Alibaba Group (NYSE:BABA) Trading 1.8% Higher – What’s Next?

Alibaba Group Holding Limited (NYSE:BABA)’s share price traded up 1.8% during trading on Wednesday . The stock traded as high as $177.87 and last traded at $175.77. 8,893,520 shares traded hands during mid-day trading, a decline of 44% from the average session volume of 15,852,961 shares. The stock had previously closed at $172.72.

Key Alibaba Group News

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

• Positive Sentiment: Alibaba’s advanced AI progress — its Qwen-3 model has been reported as operating in orbit, a high-visibility milestone that supports Alibaba’s leadership narrative in cloud/AI infrastructure and differentiates its AI offering. Alibaba’s Qwen-3 becomes world’s first AI model to operate in orbit
• Positive Sentiment: Product roadmap: Coverage highlights new flagship AI models positioned to compete with OpenAI/Google (targets like ChatGPT/Gemini), supporting revenue upside in cloud and AI services. Alibaba Sets Sights on ChatGPT and Gemini With New AI Model
• Positive Sentiment: Broker/market optimism: Nomura published a bullish forecast for meaningful price appreciation, and macro/sector tailwinds (Goldman Sachs saying Asia/China AI-driven flows could lift Chinese tech) add to investor appetite. Nomura Forecasts Strong Price Appreciation for Alibaba Group (NYSE:BABA) Stock ‘Very constructive’ on Asia in 2026, with Chinese stocks tipped for 20% gains: Goldman Sachs
• Neutral Sentiment: Retail/institutional attention is rising — Zacks notes Alibaba is among most-searched stocks recently, which can amplify moves but doesn’t itself change fundamentals. Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
• Neutral Sentiment: Analyst narrative shifting — some coverage notes changing storylines around Alibaba; that can lead to both upgrades and more scrutiny depending on results. What Analysts Think Is Changing The Story For Alibaba Group Holding (NYSE:BABA)
• Negative Sentiment: Regulatory/contract risk: Texas banned state employees from using Alibaba and affiliated products, a politically driven restriction that can dent perception and procurement opportunities in the U.S. market. Texas governor bars state employees from using Alibaba, Temu products
• Negative Sentiment: Operational drag: Zacks flagged that Alibaba’s “All Others” segment saw a steep revenue drop and widening losses, which could weigh on overall margin and growth until reversed. Is Alibaba’s “All Others” Revenues Becoming a Drag on Growth?
• Negative Sentiment: Near-term price sensitivity: Recent coverage noted a prior session decline and volatility, underscoring risk that positive PR could be followed by profit-taking absent clear near-term earnings beats. Alibaba (BABA) Stock Sinks As Market Gains: Here’s Why

Analysts Set New Price Targets

A number of brokerages have recently issued reports on BABA. Sanford C. Bernstein cut their price objective on shares of Alibaba Group from $200.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 26th. Barclays increased their price objective on Alibaba Group from $190.00 to $195.00 and gave the company an “overweight” rating in a report on Wednesday, November 26th. CLSA boosted their target price on Alibaba Group from $155.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, October 2nd. Citigroup increased their price target on Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. Finally, Loop Capital set a $140.00 price target on Alibaba Group in a research note on Tuesday, January 6th. Eighteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $195.17.

Alibaba Group Trading Up 1.8%

The firm has a market capitalization of $419.64 billion, a price-to-earnings ratio of 24.28, a price-to-earnings-growth ratio of 3.69 and a beta of 0.37. The business’s 50 day moving average price is $157.49 and its 200-day moving average price is $151.26. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46.

Institutional Investors Weigh In On Alibaba Group

Hedge funds and other institutional investors have recently modified their holdings of the stock. Brighton Jones LLC boosted its stake in Alibaba Group by 40.4% in the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock worth $289,000 after buying an additional 981 shares during the last quarter. AQR Capital Management LLC purchased a new stake in Alibaba Group in the first quarter valued at approximately $254,000. ORG Partners LLC raised its stake in Alibaba Group by 34.0% during the second quarter. ORG Partners LLC now owns 422 shares of the specialty retailer’s stock worth $48,000 after purchasing an additional 107 shares during the period. GC Wealth Management RIA LLC purchased a new stake in shares of Alibaba Group during the 2nd quarter valued at $841,000. Finally, Janney Montgomery Scott LLC raised its position in shares of Alibaba Group by 35.2% in the 2nd quarter. Janney Montgomery Scott LLC now owns 69,245 shares of the specialty retailer’s stock worth $7,853,000 after buying an additional 18,012 shares during the period. 13.47% of the stock is currently owned by institutional investors and hedge funds.

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.