Fortis Group Advisors LLC Decreases Stock Holdings in Alibaba Group Holding Limited $BABA

Fortis Group Advisors LLC reduced its position in Alibaba Group Holding Limited (NYSE:BABA) by 31.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,596 shares of the specialty retailer’s stock after selling 5,252 shares during the period. Fortis Group Advisors LLC’s holdings in Alibaba Group were worth $1,977,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Primecap Management Co. CA boosted its stake in Alibaba Group by 0.7% in the second quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer’s stock valued at $2,354,877,000 after acquiring an additional 140,579 shares in the last quarter. Fisher Asset Management LLC lifted its holdings in shares of Alibaba Group by 8.0% during the 2nd quarter. Fisher Asset Management LLC now owns 5,267,441 shares of the specialty retailer’s stock valued at $597,381,000 after purchasing an additional 390,883 shares during the last quarter. Norges Bank acquired a new stake in shares of Alibaba Group in the 2nd quarter worth $527,243,000. Discerene Group LP boosted its position in shares of Alibaba Group by 0.6% in the 2nd quarter. Discerene Group LP now owns 2,985,487 shares of the specialty retailer’s stock worth $338,584,000 after purchasing an additional 18,400 shares in the last quarter. Finally, American Century Companies Inc. grew its stake in Alibaba Group by 10.7% during the 2nd quarter. American Century Companies Inc. now owns 2,539,055 shares of the specialty retailer’s stock worth $287,954,000 after buying an additional 245,970 shares during the last quarter. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Analyst Upgrades and Downgrades

BABA has been the subject of a number of research analyst reports. Sanford C. Bernstein decreased their price target on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, November 26th. Loop Capital set a $140.00 price objective on shares of Alibaba Group in a research report on Tuesday, January 6th. Nomura boosted their target price on shares of Alibaba Group from $193.00 to $237.00 and gave the stock a “buy” rating in a research report on Monday, January 26th. Benchmark restated a “buy” rating and set a $195.00 price target on shares of Alibaba Group in a research note on Tuesday, November 25th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Alibaba Group in a research note on Wednesday, January 21st. Eighteen research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Alibaba Group presently has an average rating of “Moderate Buy” and a consensus price target of $195.17.

Alibaba Group Stock Down 0.2%

Alibaba Group stock opened at $155.45 on Wednesday. The business’s 50-day moving average price is $159.11 and its 200 day moving average price is $155.99. 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 firm has a market cap of $371.12 billion, a price-to-earnings ratio of 21.47, a price-to-earnings-growth ratio of 3.41 and a beta of 0.39. Alibaba Group Holding Limited has a 52 week low of $95.73 and a 52 week high of $192.67.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba launched Qwen‑3.5, a faster, cheaper multimodal/agentic model (advertised ~60% cost reduction and up to 8x throughput), which strengthens the company’s AI product offering and cloud demand outlook. Alibaba Launches Qwen3.5 AI Model With 60% Lower Costs, 8x Throughput
• Positive Sentiment: Analysts and bullish writeups highlight strong cloud momentum (cloud revenue growth cited) and argue shares look undervalued ahead of Q3 — a beat could meaningfully re‑rate multiples. Alibaba: Shares At Critical Support Into Earnings, AI Capex In Focus
• Neutral Sentiment: Street consensus remains cautiously positive (rated “Moderate Buy”), reflecting mixed views: growth potential from AI/cloud but execution and margin uncertainty. Alibaba Group Holding Limited (NYSE:BABA) Receives Consensus Rating of “Moderate Buy” from Analysts
• Neutral Sentiment: Comparisons with peers (Amazon/AWS) show Alibaba has AI/cloud tailwinds but faces stronger competition and comparatively smaller AI spend — a mixed competitive backdrop. Amazon vs. Alibaba: Which E-Commerce Titan Has an Edge Right Now?
• Negative Sentiment: A securities‑fraud investigation is ongoing (law firm notice seeking claimants), adding legal overhang and potential liability/settlement risk that depresses investor appetite. Securities-Fraud Investigation Into Alibaba Group Holding Ltd. (BABA) Continues
• Negative Sentiment: Pentagon scrutiny/blacklist reports and related geopolitical/regulatory headlines have recently pressured the share price and could complicate U.S. investor sentiment and partner/customer relationships. Alibaba Faces Pentagon Scrutiny As Qwen 3.5 Sharpens AI Investment Case
• Negative Sentiment: Heavy AI capex is squeezing operating income and free cash flow; several analyst notes warn that near‑term earnings/FCF pressure and rising competition could limit upside until revenue/margin improvements materialize. Alibaba Q3 Is Critical – But Not A Catalyst

Alibaba Group Company 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.