Alibaba Group (NYSE:BABA) Price Target Cut to $205.00 by Analysts at JPMorgan Chase & Co.

Alibaba Group (NYSE:BABA) had its target price decreased by equities research analysts at JPMorgan Chase & Co. from $215.00 to $205.00 in a research note issued on Friday,Benzinga reports. The firm currently has an “overweight” rating on the specialty retailer’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 66.96% from the stock’s previous close.

Several other research analysts have also recently commented on the stock. Weiss Ratings cut shares of Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, February 27th. Benchmark reissued a “buy” rating and set a $195.00 price target on shares of Alibaba Group in a research report on Tuesday, November 25th. Erste Group Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Macquarie Infrastructure restated an “outperform” rating on shares of Alibaba Group in a report on Tuesday, November 25th. Finally, Barclays lowered their target price on Alibaba Group from $195.00 to $190.00 and set an “overweight” rating on the stock in a research report on Friday. Sixteen research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Alibaba Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $188.95.

Alibaba Group Stock Down 1.7%

Shares of BABA traded down $2.12 during mid-day trading on Friday, hitting $122.78. 10,909,456 shares of the company’s stock were exchanged, compared to its average volume of 12,564,056. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46. Alibaba Group has a 52 week low of $95.73 and a 52 week high of $192.67. The company has a market cap of $293.14 billion, a PE ratio of 16.94, a P/E/G ratio of 2.94 and a beta of 0.43. The company has a 50-day simple moving average of $154.57 and a 200 day simple moving average of $158.41.

Hedge Funds Weigh In On Alibaba Group

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Capital World Investors lifted its position in shares of Alibaba Group by 7.7% in the fourth quarter. Capital World Investors now owns 6,505,165 shares of the specialty retailer’s stock valued at $953,527,000 after buying an additional 466,847 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of Alibaba Group by 7,680.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock worth $881,554,000 after acquiring an additional 5,936,847 shares during the last quarter. Fisher Asset Management LLC raised its stake in Alibaba Group by 0.8% in the 4th quarter. Fisher Asset Management LLC now owns 5,335,894 shares of the specialty retailer’s stock valued at $782,135,000 after acquiring an additional 42,297 shares during the period. Norges Bank acquired a new stake in Alibaba Group during the 2nd quarter valued at $527,243,000. Finally, American Century Companies Inc. lifted its holdings in Alibaba Group by 17.7% during the 3rd quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock valued at $533,964,000 after purchasing an additional 448,484 shares during the last quarter. Institutional investors own 13.47% of the company’s stock.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Cloud & AI momentum — Alibaba’s Cloud Intelligence revenue accelerated ~36% year‑over‑year and AI-related product revenue posted triple‑digit growth; Qwen has wide developer adoption, which supports future cloud monetization and recurring inference demand. Read More.
• Positive Sentiment: Price and monetization moves — Alibaba has begun raising AI/cloud prices and management is targeting roughly $100B+ of external cloud and AI revenue over the next five years, signalling a clear plan to convert AI adoption into higher ARPU. Read More.
• Neutral Sentiment: Mixed analyst reactions — several firms trimmed price targets but many kept buy/overweight stances, leaving consensus upside but showing divergence on timing and valuation risks. This creates a mixed near‑term signal for the stock. Read More.
• Neutral Sentiment: Restructuring and headcount — Alibaba’s workforce shrank ~34% year‑over‑year (partly from asset sales and restructuring). That reduces long‑term cost base but also reflects significant business changes; impact on near‑term cash and execution is ambiguous. Read More.
• Negative Sentiment: Earnings miss and profit plunge — Q3 FY2026 revenue slightly missed expectations and adjusted net income fell roughly 66–67% year‑over‑year as heavy investments in quick commerce and technology compressed margins and operating cash flow. These misses drove the immediate selloff. Read More.
• Negative Sentiment: Market reaction & guideposts — Investors focused on margin and cash‑flow deterioration (operating cash flow and free cash flow pulled back materially), prompting multiple sell ratings/forecast cuts and a sharp share decline after results. Read More.
• Negative Sentiment: Analyst downgrade — DZ Bank downgraded BABA from Buy to Hold and set a $135 target, highlighting near‑term execution and margin concerns despite longer‑term AI potential. Read More.

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.