Alibaba Group (NYSE:BABA) Given New $210.00 Price Target at JPMorgan Chase & Co.

Alibaba Group (NYSE:BABA) had its price objective increased by equities research analysts at JPMorgan Chase & Co. from $205.00 to $210.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the specialty retailer’s stock. JPMorgan Chase & Co.‘s target price indicates a potential upside of 72.29% from the company’s previous close.

BABA has been the topic of several other research reports. HSBC set a $170.00 price target on Alibaba Group in a research report on Thursday, July 9th. Susquehanna raised their target price on shares of Alibaba Group from $170.00 to $185.00 and gave the company a “positive” rating in a research note on Friday, May 15th. Morgan Stanley boosted their target price on shares of Alibaba Group from $180.00 to $190.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Freedom Capital upgraded shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research note on Friday, April 24th. Finally, Mizuho increased their price target on shares of Alibaba Group from $190.00 to $195.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus price target of $187.19.

Alibaba Group Stock Down 6.6%

BABA traded down $8.64 on Friday, hitting $121.89. 17,223,667 shares of the company were exchanged, compared to its average volume of 11,996,217. Alibaba Group has a 12 month low of $91.99 and a 12 month high of $192.67. The company has a market cap of $292.18 billion, a PE ratio of 20.01, a PEG ratio of 2.38 and a beta of 0.49. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.28 and a current ratio of 1.28. The stock’s fifty day moving average is $113.78 and its 200-day moving average is $128.38.

Insider Activity at Alibaba Group

In other news, CFO Hong Xu sold 175,054 shares of the stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.15, for a total transaction of $2,126,906.10. Following the transaction, the chief financial officer owned 280,496 shares in the company, valued at approximately $3,408,026.40. This trade represents a 38.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President J. Michael Evans sold 720,000 shares of Alibaba Group stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $94.95, for a total value of $68,364,000.00. Following the sale, the president directly owned 28,000 shares of the company’s stock, valued at approximately $2,658,600. The trade was a 96.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 920,303 shares of company stock valued at $70,796,370. Insiders own 12.50% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in BABA. Brighton Jones LLC increased its position in Alibaba Group by 40.4% during the fourth quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock worth $289,000 after acquiring an additional 981 shares during the period. AQR Capital Management LLC bought a new stake in Alibaba Group in the 1st quarter valued at about $254,000. Bank of Nova Scotia grew its position in shares of Alibaba Group by 313.0% during the 2nd quarter. Bank of Nova Scotia now owns 21,778 shares of the specialty retailer’s stock worth $2,470,000 after purchasing an additional 16,505 shares in the last quarter. Daiwa Securities Group Inc. acquired a new position in shares of Alibaba Group during the 2nd quarter worth approximately $1,613,000. Finally, Ieq Capital LLC increased its holdings in shares of Alibaba Group by 51.9% during the second quarter. Ieq Capital LLC now owns 70,060 shares of the specialty retailer’s stock worth $7,946,000 after purchasing an additional 23,925 shares during the period. Institutional investors own 13.47% of the company’s stock.

Alibaba Group News Roundup

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

• Positive Sentiment: AI cloud momentum remains strong: AI Cloud and Compute Services revenue accelerated 45% year over year to RMB48.4 billion, while AI-related product revenue reportedly grew at a triple-digit rate for the 12th consecutive quarter. Management defended the increased investment, saying faster growth could improve the payback period. BABA Q1 Earnings Call Centers on AI Cloud Growth and CapEx
• Positive Sentiment: Growth initiatives could support future results: Quick commerce is showing improving unit economics and helped China e-commerce earnings before interest, taxes, depreciation and amortization, while Alibaba is expanding AI tools for merchants and agentic-commerce applications. Robert W. Baird maintained an “outperform” rating, although it modestly reduced its price target to $160.
• Neutral Sentiment: Revenue was relatively resilient: June-quarter revenue increased 9% year over year to approximately RMB268.95 billion, broadly near expectations. However, the company’s core China e-commerce customer-management revenue declined 7%, reflecting weaker transaction activity, macroeconomic pressure and competition.
• Neutral Sentiment: Analyst upside remains substantial but estimates are being reassessed: The reported median price target among recently tracked analysts is $195, well above the current trading level, but the lower Baird target highlights concerns about near-term earnings execution.
• Negative Sentiment: Profitability and cash flow drove the selloff: Net income fell 75% year over year, while non-GAAP net income declined 38%. Non-GAAP diluted earnings per ADS dropped 42% to RMB8.52 and missed market expectations. Free cash flow turned into a RMB44.67 billion outflow as Alibaba increased spending on AI infrastructure, intensifying concerns over margins, cash burn and the timing of returns on investment. Alibaba Slides After Profit Slump Overshadows Strong AI Cloud Growth
• Negative Sentiment: Legal and insider-selling overhangs add risk: Several law firms publicized a securities class action and October 5, 2026 lead-plaintiff deadline. Separately, reported insider activity showed nine sales and no purchases during the past six months, though these signals are secondary to the earnings reaction.

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.