Concurrent Investment Advisors LLC raised its stake in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 284.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 32,720 shares of the specialty retailer’s stock after purchasing an additional 24,201 shares during the period. Concurrent Investment Advisors LLC’s holdings in Alibaba Group were worth $4,796,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Ameriflex Group Inc. grew its holdings in Alibaba Group by 101.4% during 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 during the last quarter. Mather Group LLC. acquired a new position in Alibaba Group during the third quarter valued at approximately $30,000. Foster Dykema Cabot & Partners LLC acquired a new position in Alibaba Group during the third quarter valued at approximately $30,000. NBT Bank N A NY boosted its position in shares of Alibaba Group by 231.5% in the third quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock valued at $32,000 after acquiring an additional 125 shares during the period. Finally, Palisade Asset Management LLC bought a new stake in shares of Alibaba Group in the third quarter valued at approximately $37,000. Institutional investors and hedge funds own 13.47% of the company’s stock.
Analysts Set New Price Targets
Several equities research analysts have recently weighed in on BABA shares. Argus raised Alibaba Group to a “hold” rating in a research report on Tuesday, March 24th. Zacks Research downgraded shares of Alibaba Group from a “hold” rating to a “strong sell” rating in a report on Wednesday, April 22nd. Erste Group Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Morgan Stanley dropped their price objective on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Finally, DZ Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price objective on the stock. in a report on Friday, March 20th. Sixteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $187.68.
Key Stories Impacting Alibaba Group
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Alibaba’s Qwen AI signed its first commercial tie-up with China Eastern Airlines, enabling natural‑language flight search, booking and trip management — a concrete consumer use case that can monetize Qwen and boost platform engagement. Alibaba’s Qwen AI Partnerships Highlight New Use Cases And Valuation Gap
- Positive Sentiment: Qwen was expanded into multiple Chinese automakers at the Beijing auto show, bringing voice bookings, payments and delivery services in‑car — a path to recurring revenue and deeper ecosystem adoption. Alibaba’s Qwen AI is coming to cars, allowing drivers order food and book hotels by voice
- Positive Sentiment: Alibaba Cloud’s Qwen models are now accessible on‑chain to autonomous AI agents via a 0G Foundation integration — this positions Qwen as an infrastructure play for on‑chain AI use cases, potentially opening new enterprise and developer revenue streams. 0G to Make Alibaba’s Qwen wModels Accessible to AI Agents via Blockchain Integration
- Positive Sentiment: Reports say Alibaba is in talks with Tencent to invest in AI startup DeepSeek — a strategic stake could accelerate Alibaba’s AI roadmap and consolidate talent/tech access in China. Alibaba Weighs DeepSeek AI Stake As Social Commerce Role Expands
- Neutral Sentiment: DeepSeek released a V4 preview and other Chinese players (e.g., Tencent) unveiled upgraded models — intensifying competition in China’s LLM market; this could both spur faster adoption and compress pricing/margins. China’s DeepSeek releases preview of long-awaited V4 model as AI race intensifies
- Negative Sentiment: Zacks downgraded BABA from “hold” to “strong sell,” which can pressure sentiment and trigger short‑term selling by retail/quant traders tracking ratings. Zacks Research Downgrade
- Negative Sentiment: Alibaba disclosed issuance of new shares under equity incentive plans in April 2026 — potential dilution that investors will watch when assessing EPS and valuation. Alibaba Issues New Shares Under Equity Incentive Plans in April 2026
Alibaba Group Stock Performance
NYSE:BABA opened at $135.69 on Monday. The company has a market cap of $324.53 billion, a price-to-earnings ratio of 25.60, a PEG ratio of 2.44 and a beta of 0.50. Alibaba Group Holding Limited has a 52-week low of $103.71 and a 52-week high of $192.67. The firm’s 50-day moving average is $134.96 and its 200-day moving average is $152.12. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.33 and a current ratio of 1.33.
Alibaba Group (NYSE:BABA – Get Free Report) last issued its earnings results on Saturday, February 14th. The specialty retailer reported $0.13 EPS for the quarter. The firm had revenue of $40.71 billion during the quarter. Alibaba Group had a return on equity of 7.43% and a net margin of 9.12%. Equities research analysts anticipate that Alibaba Group Holding Limited will post 4.39 earnings per share for the current year.
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.
Recommended Stories
Want to see what other hedge funds are holding BABA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Alibaba Group Holding Limited (NYSE:BABA – Free Report).
Receive News & Ratings for Alibaba Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Alibaba Group and related companies with MarketBeat.com's FREE daily email newsletter.
