Analysts’ Recent Ratings Changes for Alibaba Group (BABA)

Several analysts have recently updated their ratings and price targets for Alibaba Group (NYSE: BABA):

• 10/8/2026 – Alibaba Group had its “buy” rating reaffirmed by Jefferies Financial Group Inc.. They now have a $192.00 price target on the stock.
• 10/8/2026 – Alibaba Group was downgraded by Piper Sandler to “hold”.
• 10/2/2026 – Alibaba Group was upgraded by Weiss Ratings from “hold (c-)” to “hold (c)”.
• 9/18/2026 – Alibaba Group was downgraded by Weiss Ratings from “hold (c)” to “hold (c-)”.
• 9/7/2026 – Alibaba Group had its “outperform” rating reaffirmed by Sanford C. Bernstein. They now have a $165.00 price target on the stock.
• 9/4/2026 – Alibaba Group was downgraded by Weiss Ratings from “hold (c+)” to “hold (c)”.
• 8/28/2026 – Alibaba Group had its price target raised by Susquehanna from $185.00 to $190.00. They now have a “positive” rating on the stock.
• 8/24/2026 – Alibaba Group had its “hold (c+)” rating reaffirmed by Weiss Ratings.
• 8/21/2026 – Alibaba Group had its price target raised by Barclays PLC from $195.00 to $200.00. They now have an “overweight” rating on the stock.
• 8/21/2026 – Alibaba Group had its price target raised by JPMorgan Chase & Co. from $205.00 to $210.00. They now have an “overweight” rating on the stock.
• 8/21/2026 – Alibaba Group had its price target lowered by Robert W. Baird from $164.00 to $160.00. They now have an “outperform” rating on the stock.
• 8/20/2026 – Alibaba Group had its “buy” rating reaffirmed by Benchmark Co..

Insider Transactions at Alibaba Group

In related news, General Counsel Siying Yu sold 6,764 shares of the company’s stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $13.58, for a total transaction of $91,855.12. Following the sale, the general counsel directly owned 613,965 shares in the company, valued at approximately $8,337,644.70. This represents a 1.09% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Hong Xu sold 103,046 shares of Alibaba Group stock in a transaction that occurred on Friday, September 25th. The shares were sold at an average price of $13.68, for a total transaction of $1,409,669.28. Following the completion of the transaction, the chief financial officer owned 406,450 shares of the company’s stock, valued at $5,560,236. This represents a 20.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 999,971 shares of company stock valued at $13,563,304. 12.50% of the stock is currently owned by insiders.

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.