5,716 Shares in Alibaba Group Holding Limited $BABA Bought by Dakota Wealth Management

Dakota Wealth Management acquired a new stake in shares of Alibaba Group Holding Limited (NYSE:BABA) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,716 shares of the specialty retailer’s stock, valued at approximately $1,022,000.

Several other large investors also recently modified their holdings of BABA. Mather Group LLC. bought a new position in Alibaba Group during the 3rd quarter valued at approximately $30,000. NBT Bank N A NY grew its position in shares of Alibaba Group by 231.5% in the 3rd 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. NewSquare Capital LLC increased its stake in shares of Alibaba Group by 65.0% during the second quarter. NewSquare Capital LLC now owns 330 shares of the specialty retailer’s stock valued at $37,000 after buying an additional 130 shares during the period. Elkhorn Partners Limited Partnership raised its holdings in shares of Alibaba Group by 33.3% during the second quarter. Elkhorn Partners Limited Partnership now owns 400 shares of the specialty retailer’s stock valued at $45,000 after acquiring an additional 100 shares in the last quarter. Finally, Richardson Financial Services Inc. lifted its stake in Alibaba Group by 34.4% in the third quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer’s stock worth $45,000 after acquiring an additional 65 shares during the period. 13.47% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. Macquarie Infrastructure reissued an “outperform” rating on shares of Alibaba Group in a research report on Tuesday, November 25th. Sanford C. Bernstein dropped their target price on shares of Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research report on Wednesday, November 26th. Arete Research raised shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 target price on the stock in a research note on Wednesday, January 21st. Rosenblatt Securities set a $195.00 price target on shares of Alibaba Group in a research note on Wednesday, November 26th. Finally, Erste Group Bank lowered shares of Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. 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. According to MarketBeat.com, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus price target of $195.17.

Alibaba Group Price Performance

Shares of BABA opened at $148.05 on Friday. Alibaba Group Holding Limited has a twelve month low of $95.73 and a twelve month high of $192.67. The company has a market capitalization of $353.46 billion, a P/E ratio of 20.45, a price-to-earnings-growth ratio of 3.33 and a beta of 0.39. The firm has a 50 day moving average of $159.24 and a 200 day moving average of $157.12. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23.

Alibaba Group (NYSE:BABA) last posted its earnings results on Tuesday, November 25th. The specialty retailer reported $0.61 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.66 by ($0.05). Alibaba Group had a net margin of 12.38% and a return on equity of 10.51%. The company had revenue of $34.80 billion for the quarter, compared to the consensus estimate of $41.80 billion. During the same quarter in the prior year, the company posted $2.15 EPS. Alibaba Group’s revenue was up 9% on a year-over-year basis. As a group, equities research analysts anticipate that Alibaba Group Holding Limited will post 7.86 earnings per share for the current fiscal year.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba’s product and monetization push — the company launched the Qwen 3.5 model and a multi-model coding subscription aimed at cloud and developer customers, signaling a clear shift toward AI infrastructure and higher‑value cloud revenue. This bolsters the long‑term growth narrative beyond e‑commerce. Alibaba’s AI Push With Qwen 3.5 Targets Cloud And Developer Growth
• Positive Sentiment: New pricing bundle — Alibaba bundled four AI models under a single plan (a bold pricing move) to simplify go‑to‑market and accelerate adoption of paid AI services, which could lift ARPU if cloud/AI uptake ramps. BABA Bundles 4 Models Under One Plan
• Positive Sentiment: Regulatory/legal tail‑risk eased — analysis argues the Supreme Court ruling on tariffs removes worst‑case sanction risk and supports a valuation floor for Chinese e‑commerce leaders like Alibaba; institutional support and an approaching earnings report are cited as potential near‑term catalysts. The Head Fake: Buying the Chinese Stocks Post-Ruling Dip
• Neutral Sentiment: Valuation check after pullback — coverage assessing BABA after a recent share pullback notes the stock looks cheaper versus U.S. cloud peers but that near‑term sentiment remains fragile; this is informational rather than an immediate catalyst. Assessing Alibaba Group Holding (NYSE:BABA) Valuation After Recent Share Price Pullback
• Neutral Sentiment: Nvidia H200 export news — a small US license for some H200 AI accelerators to China was approved but with uncertainties; limited immediate deliveries mean hardware supply for China AI players remains constrained and timing of any benefit to cloud vendors is unclear. Nvidia’s China Window Remains Closed
• Negative Sentiment: Sector contagion from Baidu weakness — multiple reports show Baidu’s profit drop and a sharp market selloff as investors question whether Chinese Big Tech’s AI investments are converting to revenue. That skepticism is spilling over to Alibaba, pressuring multiples for all AI‑exposed Chinese names. Why Baidu Stock Is Falling Today
• Negative Sentiment: Broader AI monetization timing risk — commentary about Baidu and other peers highlights a risk that AI investments take longer to monetize than markets expect; that timing uncertainty is a direct reason investors are stepping back from BABA ahead of upcoming earnings. Baidu’s Swift $11 Billion Selloff Shows Struggle to Meet AI Hype

Alibaba Group 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.