Focused Wealth Management Inc lessened its position in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 61.7% in the 3rd quarter, Holdings Channel.com reports. The fund owned 2,100 shares of the specialty retailer’s stock after selling 3,383 shares during the period. Focused Wealth Management Inc’s holdings in Alibaba Group were worth $375,000 at the end of the most recent quarter.
Several other hedge funds also recently added to or reduced their stakes in the company. 1248 Management LLC purchased a new stake in Alibaba Group in the 1st quarter worth about $26,000. Ransom Advisory Ltd bought a new position in shares of Alibaba Group during the first quarter valued at approximately $26,000. Rosenberg Matthew Hamilton purchased a new stake in shares of Alibaba Group in the second quarter worth approximately $26,000. NewSquare Capital LLC lifted its stake in shares of Alibaba Group by 65.0% during the 2nd quarter. NewSquare Capital LLC now owns 330 shares of the specialty retailer’s stock worth $37,000 after acquiring an additional 130 shares during the last quarter. Finally, Elkhorn Partners Limited Partnership boosted its holdings in Alibaba Group by 33.3% during the 2nd quarter. Elkhorn Partners Limited Partnership now owns 400 shares of the specialty retailer’s stock valued at $45,000 after acquiring an additional 100 shares during the period. 13.47% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
A number of analysts have weighed in on BABA shares. Erste Group Bank upgraded Alibaba Group from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Macquarie restated an “outperform” rating on shares of Alibaba Group in a report on Tuesday, November 25th. Susquehanna lifted their price objective on shares of Alibaba Group from $175.00 to $190.00 and gave the company a “positive” rating in a report on Thursday, September 18th. Arete Research set a $172.00 price objective on shares of Alibaba Group in a research report on Tuesday, December 9th. Finally, UBS Group reaffirmed a “buy” rating and set a $162.00 target price on shares of Alibaba Group in a research report on Sunday, August 31st. Seventeen analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $194.00.
Alibaba Group Stock Up 1.6%
NYSE:BABA opened at $149.70 on Friday. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46. Alibaba Group Holding Limited has a 1-year low of $80.06 and a 1-year high of $192.67. The company has a 50-day moving average of $161.83 and a 200 day moving average of $142.46. The firm has a market cap of $357.20 billion, a PE ratio of 20.68, a price-to-earnings-growth ratio of 2.30 and a beta of 0.33.
Alibaba Group News Roundup
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Reported interest from Alibaba to buy Nvidia H200 AI chips signals an acceleration of its AI/cloud infrastructure buildout, which could boost long-term cloud margins and AI services revenue. Alibaba Group (BABA) Has Shown Interest to Buy H200 Chips From NVDA
- Positive Sentiment: Market commentary highlights the U.S. approval of Nvidia H200 exports to China as a valuation catalyst for Alibaba’s cloud/AI opportunity, improving visibility on high-performance hardware access. Evaluating Alibaba (NYSE:BABA)’s Valuation After U.S. Approval of Nvidia H200 AI Chip Exports to China
- Positive Sentiment: Susquehanna reaffirmed a Positive rating and $190 target, citing stronger-than-expected China e?commerce results and cloud growth — a supportive analyst read for the stock. Susquehanna Touts Alibaba Group Holding Limited (BABA) Prospects on e-Commerce and Cloud Business Growth
- Positive Sentiment: Coverage noting Alibaba as the top year-to-date performer among broadline retail stocks provides momentum and signals investor appetite for its retail recovery story. Alibaba is the top YTD performer among broadline retail stocks
- Neutral Sentiment: Alibaba is accelerating instant commerce via closer Cainiao–Tmall integration; this supports GMV and market share but may require near-term reinvestment. Need for speed: Alibaba ramps up China instant commerce push with Cainiao and Tmall tie-up
- Neutral Sentiment: Reports that Alibaba is selling stakes in several firms to free capital for AI/embodied-intelligence projects highlight strategic focus but introduce one-off portfolio changes. Alibaba Pares Stakes in Film, Chip, and Retail Firms Amid Pivot to AI, Embodied Intelligence
- Neutral Sentiment: Industry pieces about monetizing AI models and Alibaba’s moves from models to money outline long-term monetization paths but are less immediate for near-term earnings. Alibaba moves AI from models to money
- Neutral Sentiment: Media mentions and watchlist coverage (e.g., investment shows) keep Alibaba on traders’ radars but are informational rather than catalytic. Final Trades: Live Nation, Walt Disney, Alibaba and Amcor PLC
- Negative Sentiment: Analyst and investor concern that reinvestment into quick commerce and retail initiatives pressured EPS in the latest quarter—some investors sold into the weakness, creating downward pressure on near-term sentiment. Alibaba: Investors Are Selling The AI Leader Because Of A Retail Distraction
- Negative Sentiment: Critical analysis framing Alibaba as a potential “value trap” warns that headline growth may mask execution and margin risks, which could weigh on longer-term investor confidence. Alibaba: A Value Trap Behind The Headline Growth
About Alibaba Group
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.
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