Douglas Lane & Associates LLC Decreases Holdings in Alibaba Group Holding Limited $BABA

Douglas Lane & Associates LLC reduced its position in Alibaba Group Holding Limited (NYSE:BABA) by 36.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,372 shares of the specialty retailer’s stock after selling 5,373 shares during the period. Douglas Lane & Associates LLC’s holdings in Alibaba Group were worth $1,675,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the company. Ransom Advisory Ltd purchased a new position in shares of Alibaba Group in the first quarter valued at $26,000. 1248 Management LLC acquired a new stake in Alibaba Group in the 1st quarter valued at about $26,000. Rosenberg Matthew Hamilton acquired a new stake in Alibaba Group in the 2nd quarter valued at about $26,000. NewSquare Capital LLC increased its holdings in Alibaba Group by 65.0% during the 2nd quarter. NewSquare Capital LLC now owns 330 shares of the specialty retailer’s stock valued at $37,000 after acquiring an additional 130 shares in the last quarter. Finally, Elkhorn Partners Limited Partnership raised its position in Alibaba Group by 33.3% during the second quarter. Elkhorn Partners Limited Partnership now owns 400 shares of the specialty retailer’s stock worth $45,000 after acquiring an additional 100 shares during the last quarter. 13.47% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Jefferies Financial Group increased their price target on shares of Alibaba Group from $178.00 to $230.00 and gave the company a “buy” rating in a research report on Monday, September 29th. CLSA increased their target price on Alibaba Group from $155.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, October 2nd. Sanford C. Bernstein cut their price target on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, November 26th. Nomura increased their price objective on Alibaba Group from $170.00 to $215.00 and gave the company a “buy” rating in a research note on Thursday, October 9th. Finally, Wall Street Zen cut Alibaba Group from a “hold” rating to a “sell” rating in a research report on Friday, November 28th. Seventeen research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $194.00.

Alibaba Group Price Performance

Shares of NYSE:BABA opened at $149.70 on Monday. The company has a market cap of $357.20 billion, a P/E ratio of 20.68, a P/E/G ratio of 2.30 and a beta of 0.33. The business has a fifty day simple moving average of $161.83 and a 200-day simple moving average of $142.62. Alibaba Group Holding Limited has a 52 week low of $80.06 and a 52 week high of $192.67. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23.

Key Stores Impacting Alibaba Group

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

• Positive Sentiment: Reported interest from Alibaba to buy Nvidia H200 AI chips signals an acceleration of its AI/cloud infrastructure buildout, which could boost long-term cloud margins and AI services revenue. Alibaba Group (BABA) Has Shown Interest to Buy H200 Chips From NVDA
• Positive Sentiment: Market commentary highlights the U.S. approval of Nvidia H200 exports to China as a valuation catalyst for Alibaba’s cloud/AI opportunity, improving visibility on high-performance hardware access. Evaluating Alibaba (NYSE:BABA)’s Valuation After U.S. Approval of Nvidia H200 AI Chip Exports to China
• Positive Sentiment: Susquehanna reaffirmed a Positive rating and $190 target, citing stronger-than-expected China e‑commerce results and cloud growth — a supportive analyst read for the stock. Susquehanna Touts Alibaba Group Holding Limited (BABA) Prospects on e-Commerce and Cloud Business Growth
• Positive Sentiment: Coverage noting Alibaba as the top year-to-date performer among broadline retail stocks provides momentum and signals investor appetite for its retail recovery story. Alibaba is the top YTD performer among broadline retail stocks
• Neutral Sentiment: Alibaba is accelerating instant commerce via closer Cainiao–Tmall integration; this supports GMV and market share but may require near-term reinvestment. Need for speed: Alibaba ramps up China instant commerce push with Cainiao and Tmall tie-up
• Neutral Sentiment: Reports that Alibaba is selling stakes in several firms to free capital for AI/embodied-intelligence projects highlight strategic focus but introduce one-off portfolio changes. Alibaba Pares Stakes in Film, Chip, and Retail Firms Amid Pivot to AI, Embodied Intelligence
• Neutral Sentiment: Industry pieces about monetizing AI models and Alibaba’s moves from models to money outline long-term monetization paths but are less immediate for near-term earnings. Alibaba moves AI from models to money
• Neutral Sentiment: Media mentions and watchlist coverage (e.g., investment shows) keep Alibaba on traders’ radars but are informational rather than catalytic. Final Trades: Live Nation, Walt Disney, Alibaba and Amcor PLC
• Negative Sentiment: Analyst and investor concern that reinvestment into quick commerce and retail initiatives pressured EPS in the latest quarter—some investors sold into the weakness, creating downward pressure on near-term sentiment. Alibaba: Investors Are Selling The AI Leader Because Of A Retail Distraction
• Negative Sentiment: Critical analysis framing Alibaba as a potential “value trap” warns that headline growth may mask execution and margin risks, which could weigh on longer-term investor confidence. Alibaba: A Value Trap Behind The Headline Growth

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.