Alibaba Group (NYSE:BABA) Price Target Raised to $210.00

Alibaba Group (NYSE:BABA) had its price target hoisted by JPMorgan Chase & Co. from $205.00 to $210.00 in a research report sent to investors on Friday,Benzinga reports. The firm currently has an overweight rating on the specialty retailer’s stock.

Other equities research analysts have also issued reports about the company. Benchmark reiterated a “buy” rating on shares of Alibaba Group in a research report on Thursday. Weiss Ratings restated a “hold (c+)” rating on shares of Alibaba Group in a report on Wednesday, May 27th. Robert W. Baird dropped their price target on Alibaba Group from $164.00 to $160.00 and set an “outperform” rating for the company in a research note on Friday. Freedom Capital raised shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Finally, BNP Paribas Exane assumed coverage on shares of Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $187.19.

Alibaba Group Stock Up 0.1%

Shares of NYSE:BABA opened at $119.48 on Friday. The stock’s 50-day moving average is $113.91 and its 200 day moving average is $128.03. The company has a market cap of $286.38 billion, a PE ratio of 28.93, a P/E/G ratio of 2.20 and a beta of 0.49. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.36 and a quick ratio of 1.36. Alibaba Group has a 1 year low of $91.99 and a 1 year high of $192.67.

Insider Activity

In other news, President J. Michael Evans sold 720,000 shares of the stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $94.95, for a total value of $68,364,000.00. Following the completion of the transaction, the president owned 28,000 shares of the company’s stock, valued at approximately $2,658,600. This represents a 96.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Fan (Fj) Jiang sold 13,579 shares of the stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.10, for a total value of $164,305.90. Following the completion of the transaction, the chief executive officer directly owned 556,617 shares of the company’s stock, valued at $6,735,065.70. This represents 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. In the last three months, insiders have sold 920,303 shares of company stock worth $70,796,370. Company insiders own 12.50% of the company’s stock.

Hedge Funds Weigh In On Alibaba Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Bleakley Financial Group LLC grew its stake in Alibaba Group by 0.4% in the 4th quarter. Bleakley Financial Group LLC now owns 16,420 shares of the specialty retailer’s stock worth $2,407,000 after acquiring an additional 67 shares during the period. Keybank National Association OH lifted its stake in shares of Alibaba Group by 2.7% during the 4th quarter. Keybank National Association OH now owns 2,840 shares of the specialty retailer’s stock worth $416,000 after purchasing an additional 75 shares during the period. Cary Street Partners Investment Advisory LLC lifted its stake in shares of Alibaba Group by 4.1% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 1,915 shares of the specialty retailer’s stock worth $281,000 after purchasing an additional 76 shares during the period. Accredited Investors Inc. boosted its holdings in shares of Alibaba Group by 2.9% during the first quarter. Accredited Investors Inc. now owns 2,858 shares of the specialty retailer’s stock worth $359,000 after purchasing an additional 80 shares during the last quarter. Finally, Calton & Associates Inc. grew its position in shares of Alibaba Group by 6.1% in the fourth quarter. Calton & Associates Inc. now owns 1,630 shares of the specialty retailer’s stock valued at $239,000 after purchasing an additional 93 shares during the period. Hedge funds and other 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’s AI Cloud and Compute Services revenue increased 45% year over year, while AI-related product revenue reportedly grew at a triple-digit rate for the 12th consecutive quarter. Management is positioning cloud computing, proprietary AI models and agentic commerce as major long-term growth drivers. Alibaba cloud revenue rises 45% even as AI spending weighs on profit
• Positive Sentiment: JPMorgan raised its price target on BABA from $205 to $210 and maintained an “overweight” rating, reflecting confidence in Alibaba’s AI and cloud expansion. A separate bullish analysis argued that AI growth could offset weakness in core e-commerce. JPMorgan price target update
• Neutral Sentiment: Quick commerce is showing stronger order growth, improving unit economics and potential profitability, but the benefit is not yet sufficient to offset broader pressure on Alibaba’s domestic e-commerce business.
• Negative Sentiment: June-quarter revenue rose 9% to approximately RMB268.95 billion, but net income fell 75% and non-GAAP net income declined 38%. Adjusted earnings per ADS fell 42% and missed analyst expectations, intensifying concerns about margin pressure and near-term cash generation. Alibaba Q1 earnings fall short of estimates
• Negative Sentiment: Capital expenditures surged as Alibaba expanded AI infrastructure, contributing to free-cash-flow outflow of roughly RMB44.67 billion. Investors are questioning how quickly the 45% cloud growth will translate into profits and returns on the investment. Alibaba capex surge and cloud growth analysis
• Negative Sentiment: Alibaba faces multiple securities class-action notices alleging it failed to disclose potential U.S. regulatory risks related to its classification as a Chinese military company. The October 5, 2026 lead-plaintiff deadline adds legal and reputational uncertainty, although the allegations have not been proven. Alibaba shareholder class-action notice

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.