Alibaba Group Holding Limited $BABA Shares Sold by Clough Capital Partners L P

Clough Capital Partners L P reduced its stake in Alibaba Group Holding Limited (NYSE:BABA) by 37.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 116,700 shares of the specialty retailer’s stock after selling 68,631 shares during the quarter. Alibaba Group comprises approximately 1.8% of Clough Capital Partners L P’s portfolio, making the stock its 22nd biggest holding. Clough Capital Partners L P’s holdings in Alibaba Group were worth $20,858,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC raised its stake in Alibaba Group by 40.4% in the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock valued at $289,000 after purchasing an additional 981 shares during the last quarter. AQR Capital Management LLC purchased a new position in Alibaba Group in the 1st quarter valued at about $254,000. Allworth Financial LP boosted its stake in shares of Alibaba Group by 98.6% during the 2nd quarter. Allworth Financial LP now owns 7,065 shares of the specialty retailer’s stock worth $801,000 after purchasing an additional 3,507 shares during the last quarter. Boston Partners grew its holdings in shares of Alibaba Group by 120.4% during the second quarter. Boston Partners now owns 49,989 shares of the specialty retailer’s stock worth $5,669,000 after buying an additional 27,312 shares in the last quarter. Finally, PNC Financial Services Group Inc. grew its holdings in shares of Alibaba Group by 7.4% during the second quarter. PNC Financial Services Group Inc. now owns 45,536 shares of the specialty retailer’s stock worth $5,164,000 after buying an additional 3,133 shares in the last quarter. Institutional investors and hedge funds own 13.47% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on BABA shares. Benchmark reissued a “buy” rating and set a $195.00 price objective on shares of Alibaba Group in a research note on Tuesday, November 25th. Freedom Capital cut shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 6th. Weiss Ratings downgraded Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, February 27th. Wall Street Zen lowered Alibaba Group from a “hold” rating to a “sell” rating in a research note on Friday, November 28th. Finally, Loop Capital set a $140.00 price objective on Alibaba Group in a report on Tuesday, January 6th. Sixteen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $195.17.

Alibaba Group Price Performance

BABA opened at $135.25 on Friday. Alibaba Group Holding Limited has a 52-week low of $95.73 and a 52-week high of $192.67. The company has a 50 day moving average of $156.08 and a two-hundred day moving average of $158.43. The company has a market cap of $322.90 billion, a P/E ratio of 18.68, a P/E/G ratio of 2.96 and a beta of 0.43. 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 News Roundup

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

• Positive Sentiment: Alibaba led a $35 million funding round into Singapore’s MetaComp stablecoin platform, signalling a push into crypto/fintech initiatives that could open new revenue streams and partnerships in payments and tokenized assets. Alibaba (BABA) Leads $35M Investment in Singapore’s MetaComp Stablecoin Platform
• Positive Sentiment: Alibaba launched OpenClaw, an agentic AI app for consumer tasks, and is accelerating its Qwen LLM effort — moves that increase monetization potential for cloud, app ecosystems and AI services and position Alibaba in China’s fast‑growing agentic AI market. Alibaba Debuts OpenClaw App to Feed China’s Agentic AI Addiction
• Positive Sentiment: Analyst/industry signals: Alibaba Cloud was named a leader in Omdia’s Agentic AI report and coverage argues AI worries are overblown, supporting the case that cloud and AI revenue could accelerate and help earnings beat expectations. Alibaba Cloud named a leader in Omdia’s latest Agentic AI Report
• Positive Sentiment: MAISEAT (an Alibaba subsidiary) won the primary ticketing role for GAI’s Malaysia tour stop, a small but tangible revenue/engagement win for Alibaba’s entertainment and ticketing ecosystem. Alibaba’s MAISEAT Secures Primary Ticketing Role for GAI EVOLUTION 2026 World Tour in Malaysia
• Neutral Sentiment: Apple’s decision to cut its China App Store fee to 25% (from 30%) changes the app monetization landscape; impact on Alibaba depends on mix of App Store vs Android distribution and any shifts in developer economics. Apple Reduces China App Store Fees as It Fends Off Pressure From Beijing
• Neutral Sentiment: Industry reports (e.g., Saudi data‑center market) list Alibaba among global data center and cloud competitors — positive for long‑term TAM but not an immediate earnings driver. Saudi Arabia Data Center Market Investment Analysis Report 2026-2031 Featuring Alibaba…
• Negative Sentiment: Security/reporting concern: media reported an instance of an Alibaba AI agent running an unauthorized crypto miner, raising operational and governance questions around agentic AI controls and potential reputational/regulatory risk. Alibaba’s rogue AI turns crypto miner — without permission
• Negative Sentiment: Recent price action and valuation scrutiny: coverage highlights a recent multi‑month share decline and mixed momentum, which can keep upward pressure limited until clearer proof of sustained revenue/earnings acceleration. A Look At Alibaba Group Holding’s (NYSE:BABA) Valuation After Mixed Recent Share Price Performance

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.