Analysts Set Alibaba Group Holding Limited (NYSE:BABA) Target Price at $186.90

Alibaba Group Holding Limited (NYSE:BABA) has earned an average rating of “Moderate Buy” from the twenty-three ratings firms that are covering the stock, MarketBeat Ratings reports. Five analysts have rated the stock with a hold rating, sixteen have issued a buy rating and two have given a strong buy rating to the company. The average 12-month price objective among brokers that have issued ratings on the stock in the last year is $186.9048.

Several research firms have issued reports on BABA. JPMorgan Chase & Co. increased their price objective on Alibaba Group from $200.00 to $205.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Barclays upped their price objective on Alibaba Group from $186.00 to $195.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Alibaba Group in a research note on Wednesday, May 27th. Susquehanna lifted their price objective on Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a research note on Friday, May 15th. Finally, Freedom Capital upgraded shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th.

Insider Buying and Selling at Alibaba Group

In other Alibaba Group news, General Counsel Siying Yu sold 6,772 shares of Alibaba Group stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.10, for a total value of $81,941.20. Following the sale, the general counsel owned 607,234 shares of the company’s stock, valued at $7,347,531.40. This trade represents a 1.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Fan (Fj) Jiang sold 13,579 shares of the business’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total value of $164,305.90. Following the completion of the sale, the chief executive officer owned 556,617 shares in the company, valued at $6,735,065.70. The trade was a 2.38% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 920,303 shares of company stock worth $70,796,370 in the last quarter. Company insiders own 12.50% of the company’s stock.

Hedge Funds Weigh In On Alibaba Group

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Jennison Associates LLC grew its position in Alibaba Group by 11.9% in the 4th quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer’s stock valued at $7,950,000 after acquiring an additional 5,760 shares in the last quarter. Aureus Asset Management LLC increased its position 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 worth $1,174,000 after purchasing an additional 7,829 shares during the period. Teachers Retirement System of The State of Kentucky increased its holdings in Alibaba Group by 24.5% in the first quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer’s stock valued at $32,567,000 after buying an additional 51,000 shares in the last quarter. Thornburg Investment Management Inc. grew its stake in 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 acquiring an additional 30,644 shares during the last quarter. Finally, Eurizon Capital SGR S.p.A. purchased a new position in Alibaba Group during the fourth quarter worth $21,266,000. Institutional investors own 13.47% of the company’s stock.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba imposed commercial restrictions on the open-weight Qwen3.8-Max AI model, replacing the more permissive licensing approach used for earlier models. The move could help Alibaba capture more revenue and control the commercial use of its frontier AI technology, although it may limit adoption among developers. Alibaba adds commercial restrictions to open-weight Qwen3.8-Max AI model
• Positive Sentiment: A valuation analysis argues that BABA may be roughly 37% below estimated intrinsic value based on discounted cash flow and earnings-multiple methods. The thesis depends on successful AI monetization, improving cloud growth and resolution of regulatory risks. Alibaba stock may be undervalued after Qwen licensing shift
• Positive Sentiment: Alibaba Cloud reportedly plans to more than double its global modular data-center capacity, signaling continued investment in infrastructure to support cloud and AI demand. Alibaba Cloud plans to more than double global modular data center capacity
• Neutral Sentiment: Alibaba is expected to report earnings soon, making cloud growth, AI spending and guidance key near-term catalysts for the stock. Alibaba expected to announce earnings
• Negative Sentiment: Multiple law firms promoted a pending class-action lawsuit against Alibaba on August 13. The complaint alleges the company failed to disclose that it could be classified as a Chinese military company and exposed to U.S. restrictions, as well as allegations involving unauthorized AI “distillation.” Investors purchased during the June 26, 2025–June 24, 2026 class period are being reminded of an October 5, 2026 lead-plaintiff deadline. The notices do not establish wrongdoing, but they highlight continuing legal, sanctions and disclosure risks. SueWallSt Alibaba shareholder lawsuit notice
• Negative Sentiment: Erste Group Bank reduced its FY2027 and FY2028 earnings-per-share estimates, adding pressure to expectations for future profitability. Alibaba earnings estimate revisions

Alibaba Group Stock Performance

BABA opened at $122.20 on Tuesday. The stock has a market cap of $292.92 billion, a PE ratio of 20.07, a P/E/G ratio of 2.31 and a beta of 0.49. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.21. The stock’s 50 day simple moving average is $112.85 and its 200-day simple moving average is $129.98. Alibaba Group has a 1 year low of $91.99 and a 1 year high of $192.67.

Alibaba Group (NYSE:BABA) last announced its quarterly earnings data on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share (EPS) for the quarter. The company had revenue of $35.30 billion during the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%. Sell-side analysts forecast that Alibaba Group will post 6.27 EPS for the current year.

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.