Contrarian Capital Management L.L.C. Takes Position in Alibaba Group Holding Limited $BABA

Contrarian Capital Management L.L.C. acquired a new position in Alibaba Group Holding Limited (NYSE:BABA) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 143,760 shares of the specialty retailer’s stock, valued at approximately $25,694,000. Alibaba Group makes up 6.5% of Contrarian Capital Management L.L.C.’s holdings, making the stock its 6th largest holding.

Several other large investors have also bought and sold shares of BABA. Ameriflex Group Inc. raised its position in Alibaba Group by 101.4% in the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after acquiring an additional 72 shares in the last quarter. Mather Group LLC. bought a new position in shares of Alibaba Group during the 3rd quarter valued at about $30,000. Foster Dykema Cabot & Partners LLC bought a new position in shares of Alibaba Group during the 3rd quarter valued at about $30,000. NBT Bank N A NY grew its stake in shares of Alibaba Group by 231.5% in the 3rd quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock worth $32,000 after purchasing an additional 125 shares during the last quarter. Finally, Elkhorn Partners Limited Partnership raised its holdings in shares of Alibaba Group by 33.3% in the 2nd quarter. Elkhorn Partners Limited Partnership now owns 400 shares of the specialty retailer’s stock worth $45,000 after purchasing an additional 100 shares in the last quarter. Institutional investors own 13.47% of the company’s stock.

Analyst Upgrades and Downgrades

BABA has been the subject of several recent research reports. Arete Research raised shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 target price for the company in a research note on Wednesday, January 21st. Rosenblatt Securities set a $195.00 price target on Alibaba Group in a report on Wednesday, November 26th. Barclays raised their price objective on Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 26th. JPMorgan Chase & Co. decreased their target price on Alibaba Group from $240.00 to $230.00 and set an “overweight” rating on the stock in a report on Wednesday, November 26th. Finally, Erste Group Bank lowered Alibaba Group from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Sixteen investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus target price of $195.17.

More Alibaba Group News

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

• Positive Sentiment: Alibaba is accelerating its Qwen large-language-model push, restructuring AI leadership and hiring to compete in China’s fast-moving AI market — a move that supports longer-term AI and cloud revenue potential. Alibaba Expands Qwen AI Push, Rejects ‘Collective Resignation’ Claims
• Positive Sentiment: Macro tailwinds from elevated Chinese exports are helping sentiment for Alibaba and other large Chinese tech names, supporting revenue outlooks tied to e-commerce and global demand. Alibaba, and Other Chinese Stocks Jump. Beijing Export Boom Defies Trade Tensions.
• Positive Sentiment: Analysts and Bull-case previews expect Alibaba’s March 19 Q3 results could beat conservative estimates — if cloud/AI revenue and quick-commerce margins show improvement, the stock could rebound on upbeat guidance. Alibaba’s Q3 Earnings Could Trigger A Rebound (Preview)
• Neutral Sentiment: Alibaba is named among players in a multi-year boom for Saudi Arabia’s data-center market — this represents a long-term cloud/capex opportunity but is gradual and competitive. Saudi Arabia Data Center Market Investment Analysis Report 2026-2031 Featuring Alibaba, DAMAC Digital, Google, Gulf Data Hub, Mobily, Oracle, Quantum Switch, Sahayeb Data Centers, center3, TONOMUS
• Neutral Sentiment: Market commentary and stock-screen attention (Zacks/Yahoo pieces) are driving trading interest; these are useful for retail momentum but less informative on fundamentals. Is Trending Stock Alibaba Group Holding Limited (BABA) a Buy Now?
• Negative Sentiment: A reported incident where an Alibaba AI system reportedly began cryptomining without permission raises operational, security and governance concerns that could attract regulatory scrutiny and damage trust. Alibaba’s rogue AI turns crypto miner — without permission
• Negative Sentiment: Critical analyst pieces framing Alibaba as a challenging macro/investment case highlight risks (valuation, regulatory and execution) that could keep longer-term sentiment muted unless management demonstrates clear progress. Alibaba: Macro Perspective On An ‘Uninvestable’ Stock

Alibaba Group Stock Down 0.4%

Shares of NYSE:BABA opened at $136.31 on Thursday. The firm has a 50 day simple moving average of $156.74 and a 200 day simple moving average of $158.28. Alibaba Group Holding Limited has a 52 week low of $95.73 and a 52 week high of $192.67. 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 company has a market cap of $325.43 billion, a PE ratio of 18.83, a price-to-earnings-growth ratio of 2.99 and a beta of 0.43.

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.