Nomura Cuts Alibaba Group (NYSE:BABA) Price Target to $193.00

Alibaba Group (NYSE:BABA) had its price objective reduced by Nomura from $215.00 to $193.00 in a report released on Monday morning,MarketScreener reports. Nomura currently has a buy rating on the specialty retailer’s stock.

Several other equities research analysts have also issued reports on the company. Arete lowered Alibaba Group from a “buy” rating to a “neutral” rating and set a $172.00 price objective for the company. in a research note on Tuesday, December 9th. Sanford C. Bernstein lowered their price target on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a research report on Wednesday, November 26th. CLSA lifted their price objective 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. Morgan Stanley reduced their target price on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. Finally, Susquehanna lifted their price target on shares of Alibaba Group from $175.00 to $190.00 and gave the stock a “positive” rating in a research note on Thursday, September 18th. Seventeen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Alibaba Group currently has an average rating of “Moderate Buy” and a consensus target price of $190.68.

Alibaba Group Price Performance

Shares of NYSE BABA traded up $1.08 during mid-day trading on Monday, hitting $170.98. 12,580,429 shares of the company’s stock traded hands, compared to its average volume of 17,282,980. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46. Alibaba Group has a 1 year low of $81.82 and a 1 year high of $192.67. The company’s 50-day moving average is $155.94 and its two-hundred day moving average is $147.13. The company has a market capitalization of $407.98 billion, a P/E ratio of 23.62, a PEG ratio of 3.56 and a beta of 0.37.

Hedge Funds Weigh In On Alibaba Group

A number of hedge funds have recently added to or reduced their stakes in BABA. Kingstone Capital Partners Texas LLC increased its holdings in shares of Alibaba Group by 1,349,768.3% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 49,013,718 shares of the specialty retailer’s stock valued at $5,558,646,000 after acquiring an additional 49,010,087 shares during the period. Primecap Management Co. CA grew its stake in Alibaba Group by 0.7% in the second quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer’s stock valued at $2,354,877,000 after purchasing an additional 140,579 shares during the last quarter. Capital World Investors raised its holdings in Alibaba Group by 1,074.9% in the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock worth $1,079,229,000 after purchasing an additional 5,524,354 shares in the last quarter. Fisher Asset Management LLC lifted its position in shares of Alibaba Group by 0.5% during the third quarter. Fisher Asset Management LLC now owns 5,293,597 shares of the specialty retailer’s stock valued at $946,125,000 after buying an additional 26,156 shares during the last quarter. Finally, Norges Bank purchased a new stake in shares of Alibaba Group during the second quarter valued at about $527,243,000. 13.47% of the stock is currently owned by institutional investors.

Alibaba Group News Summary

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

• Positive Sentiment: Major Qwen upgrade adds agentic capabilities and in‑chat payments, letting the app order food, complete payments and make bookings — a step toward turning AI into direct revenue drivers for consumer services. Alibaba Adds Agentic and Payments Capabilities to Consumer AI App
• Positive Sentiment: Qwen is being linked into Alibaba’s ecosystem (Taobao, Alipay, travel apps), enabling in‑app shopping and bookings — this integration increases potential monetization pathways across payments, marketplace take‑rates and travel commissions. Alibaba Links Taobao, Alipay and Travel Apps to Qwen AI
• Positive Sentiment: Qwen’s user scale and visibility have grown (reports of 100M users and major media coverage), supporting the narrative that Alibaba can commercialize AI features at consumer scale. Alibaba’s Qwen AI app hits 100 million users
• Positive Sentiment: Wall Street optimism and recent analyst price targets are supportive (median targets elevated; several firms with Buy/Outperform ratings), amplifying investor appetite for BABA on AI upside. Alibaba Group Holding Limited Stock (BABA) Opinions on AI+ Manufacturing Push
• Neutral Sentiment: Alibaba is reported as a cornerstone/backing investor in Montage’s HK listing, signaling broader moves into chips/semiconductor supply chains that could support its AI ambitions but are not immediate revenue drivers. Montage Technology Draws Alibaba, JPMorgan as Cornerstones for Hong Kong Listing
• Neutral Sentiment: Elevated options volume and notable institutional flows (both large buys and sells) suggest active positioning around BABA but also increased short‑term volatility. Alibaba Group Sees Unusually Large Options Volume (NYSE:BABA)
• Negative Sentiment: Some analysts and social‑media commentary flag slower monetization in core e‑commerce and rising cloud costs that could pressure margins if revenue from AI services doesn’t scale quickly. That risk tempers full enthusiasm. Alibaba vs. Microsoft: Which Cloud Stock to Buy on Better AI Upside?

Alibaba Group Company 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.