Alibaba Group Holding Limited $BABA Stock Position Decreased by Fairtree Asset Management Pty Ltd

Fairtree Asset Management Pty Ltd lessened its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 52.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 20,696 shares of the specialty retailer’s stock after selling 22,661 shares during the period. Alibaba Group makes up about 2.4% of Fairtree Asset Management Pty Ltd’s investment portfolio, making the stock its 10th largest holding. Fairtree Asset Management Pty Ltd’s holdings in Alibaba Group were worth $3,699,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in BABA. Brighton Jones LLC increased its holdings in shares of Alibaba Group by 40.4% during the fourth quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock valued at $289,000 after acquiring an additional 981 shares in the last quarter. AQR Capital Management LLC purchased a new stake in Alibaba Group during the 1st quarter valued at about $254,000. Assetmark Inc. grew its position in Alibaba Group by 157.7% during the 2nd quarter. Assetmark Inc. now owns 41,478 shares of the specialty retailer’s stock valued at $4,704,000 after purchasing an additional 25,380 shares during the last quarter. Plato Investment Management Ltd increased its stake in Alibaba Group by 7.4% during the 2nd quarter. Plato Investment Management Ltd now owns 5,628 shares of the specialty retailer’s stock valued at $636,000 after purchasing an additional 388 shares in the last quarter. Finally, Accuvest Global Advisors purchased a new position in Alibaba Group in the second quarter worth about $277,000. 13.47% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the stock. Rosenblatt Securities set a $195.00 price target on shares of Alibaba Group in a report on Wednesday, November 26th. Macquarie Infrastructure reaffirmed an “outperform” rating on shares of Alibaba Group in a research report on Tuesday, November 25th. Benchmark reissued a “buy” rating and issued a $195.00 target price on shares of Alibaba Group in a report on Tuesday, November 25th. Citigroup boosted their price target on Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Finally, Weiss Ratings cut Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. Sixteen research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $195.17.

Alibaba Group Price Performance

Shares of NYSE:BABA opened at $144.08 on Monday. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The stock has a market capitalization of $343.98 billion, a PE ratio of 19.90, a price-to-earnings-growth ratio of 3.15 and a beta of 0.43. The firm’s 50 day moving average price is $159.12 and its 200-day moving average price is $157.75. Alibaba Group Holding Limited has a twelve month low of $95.73 and a twelve month high of $192.67.

More Alibaba Group News

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

• Positive Sentiment: Alibaba Cloud deployed tech for the Milano Cortina 2026 Olympics, highlighting enterprise demand and a sustainability/efficiency story that supports cloud revenue growth. Read More.
• Positive Sentiment: Market commentary notes Alibaba’s AI push (Qwen 3.5) and positioning as an Asian cloud/AI infrastructure player; that narrative is a key medium-term catalyst ahead of the March 5 fiscal Q3 earnings report. Read More.
• Positive Sentiment: Analyst/retail attention is rising — Benzinga and Zacks flagged Alibaba among oversold/monitored consumer/tech names, indicating potential buying interest if earnings or AI/cloud execution surprises to the upside. Read More. Read More.
• Neutral Sentiment: Alibaba introduced bundled pricing for multiple AI models under one plan — a competitive move that may boost adoption but could pressure near-term pricing/ARPU; impact depends on uptake and margin mix. Read More.
• Neutral Sentiment: Recent analyst pieces reassessing valuation note an 11% one‑month slide and attractive longer‑term multiples (P/E ~20), making BABA a value/earnings play but keeping focus on near‑term execution. Read More.
• Negative Sentiment: Political/legal uncertainty is still driving volatility: the Supreme Court ruling removed the worst‑case IEEPA tariff risk but headlines about a possible “Plan B” (e.g., a 15% global tariff) have triggered a whipsaw — investors appear to be trimming positions into earnings, driving today’s weakness.

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.