Alibaba Group (NYSE:BABA) Price Target Lowered to $212.00 at Jefferies Financial Group

Alibaba Group (NYSE:BABA) had its target price trimmed by Jefferies Financial Group from $225.00 to $212.00 in a research report released on Thursday,Benzinga reports. The firm currently has a buy rating on the specialty retailer’s stock.

BABA has been the subject of several other reports. Morgan Stanley reduced their target price on Alibaba Group from $200.00 to $180.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. Citigroup lifted their price target on shares of Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a research report on Wednesday, November 26th. JPMorgan Chase & Co. reduced their price objective on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. Sanford C. Bernstein decreased their price objective on shares of Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, November 26th. Finally, Wall Street Zen lowered shares of Alibaba Group from a “hold” rating to a “sell” rating in a research note on Friday, November 28th. Sixteen analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $194.44.

Alibaba Group Price Performance

NYSE BABA opened at $124.97 on Thursday. Alibaba Group has a fifty-two week low of $95.73 and a fifty-two week high of $192.67. The stock’s 50-day moving average is $154.57 and its two-hundred day moving average is $158.41. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46. The firm has a market cap of $298.36 billion, a P/E ratio of 17.26, a price-to-earnings-growth ratio of 2.94 and a beta of 0.43.

Alibaba Group (NYSE:BABA) last announced its quarterly earnings results on Thursday, March 19th. The specialty retailer reported $1.01 earnings per share for the quarter, missing analysts’ consensus estimates of $1.65 by ($0.64). The company had revenue of $40.72 billion during the quarter, compared to analyst estimates of $36.09 billion. Alibaba Group had a return on equity of 10.51% and a net margin of 12.38%.Alibaba Group’s quarterly revenue was up 1.7% on a year-over-year basis. During the same period in the prior year, the firm earned $2.67 EPS. On average, analysts anticipate that Alibaba Group will post 7.86 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Alibaba Group

A number of hedge funds have recently made changes to their positions in BABA. NTV Asset Management LLC raised its holdings in shares of Alibaba Group by 127.4% in the 3rd quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer’s stock worth $2,707,000 after buying an additional 8,484 shares in the last quarter. Marex Group plc acquired a new stake in Alibaba Group in the 2nd quarter valued at $17,139,000. National Bank of Canada FI grew its position in Alibaba Group by 373.5% in the second quarter. National Bank of Canada FI now owns 602,233 shares of the specialty retailer’s stock valued at $68,294,000 after acquiring an additional 475,053 shares during the period. Oriental Harbor Investment Master Fund bought a new stake in Alibaba Group in the third quarter valued at $39,500,000. Finally, ARK Investment Management LLC acquired a new position in Alibaba Group during the third quarter worth $37,565,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

More Alibaba Group News

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

• Positive Sentiment: Cloud & AI momentum — Cloud Intelligence revenue grew ~36% and AI-related product sales posted triple‑digit growth; Alibaba’s Qwen model shows strong developer adoption, supporting long‑term cloud monetization prospects. Alibaba AI Adoption Drives 36% Cloud Growth
• Positive Sentiment: AI monetization actions — Alibaba is raising AI/computing prices (reports up to ~34%) and reorganizing AI under a CEO‑led Token Hub with an ambitious goal to drive major cloud + AI revenue expansion, which could lift margins over time. Alibaba Hikes AI Computing Prices China’s Alibaba targets $100B in AI and cloud revenue over 5 years
• Neutral Sentiment: Analyst positioning — Jefferies trimmed its price target (from $225 to $212) but kept a Buy rating, signaling continued analyst confidence in upside despite nearer‑term execution risk. Jefferies Lowers Price Target
• Neutral Sentiment: Macro/market drag — broader market weakness (oil/supply‑chain fears after Middle East incidents) weighed on Asia/tech names on the same day, amplifying the stock’s move. Dow, S&P 500 lower as Middle East tensions escalate
• Negative Sentiment: Revenue and profit miss — December‑quarter revenue modestly missed consensus and adjusted earnings plunged (net income down ~66–67%), prompting the selloff as investors punish near‑term margin compression. Alibaba revenue misses estimates in December quarter
• Negative Sentiment: Heavy spending on quick commerce and UX — the company says investments to defend e‑commerce share (quick‑commerce expansion) materially compressed operating margins and cash flow; management expects some initiatives to remain unprofitable for years. Alibaba slides as investors focus on profit and cash-flow drop
• Negative Sentiment: Management & execution risks — staffing changes in the AI group (reported departures) and large near‑term cash burn raise execution and leadership questions while the company pivots heavily into AI. Alibaba CEO confirms departure of Qwen head

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.