Alibaba Group Holding Limited $BABA Shares Sold by Flossbach Von Storch SE

Flossbach Von Storch SE lessened its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 15.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 155,000 shares of the specialty retailer’s stock after selling 29,000 shares during the quarter. Flossbach Von Storch SE’s holdings in Alibaba Group were worth $27,703,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Primecap Management Co. CA increased its holdings in shares of Alibaba Group by 0.7% in the 2nd quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer’s stock valued at $2,354,877,000 after acquiring an additional 140,579 shares during the last quarter. Fisher Asset Management LLC boosted its holdings in Alibaba Group by 8.0% in the second quarter. Fisher Asset Management LLC now owns 5,267,441 shares of the specialty retailer’s stock valued at $597,381,000 after purchasing an additional 390,883 shares in the last quarter. Norges Bank acquired a new position in Alibaba Group in the second quarter valued at approximately $527,243,000. Discerene Group LP increased its stake in Alibaba Group by 0.6% in the second quarter. Discerene Group LP now owns 2,985,487 shares of the specialty retailer’s stock valued at $338,584,000 after purchasing an additional 18,400 shares during the last quarter. Finally, AMF Tjanstepension AB raised its holdings in Alibaba Group by 8.7% during the second quarter. AMF Tjanstepension AB now owns 2,691,686 shares of the specialty retailer’s stock worth $305,728,000 after purchasing an additional 216,571 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group Stock Performance

NYSE BABA opened at $175.77 on Thursday. The firm has a market cap of $419.64 billion, a P/E ratio of 24.28, a P/E/G ratio of 3.72 and a beta of 0.37. Alibaba Group Holding Limited has a 52-week low of $95.73 and a 52-week high of $192.67. The business’s 50-day moving average price is $157.83 and its 200 day moving average price is $151.44. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba’s Qwen-3 became one of the first AI models operating in orbit, a high-profile technical milestone that boosts the company’s AI leadership narrative and long-term monetization potential. Alibaba’s Qwen-3 becomes world’s first AI model to operate in orbit
• Positive Sentiment: Nomura published a bullish forecast for BABA, calling for strong price appreciation — analyst optimism can attract buyers and support multiple expansion. Nomura Forecasts Strong Price Appreciation for Alibaba Group (NYSE:BABA) Stock
• Positive Sentiment: Goldman Sachs said it is “very constructive” on Asia into 2026, citing AI-driven flows into the region; that macro/flow backdrop could lift Chinese tech names like Alibaba. ‘Very constructive’ on Asia in 2026, with Chinese stocks tipped for 20% gains: Goldman Sachs
• Positive Sentiment: Third parties (DeepSeek) are adopting Alibaba’s open‑source AI tools to boost OCR and other capabilities, signaling commercial traction and ecosystem wins. DeepSeek taps Alibaba open-source AI technology to boost OCR performance
• Positive Sentiment: Coverage highlights Alibaba’s new flagship AI models explicitly positioned to challenge OpenAI/Google, reinforcing expectations for continued product innovation and competitive stature. Alibaba Sets Sights on ChatGPT and Gemini With New AI Model
• Positive Sentiment: Tencent’s leadership publicly praised Alibaba’s AI integration, a favorable industry signal that may ease competitive concerns and validate Alibaba’s execution. Tencent’s Chief Charts Chinese Firm’s AI Plan While Praising Alibaba’s AI Integration, Criticizing ByteDance’s AI Phone
• Neutral Sentiment: Industry coverage notes a faster global pace of AI model releases across Chinese firms; this highlights both opportunity and intensifying competition for monetization. One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models
• Neutral Sentiment: Zacks notes Alibaba has been heavily searched by investors — increased attention can raise volatility but doesn’t by itself change fundamentals. Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
• Negative Sentiment: Zacks flagged that Alibaba’s “All Others” segment saw a 25% YoY revenue decline in Q2 FY26 and widening losses, which could weigh on near‑term growth and investor sentiment. Is Alibaba’s “All Others” Revenues Becoming a Drag on Growth?
• Negative Sentiment: Texas’ governor ordered state employees barred from using Shein and Alibaba products — a political/regulatory headwind that could modestly affect U.S. enterprise and consumer-facing business discussions. Texas governor bars state employees from using Shein, Alibaba products

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on BABA shares. Erste Group Bank upgraded shares of Alibaba Group from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Barclays upped their price objective on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “overweight” rating in a research note on Wednesday, November 26th. CLSA raised their price objective on Alibaba Group from $155.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, October 2nd. Mizuho set a $195.00 target price on Alibaba Group in a report on Wednesday, October 22nd. Finally, Freedom Capital downgraded Alibaba Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 6th. Eighteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $195.17.

Alibaba Group 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.