Alibaba Group Holding Limited $BABA Shares Sold by Commonwealth Equity Services LLC

Commonwealth Equity Services LLC reduced its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 13.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 97,360 shares of the specialty retailer’s stock after selling 15,404 shares during the quarter. Commonwealth Equity Services LLC’s holdings in Alibaba Group were worth $17,401,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. 1248 Management LLC purchased a new position in Alibaba Group in the first quarter valued at $26,000. Ransom Advisory Ltd acquired a new stake in shares of Alibaba Group during the 1st quarter valued at about $26,000. Rosenberg Matthew Hamilton acquired a new position in Alibaba Group in the 2nd quarter worth about $26,000. Mather Group LLC. acquired a new position in Alibaba Group in the 3rd quarter worth about $30,000. Finally, NewSquare Capital LLC boosted its position in Alibaba Group by 65.0% during the second quarter. NewSquare Capital LLC now owns 330 shares of the specialty retailer’s stock worth $37,000 after purchasing an additional 130 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on BABA. Citigroup upped their target price on Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a research note on Wednesday, November 26th. Morgan Stanley cut their price target on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating for the company in a report on Thursday. Loop Capital set a $140.00 price objective on shares of Alibaba Group in a research report on Tuesday. Barclays increased their price objective on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “overweight” rating in a report on Wednesday, November 26th. Finally, Freedom Capital cut shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Seventeen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Alibaba Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $191.84.

Alibaba Group Trading Down 2.3%

Shares of BABA opened at $150.93 on Friday. Alibaba Group Holding Limited has a 52-week low of $80.06 and a 52-week high of $192.67. The stock has a market cap of $360.14 billion, a PE ratio of 20.85, a price-to-earnings-growth ratio of 2.39 and a beta of 0.37. The firm’s fifty day moving average is $155.81 and its two-hundred day moving average is $145.80. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Reports that Beijing is moving toward approving NVIDIA H200 imports bolstered hopes Alibaba can secure advanced AI chips for Alibaba Cloud and generative‑AI initiatives; traders lifted the stock on that news. Alibaba Steps Up AI Race With Potential Nvidia Mega Order
• Positive Sentiment: Coverage highlighting Alibaba’s positioning as an emerging‑markets leader and its AI/cloud investments framed the H200 access story as a meaningful catalyst for longer‑term growth. If Emerging Markets Outperform, This Stock Could Lead the Charge (MarketBeat)
• Positive Sentiment: Technical commentary (Barron’s) showing bullish chart patterns reinforced buyer interest after the recent rebound off the ~$150 support area. Chinese Stock Charts Reach a Turning Point (Barron’s)
• Neutral Sentiment: Morgan Stanley trimmed its price target (from $200 to $180) but kept an overweight rating — a mixed signal that reduces upside math while leaving institutional conviction intact. Finviz (Morgan Stanley price target note)
• Neutral Sentiment: Macro/legal overhangs could still matter: a Supreme Court decision on tariffs and ongoing trade policy uncertainty are being watched for potential cost or access impacts on cross‑border chip flows. Wall Street Breakfast Podcast: Tariffs On Decision Watch (Seeking Alpha)
• Negative Sentiment: Two major banks recently slashed their price targets on Alibaba, which pressured sentiment and reduces analyst‑driven upside expectations in the near term. Alibaba (BABA) Stock: Why Two Major Banks Just Slashed Their Price Targets
• Negative Sentiment: Freedom Capital cut BABA to a hold, and there are fresh investor‑class action inquiries (Pomerantz), adding legal and sentiment risk that can weigh on the stock until resolved. Alibaba Group (NYSE:BABA) Cut to Hold at Freedom Capital Pomerantz investor investigation

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.