Nomura Forecasts Strong Price Appreciation for Alibaba Group (NYSE:BABA) Stock

Posted by ABMN Staff on Jan 28th, 2026

Alibaba Group (NYSE:BABA – Get Free Report) had its price target upped by analysts at Nomura from $193.00 to $237.00 in a report released on Monday,MarketScreener reports. The firm currently has a “buy” rating on the specialty retailer’s stock. Nomura’s price target would suggest a potential upside of 37.25% from the stock’s current price.

A number of other equities research analysts have also issued reports on the stock. Wall Street Zen lowered shares of Alibaba Group from a “hold” rating to a “sell” rating in a report on Friday, November 28th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Alibaba Group in a report on Wednesday, January 21st. Erste Group Bank upgraded Alibaba Group from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Freedom Capital cut Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Finally, Loop Capital set a $140.00 price objective on Alibaba Group in a research report on Tuesday, January 6th. Eighteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Alibaba Group presently has an average rating of “Moderate Buy” and an average target price of $195.17.

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Alibaba Group Stock Performance

Shares of BABA stock opened at $172.68 on Monday. The company has a market capitalization of $412.26 billion, a P/E ratio of 23.85, a PEG ratio of 3.69 and a beta of 0.37. Alibaba Group has a fifty-two week low of $89.90 and a fifty-two week high of $192.67. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. The stock has a 50 day moving average price of $157.49 and a two-hundred day moving average price of $151.26.

Institutional Investors Weigh In On Alibaba Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Rosenberg Matthew Hamilton bought a new position in Alibaba Group in the 2nd quarter worth $26,000. Ameriflex Group Inc. grew its position in shares of Alibaba Group by 101.4% during the third quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 72 shares in the last quarter. Mather Group LLC. purchased a new stake in shares of Alibaba Group during the third quarter worth about $30,000. Foster Dykema Cabot & Partners LLC bought a new stake in Alibaba Group during the 3rd quarter valued at approximately $30,000. Finally, NBT Bank N A NY lifted its holdings in Alibaba Group by 231.5% in the 3rd quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock worth $32,000 after purchasing an additional 125 shares in the last quarter. 13.47% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Alibaba Group

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

Positive Sentiment: Qwen‑3 was deployed to operate in orbit — a high‑visibility technical milestone that underscores Alibaba’s edge in large‑scale/space computing and raises the company’s AI credibility with governments and enterprise customers. Alibaba’s Qwen-3 becomes one of world’s first AI models to operate in orbit
Positive Sentiment: Nomura raised its price target on BABA to $237 and kept a buy rating — a material analyst upgrade that supports upside expectations and likely helped buying interest. Nomura adjusts Alibaba Group price target to $237 from $193; maintains buy rating
Positive Sentiment: Third‑party adoption of Alibaba’s open‑source AI (DeepSeek tapping its tech for OCR) signals commercialization and ecosystem traction — could translate to partnerships/revenue over time. DeepSeek taps Alibaba open-source AI technology to boost OCR performance
Positive Sentiment: Alibaba is publicizing new flagship models positioned to compete with ChatGPT/Gemini — messaging and product launches that can lift sentiment around long‑term AI monetization. Alibaba Sets Sights on ChatGPT and Gemini With New AI Model
Neutral Sentiment: Analysts note the company’s narrative is shifting (AI momentum, margin recovery) — this creates mixed near‑term reactions as investors re‑price growth vs execution risk. What Analysts Think Is Changing The Story For Alibaba Group Holding (NYSE:BABA)
Negative Sentiment: “All Others” revenues fell ~25% YoY in the quarter, widening losses and acting as a drag on consolidated growth — a near‑term profitability/dispersion concern. Is Alibaba’s “All Others” Revenues Becoming a Drag on Growth?
Negative Sentiment: Texas banned state employees from using Alibaba products — a regulatory/governmental action that increases geopolitical/compliance risk and could pressure enterprise contracts or reputation in U.S. markets. Texas governor bars state employees from using Alibaba, Temu products

Alibaba Group Company Profile

(Get Free Report)

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.