Lee Johnson Capital Management LLC Invests $957,000 in Alibaba Group Holding Limited $BABA

Lee Johnson Capital Management LLC bought a new stake in Alibaba Group Holding Limited (NYSE:BABA) in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 5,355 shares of the specialty retailer’s stock, valued at approximately $957,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Traphagen Investment Advisors LLC lifted its stake in Alibaba Group by 2.0% in the third quarter. Traphagen Investment Advisors LLC now owns 3,018 shares of the specialty retailer’s stock valued at $539,000 after buying an additional 59 shares during the last quarter. Cary Street Partners Financial LLC increased its holdings in shares of Alibaba Group by 1.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 4,757 shares of the specialty retailer’s stock valued at $539,000 after acquiring an additional 83 shares during the period. Wedbush Securities Inc. raised its position in Alibaba Group by 2.1% in the 2nd quarter. Wedbush Securities Inc. now owns 4,237 shares of the specialty retailer’s stock valued at $480,000 after purchasing an additional 88 shares during the last quarter. CWM LLC boosted its stake in Alibaba Group by 0.8% during the 2nd quarter. CWM LLC now owns 12,029 shares of the specialty retailer’s stock worth $1,364,000 after purchasing an additional 92 shares during the period. Finally, Fifth Third Bancorp boosted its stake in Alibaba Group by 1.0% during the 2nd quarter. Fifth Third Bancorp now owns 9,779 shares of the specialty retailer’s stock worth $1,109,000 after purchasing an additional 94 shares during the period. Hedge funds and other 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: Alibaba is reported to back MiniMax’s roughly $600M IPO alongside Abu Dhabi’s ADIA, a move that could deepen strategic partnerships and provide access to new growth or investment returns. Alibaba, Abu Dhabi set to invest in MiniMax’s US$600m IPO MiniMax targets $600M Hong Kong IPO backed by Alibaba and ADIA: report
• Positive Sentiment: Coverage highlights Alibaba’s continued strategic AI investments and R&D spending intended to offset near‑term economic headwinds and position the company for cloud/AI monetization longer term. This supports growth narratives even as profits are pressured. Alibaba’s Strategic AI Investments Counter Economic Headwinds
• Positive Sentiment: Alibaba granted new RSU awards under its 2024 equity incentive plan — a retention tool that can help secure talent for AI/cloud execution, though it may cause modest dilution. Alibaba grants new RSU awards under 2024 equity incentive plan
• Neutral Sentiment: Some analysts maintain a constructive stance — BABA’s consensus around “Moderate Buy” reflects mixed sentiment: confidence in long‑term strategy but caution on near‑term execution and macro risks. Alibaba Group Holding Limited (NYSE:BABA) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Comparisons with peers (e.g., Baidu) show both companies ramping AI/cloud strategies; differences in execution and margins will determine relative upside. This is more analytical than immediately market moving. Baidu vs. Alibaba: Which Chinese Tech Stock Has More Upside?
• Negative Sentiment: Pomerantz law firm announced an investigation into potential claims on behalf of Alibaba investors, a legal overhang that can increase uncertainty and potential costs. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Alibaba Group Holding Limited – BABA
• Negative Sentiment: Analysts and coverage note slowing e‑commerce momentum, rising competition, and margin pressure from heavy AI and logistics spending — factors pressuring near‑term profitability. Will Alibaba Stock Recover Amid Slowing E-Commerce Market Momentum?
• Negative Sentiment: Macro and sentiment-driven selling of Chinese tech names (China growth worries, regulatory uncertainty) continues to weigh on BABA, as covered in market wrap pieces and trader commentary. Alibaba, JD.com, Temu Parent PDD Stocks Fall. Why Chinese Names Are Under Pressure. ‘Fast Money’ traders talk Alibaba shares dipping on China worries

Alibaba Group Stock Performance

NYSE:BABA opened at $147.46 on Wednesday. The firm’s fifty day simple moving average is $159.48 and its 200-day simple moving average is $144.16. 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 stock has a market cap of $351.87 billion, a PE ratio of 20.37, a price-to-earnings-growth ratio of 2.30 and a beta of 0.33. Alibaba Group Holding Limited has a fifty-two week low of $80.06 and a fifty-two week high of $192.67.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on BABA. Jefferies Financial Group upped their target price on shares of Alibaba Group from $178.00 to $230.00 and gave the company a “buy” rating in a report on Monday, September 29th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Alibaba Group in a research report on Wednesday, October 8th. Mizuho set a $195.00 target price on Alibaba Group in a report on Wednesday, October 22nd. Erste Group Bank raised shares of Alibaba Group from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Finally, Citigroup increased their price target 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. Seventeen equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $194.00.

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.