HighPoint Advisor Group LLC Reduces Position in Alibaba Group Holding Limited $BABA

HighPoint Advisor Group LLC lessened its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA) by 22.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,546 shares of the specialty retailer’s stock after selling 6,974 shares during the quarter. HighPoint Advisor Group LLC’s holdings in Alibaba Group were worth $3,598,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also modified their holdings of the company. ARK Investment Management LLC bought a new stake in Alibaba Group during the 3rd quarter valued at approximately $37,565,000. Great Hill Capital LLC bought a new stake in Alibaba Group during the 3rd quarter valued at approximately $2,207,000. Vanguard Personalized Indexing Management LLC raised its stake in Alibaba Group by 14.9% during the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 30,361 shares of the specialty retailer’s stock valued at $5,427,000 after purchasing an additional 3,929 shares during the period. Jennison Associates LLC raised its stake in Alibaba Group by 11.9% during the 4th quarter. Jennison Associates LLC now owns 54,235 shares of the specialty retailer’s stock valued at $7,950,000 after purchasing an additional 5,760 shares during the period. Finally, Thornburg Investment Management Inc. raised its stake in Alibaba Group by 14.3% during the 3rd quarter. Thornburg Investment Management Inc. now owns 553,384 shares of the specialty retailer’s stock valued at $98,906,000 after purchasing an additional 69,232 shares during the period. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba is reportedly integrating its Qwen AI platform with Taobao to let shoppers browse, compare, and buy products through conversational AI, which could improve user engagement and strengthen its e-commerce ecosystem. Alibaba to integrate Qwen AI with Taobao, launch agentic shopping, source says
• Positive Sentiment: Multiple reports highlight Alibaba’s broader push into AI shopping, robotics, and agentic commerce, which reinforces the company’s growth narrative and may be helping investor sentiment. Alibaba Group Holding (NYSE:BABA) Valuation Check As AI Launches And Analyst Upgrades Refocus Attention
• Neutral Sentiment: Alibaba faces an earnings test soon, with analysts expecting revenue growth but also sharp profit pressure from heavy subsidies and rising AI spending, creating uncertainty about the near-term outlook. Should You Hold or Fold Alibaba Stock Ahead of Q4 Earnings?
• Neutral Sentiment: Broad commentary around U.S.-China tech stocks and the Trump-Xi summit may be contributing to sector volatility, but it is not specific enough to materially change Alibaba’s fundamentals on its own. How the Trump–Xi summit could impact US, Chinese tech stocks
• Negative Sentiment: Some coverage warns that Alibaba’s earnings could be weighed down by slowing growth and rising AI investment costs, which could limit upside if results disappoint. Tencent, Alibaba Face Slowing Growth as AI Costs Mount

Alibaba Group Stock Performance

Shares of NYSE BABA opened at $137.11 on Tuesday. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.33 and a current ratio of 1.33. The company has a market cap of $328.92 billion, a P/E ratio of 25.87, a P/E/G ratio of 2.42 and a beta of 0.50. The firm’s fifty day moving average is $131.66 and its two-hundred day moving average is $150.13. Alibaba Group Holding Limited has a 52-week low of $103.71 and a 52-week high of $192.67.

Alibaba Group (NYSE:BABA) last announced its quarterly earnings results on Saturday, February 14th. The specialty retailer reported $0.13 earnings per share (EPS) for the quarter. The company had revenue of $40.71 billion for the quarter. Alibaba Group had a net margin of 9.12% and a return on equity of 7.43%. As a group, analysts anticipate that Alibaba Group Holding Limited will post 4.32 EPS for the current fiscal year.

Wall Street Analyst Weigh In

BABA has been the topic of several recent analyst reports. Weiss Ratings downgraded Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, February 27th. Mizuho reduced their price target on shares of Alibaba Group from $195.00 to $190.00 and set an “outperform” rating on the stock in a report on Friday, March 20th. BNP Paribas Exane began coverage on shares of Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price target on the stock. Robert W. Baird reduced their price target on shares of Alibaba Group from $174.00 to $164.00 and set an “outperform” rating on the stock in a report on Friday, March 20th. Finally, Nomura lifted their price target on shares of Alibaba Group from $193.00 to $237.00 and gave the company a “buy” rating in a report on Monday, January 26th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $188.75.

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.