target for the company. in a research note on Friday, March 20th. Loop Capital set a $140.00 price objective on shares of Alibaba Group in a report on Tuesday, January 6th. Argus raised shares of Alibaba Group to a “hold” rating in a research report on Tuesday, March 24th. Finally, Robert W. Baird decreased their target price on shares of Alibaba Group from $174.00 to $164.00 and set an “outperform” rating for the company in a research report on Friday, March 20th. Sixteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $187.89.
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Alibaba Group Stock Down 2.2%
Institutional Investors Weigh In On Alibaba Group
Large investors have recently made changes to their positions in the stock. Ameriflex Group Inc. increased its holdings in Alibaba Group by 101.4% during the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after buying an additional 72 shares during the last quarter. Mather Group LLC. bought a new position in shares of Alibaba Group in the 3rd quarter valued at about $30,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of Alibaba Group in the 3rd quarter valued at about $30,000. NBT Bank N A NY increased its stake in shares of Alibaba Group by 231.5% during the 3rd quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock worth $32,000 after purchasing an additional 125 shares during the last quarter. Finally, Palisade Asset Management LLC bought a new stake in shares of Alibaba Group in the 3rd quarter valued at about $37,000. Institutional investors and hedge funds own 13.47% of the company’s stock.
Key Headlines Impacting Alibaba Group
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Sources say Alibaba plans to place orders for Huawei’s new AI chip after successful testing, which could lower costs, deepen Alibaba’s domestic AI stack and reduce dependence on foreign chips. Exclusive: Huawei’s new AI chip find favour with ByteDance, Alibaba which plan to place orders, sources say
- Positive Sentiment: Analyst support: Argus recently upgraded BABA (leading to a short-term uptick), reflecting some analyst conviction in the stock despite near-term headwinds. Alibaba Group (NYSE:BABA) Upgraded at Argus
- Positive Sentiment: Zacks moved BABA from “strong sell” to “hold,” reducing immediate sell-side pressure and signaling improved sentiment from that broker. Zacks Research upgrade
- Positive Sentiment: Product/AI progress: Alibaba is rolling out “Accio,” an agentic AI for automating supply-chain tasks for SMBs — a sign management is pushing AI-driven revenue opportunities. BABA’s Accio Pushes AI From Chat to Execution
- Neutral Sentiment: Price-target dynamics: Susquehanna cut its price target to $170 (citing heavy AI spending) but kept a positive stance — mixed signal: upside remains but margin risks persist. Price target lowered to $170
- Neutral Sentiment: Valuation context: Recent analyses highlight Alibaba’s AI/cloud push and regulatory changes (e.g., delivery rules) as offsetting factors to heavy investment-driven margin pressure — longer-term story still depends on cloud/AI execution. Assessing Alibaba Group Holding valuation after China’s delivery rules and new AI chip and cloud push
- Negative Sentiment: Analyst estimate cuts: Erste Group reduced FY2026 and FY2027 EPS forecasts materially, signaling weaker near-term profit expectations and adding downward pressure on sentiment. MarketBeat: Analyst estimate changes
- Negative Sentiment: Zacks added BABA to its Rank #5 (Strong Sell) list — a headline that can trigger short-term selling and amplify volatility despite other upgrades. New Strong Sell Stocks for March 27th
- Negative Sentiment: Profit pressure: Coverage and headlines note heavy AI spending has driven a steep profit decline and prompted price-target cuts — this underpins the negative near-term earnings narrative. Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67%
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.
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