Alibaba Group (NYSE:BABA) Stock Price Up 3.9% After Analyst Upgrade

Shares of Alibaba Group Holding Limited (NYSE:BABA) traded up 3.9% during trading on Wednesday after Arete Research upgraded the stock from a neutral rating to a buy rating. Arete Research now has a $190.00 price target on the stock. Alibaba Group traded as high as $169.87 and last traded at $168.67. 11,585,258 shares traded hands during mid-day trading, a decline of 29% from the average session volume of 16,379,058 shares. The stock had previously closed at $162.39.

Several other brokerages also recently commented on BABA. Rosenblatt Securities set a $195.00 target price on shares of Alibaba Group in a report on Wednesday, November 26th. CLSA raised their price objective on shares of Alibaba Group from $155.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, October 2nd. Barclays upped their target price on Alibaba Group from $190.00 to $195.00 and gave the company an “overweight” rating in a research report on Wednesday, November 26th. Freedom Capital cut Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Finally, Sanford C. Bernstein reduced their price target on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research note on Wednesday, November 26th. Eighteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Alibaba Group has an average rating of “Moderate Buy” and a consensus target price of $192.72.

Trending Headlines about Alibaba Group

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?

Institutional Trading of Alibaba Group

Several large investors have recently modified their holdings of BABA. Traphagen Investment Advisors LLC lifted its position in Alibaba Group by 2.0% during the third quarter. Traphagen Investment Advisors LLC now owns 3,018 shares of the specialty retailer’s stock worth $539,000 after purchasing an additional 59 shares during the period. Bruce G. Allen Investments LLC lifted its holdings in shares of Alibaba Group by 26.4% during the 3rd quarter. Bruce G. Allen Investments LLC now owns 302 shares of the specialty retailer’s stock worth $54,000 after acquiring an additional 63 shares during the period. Bluesphere Advisors LLC boosted its position in shares of Alibaba Group by 2.2% during the 3rd quarter. Bluesphere Advisors LLC now owns 3,023 shares of the specialty retailer’s stock worth $540,000 after acquiring an additional 64 shares in the last quarter. Richardson Financial Services Inc. boosted its position in shares of Alibaba Group by 34.4% during the 3rd quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer’s stock worth $45,000 after acquiring an additional 65 shares in the last quarter. Finally, Transcend Capital Advisors LLC increased its stake in Alibaba Group by 1.0% in the third quarter. Transcend Capital Advisors LLC now owns 6,661 shares of the specialty retailer’s stock valued at $1,191,000 after acquiring an additional 66 shares during the last quarter. 13.47% of the stock is owned by institutional investors and hedge funds.

Alibaba Group Trading Up 3.9%

The firm’s 50-day simple moving average is $156.23 and its 200 day simple moving average is $149.07. 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 capitalization of $402.68 billion, a price-to-earnings ratio of 23.30, a P/E/G ratio of 3.49 and a beta of 0.37.

Alibaba Group Company 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.