BigSur Wealth Management LLC Has $3.78 Million Stock Holdings in Alibaba Group Holding Limited $BABA

BigSur Wealth Management LLC trimmed its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA) by 17.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,130 shares of the specialty retailer’s stock after selling 4,500 shares during the quarter. Alibaba Group comprises 0.9% of BigSur Wealth Management LLC’s portfolio, making the stock its 29th biggest holding. BigSur Wealth Management LLC’s holdings in Alibaba Group were worth $3,777,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of BABA. 1248 Management LLC acquired a new position in shares of Alibaba Group in the 1st quarter worth approximately $26,000. Ransom Advisory Ltd acquired a new stake in shares of Alibaba Group in the 1st quarter valued at approximately $26,000. Rosenberg Matthew Hamilton acquired a new stake in shares of Alibaba Group during the second quarter worth about $26,000. NewSquare Capital LLC boosted its stake in Alibaba Group by 65.0% in the 2nd quarter. NewSquare Capital LLC now owns 330 shares of the specialty retailer’s stock worth $37,000 after purchasing an additional 130 shares during the period. Finally, Elkhorn Partners Limited Partnership boosted its holdings in Alibaba Group by 33.3% during the second quarter. Elkhorn Partners Limited Partnership now owns 400 shares of the specialty retailer’s stock worth $45,000 after purchasing an additional 100 shares during the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Key Alibaba Group News

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

• Positive Sentiment: Alibaba Cloud was named a Leader in Gartner’s Magic Quadrant for Cloud Database Management Systems for the sixth consecutive year, reinforcing the unit’s competitive positioning and credibility with enterprise customers — a direct positive for cloud revenue outlook. Article Title
• Positive Sentiment: Alibaba is advancing open-source AI (e.g., the CosyVoice 3 multilingual speech model), highlighting momentum in AI product development that can boost cloud AI services and monetization prospects. Article Title
• Positive Sentiment: Major sell-side commentary is broadly upbeat — including notes that China tech can continue to benefit from an AI tailwind (Goldman/Barron’s coverage) and multiple recent buy/outperform ratings and elevated price targets — supporting investor confidence and higher valuation multiples. Article Title
• Neutral Sentiment: Analyst/broker commentary and data aggregators are encouraging investors to consider BABA (many buy ratings and a median price target materially above current levels), which can amplify flows but also increases sensitivity to execution vs. high expectations. Article Title
• Neutral Sentiment: Market commentary notes a shifting narrative: strong cloud/AI momentum is balancing concerns about near-term profit margins and cyclicality. This creates both upside if growth sustains and downside if margins disappoint. Article Title
• Neutral Sentiment: Analysts and commentators are flagging a strategic reassessment heading into Q2 FY26 — investors should watch upcoming earnings/guide for confirmation of cloud growth durability and margin trajectory. Article Title
• Negative Sentiment: Fluent Financial LLC reduced its Alibaba stake, a direct selling signal from an investment manager that can add short-term downward pressure or increase volatility if followed by others. Article Title

Alibaba Group Stock Performance

Shares of BABA stock opened at $151.00 on Tuesday. Alibaba Group Holding Limited has a fifty-two week low of $80.06 and a fifty-two week high of $192.67. The company has a market capitalization of $360.31 billion, a P/E ratio of 20.86, a PEG ratio of 2.30 and a beta of 0.33. 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 stock has a 50 day moving average price of $161.52 and a two-hundred day moving average price of $142.84.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on BABA. Sanford C. Bernstein lowered their price target on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 26th. CLSA lifted their target price on shares of Alibaba Group from $155.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, October 2nd. Erste Group Bank raised Alibaba Group from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Zacks Research cut Alibaba Group from a “hold” rating to a “strong sell” rating in a report on Tuesday, October 14th. Finally, Robert W. Baird upped their price objective on shares of Alibaba Group from $153.00 to $174.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 24th. Seventeen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus price target of $194.00.

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.