Erste Group Bank Weighs in on Alibaba Group FY2027 Earnings

Alibaba Group Holding Limited (NYSE:BABA) – Equities research analysts at Erste Group Bank dropped their FY2027 earnings per share estimates for Alibaba Group in a research report issued on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now anticipates that the specialty retailer will post earnings of $5.71 per share for the year, down from their prior forecast of $5.73. The consensus estimate for Alibaba Group’s current full-year earnings is $6.28 per share. Erste Group Bank also issued estimates for Alibaba Group’s FY2028 earnings at $8.07 EPS.

Alibaba Group (NYSE:BABA) last announced its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. The business had revenue of $35.30 billion for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.

BABA has been the topic of a number of other reports. Barclays upped their price objective on shares of Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Mizuho boosted their target price on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. BNP Paribas Exane began coverage on shares of Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 target price on the stock. Susquehanna upped their price target on shares of Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a research report on Friday, May 15th. Finally, Zacks Research upgraded Alibaba Group from a “strong sell” rating to a “hold” rating in a report on Tuesday, June 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $186.90.

Alibaba Group Stock Down 2.1%

Alibaba Group stock opened at $115.04 on Friday. The firm has a market cap of $276.18 billion, a price-to-earnings ratio of 18.89, a PEG ratio of 2.17 and a beta of 0.51. Alibaba Group has a 52-week low of $91.99 and a 52-week high of $192.67. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.28 and a current ratio of 1.28. The firm has a 50 day moving average price of $116.66 and a two-hundred day moving average price of $135.22.

Alibaba Group Dividend Announcement

The business also recently disclosed an annual dividend, which was paid on Monday, July 13th. Stockholders of record on Thursday, June 11th were paid a $1.05 dividend. The ex-dividend date was Thursday, June 11th. This represents a dividend yield of 93.0%. Alibaba Group’s payout ratio is currently 16.91%.

Insider Buying and Selling

In related news, General Counsel Siying Yu sold 6,772 shares of the business’s stock in a transaction on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total transaction of $81,941.20. Following the transaction, the general counsel owned 607,234 shares in the company, valued at $7,347,531.40. The trade was a 1.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Fang Jiang sold 4,898 shares of the stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $12.09, for a total transaction of $59,216.82. Following the transaction, the insider directly owned 5,559,511 shares in the company, valued at approximately $67,214,487.99. This represents a 0.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 920,303 shares of company stock worth $70,796,370 over the last ninety days. 12.50% of the stock is owned by company insiders.

Hedge Funds Weigh In On Alibaba Group

A number of institutional investors and hedge funds have recently made changes to their positions in BABA. Hoey Investments Inc. raised its stake in Alibaba Group by 95.2% during the 1st quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock worth $26,000 after buying an additional 100 shares during the period. Costello Asset Management INC bought a new position in Alibaba Group in the fourth quarter worth approximately $34,000. Palisade Asset Management LLC acquired a new stake in Alibaba Group in the third quarter valued at approximately $37,000. Palladiem LLC acquired a new stake in Alibaba Group in the fourth quarter valued at approximately $38,000. Finally, SJS Investment Consulting Inc. increased its holdings in shares of Alibaba Group by 15,000.0% during the first quarter. SJS Investment Consulting Inc. now owns 302 shares of the specialty retailer’s stock valued at $38,000 after acquiring an additional 300 shares in the last quarter. Institutional investors own 13.47% of the company’s stock.

Alibaba Group News Roundup

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

• Positive Sentiment: China approved Apple Intelligence for use on iPhones and other Apple devices in the country, with Alibaba’s Qwen model as a key partner. That strengthens Alibaba’s position in AI and could create a meaningful catalyst for growth. Apple Intelligence approved for launch in China with Alibaba and Baidu
• Positive Sentiment: Analysts continue to view Alibaba favorably overall, with reports noting an average “Moderate Buy” recommendation. Alibaba Group Holding Limited Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Wall Street commentary around China’s push for broader, lower-cost AI and new model launches such as Kimi K3 is reinforcing interest in the Chinese AI sector, which can spill over positively to Alibaba as a leading domestic AI name. What Is Kimi K3? The Chinese AI Model That Has Wall Street Talking
• Neutral Sentiment: Erste Group trimmed its FY2028 earnings estimate slightly for Alibaba and also nudged down FY2027 estimates, reflecting a more cautious near-term outlook rather than a major deterioration. Erste Group Bank lowered Alibaba earnings estimates
• Neutral Sentiment: Alibaba’s online travel unit reportedly cut jobs as business conditions remain weak, pointing to internal cost pressure and uneven performance in parts of the company. Alibaba’s Online Travel Arm Slashes Jobs as Business Struggles
• Negative Sentiment: Separate law firms have announced investor investigations into Alibaba, adding legal overhang and uncertainty that can weigh on the shares. Alibaba Investor News from Rosen Law Firm
• Negative Sentiment: Another legal investigation was announced by Pomerantz LLP, reinforcing concerns about potential securities claims and headline risk for BABA. Pomerantz Law Firm Investigates Claims On Behalf of Investors of Alibaba Group Holding Limited – BABA

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.