Alibaba Group (NYSE:BABA) Upgraded to “Buy” at Arete Research

Arete Research upgraded shares of Alibaba Group (NYSE:BABA) from a neutral rating to a buy rating in a research report released on Wednesday morning, MarketBeat reports. They currently have $190.00 target price on the specialty retailer’s stock.

Several other analysts have also recently commented on BABA. Weiss Ratings reiterated a “buy (b-)” rating on shares of Alibaba Group in a research report on Wednesday, October 8th. Macquarie reaffirmed an “outperform” rating on shares of Alibaba Group in a research note on Tuesday, November 25th. Erste Group Bank raised Alibaba Group from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. CLSA raised their target price on Alibaba Group from $155.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, October 2nd. Finally, Citigroup upped their price target on Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a research note on Wednesday, November 26th. Eighteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $192.72.

Alibaba Group Stock Up 3.9%

Shares of NYSE BABA opened at $168.67 on Wednesday. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23. The firm has a market capitalization of $402.68 billion, a PE ratio of 23.30, a price-to-earnings-growth ratio of 3.49 and a beta of 0.37. The firm’s 50-day moving average is $156.23 and its 200-day moving average is $149.07. Alibaba Group has a 1 year low of $84.42 and a 1 year high of $192.67.

Institutional Investors Weigh In On Alibaba Group

Several institutional investors have recently added to or reduced their stakes in the stock. Ameriflex Group Inc. grew its stake in Alibaba Group by 101.4% in the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 72 shares in the last quarter. Rosenberg Matthew Hamilton acquired a new stake in shares of Alibaba Group in the 2nd quarter valued at approximately $26,000. Mather Group LLC. bought a new position in shares of Alibaba Group in the third quarter valued at $30,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of Alibaba Group in the third quarter valued at $30,000. Finally, NBT Bank N A NY increased its holdings in Alibaba Group by 231.5% during the third quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock worth $32,000 after buying an additional 125 shares during the last quarter. 13.47% of the stock is owned by institutional investors.

Key Alibaba Group News

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

• Positive Sentiment: Alibaba reportedly formed a joint venture with state-owned China National Nuclear Corporation (CNNC) to secure nuclear-generated power for its cloud and AI operations — a move that addresses data-center energy constraints, supports large-scale AI compute, and signals strong government-aligned infrastructure backing. Alibaba forms JV with Chinese state-owned nuclear developer CNNC – report
• Positive Sentiment: Multiple outlets report the same nuclear partnership framing it as securing low-carbon, stable power explicitly for Alibaba’s AI expansion — reinforcing the scale and resilience of Alibaba Cloud’s infrastructure strategy. Alibaba Teams With China’s Nuclear Leader to Power AI Expansion
• Positive Sentiment: Arete Research upgraded BABA from Neutral to Buy and set a $190 price target (~12.6% upside from current levels), a near-term catalyst that can attract momentum buyers and institutional interest. Finviz
• Neutral Sentiment: Coverage of China’s “agentic commerce” trend highlights Alibaba’s large opportunity to embed AI chatbots across Taobao/Tmall for shopping and payments — this expands addressable market but also raises execution expectations. Chinese tech giants enter the ‘agentic commerce’ race as AI reshapes super apps
• Negative Sentiment: Coverage noting ByteDance’s stepped-up AI cloud push is pressuring Alibaba shares, underscoring rising competition in AI infrastructure and cloud services in China that could weigh on margins and market share. ‘AI War Heats Up’: Alibaba Stock (BABA) Slips as ByteDance Ramps Up AI Cloud Push
• Positive Sentiment: Longer-term bullish commentary (Fool, 247WallSt) reiterates recovery thesis: improving regulatory backdrop, founder Jack Ma’s return boosting investor confidence, and attractive valuation relative to growth prospects in AI/cloud. Where Will Alibaba Stock Be in 5 Years?

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.