Hudson Value Partners LLC Takes Position in Alibaba Group Holding Limited $BABA

Hudson Value Partners LLC bought a new position in shares of Alibaba Group Holding Limited (NYSE:BABA) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 14,709 shares of the specialty retailer’s stock, valued at approximately $2,629,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Capital Wealth Advisors grew its position in shares of Alibaba Group by 9.1% during the 3rd quarter. Vanguard Capital Wealth Advisors now owns 2,400 shares of the specialty retailer’s stock valued at $429,000 after purchasing an additional 200 shares in the last quarter. IronBridge Private Wealth LLC bought a new stake in Alibaba Group during the third quarter valued at $3,833,000. Ridgewood Investments LLC grew its position in Alibaba Group by 31.3% during the third quarter. Ridgewood Investments LLC now owns 7,346 shares of the specialty retailer’s stock worth $1,313,000 after buying an additional 1,753 shares in the last quarter. Naples Global Advisors LLC increased its stake in Alibaba Group by 1.3% in the 3rd quarter. Naples Global Advisors LLC now owns 22,935 shares of the specialty retailer’s stock worth $4,099,000 after acquiring an additional 289 shares during the last quarter. Finally, Quadrant Private Wealth Management LLC raised its holdings in shares of Alibaba Group by 2.9% in the 3rd quarter. Quadrant Private Wealth Management LLC now owns 11,163 shares of the specialty retailer’s stock valued at $1,995,000 after acquiring an additional 313 shares in the last quarter. 13.47% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on BABA shares. Wall Street Zen cut shares of Alibaba Group from a “hold” rating to a “sell” rating in a research report on Friday, November 28th. CLSA boosted their price target on shares of Alibaba Group from $155.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, October 2nd. Citigroup increased their price target on shares of Alibaba Group from $218.00 to $225.00 and gave the stock a “buy” rating in a report on Wednesday, November 26th. Barclays lifted their price objective on shares of Alibaba Group from $190.00 to $195.00 and gave the stock an “overweight” rating in a report on Wednesday, November 26th. Finally, JPMorgan Chase & Co. reduced their target price on Alibaba Group from $240.00 to $230.00 and set an “overweight” rating on the stock in a research note on Wednesday, November 26th. Eighteen analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $192.72.

Alibaba Group Stock Up 5.2%

Shares of NYSE:BABA opened at $177.46 on Friday. The stock has a market capitalization of $423.67 billion, a P/E ratio of 24.51, a price-to-earnings-growth ratio of 3.63 and a beta of 0.37. The stock’s 50-day moving average price is $156.58 and its 200-day moving average price is $149.26. 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 $84.96 and a 12-month high of $192.67.

Alibaba Group News Roundup

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

• Positive Sentiment: Alibaba is preparing an IPO for its AI chipmaking arm, T-Head, restructuring it into a standalone unit (with partial employee ownership) before a potential listing — a move investors view as value-unlocking and timely given strong demand for AI chip plays. Read More.
• Positive Sentiment: Reports say Alibaba formed or plans a JV with state-owned CNNC to secure nuclear power for its AI/data center operations — this addresses the energy needs and cost/availability risks of large-scale AI workloads. Read More.
• Positive Sentiment: Analyst sentiment is turning more bullish: Arete Research upgraded BABA to a “buy” with a $190 target, reinforcing the positive narrative around growth and AI investments. Read More.
• Neutral Sentiment: Industry context: Chinese tech peers are aggressively building AI-powered “agentic commerce” super‑apps — a structural trend that benefits Alibaba but also intensifies competition. Read More.
• Neutral Sentiment: Details on the planned T-Head spinout include internal restructuring and employee ownership plans ahead of any IPO — positive for alignment but adds execution and timing risk. Read More.

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.