Great Lakes Advisors LLC Lowers Stock Holdings in Alibaba Group Holding Limited $BABA

Great Lakes Advisors LLC reduced its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 7.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 89,172 shares of the specialty retailer’s stock after selling 7,520 shares during the period. Great Lakes Advisors LLC’s holdings in Alibaba Group were worth $15,938,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in BABA. Fidelis Capital Partners LLC grew its stake in Alibaba Group by 12.9% in the 3rd quarter. Fidelis Capital Partners LLC now owns 6,426 shares of the specialty retailer’s stock valued at $1,149,000 after acquiring an additional 736 shares during the period. Coastal Bridge Advisors LLC acquired a new position in Alibaba Group during the third quarter worth $222,000. Traynor Capital Management Inc. purchased a new position in Alibaba Group during the third quarter valued at $262,000. AustralianSuper Pty Ltd purchased a new position in Alibaba Group during the third quarter valued at $1,825,000. Finally, Mirae Asset Global Investments Co. Ltd. grew its position in shares of Alibaba Group by 16.1% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 405,027 shares of the specialty retailer’s stock valued at $72,390,000 after purchasing an additional 56,047 shares during the period. 13.47% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on BABA. Morgan Stanley decreased their price target on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. Erste Group Bank raised Alibaba Group from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Sanford C. Bernstein decreased their target price on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 26th. Rosenblatt Securities set a $195.00 price target on Alibaba Group in a research report on Wednesday, November 26th. Finally, Benchmark reissued a “buy” rating and issued a $195.00 price objective on shares of Alibaba Group in a research note on Tuesday, November 25th. Eighteen analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $195.17.

Key Alibaba Group News

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

• Positive Sentiment: Alibaba says a new in‑house AI chip completes its “AI golden triangle,” strengthening its cloud-to-chip-model stack and long-term AI competitiveness. New chip completes Alibaba’s AI ‘golden triangle’
• Positive Sentiment: Reporting says Alibaba unveiled a new AI chip intended to rival Nvidia’s China offerings — a development that could reduce cloud AI costs and boost product differentiation. Alibaba Unveils New AI Chip to Rival Nvidia’s China Offerings
• Positive Sentiment: Coverage highlights recent chip approvals and Orbital AI initiatives as reshaping Alibaba’s long‑term investment thesis toward higher-margin cloud/AI services. Alibaba Chip Approval And Orbital AI Push Reshape Long Term Thesis
• Positive Sentiment: Alibaba will merge logistics and autonomous-driving units and struck a deal involving Zelos robot vans — a move that could improve unit economics in logistics over time. Alibaba Bets Big On Robot Vans With Zelos Deal
• Positive Sentiment: Nomura published a bullish forecast for BABA, calling for strong price appreciation — a vote of confidence that can support investor sentiment. Nomura Forecasts Strong Price Appreciation for Alibaba Group (NYSE:BABA) Stock
• Neutral Sentiment: ByteDance and Alibaba are set to launch new AI models in an intensifying race for AI supremacy in China — signals of growth but also rising rivalry and R&D spend. ByteDance, Alibaba to Launch New Models in Race for AI Supremacy in China
• Neutral Sentiment: T‑Head (Alibaba’s chip unit) published chip specs amid IPO rumors — potential upside if monetized, but uncertain timing and valuation. T-Head Unveils Specs of Its AI Chip After Rumors Alibaba’s Unit Is Preparing for IPO
• Neutral Sentiment: Macro flow: Goldman Sachs flagged strong investor appetite for AI in Asia, a tailwind for Chinese tech stocks including BABA. ‘Very constructive’ on Asia in 2026, with Chinese stocks tipped for 20% gains: Goldman Sachs
• Neutral Sentiment: Zacks notes heavy retail search interest in BABA — increased attention can amplify moves but doesn’t signal direction on its own. Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
• Negative Sentiment: An analyst note from Zacks flags Q2 FY26 results showing modest revenue growth but steep margin erosion driven by competition and heavy spending — a near-term earnings headwind. BABA’s Margins Suffer From Stiff Competition: Time to Sell the Stock?

Alibaba Group Stock Performance

NYSE BABA opened at $174.43 on Friday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. The stock’s fifty day moving average is $158.25 and its two-hundred day moving average is $151.60. The firm has a market capitalization of $416.44 billion, a P/E ratio of 24.09, a price-to-earnings-growth ratio of 3.83 and a beta of 0.37. Alibaba Group Holding Limited has a fifty-two week low of $95.73 and a fifty-two week high of $192.67.

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.