Csenge Advisory Group Grows Position in Alibaba Group Holding Limited $BABA

Csenge Advisory Group raised its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 87.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,501 shares of the specialty retailer’s stock after purchasing an additional 3,036 shares during the quarter. Csenge Advisory Group’s holdings in Alibaba Group were worth $1,162,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Norges Bank purchased a new position in Alibaba Group in the 2nd quarter worth $527,243,000. Alkeon Capital Management LLC acquired a new position in shares of Alibaba Group in the second quarter valued at about $184,291,000. Clear Street LLC purchased a new position in shares of Alibaba Group in the second quarter worth about $58,503,000. National Bank of Canada FI lifted its holdings in shares of Alibaba Group by 373.5% during the second quarter. National Bank of Canada FI now owns 602,233 shares of the specialty retailer’s stock worth $68,294,000 after purchasing an additional 475,053 shares during the period. Finally, Fisher Asset Management LLC boosted its position in Alibaba Group by 8.0% in the second quarter. Fisher Asset Management LLC now owns 5,267,441 shares of the specialty retailer’s stock valued at $597,381,000 after buying an additional 390,883 shares during the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group News Roundup

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

• Positive Sentiment: Major Qwen upgrade: Alibaba has rolled out a unified, agentic Qwen AI experience across its ecosystem (Taobao, Alipay, travel apps), enabling in-chat shopping, payments, food orders and travel bookings — a step that could accelerate user engagement and new monetization paths. Alibaba Qwen Upgrade: The Market Can No Longer Ignore This AI Catalyst
• Positive Sentiment: Agentic & payments features now live for public testing in China — Qwen can place orders, complete in-chat payments and book travel, increasing direct commerce conversion through AI. This operational progress makes near-term monetization more plausible. Alibaba Adds Agentic and Payments Capabilities to Consumer AI App
• Positive Sentiment: Wall Street warming to the AI story — several analysts and research notes show growing confidence that Alibaba’s AI/cloud push could be the next growth leg, supporting higher longer-term targets. Why Wall Street Is Turning More Confident on Alibaba’s AI Push
• Neutral Sentiment: Ecosystem integration breadth — multiple outlets note Qwen’s connections to Taobao, Alipay and travel apps and reported user milestones, which are strategically important but will take time to translate into revenue. China’s Alibaba Links Qwen AI App to Vast Consumer Ecosystem
• Neutral Sentiment: Deal/tech exposure: reports that Alibaba and JPMorgan are cornerstones in a chip-designer listing highlight strategic moves into semiconductors but are peripheral to core revenue drivers. Montage Technology Draws Alibaba, JPMorgan as Cornerstones for Hong Kong Listing
• Negative Sentiment: Analyst target trim: Nomura lowered its price target (from $215 to $193) while keeping a buy rating — a modest re-pricing that signals caution on near-term upside despite bullish AI narratives. Nomura Adjusts Alibaba Group Price Target to $193 From $215; Maintains Buy Rating
• Negative Sentiment: Profit-taking and core-ecommerce concerns: social and trade commentary note a multimonth pullback and worries about e‑commerce monetization, which likely drove the intraday decline as some investors locked gains after the AI headlines. Why This Trader Sees A Timing Opportunity In Alibaba Stock

Analyst Ratings Changes

Several analysts have commented on the stock. Macquarie restated an “outperform” rating on shares of Alibaba Group in a research note on Tuesday, November 25th. Mizuho set a $195.00 target price on shares of Alibaba Group in a research report on Wednesday, October 22nd. Nomura lowered their price target on shares of Alibaba Group from $215.00 to $193.00 and set a “buy” rating on the stock in a report on Monday, January 12th. Sanford C. Bernstein reduced their price objective on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, November 26th. Finally, Barclays boosted their price objective on Alibaba Group from $190.00 to $195.00 and gave the company an “overweight” rating in a report on Wednesday, November 26th. Seventeen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $190.68.

Alibaba Group Stock Performance

Shares of BABA stock opened at $165.63 on Monday. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23. Alibaba Group Holding Limited has a 12-month low of $83.03 and a 12-month high of $192.67. The business’s 50 day moving average is $155.99 and its two-hundred day moving average is $148.15. The company has a market capitalization of $395.21 billion, a P/E ratio of 22.88, a P/E/G ratio of 3.53 and a beta of 0.37.

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.