Erste Group Bank Weighs in on Alibaba Group FY2027 Earnings

Alibaba Group Holding Limited (NYSE:BABA) – Stock analysts at Erste Group Bank dropped their FY2027 earnings per share estimates for shares of Alibaba Group in a research report issued to clients and investors on Wednesday, August 5th. Erste Group Bank analyst S. Lingnau now forecasts that the specialty retailer will post earnings per share of $5.66 for the year, down from their previous estimate of $5.84. The consensus estimate for Alibaba Group’s current full-year earnings is $6.31 per share. Erste Group Bank also issued estimates for Alibaba Group’s FY2028 earnings at $8.21 EPS.

BABA has been the topic of a number of other reports. Freedom Capital raised shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Morgan Stanley boosted their target price on shares of Alibaba Group from $180.00 to $190.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. BNP Paribas Exane assumed coverage on Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 target price on the stock. Barclays raised their price target on Alibaba Group from $186.00 to $195.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Finally, Zacks Research raised Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, June 2nd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, Alibaba Group currently has a consensus rating of “Moderate Buy” and an average target price of $186.90.

Alibaba Group Stock Down 3.3%

Shares of Alibaba Group stock opened at $127.94 on Wednesday. Alibaba Group has a 52-week low of $91.99 and a 52-week high of $192.67. The company has a 50 day moving average of $112.97 and a 200 day moving average of $130.71. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21. The company has a market capitalization of $306.69 billion, a P/E ratio of 21.01, a P/E/G ratio of 2.43 and a beta of 0.49.

Alibaba Group (NYSE:BABA) last released its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 earnings per share for the quarter. The firm had revenue of $35.30 billion for the quarter. Alibaba Group had a net margin of 10.31% and a return on equity of 4.76%.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of BABA. Hoey Investments Inc. increased its stake in Alibaba Group by 95.2% in the first quarter. Hoey Investments Inc. now owns 205 shares of the specialty retailer’s stock valued at $26,000 after purchasing an additional 100 shares during the period. Palisade Asset Management LLC acquired a new stake in shares of Alibaba Group during the third quarter worth about $37,000. Costello Asset Management INC acquired a new stake in shares of Alibaba Group during the fourth quarter worth about $34,000. Palladiem LLC purchased a new position in shares of Alibaba Group during the fourth quarter worth about $38,000. Finally, Key Financial Inc grew its holdings in shares of Alibaba Group by 316.9% during the fourth quarter. Key Financial Inc now owns 271 shares of the specialty retailer’s stock worth $40,000 after buying an additional 206 shares during the last quarter. 13.47% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Alibaba Group

In other news, General Counsel Siying Yu sold 6,772 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $12.10, for a total transaction of $81,941.20. Following the transaction, the general counsel directly owned 607,234 shares in the company, valued at approximately $7,347,531.40. This trade represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, President J. Michael Evans sold 720,000 shares of Alibaba Group stock in a transaction on Monday, June 29th. The shares were sold at an average price of $94.95, for a total transaction of $68,364,000.00. Following the completion of the transaction, the president directly owned 28,000 shares in the company, valued at $2,658,600. The trade was a 96.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 920,303 shares of company stock valued at $70,796,370 over the last 90 days. 12.50% of the stock is owned by insiders.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: AI monetization plans could support Alibaba’s growth outlook. Alibaba is testing a paid, US$30-per-year QwenWork subscription and plans to introduce a royalty model for businesses commercially deploying its open-weight Qwen3.8-Max model. These initiatives could help convert the company’s AI investments into recurring revenue. Alibaba tests paid AI appetite with QwenWork subscription Alibaba Qwen royalty model
• Positive Sentiment: Alibaba is highlighting lower-cost AI infrastructure. The company says its modular data-center design can be deployed in about 100 days and at roughly 10% lower cost, potentially improving the economics and speed of its cloud and AI expansion. Alibaba modular AI data centers
• Positive Sentiment: GF Securities reiterated a Buy rating on Alibaba, while a separate brokerage survey characterized the consensus view as “Moderate Buy.” GF Securities Buy rating
• Neutral Sentiment: Alo Yoga opened a flagship store on Alibaba’s Tmall platform as part of its expansion into China, adding a notable international brand to Alibaba’s retail ecosystem but offering limited near-term financial impact. Alo Yoga opens Tmall flagship
• Negative Sentiment: Multiple law firms are promoting a securities class action against Alibaba. The complaints cover investors who purchased securities from June 26, 2025, through June 24, 2026, and reportedly allege undisclosed Chinese military ties and fraudulent AI-distillation attacks. Investors seeking lead-plaintiff status face an October 5, 2026 deadline. The allegations have not been proven, but the litigation could increase costs, uncertainty and investor risk. Alibaba securities lawsuit alert Alibaba class action deadline
• Negative Sentiment: Broader pressure on Chinese stocks may also be weighing on BABA, reinforcing the stock-specific legal concerns. Chinese stocks market pressure

About Alibaba Group

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.