Nordea Investment Management AB Sells 47,643 Shares of Alibaba Group Holding Limited $BABA

Nordea Investment Management AB reduced its stake in shares of Alibaba Group Holding Limited (NYSE:BABA) by 3.6% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,293,175 shares of the specialty retailer’s stock after selling 47,643 shares during the period. Nordea Investment Management AB owned approximately 0.05% of Alibaba Group worth $231,918,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in BABA. Kingstone Capital Partners Texas LLC raised its holdings in shares of Alibaba Group by 1,349,768.3% during the second quarter. Kingstone Capital Partners Texas LLC now owns 49,013,718 shares of the specialty retailer’s stock worth $5,558,646,000 after acquiring an additional 49,010,087 shares during the period. Norges Bank acquired a new position in Alibaba Group in the 2nd quarter worth $527,243,000. Assenagon Asset Management S.A. bought a new position in Alibaba Group during the 2nd quarter worth about $227,567,000. Alkeon Capital Management LLC acquired a new stake in shares of Alibaba Group in the 2nd quarter valued at about $184,291,000. Finally, Clear Street LLC bought a new stake in shares of Alibaba Group in the second quarter valued at about $58,503,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on the company. Morgan Stanley reduced their price objective on Alibaba Group from $200.00 to $180.00 and set an “overweight” rating for the company in a research report on Thursday, January 8th. Macquarie reaffirmed an “outperform” rating on shares of Alibaba Group in a research report on Tuesday, November 25th. CLSA raised their price target on shares of Alibaba Group from $155.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, October 2nd. Robert W. Baird boosted their price objective on shares of Alibaba Group from $153.00 to $174.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 24th. Finally, Loop Capital set a $140.00 target price on shares of Alibaba Group in a report on Tuesday, January 6th. Seventeen investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $191.84.

Key Alibaba Group News

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

• Positive Sentiment: Analysts and traders point to dual catalysts—strength in Alibaba’s AI leadership and a softer regulatory stance—driving optimism about growth prospects and pushing the stock up. Alibaba Shares Surge on Dual Catalysts
• Positive Sentiment: Alibaba’s Qwen family (open-source models) hit large developer adoption milestones, reinforcing its AI ecosystem advantage and supporting durable monetization paths for cloud and AI services. Qwen 700M downloads
• Positive Sentiment: Alibaba-backed PixVerse launched a real-time AI video generation tool, showcasing the firm’s ecosystem reach into fast-growing, high-value AI media applications. Investors see this as evidence of tech leadership and potential new revenue streams. PixVerse real-time AI video
• Positive Sentiment: Chinese policy steps to curb damaging price wars and the prospect of regulatory support for local quick-commerce/food-delivery players could benefit Alibaba’s local services and improve margin dynamics. China seeks to curb price wars
• Neutral Sentiment: Market commentators highlight Alibaba’s cloud and AI growth at a premium multiple (JB Global Capital noted ~18x earnings), which supports growth narratives but leaves valuation sensitivity if execution slows. JB Global Capital valuation note
• Neutral Sentiment: Unusual options activity (large call-volume spike) signals heightened speculative or hedging interest, which can amplify intraday moves but is ambiguous for longer-term direction. Options activity report
• Negative Sentiment: Analysts warn Alibaba’s cash flow is under pressure as AI, cloud and quick-commerce spending outpace monetization, widening the gap between revenue growth and free cash generation—an execution risk for the current growth strategy. Zacks on cash-flow pressure
• Negative Sentiment: Broader market weakness and premarket volatility have pressured shares at times this week, creating near-term downside risk if macro sentiment deteriorates. Market futures & volatility

Alibaba Group Stock Up 0.4%

NYSE:BABA opened at $166.97 on Wednesday. Alibaba Group Holding Limited has a twelve month low of $81.49 and a twelve month high of $192.67. The firm has a market capitalization of $398.42 billion, a price-to-earnings ratio of 23.06, a price-to-earnings-growth ratio of 2.58 and a beta of 0.37. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. The stock’s 50 day moving average price is $155.84 and its two-hundred day moving average price is $146.97.

Alibaba Group 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.