Robert W. Baird Cuts Alibaba Group (NYSE:BABA) Price Target to $160.00

Alibaba Group (NYSE:BABA) had its price target lowered by Robert W. Baird from $164.00 to $160.00 in a research report sent to investors on Friday morning, Marketbeat Ratings reports. The firm currently has an outperform rating on the specialty retailer’s stock.

BABA has been the subject of several other reports. Susquehanna raised their price objective on shares of Alibaba Group from $170.00 to $185.00 and gave the stock a “positive” rating in a report on Friday, May 15th. Morgan Stanley upped their target price on shares of Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Wall Street Zen raised shares of Alibaba Group from a “sell” rating to a “hold” rating in a research report on Saturday, May 23rd. Freedom Capital raised Alibaba Group from a “hold” rating to a “strong-buy” rating in a report on Friday, April 24th. Finally, BNP Paribas Exane initiated coverage on Alibaba Group in a research note on Wednesday, April 29th. They set an “outperform” rating and a $209.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $187.19.

Alibaba Group Stock Up 0.1%

Shares of NYSE:BABA opened at $119.48 on Friday. The firm has a market cap of $286.38 billion, a PE ratio of 28.93, a price-to-earnings-growth ratio of 2.20 and a beta of 0.49. The company has a fifty day simple moving average of $113.91 and a 200 day simple moving average of $128.03. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. Alibaba Group has a 12-month low of $91.99 and a 12-month high of $192.67.

Insider Activity

In other news, President J. Michael Evans sold 720,000 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $94.95, for a total value of $68,364,000.00. Following the transaction, the president directly owned 28,000 shares in the company, valued at approximately $2,658,600. This trade represents a 96.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Fang Jiang sold 4,898 shares of the firm’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $12.09, for a total transaction of $59,216.82. Following the completion of the transaction, the insider owned 5,559,511 shares in the company, valued at approximately $67,214,487.99. The trade was a 0.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 920,303 shares of company stock valued at $70,796,370 over the last quarter. 12.50% of the stock is owned by company insiders.

Institutional Investors Weigh In On Alibaba Group

Several institutional investors and hedge funds have recently bought and sold shares of BABA. Greenland Capital Management LP bought a new position in Alibaba Group in the second quarter worth about $505,000. Readystate Asset Management LP grew its holdings in shares of Alibaba Group by 2.4% during the second quarter. Readystate Asset Management LP now owns 13,065 shares of the specialty retailer’s stock valued at $1,254,000 after purchasing an additional 300 shares during the last quarter. Nilsine Partners LLC grew its holdings in shares of Alibaba Group by 1.8% during the second quarter. Nilsine Partners LLC now owns 9,694 shares of the specialty retailer’s stock valued at $930,000 after purchasing an additional 168 shares during the last quarter. Angeles Wealth Management LLC raised its position in shares of Alibaba Group by 0.3% during the 2nd quarter. Angeles Wealth Management LLC now owns 30,421 shares of the specialty retailer’s stock worth $2,952,000 after purchasing an additional 100 shares during the period. Finally, XP Advisory US Inc. acquired a new stake in shares of Alibaba Group during the 2nd quarter worth approximately $269,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba’s AI Cloud and Compute Services revenue increased 45% year over year, while AI-related product revenue reportedly grew at a triple-digit rate for the 12th consecutive quarter. Management is positioning cloud computing, proprietary AI models and agentic commerce as major long-term growth drivers. Alibaba cloud revenue rises 45% even as AI spending weighs on profit
• Positive Sentiment: JPMorgan raised its price target on BABA from $205 to $210 and maintained an “overweight” rating, reflecting confidence in Alibaba’s AI and cloud expansion. A separate bullish analysis argued that AI growth could offset weakness in core e-commerce. JPMorgan price target update
• Neutral Sentiment: Quick commerce is showing stronger order growth, improving unit economics and potential profitability, but the benefit is not yet sufficient to offset broader pressure on Alibaba’s domestic e-commerce business.
• Negative Sentiment: June-quarter revenue rose 9% to approximately RMB268.95 billion, but net income fell 75% and non-GAAP net income declined 38%. Adjusted earnings per ADS fell 42% and missed analyst expectations, intensifying concerns about margin pressure and near-term cash generation. Alibaba Q1 earnings fall short of estimates
• Negative Sentiment: Capital expenditures surged as Alibaba expanded AI infrastructure, contributing to free-cash-flow outflow of roughly RMB44.67 billion. Investors are questioning how quickly the 45% cloud growth will translate into profits and returns on the investment. Alibaba capex surge and cloud growth analysis
• Negative Sentiment: Alibaba faces multiple securities class-action notices alleging it failed to disclose potential U.S. regulatory risks related to its classification as a Chinese military company. The October 5, 2026 lead-plaintiff deadline adds legal and reputational uncertainty, although the allegations have not been proven. Alibaba shareholder class-action notice

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.