Alibaba Group (NYSE:BABA) Stock Rating Upgraded by Arete

Alibaba Group (NYSE:BABA) was upgraded by equities researchers at Arete from a “neutral” rating to a “buy” rating in a research report issued to clients and investors on Wednesday. The brokerage presently has a $190.00 price objective on the specialty retailer’s stock. Arete’s price objective indicates a potential upside of 12.65% from the company’s previous close.

Other equities analysts have also recently issued reports about the stock. Wall Street Zen cut shares of Alibaba Group from a “hold” rating to a “sell” rating in a research note on Friday, November 28th. Benchmark reiterated a “buy” rating and issued a $195.00 target price on shares of Alibaba Group in a report on Tuesday, November 25th. Barclays lifted their price objective on shares of Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 26th. JPMorgan Chase & Co. lowered their target price on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. Finally, Macquarie reissued an “outperform” rating on shares of Alibaba Group in a research note on Tuesday, November 25th. Nineteen investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Alibaba Group presently has an average rating of “Moderate Buy” and an average target price of $192.58.

Alibaba Group Price Performance

Shares of BABA traded up $6.28 during mid-day trading on Wednesday, hitting $168.67. 11,618,281 shares of the stock were exchanged, compared to its average volume of 16,381,571. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. The company has a market cap of $402.68 billion, a PE ratio of 23.30, a price-to-earnings-growth ratio of 3.56 and a beta of 0.37. Alibaba Group has a 52-week low of $84.42 and a 52-week high of $192.67. The firm has a 50-day moving average of $156.02 and a two-hundred day moving average of $148.93.

Hedge Funds Weigh In On Alibaba Group

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Rosenberg Matthew Hamilton purchased a new stake in Alibaba Group in the second quarter worth about $26,000. Ameriflex Group Inc. raised its holdings in shares of Alibaba Group by 101.4% in the 3rd quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 72 shares in the last quarter. Mather Group LLC. purchased a new stake in shares of Alibaba Group in the 3rd quarter worth approximately $30,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of Alibaba Group during the third quarter valued at approximately $30,000. Finally, NBT Bank N A NY increased its holdings in Alibaba Group by 231.5% during the third quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock valued at $32,000 after buying an additional 125 shares during the period. Institutional investors own 13.47% of the company’s stock.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Arete upgraded BABA from Neutral to Buy and set a $190 price target, signaling analyst conviction in upside and supporting demand for the stock. Finviz
• Positive Sentiment: Alibaba announced a partnership with China’s nuclear power leader to secure energy for AI compute, easing concerns about datacenter power/costs and enabling faster AI expansion. Alibaba Teams With China’s Nuclear Leader to Power AI Expansion
• Positive Sentiment: Industry coverage notes Alibaba is actively converting AI chatbots into “agentic commerce” features inside Taobao/Alipay, which could drive engagement and monetization across its commerce and cloud stacks. Chinese tech giants enter the ‘agentic commerce’ race as AI reshapes super apps
• Positive Sentiment: Market commentators point to improving fundamentals and sentiment (including coverage on founder Jack Ma’s return) as reasons Alibaba’s recovery may continue, lifting investor confidence. Where Will Alibaba Stock Be in 5 Years?
• Positive Sentiment: Analyst/market pieces flag Chinese internet stocks as potential bargains with AI catalysts — a narrative that can attract flows into Alibaba as a large, diversified AI play. 2 Chinese Stocks With Big Upside
• Neutral Sentiment: Broader fund performance notes (Calamos Convertible Fund Q4 update) mention sector movements but don’t directly change Alibaba’s fundamentals — useful context but neutral for BABA specifically. Calamos Convertible Fund Q4 2025 Performance Update
• Negative Sentiment: Reports that ByteDance is accelerating its AI cloud and commerce push are raising competitive concerns; investors are pricing in tougher market share battles in cloud, ads and commerce. ‘AI War Heats Up’: Alibaba Stock (BABA) Slips as ByteDance Ramps Up AI Cloud Push

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.