Strong Tower Advisory Services Has $10.84 Million Position in Alibaba Group Holding Limited $BABA

Strong Tower Advisory Services lifted its stake in Alibaba Group Holding Limited (NYSE:BABA) by 6.2% during the third quarter, Holdings Channel reports. The fund owned 60,649 shares of the specialty retailer’s stock after acquiring an additional 3,538 shares during the quarter. Alibaba Group accounts for 2.1% of Strong Tower Advisory Services’ holdings, making the stock its 15th largest position. Strong Tower Advisory Services’ holdings in Alibaba Group were worth $10,840,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in BABA. Traphagen Investment Advisors LLC increased its position in Alibaba Group by 2.0% during the third quarter. Traphagen Investment Advisors LLC now owns 3,018 shares of the specialty retailer’s stock worth $539,000 after acquiring an additional 59 shares during the period. Cary Street Partners Financial LLC increased its stake in Alibaba Group by 1.8% during the second quarter. Cary Street Partners Financial LLC now owns 4,757 shares of the specialty retailer’s stock valued at $539,000 after acquiring an additional 83 shares during the period. Wedbush Securities Inc. raised its holdings in Alibaba Group by 2.1% in the 2nd quarter. Wedbush Securities Inc. now owns 4,237 shares of the specialty retailer’s stock valued at $480,000 after acquiring an additional 88 shares in the last quarter. CWM LLC grew its holdings in shares of Alibaba Group by 0.8% during the 2nd quarter. CWM LLC now owns 12,029 shares of the specialty retailer’s stock worth $1,364,000 after purchasing an additional 92 shares in the last quarter. Finally, Fifth Third Bancorp increased its position in shares of Alibaba Group by 1.0% during the second quarter. Fifth Third Bancorp now owns 9,779 shares of the specialty retailer’s stock valued at $1,109,000 after purchasing an additional 94 shares during the period. 13.47% of the stock is currently owned by institutional investors.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Large AI hardware build — reports say Alibaba plans to order more than 40,000 AMD MI308 chips, signaling a major expansion of AI training/inference capacity on Alibaba Cloud and increasing spend visibility with AMD and infrastructure partners. Alibaba reportedly plans to order more than 40,000 AMD MI308 chips
• Positive Sentiment: Productizing AI agents — DingTalk rolled out an “Agent OS,” expanding its enterprise AI-agent offering and creating clearer monetization pathways in enterprise SaaS and workflow automation. This supports longer?term revenue upside from AI services. Alibaba’s DingTalk rolls out Agent OS as it bets bigger on AI agents
• Positive Sentiment: Strategic AI pivot — coverage highlights Alibaba’s dual push into AI hardware and software, indicating management is re?positioning the company as an AI infrastructure and services leader, which could drive higher?margin cloud and AI revenue over time. Alibaba’s Strategic Pivot: A Dual-Pronged Push in AI Hardware and Software
• Positive Sentiment: Cloud credibility — Alibaba Cloud was named a leader in Gartner’s Magic Quadrant for cloud database management systems for the sixth consecutive year, reinforcing enterprise trust and competitive positioning in cloud services. Alibaba Cloud named a leader in Gartner Magic Quadrant for cloud database management systems for sixth consecutive year
• Positive Sentiment: Open?source AI moves — reporting on Alibaba’s progress with open?source AI models suggests growing developer adoption and ecosystem leverage that could lower customer acquisition costs and expand service usage. Alibaba Group Holding (BABA) Making Advancements With Open Source AI Models, Here’s What You Need to Know
• Neutral Sentiment: Analyst and broker attention — several pieces note rising analyst interest and differing broker views; these highlight both upside from AI/cloud momentum and the need to watch execution and margins. Brokers Suggest Investing in Alibaba (BABA): Read This Before Placing a Bet
• Neutral Sentiment: Narrative is mixed — commentary notes a shifting narrative as cloud/AI momentum grows but profit concerns persist; this suggests market reactions will hinge on upcoming earnings and margin signals. Why The Narrative Around Alibaba Is Shifting Amid Cloud AI Momentum And Profit Concerns
• Negative Sentiment: Profitability worries — Zacks highlights a 14.4% share slide over three months as profits have weakened despite revenue growth, calling out heavy AI and cloud spending that is testing investor patience and the stock’s near?term valuation. Alibaba Stock Plunges 14.4% in 3 Months: Time to Buy, Sell or Hold?
• Negative Sentiment: Investor trimming — Fluent Financial LLC reduced its stake in Alibaba, a development some investors view as a negative signal about near?term confidence (magnitude of impact depends on stake size). Fluent Financial LLC Reduces Stake in Alibaba Group: What It Means for Investors

Alibaba Group Trading Up 0.2%

Shares of BABA opened at $151.19 on Wednesday. The stock’s fifty day simple moving average is $161.28 and its 200-day simple moving average is $143.07. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The firm has a market capitalization of $360.76 billion, a PE ratio of 20.88, a price-to-earnings-growth ratio of 2.27 and a beta of 0.33. Alibaba Group Holding Limited has a 12-month low of $80.06 and a 12-month high of $192.67.

Wall Street Analysts Forecast Growth

BABA has been the subject of a number of analyst reports. UBS Group reaffirmed a “buy” rating and set a $162.00 price objective on shares of Alibaba Group in a report on Sunday, August 31st. Bank of America increased their target price on Alibaba Group from $168.00 to $195.00 and gave the stock a “buy” rating in a report on Wednesday, September 24th. Jefferies Financial Group increased their price objective on Alibaba Group from $178.00 to $230.00 and gave the stock a “buy” rating in a research note on Monday, September 29th. CLSA upped their target price on shares of Alibaba Group from $155.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, October 2nd. Finally, Arete lowered shares of Alibaba Group from a “buy” rating to a “neutral” rating and set a $172.00 price target on the stock. in a research report on Tuesday, December 9th. Seventeen equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $194.00.

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.