NewEdge Advisors LLC Buys 57,725 Shares of Alibaba Group Holding Limited $BABA

NewEdge Advisors LLC raised its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 35.2% during the second quarter, Holdings Channel reports. The firm owned 221,809 shares of the specialty retailer’s stock after buying an additional 57,725 shares during the quarter. NewEdge Advisors LLC’s holdings in Alibaba Group were worth $21,289,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in BABA. Baird Financial Group Inc. boosted its stake in shares of Alibaba Group by 6.7% during the 2nd quarter. Baird Financial Group Inc. now owns 754,749 shares of the specialty retailer’s stock valued at $72,441,000 after purchasing an additional 47,358 shares in the last quarter. Waverly Advisors LLC lifted its holdings in Alibaba Group by 1.3% in the second quarter. Waverly Advisors LLC now owns 30,447 shares of the specialty retailer’s stock worth $2,922,000 after buying an additional 396 shares during the period. Nykredit A S purchased a new stake in Alibaba Group in the second quarter worth about $40,497,000. Cygnus Capital Advisors LLC boosted its position in Alibaba Group by 3.1% during the 2nd quarter. Cygnus Capital Advisors LLC now owns 6,061 shares of the specialty retailer’s stock valued at $583,000 after acquiring an additional 181 shares in the last quarter. Finally, Greenland Capital Management LP bought a new stake in Alibaba Group during the 2nd quarter valued at approximately $505,000. 13.47% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Alibaba Group

In other Alibaba Group news, CFO Hong Xu sold 175,054 shares of Alibaba Group stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $12.15, for a total transaction of $2,126,906.10. Following the completion of the transaction, the chief financial officer owned 280,496 shares in the company, valued at approximately $3,408,026.40. The trade was a 38.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Yongming Wu bought 350,000 shares of the company’s stock in a transaction on Monday, August 24th. The stock was bought at an average cost of $14.24 per share, for a total transaction of $4,984,000.00. Following the completion of the acquisition, the chief executive officer directly owned 1,364,418 shares of the company’s stock, valued at approximately $19,429,312.32. This represents a 34.50% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold 920,303 shares of company stock valued at $70,796,370 in the last ninety days. Corporate insiders own 12.50% of the company’s stock.

Key Alibaba Group News

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

• Positive Sentiment: Alibaba is reportedly considering leading a $300 million funding round for AI startup UniPat at a $2.5 billion valuation, highlighting its continued push to expand its AI ecosystem. Alibaba reportedly slated to lead $300M round in AI startup UniPat at $2.5B valuation
• Positive Sentiment: Alibaba’s Wan3.0 AI model is being used by iQIYI in a global creator challenge for professional film and television production, providing evidence of commercial applications for its generative AI technology. iQIYI Advances Professional AI Filmmaking with Wan3.0
• Positive Sentiment: Alibaba.com said its Accio commerce AI agent completed benchmark tasks at more than 50% lower estimated cost than competing tools from OpenAI and Anthropic, potentially supporting adoption among small and medium-sized businesses. Alibaba’s Accio Cuts AI Costs
• Neutral Sentiment: Alibaba’s broader AI-and-cloud strategy remains a potential long-term growth driver, but substantial AI investment and rising capital expenditures could weigh on near-term cash flow.
• Negative Sentiment: U.S. officials are reportedly framing AI “distillation”—the process of transferring capabilities from one model to another—as a security and geopolitical issue involving Alibaba’s Qwen models. Investors fear tighter restrictions could limit access to technology, customers and international markets. Alibaba Drops as Washington Turns AI Distillation Into Geopolitical Risk
• Negative Sentiment: Multiple law firms are promoting a securities-fraud class action covering investors who purchased Alibaba securities from June 26, 2025, through June 24, 2026. The allegations include undisclosed Chinese military ties and misleading statements about AI distillation activities; the lead-plaintiff deadline is October 5, 2026. The claims remain allegations, but the litigation adds reputational, legal and potential financial risk. Kaplan Fox Alibaba securities class action notice

Analyst Ratings Changes

Several brokerages have recently issued reports on BABA. Sanford C. Bernstein reissued an “outperform” rating and issued a $165.00 target price on shares of Alibaba Group in a research report on Monday. Susquehanna lifted their price target on Alibaba Group from $185.00 to $190.00 and gave the company a “positive” rating in a research report on Friday, August 28th. Barclays upped their price target on Alibaba Group from $195.00 to $200.00 and gave the stock an “overweight” rating in a research note on Friday, August 21st. Mizuho increased their price objective on Alibaba Group from $190.00 to $195.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. raised their price objective on Alibaba Group from $205.00 to $210.00 and gave the company an “overweight” rating in a research report on Friday, August 21st. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus target price of $187.45.

Alibaba Group Price Performance

Shares of NYSE BABA opened at $108.55 on Friday. The company has a 50 day simple moving average of $117.35 and a two-hundred day simple moving average of $123.61. Alibaba Group Holding Limited has a fifty-two week low of $91.99 and a fifty-two week high of $192.67. The company has a market capitalization of $269.81 billion, a price-to-earnings ratio of 26.28, a P/E/G ratio of 1.44 and a beta of 0.51. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.36 and a current ratio of 1.36.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 EPS for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). The company had revenue of $39.64 billion during the quarter, compared to the consensus estimate 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 period in the prior year, the firm earned $14.75 earnings per share. Analysts expect that Alibaba Group Holding Limited will post 5.88 EPS for the current fiscal year.

Alibaba Group Company Profile

Alibaba Group Holding Limited is a global technology and commerce company founded in 1999 by Jack Ma and a group of co-founders. Headquartered in Hangzhou, China, the company operates a broad ecosystem of businesses serving consumers, merchants, brands and enterprises.

Its core businesses include online and mobile commerce platforms such as Taobao and Tmall in China, as well as international marketplaces including AliExpress and Lazada. Alibaba also provides wholesale commerce, cross-border retail, logistics through Cainiao, local consumer services, digital media and entertainment, and other consumer-focused technology services.

Alibaba Cloud provides cloud computing, data storage, artificial intelligence and related technology solutions to businesses and organizations.