Strong Tower Advisory Services Grows Position in Alibaba Group Holding Limited $BABA

Strong Tower Advisory Services grew its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 6.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 60,649 shares of the specialty retailer’s stock after acquiring an additional 3,538 shares during the quarter. Alibaba Group comprises 2.1% of Strong Tower Advisory Services’ portfolio, making the stock its 15th biggest position. Strong Tower Advisory Services’ holdings in Alibaba Group were worth $10,840,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Temasek Holdings Private Ltd lifted its position in Alibaba Group by 23.4% during the 1st quarter. Temasek Holdings Private Ltd now owns 5,510,348 shares of the specialty retailer’s stock worth $728,633,000 after acquiring an additional 1,045,789 shares in the last quarter. Verde Servicos Internacionais S.A. raised its stake in shares of Alibaba Group by 6.9% during the second quarter. Verde Servicos Internacionais S.A. now owns 67,773 shares of the specialty retailer’s stock valued at $7,686,000 after purchasing an additional 4,373 shares during the period. Causeway Capital Management LLC lifted its position in shares of Alibaba Group by 42.6% during the first quarter. Causeway Capital Management LLC now owns 1,356,010 shares of the specialty retailer’s stock worth $179,305,000 after purchasing an additional 404,842 shares in the last quarter. Ninety One UK Ltd acquired a new position in shares of Alibaba Group during the second quarter worth $15,318,000. Finally, Marex Group plc purchased a new position in shares of Alibaba Group in the second quarter valued at $17,139,000. Hedge funds and other institutional investors own 13.47% of the company’s stock.

Alibaba Group Price Performance

BABA opened at $151.19 on Wednesday. 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 company’s 50-day moving average price is $161.28 and its 200 day moving average price is $143.07. Alibaba Group Holding Limited has a fifty-two week low of $80.06 and a fifty-two week high of $192.67. The firm has a market cap of $360.76 billion, a price-to-earnings ratio of 20.88, a price-to-earnings-growth ratio of 2.27 and a beta of 0.33.

Analysts Set New Price Targets

A number of research firms have weighed in on BABA. Wall Street Zen cut shares of Alibaba Group from a “hold” rating to a “sell” rating in a research report on Friday, November 28th. Bank of America raised their price target on shares of Alibaba Group from $168.00 to $195.00 and gave the stock a “buy” rating in a research report on Wednesday, September 24th. Erste Group Bank raised shares of Alibaba Group from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Citigroup raised their price objective on shares of Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Finally, Rosenblatt Securities set a $195.00 target price on shares of Alibaba Group in a research note on Wednesday, November 26th. Seventeen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $194.00.

Key Alibaba Group News

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

• Positive Sentiment: Large AI hardware build — reports say Alibaba plans to order more than 40,000 AMD MI308 chips, signaling a major expansion of AI training/inference capacity on Alibaba Cloud and increasing spend visibility with AMD and infrastructure partners. Alibaba reportedly plans to order more than 40,000 AMD MI308 chips
• Positive Sentiment: Productizing AI agents — DingTalk rolled out an “Agent OS,” expanding its enterprise AI-agent offering and creating clearer monetization pathways in enterprise SaaS and workflow automation. This supports longer‑term revenue upside from AI services. Alibaba’s DingTalk rolls out Agent OS as it bets bigger on AI agents
• Positive Sentiment: Strategic AI pivot — coverage highlights Alibaba’s dual push into AI hardware and software, indicating management is re‑positioning the company as an AI infrastructure and services leader, which could drive higher‑margin cloud and AI revenue over time. Alibaba’s Strategic Pivot: A Dual-Pronged Push in AI Hardware and Software
• Positive Sentiment: Cloud credibility — Alibaba Cloud was named a leader in Gartner’s Magic Quadrant for cloud database management systems for the sixth consecutive year, reinforcing enterprise trust and competitive positioning in cloud services. Alibaba Cloud named a leader in Gartner Magic Quadrant for cloud database management systems for sixth consecutive year
• Positive Sentiment: Open‑source AI moves — reporting on Alibaba’s progress with open‑source AI models suggests growing developer adoption and ecosystem leverage that could lower customer acquisition costs and expand service usage. Alibaba Group Holding (BABA) Making Advancements With Open Source AI Models, Here’s What You Need to Know
• Neutral Sentiment: Analyst and broker attention — several pieces note rising analyst interest and differing broker views; these highlight both upside from AI/cloud momentum and the need to watch execution and margins. Brokers Suggest Investing in Alibaba (BABA): Read This Before Placing a Bet
• Neutral Sentiment: Narrative is mixed — commentary notes a shifting narrative as cloud/AI momentum grows but profit concerns persist; this suggests market reactions will hinge on upcoming earnings and margin signals. Why The Narrative Around Alibaba Is Shifting Amid Cloud AI Momentum And Profit Concerns
• Negative Sentiment: Profitability worries — Zacks highlights a 14.4% share slide over three months as profits have weakened despite revenue growth, calling out heavy AI and cloud spending that is testing investor patience and the stock’s near‑term valuation. Alibaba Stock Plunges 14.4% in 3 Months: Time to Buy, Sell or Hold?
• Negative Sentiment: Investor trimming — Fluent Financial LLC reduced its stake in Alibaba, a development some investors view as a negative signal about near‑term confidence (magnitude of impact depends on stake size). Fluent Financial LLC Reduces Stake in Alibaba Group: What It Means for Investors

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.