Oriental Harbor Investment Master Fund Invests $39.50 Million in Alibaba Group Holding Limited $BABA

Oriental Harbor Investment Master Fund acquired a new stake in Alibaba Group Holding Limited (NYSE:BABA) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 221,003 shares of the specialty retailer’s stock, valued at approximately $39,500,000. Alibaba Group accounts for about 3.2% of Oriental Harbor Investment Master Fund’s investment portfolio, making the stock its 10th biggest holding.

A number of other institutional investors have also recently made changes to their positions in the business. Temasek Holdings Private Ltd boosted its position in Alibaba Group by 23.4% in the 1st quarter. Temasek Holdings Private Ltd now owns 5,510,348 shares of the specialty retailer’s stock valued at $728,633,000 after buying an additional 1,045,789 shares during the period. Verde Servicos Internacionais S.A. increased its position in shares of Alibaba Group by 6.9% during the second quarter. Verde Servicos Internacionais S.A. now owns 67,773 shares of the specialty retailer’s stock worth $7,686,000 after acquiring an additional 4,373 shares during the period. Causeway Capital Management LLC raised its stake in shares of Alibaba Group by 42.6% in the first quarter. Causeway Capital Management LLC now owns 1,356,010 shares of the specialty retailer’s stock valued at $179,305,000 after acquiring an additional 404,842 shares in the last quarter. Ninety One UK Ltd purchased a new position in Alibaba Group in the second quarter valued at $15,318,000. Finally, Soros Capital Management LLC acquired a new position in Alibaba Group during the 1st quarter worth $23,967,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group Price Performance

BABA stock opened at $151.00 on Tuesday. The business has a 50 day moving average price of $161.52 and a 200 day moving average price of $142.84. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The stock has a market cap of $360.31 billion, a price-to-earnings ratio of 20.86, a PEG ratio of 2.30 and a beta of 0.33. Alibaba Group Holding Limited has a fifty-two week low of $80.06 and a fifty-two week high of $192.67.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Alibaba Cloud was named a Leader in Gartner’s Magic Quadrant for Cloud Database Management Systems for the sixth consecutive year, reinforcing the unit’s competitive positioning and credibility with enterprise customers — a direct positive for cloud revenue outlook. Article Title
• Positive Sentiment: Alibaba is advancing open-source AI (e.g., the CosyVoice 3 multilingual speech model), highlighting momentum in AI product development that can boost cloud AI services and monetization prospects. Article Title
• Positive Sentiment: Major sell-side commentary is broadly upbeat — including notes that China tech can continue to benefit from an AI tailwind (Goldman/Barron’s coverage) and multiple recent buy/outperform ratings and elevated price targets — supporting investor confidence and higher valuation multiples. Article Title
• Neutral Sentiment: Analyst/broker commentary and data aggregators are encouraging investors to consider BABA (many buy ratings and a median price target materially above current levels), which can amplify flows but also increases sensitivity to execution vs. high expectations. Article Title
• Neutral Sentiment: Market commentary notes a shifting narrative: strong cloud/AI momentum is balancing concerns about near-term profit margins and cyclicality. This creates both upside if growth sustains and downside if margins disappoint. Article Title
• Neutral Sentiment: Analysts and commentators are flagging a strategic reassessment heading into Q2 FY26 — investors should watch upcoming earnings/guide for confirmation of cloud growth durability and margin trajectory. Article Title
• Negative Sentiment: Fluent Financial LLC reduced its Alibaba stake, a direct selling signal from an investment manager that can add short-term downward pressure or increase volatility if followed by others. Article Title

Analyst Upgrades and Downgrades

BABA has been the topic of several recent research reports. UBS Group reaffirmed a “buy” rating and issued a $162.00 price target on shares of Alibaba Group in a research report on Sunday, August 31st. Mizuho set a $195.00 price objective on Alibaba Group in a research report on Wednesday, October 22nd. Bank of America raised their target price on shares of Alibaba Group from $168.00 to $195.00 and gave the company a “buy” rating in a report on Wednesday, September 24th. Nomura lifted their price target on shares of Alibaba Group from $170.00 to $215.00 and gave the stock a “buy” rating in a research note on Thursday, October 9th. Finally, Barclays boosted their price target on shares of Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a report on Wednesday, November 26th. Seventeen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Alibaba Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $194.00.

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.