Alibaba Group (NYSE:BABA) Stock Gets Price Target Trim from JPMorgan Chase & Co.

Alibaba Group (NYSE:BABA) had its target price reduced by JPMorgan Chase & Co. from $210.00 to $200.00 in a report released on Monday morning,Benzinga reports. They currently have an overweight rating on the specialty retailer’s stock.

A number of other equities analysts have also issued reports on the stock. HSBC set a $170.00 price target on shares of Alibaba Group in a research report on Thursday, July 9th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $192.00 price objective on shares of Alibaba Group in a report on Thursday, October 8th. Citigroup upped 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. Sanford C. Bernstein reiterated an “outperform” rating and issued a $165.00 price objective on shares of Alibaba Group in a research note on Monday, September 7th. Finally, Piper Sandler lowered shares of Alibaba Group to a “hold” rating in a research note on Thursday, October 8th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $182.89.

Alibaba Group Stock Up 0.5%

Shares of BABA stock opened at $111.37 on Monday. Alibaba Group has a 1-year low of $91.99 and a 1-year high of $182.50. The stock’s fifty day moving average price is $115.06 and its 200 day moving average price is $119.21. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.36 and a quick ratio of 1.36. The company has a market cap of $277.06 billion, a price-to-earnings ratio of 26.97, a price-to-earnings-growth ratio of 1.41 and a beta of 0.47.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). The company had revenue of $39.64 billion for the quarter, compared to analyst estimates of $39.52 billion. Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. The company’s revenue for the quarter was up 8.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $14.75 EPS. On average, research analysts expect that Alibaba Group will post 5.89 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Joseph C. Tsai purchased 720,000 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was bought at an average cost of $14.29 per share, with a total value of $10,288,800.00. Following the completion of the acquisition, the director owned 114,979,168 shares of the company’s stock, valued at $1,643,052,310.72. The trade was a 0.63% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Yongming Wu purchased 350,000 shares of the firm’s stock in a transaction on Monday, August 24th. The stock was bought at an average cost of $14.24 per share, with a total value 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 $19,429,312.32. This trade represents a 34.50% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 999,971 shares of company stock valued at $13,563,304 over the last 90 days. Company insiders own 12.50% of the company’s stock.

Hedge Funds Weigh In On Alibaba Group

Several institutional investors have recently made changes to their positions in the company. Orca Wealth Management LLC lifted its stake in Alibaba Group by 25.3% during the third quarter. Orca Wealth Management LLC now owns 5,957 shares of the specialty retailer’s stock worth $641,000 after purchasing an additional 1,202 shares during the last quarter. Sanders Morris Harris LLC purchased a new position in Alibaba Group in the third quarter valued at approximately $441,000. Seelaus Asset Management LLC purchased a new position in Alibaba Group in the third quarter valued at approximately $293,000. KMG Fiduciary Partners LLC increased its stake in Alibaba Group by 23.8% in the third quarter. KMG Fiduciary Partners LLC now owns 16,226 shares of the specialty retailer’s stock valued at $1,745,000 after purchasing an additional 3,119 shares during the last quarter. Finally, Foster Group Inc. acquired a new stake in Alibaba Group during the third quarter worth approximately $220,000. 13.47% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: China approved Alibaba’s AI models for use in Apple’s Intelligence features on iPhones and other Apple devices in China. The approval could expand Qwen’s distribution and strengthen Alibaba’s position in the country’s AI ecosystem, particularly around the launch of Apple’s latest iPhone models. Alibaba AI models cleared for use in Apple Intelligence in China
• Positive Sentiment: JPMorgan maintained an Overweight rating and still sees substantial upside, despite reducing its price target from $210 to $200. The bullish case centers on Alibaba’s depressed valuation, cloud business and AI investments, although the lower target reflects continued execution or earnings risks. JPMorgan sees upside in Alibaba
• Positive Sentiment: Alibaba unveiled approximately $450 Qwen-powered smart glasses, extending its AI strategy into consumer hardware and creating another potential channel for user engagement and product monetization. The product is strategically promising, though its financial contribution is not yet established. Alibaba unveils $450 AI glasses
• Positive Sentiment: Erste Group raised its FY2028 Alibaba EPS forecast slightly to $8.42 from $8.41, above the current-year consensus estimate of $5.89, indicating expectations for longer-term earnings growth. Alibaba analyst estimates
• Neutral Sentiment: Wall Street’s average brokerage recommendation remains favorable, but analyst ratings can be backward-looking and may not fully capture the risks from heavy investment, Chinese regulation and competition. Wall Street recommendations for Alibaba
• Negative Sentiment: Alibaba registered 100 million shares for an equity incentive plan, creating potential dilution for existing shareholders if the shares are issued. Alibaba equity incentive plan
• Negative Sentiment: Earlier earnings missed on EPS despite revenue growth, while aggressive AI, cloud and quick-commerce spending has weighed on profitability. Those concerns help explain why the stock has declined materially from its 2025 high and continue to temper the bullish analyst outlook. What Alibaba holders got wrong before the slide

Alibaba Group Company Profile

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem connecting consumers, merchants, brands and businesses through online marketplaces and related services.

The company’s China commerce businesses include Taobao and Tmall, while its international commerce operations include Alibaba.com, AliExpress, Lazada and Trendyol. Alibaba also provides logistics services through Cainiao, consumer services through platforms such as Ele.me and Freshippo, and digital media and entertainment offerings.

Alibaba Cloud provides cloud computing, data management, artificial intelligence and other technology services to businesses and organizations.