Forteris Wealth Management Inc. purchased a new stake in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 5,107 shares of the specialty retailer’s stock, valued at approximately $749,000.
Several other institutional investors and hedge funds have also modified their holdings of the stock. Capital World Investors grew its holdings in shares of Alibaba Group by 1,074.9% during the 3rd quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock valued at $1,079,229,000 after acquiring an additional 5,524,354 shares in the last quarter. Fisher Asset Management LLC grew its holdings in shares of Alibaba Group by 0.5% during the 3rd quarter. Fisher Asset Management LLC now owns 5,293,597 shares of the specialty retailer’s stock valued at $946,125,000 after acquiring an additional 26,156 shares in the last quarter. American Century Companies Inc. grew its holdings in shares of Alibaba Group by 17.7% during the 3rd quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock valued at $533,964,000 after acquiring an additional 448,484 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Alibaba Group by 8.9% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,028,659 shares of the specialty retailer’s stock valued at $362,582,000 after acquiring an additional 166,134 shares in the last quarter. Finally, Coatue Management LLC grew its holdings in shares of Alibaba Group by 130.1% during the 3rd quarter. Coatue Management LLC now owns 1,996,593 shares of the specialty retailer’s stock valued at $356,851,000 after acquiring an additional 1,128,826 shares in the last quarter. 13.47% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
Several equities analysts have recently commented on BABA shares. Mizuho lowered their price target on shares of Alibaba Group from $195.00 to $190.00 and set an “outperform” rating on the stock in a report on Friday, March 20th. Freedom Capital cut shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Erste Group Bank lowered shares of Alibaba Group from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Arete Research raised shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 price objective for the company in a research note on Wednesday, January 21st. Finally, Zacks Research raised shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 24th. Sixteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $187.68.
Alibaba Group Stock Up 4.0%
BABA stock opened at $138.65 on Friday. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.22. Alibaba Group Holding Limited has a 1 year low of $103.71 and a 1 year high of $192.67. The company has a fifty day simple moving average of $137.98 and a 200 day simple moving average of $154.51. The firm has a market cap of $331.02 billion, a PE ratio of 26.16, a PEG ratio of 2.40 and a beta of 0.50.
Alibaba Group (NYSE:BABA – Get Free Report) last released its quarterly earnings data on Saturday, February 14th. The specialty retailer reported $0.13 earnings per share (EPS) for the quarter. The business had revenue of $40.71 billion during the quarter. Alibaba Group had a net margin of 9.12% and a return on equity of 7.43%. Sell-side analysts anticipate that Alibaba Group Holding Limited will post 7.86 EPS for the current fiscal year.
Key Stories Impacting Alibaba Group
Here are the key news stories impacting Alibaba Group this week:
- Positive Sentiment: Qwen3.6-Plus and broader AI push — Alibaba released an enterprise-focused LLM (Qwen3.6-Plus) aimed at autonomous coding and multimodal workflows, which supports deeper cloud integration and potential stickier enterprise revenue. Alibaba’s Qwen3.6 Plus Targets Enterprise AI Workflows And Stickier Cloud Usage
- Positive Sentiment: New consumer/AI product launches — Alibaba rolled out the “Happy Oyster” AI world model and highlighted practical AI at an expo, boosting prospects for product-led revenue and developer adoption. Alibaba Group Launches Happy Oyster AI World Model
- Positive Sentiment: No-code and 3D/visual AI tools — Alibaba unveiled a no-code app builder and new AI models for 3D video, which can broaden developer uptake and cloud consumption. Alibaba Unveils No-Code AI Tool to Build Apps in Minutes Alibaba moves onto Tencent’s turf with new AI model for 3D video
- Positive Sentiment: Robotics product debut — Alibaba’s Amap unit unveiled its first embodied robot (a four‑legged robotic dog), marking entry into robotics hardware which extends the company’s AI commercialization avenues. As Alibaba Enters the Robot Race, Should You Buy, Sell, or Hold BABA Stock?
- Positive Sentiment: Unusual bullish options flow — traders purchased ~267,430 BABA call options today (a ~44% jump vs. typical daily call volume), signaling short-term bullish positioning from sophisticated traders.
- Positive Sentiment: Investor flows and cloud pricing moves — reports of a large short investor increasing exposure and prior cloud security/pricing adjustments have coincided with recent share gains, suggesting growing investor confidence in cloud monetization. Alibaba (BABA) Stock Gains Ground as Big Short Investor Jumps In Amid AI Expansion Alibaba (BABA) Shares Surge 3.6% on Cloud Division’s Security Pricing Overhaul
- Neutral Sentiment: International fintech expansion — an Alibaba-backed BNPL provider received a license in Pakistan, a modest geographic expansion that may add long-term payment volume but is unlikely to move near-term earnings materially. Alibaba-backed Buy Now Pay Later firm gets SECP licence
- Neutral Sentiment: Expo spotlight and PR — coverage of Alibaba showcasing “useful AI” at events raises awareness and developer interest but is primarily reputational in the near term. Alibaba spotlights useful AI at expo
- Negative Sentiment: Intense competition in robotics and AI — rivals (Unitree, other Chinese players, and indirect competition from companies like Tesla) are accelerating robot offers and distribution (e.g., Unitree selling via AliExpress), which could compress margins and slow hardware monetization. Tesla’s Chinese Robot Rival Ramps Pre-IPO Global Push
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.
See Also
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