Alibaba Group Holding Limited (NYSE:BABA) Receives Consensus Rating of “Moderate Buy” from Brokerages

Alibaba Group Holding Limited (NYSE:BABA) has earned an average rating of “Moderate Buy” from the twenty-two ratings firms that are presently covering the company, Marketbeat.com reports. Six equities research analysts have rated the stock with a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 12 month price objective among analysts that have covered the stock in the last year is $187.8947.

A number of brokerages have issued reports on BABA. Susquehanna reduced their price objective on shares of Alibaba Group from $190.00 to $170.00 and set a “positive” rating for the company in a research report on Thursday, March 26th. Robert W. Baird reduced their price objective on shares of Alibaba Group from $174.00 to $164.00 and set an “outperform” rating for the company in a research report on Friday, March 20th. Zacks Research raised shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 24th. Freedom Capital downgraded shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 6th. Finally, Argus raised shares of Alibaba Group to a “hold” rating in a research report on Tuesday, March 24th.

Alibaba Group Stock Down 2.2%

Alibaba Group stock opened at $119.63 on Wednesday. Alibaba Group has a fifty-two week low of $95.73 and a fifty-two week high of $192.67. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.33 and a current ratio of 1.33. The firm’s 50-day simple moving average is $143.11 and its 200 day simple moving average is $156.26. The stock has a market cap of $285.61 billion, a PE ratio of 22.57, a price-to-earnings-growth ratio of 2.12 and a beta of 0.50.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings data on Saturday, February 14th. The specialty retailer reported $0.13 earnings per share (EPS) for the quarter. Alibaba Group had a net margin of 9.12% and a return on equity of 7.43%. The business had revenue of $40.71 billion during the quarter. Research analysts predict that Alibaba Group will post 7.86 EPS for the current fiscal year.

More Alibaba Group News

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

• Positive Sentiment: Alibaba is placing large orders for Huawei’s new AI chips to build a domestic AI stack, supporting its proprietary AI services and reducing reliance on foreign hardware. This strengthens long‑term competitive position in China’s AI market. Alibaba Orders Huawei AI Chips
• Positive Sentiment: Broader industry demand: multiple Chinese tech firms (Alibaba, Tencent, ByteDance) are placing bulk orders for Huawei chips ahead of major AI model launches, indicating strong domestic demand that could lower future infra costs and foster local ecosystem advantages. DeepSeek to Launch V4 Using Huawei Chips
• Neutral Sentiment: Analyst consensus still skews bullish — Wall Street ratings and average brokerage recommendations label BABA a “buy,” but some coverage warns that consensus may be overly optimistic given execution and spending risks. Use analyst views as one input, not a sole driver. Wall Street Analysts See Alibaba as a Buy
• Neutral Sentiment: Retail attention is elevated — Zacks/other sites report heavy investor searches on BABA, signaling higher short‑term interest and volatility but not direction. Investors Heavily Search Alibaba
• Negative Sentiment: Heavy AI spending is pressuring profits and cash flow; several analyses say current investment levels could crush near‑term margins and raise questions about whether the long‑term upside justifies short‑term pain. This is a primary driver of downward pressure on the stock. Heavy AI Spending Weighs on Alibaba’s Profits
• Negative Sentiment: Recent price volatility: coverage explaining why Alibaba plunged ~13% last month highlights combination of spending concerns, macro/regulatory sensitivity, and profit misses — a reminder that sentiment can swing quickly. Why Alibaba Stock Plummeted by Almost 13% Last Month
• Negative Sentiment: Geopolitical and infrastructure risks: reports on attacks affecting regional data centers and evolving Iran‑related conflicts raise operational and geopolitical tail risks for Chinese cloud/AI players, adding to investor caution. How The Iran War Is Reshaping Global AI Strategy

Institutional Trading of Alibaba Group

Several hedge funds have recently added to or reduced their stakes in BABA. Northwestern Mutual Wealth Management Co. raised its position in Alibaba Group by 7,680.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock worth $881,554,000 after acquiring an additional 5,936,847 shares during the period. Capital World Investors raised its position in Alibaba Group by 1,074.9% in the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock worth $1,079,229,000 after acquiring an additional 5,524,354 shares during the period. Norges Bank bought a new stake in Alibaba Group in the fourth quarter worth about $594,477,000. Alkeon Capital Management LLC bought a new stake in Alibaba Group in the second quarter worth about $184,291,000. Finally, Artisan Partners Limited Partnership bought a new stake in Alibaba Group in the third quarter worth about $290,208,000. Institutional investors own 13.47% of the company’s stock.

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.