Alibaba Group (NYSE:BABA) Shares Up 1% – Time to Buy?

Alibaba Group Holding Limited (NYSE:BABA)’s stock price rose 1% during trading on Thursday . The stock traded as high as $130.62 and last traded at $130.25. Approximately 27,813,162 shares were traded during mid-day trading, an increase of 132% from the average session volume of 11,970,994 shares. The stock had previously closed at $128.90.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba’s cloud-computing revenue increased 45% year over year, driven by demand for AI training and inference services. Management said the company is well positioned for the AI boom, supporting the long-term growth case for its cloud business. Alibaba cloud revenue rises 45% even as AI spending weighs on profit
• Positive Sentiment: Quarterly revenue rose approximately 9%, helped by AI services, cloud demand and improved performance during the “618” shopping festival. Quick-commerce growth was also identified as a potential catalyst for e-commerce orders and platform engagement. Alibaba reports 9% rise in quarterly revenue
• Positive Sentiment: The sale of Alibaba’s Lingxi Games stake, reportedly for more than $2 billion, reinforces its strategy of divesting noncore assets and directing capital toward AI infrastructure and applications. Alibaba cashes out of gaming to double down on AI
• Neutral Sentiment: Investors bought about 176,638 call options, roughly 14% above typical daily call volume. This suggests bullish speculative positioning but is not a fundamental indicator of value.
• Negative Sentiment: Net income plunged about 75% to 10.54 billion yuan, while adjusted earnings missed estimates by a wide margin. Heavy spending on AI infrastructure, proprietary models and applications sharply pressured margins and raised concerns about the timing and scale of returns. Alibaba profit dives 75% after AI spending hits $10 billion
• Negative Sentiment: Multiple law firms are promoting a securities class action covering investors who purchased BABA securities between June 26, 2025 and June 24, 2026. The allegations involve AI disclosures and U.S. regulatory classification, adding legal and reputational risk; the lead-plaintiff deadline is October 5, 2026. Rosen Alibaba securities class action notice

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. HSBC set a $170.00 price objective on Alibaba Group in a research note on Thursday, July 9th. BNP Paribas Exane began coverage on Alibaba Group in a research report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 target price on the stock. Morgan Stanley increased their target price on Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Freedom Capital raised shares of Alibaba Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, April 24th. Finally, Zacks Research upgraded shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday, June 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Alibaba Group has an average rating of “Moderate Buy” and an average target price of $186.90.

Alibaba Group Stock Performance

The stock’s 50-day moving average price is $113.43 and its 200-day moving average price is $128.65. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 0.21. The company has a market capitalization of $312.22 billion, a P/E ratio of 21.39, a P/E/G ratio of 2.37 and a beta of 0.49.

Insider Transactions at Alibaba Group

In other Alibaba Group news, insider Fang Jiang sold 4,898 shares of Alibaba Group stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $12.09, for a total value of $59,216.82. Following the completion of the transaction, the insider directly owned 5,559,511 shares in the company, valued at $67,214,487.99. The trade was a 0.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, General Counsel Siying Yu sold 6,772 shares of the company’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 value of $81,941.20. Following the transaction, the general counsel directly owned 607,234 shares of the company’s stock, valued at $7,347,531.40. This trade represents a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 920,303 shares of company stock valued at $70,796,370 over the last ninety days. Insiders own 12.50% of the company’s stock.

Institutional Investors Weigh In On Alibaba Group

Several large investors have recently added to or reduced their stakes in BABA. Hoey Investments Inc. increased its stake in shares of 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 position in shares of Alibaba Group during the third quarter worth approximately $37,000. Costello Asset Management INC acquired a new position in shares of Alibaba Group during the fourth quarter worth approximately $34,000. Palladiem LLC bought a new position in Alibaba Group in the 4th quarter worth approximately $38,000. Finally, Key Financial Inc grew its holdings in Alibaba Group by 316.9% in the 4th quarter. Key Financial Inc now owns 271 shares of the specialty retailer’s stock worth $40,000 after buying an additional 206 shares in the last quarter. 13.47% of the stock is owned by institutional investors and hedge funds.

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.