FengHe Fund Management Pte. Ltd. Grows Position in Alibaba Group Holding Limited $BABA

FengHe Fund Management Pte. Ltd. grew its stake in Alibaba Group Holding Limited (NYSE:BABA) by 175.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 131,200 shares of the specialty retailer’s stock after buying an additional 83,600 shares during the quarter. Alibaba Group makes up 2.1% of FengHe Fund Management Pte. Ltd.’s portfolio, making the stock its 20th biggest holding. FengHe Fund Management Pte. Ltd.’s holdings in Alibaba Group were worth $23,449,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Kingstone Capital Partners Texas LLC lifted its position in shares of Alibaba Group by 1,349,768.3% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 49,013,718 shares of the specialty retailer’s stock valued at $5,558,646,000 after buying an additional 49,010,087 shares in the last quarter. Primecap Management Co. CA raised its stake in Alibaba Group by 0.7% during the 2nd quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer’s stock worth $2,354,877,000 after acquiring an additional 140,579 shares during the period. Fisher Asset Management LLC lifted its holdings in Alibaba Group by 8.0% during the second quarter. Fisher Asset Management LLC now owns 5,267,441 shares of the specialty retailer’s stock valued at $597,381,000 after purchasing an additional 390,883 shares in the last quarter. Norges Bank bought a new position in shares of Alibaba Group in the second quarter worth approximately $527,243,000. Finally, Discerene Group LP increased its stake in shares of Alibaba Group by 0.6% in the second quarter. Discerene Group LP now owns 2,985,487 shares of the specialty retailer’s stock worth $338,584,000 after purchasing an additional 18,400 shares in the last quarter. Institutional investors own 13.47% of the company’s stock.

Alibaba Group Price Performance

Shares of Alibaba Group stock opened at $150.93 on Friday. The firm has a market cap of $360.14 billion, a PE ratio of 20.85, a PEG ratio of 2.39 and a beta of 0.37. The stock has a 50 day moving average of $155.81 and a 200 day moving average of $145.80. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23. Alibaba Group Holding Limited has a 12 month low of $80.06 and a 12 month high of $192.67.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Reports that Beijing is moving toward approving NVIDIA H200 imports bolstered hopes Alibaba can secure advanced AI chips for Alibaba Cloud and generative‑AI initiatives; traders lifted the stock on that news. Alibaba Steps Up AI Race With Potential Nvidia Mega Order
• Positive Sentiment: Coverage highlighting Alibaba’s positioning as an emerging‑markets leader and its AI/cloud investments framed the H200 access story as a meaningful catalyst for longer‑term growth. If Emerging Markets Outperform, This Stock Could Lead the Charge (MarketBeat)
• Positive Sentiment: Technical commentary (Barron’s) showing bullish chart patterns reinforced buyer interest after the recent rebound off the ~$150 support area. Chinese Stock Charts Reach a Turning Point (Barron’s)
• Neutral Sentiment: Morgan Stanley trimmed its price target (from $200 to $180) but kept an overweight rating — a mixed signal that reduces upside math while leaving institutional conviction intact. Finviz (Morgan Stanley price target note)
• Neutral Sentiment: Macro/legal overhangs could still matter: a Supreme Court decision on tariffs and ongoing trade policy uncertainty are being watched for potential cost or access impacts on cross‑border chip flows. Wall Street Breakfast Podcast: Tariffs On Decision Watch (Seeking Alpha)
• Negative Sentiment: Two major banks recently slashed their price targets on Alibaba, which pressured sentiment and reduces analyst‑driven upside expectations in the near term. Alibaba (BABA) Stock: Why Two Major Banks Just Slashed Their Price Targets
• Negative Sentiment: Freedom Capital cut BABA to a hold, and there are fresh investor‑class action inquiries (Pomerantz), adding legal and sentiment risk that can weigh on the stock until resolved. Alibaba Group (NYSE:BABA) Cut to Hold at Freedom Capital Pomerantz investor investigation

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on BABA. Jefferies Financial Group lowered their target price on shares of Alibaba Group from $231.00 to $225.00 and set a “buy” rating on the stock in a research note on Thursday. Freedom Capital downgraded Alibaba Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Alibaba Group in a research report on Wednesday, October 8th. Nomura boosted their price target on Alibaba Group from $170.00 to $215.00 and gave the stock a “buy” rating in a report on Thursday, October 9th. Finally, Barclays upped their price target on Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 26th. Seventeen investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $191.84.

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.