Insider Selling: Alibaba Group (NYSE:BABA) CFO Sells $1,409,669.28 in Stock

Alibaba Group Holding Limited (NYSE:BABA) CFO Hong Xu sold 103,046 shares of the stock in a transaction dated Friday, September 25th. The stock was sold at an average price of $13.68, for a total transaction of $1,409,669.28. Following the sale, the chief financial officer directly owned 406,450 shares in the company, valued at approximately $5,560,236. The trade was a 20.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Alibaba Group Price Performance

Shares of Alibaba Group stock opened at $107.40 on Friday. The company has a quick ratio of 1.36, a current ratio of 1.36 and a debt-to-equity ratio of 0.21. Alibaba Group Holding Limited has a twelve month low of $91.99 and a twelve month high of $192.67. The business has a 50-day moving average price of $117.01 and a 200 day moving average price of $120.47. The firm has a market cap of $266.96 billion, a PE ratio of 26.01, a P/E/G ratio of 1.44 and a beta of 0.47.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). The business had revenue of $39.64 billion for the quarter, compared to analysts’ expectations of $39.52 billion. Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%.The business’s revenue for the quarter was up 8.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $14.75 EPS. Sell-side analysts predict that Alibaba Group Holding Limited will post 5.8 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on BABA shares. JPMorgan Chase & Co. upped their price target on shares of Alibaba Group from $205.00 to $210.00 and gave the stock an “overweight” rating in a research report on Friday, August 21st. Susquehanna increased their target price on Alibaba Group from $185.00 to $190.00 and gave the company a “positive” rating in a report on Friday, August 28th. Benchmark reaffirmed a “buy” rating on shares of Alibaba Group in a research note on Thursday, August 20th. Barclays boosted their price target on Alibaba Group from $195.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, August 21st. Finally, Nomura reduced their price objective on Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a research note on Thursday, June 25th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, Alibaba Group currently has an average rating of “Moderate Buy” and an average target price of $186.33.

More Alibaba Group News

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

• Positive Sentiment: Alibaba is reportedly expanding its AI ambitions with a plan involving models reaching 10 trillion parameters. The company’s proprietary chips, including the Zhenwu V900 accelerator, and growing cloud business could strengthen its position in China’s AI ecosystem and reduce reliance on foreign technology. Alibaba AI expansion article
• Positive Sentiment: Analysts see accelerating cloud and AI revenue, along with potential growth in Alibaba’s 33% stake in Ant Group, as longer-term sources of value. AliExpress is also testing an invitation-only membership program aimed at high-spending customers, potentially improving customer retention and international monetization. Alibaba Ant Group valuation article
• Neutral Sentiment: Alibaba’s shares retain a generally favorable analyst consensus, with a reported average rating of “Moderate Buy.” However, the stock remains well below its 52-week high, and an insider sale of 4,889 shares was described as a tax-withholding transaction tied to equity vesting, limiting its negative signaling value. Alibaba insider transaction article
• Negative Sentiment: Several law firms have announced or promoted a securities-fraud class action covering investors who purchased Alibaba securities from June 26, 2025, through June 24, 2026. The allegations involve disclosures related to a U.S. Department of Defense Chinese military-company designation and AI “distillation” claims; the lead-plaintiff deadline is October 5, 2026. The repeated notices increase headline and potential liability risks, although the announcements largely concern the same lawsuit. Kaplan Fox Alibaba class action notice
• Negative Sentiment: Alibaba’s substantial AI spending is pressuring cash flow and earnings. The company previously missed quarterly EPS expectations despite slightly exceeding revenue estimates, while weak international sales and rising capital expenditures have raised questions about when AI and cloud investments will generate sufficient returns. Zacks Alibaba AI spending analysis

Institutional Trading of Alibaba Group

A number of hedge funds have recently bought and sold shares of the business. Hoey Investments Inc. grew its position in shares of Alibaba Group by 95.2% in the first quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 100 shares in the last quarter. Continuum Advisory LLC acquired a new stake in shares of Alibaba Group in the second quarter valued at approximately $28,000. Palladiem LLC purchased a new position in Alibaba Group during the fourth quarter worth approximately $38,000. SJS Investment Consulting Inc. lifted its position in Alibaba Group by 15,000.0% during the first quarter. SJS Investment Consulting Inc. now owns 302 shares of the specialty retailer’s stock worth $38,000 after buying an additional 300 shares in the last quarter. Finally, Global Assets Advisory LLC acquired a new position in Alibaba Group during the first quarter worth $56,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

About Alibaba Group

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem connecting consumers, merchants, brands and businesses through online marketplaces and related services.

The company’s China commerce businesses include Taobao and Tmall, while its international commerce operations include Alibaba.com, AliExpress, Lazada and Trendyol. Alibaba also provides logistics services through Cainiao, consumer services through platforms such as Ele.me and Freshippo, and digital media and entertainment offerings.

Alibaba Cloud provides cloud computing, data management, artificial intelligence and other technology services to businesses and organizations.