Morgan Stanley Lowers Alibaba Group (NYSE:BABA) Price Target to $180.00

Alibaba Group (NYSE:BABA) had its target price decreased by research analysts at Morgan Stanley from $200.00 to $180.00 in a research report issued on Thursday, MarketBeat reports. The firm presently has an “overweight” rating on the specialty retailer’s stock. Morgan Stanley’s price target would suggest a potential upside of 19.26% from the stock’s previous close.

Other equities research analysts also recently issued research reports about the stock. Erste Group Bank raised shares of Alibaba Group from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Mizuho set a $195.00 price target on Alibaba Group in a report on Wednesday, October 22nd. Loop Capital set a $140.00 price target on shares of Alibaba Group in a research note on Tuesday. Jefferies Financial Group decreased their price target on Alibaba Group from $231.00 to $225.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Arete Research set a $172.00 target price on Alibaba Group in a research note on Tuesday, December 9th. Seventeen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $191.84.

Alibaba Group Price Performance

Shares of BABA opened at $150.93 on Thursday. The company has a market capitalization of $360.14 billion, a P/E ratio of 20.85, a price-to-earnings-growth ratio of 2.39 and a beta of 0.37. The firm has a 50 day moving average of $155.81 and a 200 day moving average of $145.80. Alibaba Group has a twelve month low of $80.06 and a twelve month 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.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of BABA. Kingstone Capital Partners Texas LLC lifted its stake in Alibaba Group by 1,349,768.3% in the second 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 during the last quarter. Capital World Investors increased its holdings in shares of Alibaba Group by 1,074.9% in the 3rd quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock worth $1,079,229,000 after acquiring an additional 5,524,354 shares during the period. Norges Bank bought a new stake in Alibaba Group in the 2nd quarter valued at about $527,243,000. Assenagon Asset Management S.A. acquired a new position in Alibaba Group during the 2nd quarter valued at about $227,567,000. Finally, Alkeon Capital Management LLC bought a new position in Alibaba Group in the 2nd quarter worth about $184,291,000. 13.47% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting 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

Alibaba Group Company 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.