Alibaba Group Holding Limited $BABA Stock Position Lessened by ProShare Advisors LLC

ProShare Advisors LLC decreased its position in Alibaba Group Holding Limited (NYSE:BABA) by 29.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 48,634 shares of the specialty retailer’s stock after selling 20,372 shares during the quarter. ProShare Advisors LLC’s holdings in Alibaba Group were worth $5,230,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in BABA. Vise Technologies Inc. grew its holdings in Alibaba Group by 19.2% in the 3rd quarter. Vise Technologies Inc. now owns 94,041 shares of the specialty retailer’s stock valued at $10,113,000 after buying an additional 15,154 shares in the last quarter. Summit Global Investments acquired a new stake in shares of Alibaba Group during the third quarter worth $379,000. Canopy Partners LLC lifted its holdings in shares of Alibaba Group by 8.6% during the third quarter. Canopy Partners LLC now owns 2,271 shares of the specialty retailer’s stock worth $244,000 after buying an additional 179 shares in the last quarter. Partners Wealth Management LLC bought a new stake in shares of Alibaba Group in the third quarter valued at about $567,000. Finally, Soltis Investment Advisors LLC bought a new stake in shares of Alibaba Group in the third quarter valued at about $246,000. Institutional investors own 13.47% of the company’s stock.

Key Alibaba Group News

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

• Positive Sentiment: Qwen’s distribution test is moving to iPhones, potentially expanding its reach ahead of a planned public rollout in December. The test offers a path to more users, though undisclosed commercial terms leave the revenue impact uncertain. Alibaba Stocks Rise Nearly 5% as Qwen’s Distribution Test Moves to iPhones
• Neutral Sentiment: Alibaba Cloud signed an agentic AI agreement with Dubai Chamber of Digital Economy and is supplying cloud and AI technology for the 2026 Dakar Youth Olympics. These deals may showcase its capabilities, but the reports provide no financial terms or expected revenue. Alibaba Cloud signs agentic AI deal with Dubai Chamber of Digital Economy Alibaba brings cloud and AI technology to Dakar 2026 Youth Olympics
• Neutral Sentiment: A valuation article argues Alibaba’s retreat over the past year has made the stock look inexpensive, while highlighting regulatory pressure, AI and cloud spending, and sentiment toward Chinese equities as risks to the earnings-based case. Alibaba (BABA) Stock Looks Like a Bargain Despite Market Caution
• Negative Sentiment: Alibaba, Tencent and ByteDance reportedly ordered about six million Nvidia AI chips, but Chinese customers may receive only around 1% of their orders within four months. Limited access could hinder Alibaba’s AI and cloud expansion. Alibaba and Tencent Face Stunning Nvidia Chip Shortfall Despite Millions of Orders

Analysts Set New Price Targets

Several research firms recently commented on BABA. Benchmark restated a “buy” rating on shares of Alibaba Group in a research note on Thursday, August 20th. Susquehanna lifted their price objective on shares of Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a research note on Friday, August 28th. Citigroup boosted their price objective on shares of Alibaba Group from $190.00 to $193.00 and gave the company a “buy” rating in a report on Thursday, October 8th. Barclays increased their target price on shares of Alibaba Group from $195.00 to $200.00 and gave the stock an “overweight” rating in a research report on Friday, August 21st. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $165.00 target price on shares of Alibaba Group in a report on Monday, September 7th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $182.89.

Alibaba Group Price Performance

Shares of NYSE BABA opened at $105.35 on Thursday. The business has a fifty day moving average price of $108.65 and a two-hundred day moving average price of $125.60. The stock has a market capitalization of $262.08 billion, a PE ratio of 25.51, a P/E/G ratio of 1.31 and a beta of 0.44. 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 Holding Limited has a fifty-two week low of $91.99 and a fifty-two week high of $181.10.

Alibaba Group (NYSE:BABA) last released its earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.94 by ($0.68). Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%. The company had revenue of $39.64 billion for the quarter, compared to analyst estimates of $39.52 billion. During the same period last year, the company posted $14.75 earnings per share. The business’s revenue for the quarter was up 8.6% compared to the same quarter last year. As a group, equities analysts predict that Alibaba Group Holding Limited will post 5.76 earnings per share for the current fiscal year.

Insider Buying and Selling at Alibaba Group

In other Alibaba Group news, General Counsel Siying Yu sold 6,764 shares of the firm’s stock in a transaction dated Friday, September 25th. The shares were sold at an average price of $13.58, for a total value of $91,855.12. Following the transaction, the general counsel directly owned 613,965 shares of the company’s stock, valued at $8,337,644.70. This trade represents a 1.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Fang Jiang sold 885,272 shares of the business’s stock in a transaction that occurred on Wednesday, September 30th. The shares were sold at an average price of $13.55, for a total transaction of $11,995,435.60. Following the completion of the transaction, the insider owned 4,679,097 shares of the company’s stock, valued at $63,401,764.35. The trade was a 15.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 999,971 shares of company stock valued at $13,563,304 over the last three months. 12.50% of the stock is owned by insiders.

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 that connects consumers, merchants, brands and businesses through online marketplaces, technology platforms and related services.

The company’s China commerce businesses include Taobao, a consumer-focused marketplace, and Tmall, which enables brands and retailers to sell directly to consumers. Alibaba also operates 1688, a business-to-business wholesale marketplace.