Alibaba Group Holding Limited (NYSE:BABA) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Alibaba Group Holding Limited (NYSE:BABA) have received a consensus rating of “Moderate Buy” from the twenty research firms that are currently covering the firm, Marketbeat reports. One research analyst has rated the stock with a sell rating, one has assigned a hold rating and eighteen have given a buy rating to the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $195.1667.

Several analysts have recently issued reports on BABA shares. Weiss Ratings restated a “buy (b-)” rating on shares of Alibaba Group in a research report on Wednesday, January 21st. Erste Group Bank upgraded Alibaba Group from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Citigroup lifted their target price on Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Jefferies Financial Group lowered their price target on Alibaba Group from $231.00 to $225.00 and set a “buy” rating for the company in a research report on Thursday, January 8th. Finally, Benchmark reiterated a “buy” rating and set a $195.00 price objective on shares of Alibaba Group in a research report on Tuesday, November 25th.

More Alibaba Group News

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

• Positive Sentiment: Alibaba’s chip unit T-Head unveiled the self-developed AI processor Zhenwu 810E, strengthening the company’s hardware stack for cloud AI and reducing reliance on third-party chips; this supports Alibaba Cloud’s competitiveness in model training/inference. Alibaba’s T-Head unveils self-developed AI chip Zhenwu 810E
• Positive Sentiment: Reports say Alibaba will roll out new AI models for the Lunar New Year (alongside ByteDance), signaling near-term product releases that can drive traffic, monetization and market sentiment for its cloud/consumer AI offerings. ByteDance, Alibaba to Launch New Models in Race for AI Supremacy in China
• Positive Sentiment: Alibaba struck a major logistics deal (reported ~$2 billion) to expand use of autonomous “robovan” fleets via its Zelos/robot-vans partnership and to consolidate logistics and AV units — a move that could cut long-term delivery costs and accelerate logistics automation. Alibaba Reshapes Logistics With $2 Billion Robovan Deal
• Positive Sentiment: Analysts and outlets note chip approvals and orbital/AI initiatives that reshape Alibaba’s long-term thesis (hardware + cloud + software), and discussion of a possible T-Head IPO could unlock value in a high-growth unit. Alibaba Chip Approval And Orbital AI Push Reshape Long Term Thesis
• Neutral Sentiment: Retail and investor interest in BABA remains high — Zacks flags Alibaba as a heavily searched stock, reflecting elevated attention that can amplify volatility around news. Investors Heavily Search Alibaba Group Holding Limited (BABA)
• Negative Sentiment: However, recent Q2 FY26 commentary highlights margin erosion: modest revenue growth but steep margin pressure from competition and heavy spending on cloud, AI and logistics — a near-term profit headwind investors must weigh. BABA’s Margins Suffer From Stiff Competition: Time to Sell the Stock?

Alibaba Group Price Performance

Alibaba Group stock opened at $174.43 on Friday. The company has a market cap of $416.44 billion, a price-to-earnings ratio of 24.09, a PEG ratio of 3.83 and a beta of 0.37. The firm’s fifty day moving average is $158.25 and its 200 day moving average is $151.60. 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 has a 52-week low of $95.73 and a 52-week high of $192.67.

Institutional Trading of Alibaba Group

Several institutional investors have recently added to or reduced their stakes in the company. Capital World Investors increased its stake in shares of Alibaba Group by 1,074.9% during the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock valued at $1,079,229,000 after buying an additional 5,524,354 shares during the period. Norges Bank purchased a new stake in Alibaba Group in the second quarter worth about $527,243,000. Alkeon Capital Management LLC bought a new position in Alibaba Group during the 2nd quarter worth about $184,291,000. Artisan Partners Limited Partnership purchased a new position in Alibaba Group during the 3rd quarter valued at about $290,208,000. Finally, Trivest Advisors Ltd bought a new stake in shares of Alibaba Group in the 3rd quarter valued at about $202,126,000. 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.