Insider Selling: Alibaba Group (NYSE:BABA) General Counsel Sells $91,855.12 in Stock

Alibaba Group Holding Limited (NYSE:BABA) General Counsel Siying Yu sold 6,764 shares of the business’s stock in a transaction dated Friday, September 25th. The stock was sold at an average price of $13.58, for a total value of $91,855.12. Following the sale, the general counsel directly owned 613,965 shares of the company’s stock, valued at $8,337,644.70. This represents a 1.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Alibaba Group Stock Performance

Alibaba Group stock opened at $107.40 on Friday. The company has a market cap of $266.96 billion, a PE ratio of 26.01, a PEG ratio of 1.44 and a beta of 0.47. 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 Holding Limited has a 1 year low of $91.99 and a 1 year high of $192.67. The company’s 50-day moving average is $117.01 and its two-hundred day moving average is $120.47.

Alibaba Group (NYSE:BABA) last issued its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 EPS for the quarter, missing the consensus estimate of $1.94 by ($0.68). Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%.The business had revenue of $39.64 billion for the quarter, compared to analyst estimates of $39.52 billion. During the same quarter in the prior year, the firm earned $14.75 EPS. The firm’s quarterly revenue was up 8.6% compared to the same quarter last year. Equities analysts anticipate that Alibaba Group Holding Limited will post 5.8 earnings per share for the current year.

Hedge Funds Weigh In On Alibaba Group

A number of hedge funds and other institutional investors have recently made changes to their positions in BABA. Accredited Investors Inc. grew its position in shares of Alibaba Group by 2.9% in the 1st quarter. Accredited Investors Inc. now owns 2,858 shares of the specialty retailer’s stock valued at $359,000 after acquiring an additional 80 shares during the period. Calton & Associates Inc. increased its stake in shares of Alibaba Group by 6.1% during the 4th quarter. Calton & Associates Inc. now owns 1,630 shares of the specialty retailer’s stock worth $239,000 after purchasing an additional 93 shares during the last quarter. Mainstream Capital Management LLC raised its holdings in shares of Alibaba Group by 1.1% in the 1st quarter. Mainstream Capital Management LLC now owns 8,597 shares of the specialty retailer’s stock valued at $1,079,000 after purchasing an additional 93 shares during the period. Blue Trust Inc. raised its holdings in shares of Alibaba Group by 0.6% in the 1st quarter. Blue Trust Inc. now owns 16,457 shares of the specialty retailer’s stock valued at $2,065,000 after purchasing an additional 94 shares during the period. Finally, Banque Transatlantique SA lifted its stake in Alibaba Group by 0.5% in the 4th quarter. Banque Transatlantique SA now owns 20,615 shares of the specialty retailer’s stock valued at $3,022,000 after purchasing an additional 95 shares during the last quarter. 13.47% of the stock is owned by institutional investors.

More Alibaba Group News

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

• Positive Sentiment: Alibaba is reportedly expanding its AI ambitions with a plan involving models reaching 10 trillion parameters. The company’s proprietary chips, including the Zhenwu V900 accelerator, and growing cloud business could strengthen its position in China’s AI ecosystem and reduce reliance on foreign technology. Alibaba AI expansion article
• Positive Sentiment: Analysts see accelerating cloud and AI revenue, along with potential growth in Alibaba’s 33% stake in Ant Group, as longer-term sources of value. AliExpress is also testing an invitation-only membership program aimed at high-spending customers, potentially improving customer retention and international monetization. Alibaba Ant Group valuation article
• Neutral Sentiment: Alibaba’s shares retain a generally favorable analyst consensus, with a reported average rating of “Moderate Buy.” However, the stock remains well below its 52-week high, and an insider sale of 4,889 shares was described as a tax-withholding transaction tied to equity vesting, limiting its negative signaling value. Alibaba insider transaction article
• Negative Sentiment: Several law firms have announced or promoted a securities-fraud class action covering investors who purchased Alibaba securities from June 26, 2025, through June 24, 2026. The allegations involve disclosures related to a U.S. Department of Defense Chinese military-company designation and AI “distillation” claims; the lead-plaintiff deadline is October 5, 2026. The repeated notices increase headline and potential liability risks, although the announcements largely concern the same lawsuit. Kaplan Fox Alibaba class action notice
• Negative Sentiment: Alibaba’s substantial AI spending is pressuring cash flow and earnings. The company previously missed quarterly EPS expectations despite slightly exceeding revenue estimates, while weak international sales and rising capital expenditures have raised questions about when AI and cloud investments will generate sufficient returns. Zacks Alibaba AI spending analysis

Analysts Set New Price Targets

BABA has been the topic of a number of analyst reports. HSBC set a $170.00 price target on Alibaba Group in a research note on Thursday, July 9th. Benchmark reaffirmed a “buy” rating on shares of Alibaba Group in a research note on Thursday, August 20th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $165.00 price objective on shares of Alibaba Group in a report on Monday, September 7th. JPMorgan Chase & Co. increased their target price on Alibaba Group from $205.00 to $210.00 and gave the company an “overweight” rating in a research note on Friday, August 21st. Finally, Barclays raised their target price on Alibaba Group from $195.00 to $200.00 and gave the stock an “overweight” rating in a report on Friday, August 21st. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $186.33.

About Alibaba Group

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem connecting consumers, merchants, brands and businesses through online marketplaces and related services.

The company’s China commerce businesses include Taobao and Tmall, while its international commerce operations include Alibaba.com, AliExpress, Lazada and Trendyol. Alibaba also provides logistics services through Cainiao, consumer services through platforms such as Ele.me and Freshippo, and digital media and entertainment offerings.

Alibaba Cloud provides cloud computing, data management, artificial intelligence and other technology services to businesses and organizations.