Alibaba Group (BABA) to Release Earnings on Thursday

Alibaba Group (NYSE:BABA) is projected to release its Q3 2026 results before the market opens on Thursday, February 19th. Analysts expect Alibaba Group to post earnings of $1.91 per share and revenue of $40.9492 billion for the quarter. Parties are encouraged to explore the company’s upcoming Q3 2026 earning overview page for the latest details on the call scheduled for Thursday, February 19, 2026 at 7:30 AM ET.

Alibaba Group Stock Down 1.4%

Shares of BABA stock opened at $164.21 on Thursday. The stock’s 50 day simple moving average is $159.20 and its 200 day simple moving average is $154.69. The company has a market capitalization of $392.04 billion, a price-to-earnings ratio of 22.68, a PEG ratio of 3.65 and a beta of 0.39. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. Alibaba Group has a twelve month low of $95.73 and a twelve month high of $192.67.

Analyst Upgrades and Downgrades

BABA has been the topic of several analyst reports. Citigroup boosted their price target on shares of Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. JPMorgan Chase & Co. decreased their price objective on Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. Mizuho set a $195.00 price target on Alibaba Group in a research report on Wednesday, October 22nd. Sanford C. Bernstein lowered their price target on Alibaba Group from $200.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 26th. Finally, Jefferies Financial Group dropped their price target on shares of Alibaba Group from $231.00 to $225.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. Eighteen analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Alibaba Group has a consensus rating of “Moderate Buy” and an average price target of $195.17.

More Alibaba Group News

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

• Positive Sentiment: Alibaba unveiled RynnBrain, an embodied AI model to power robots (demos show object recognition and simple manipulation). The launch signals a move into “physical AI” that could expand addressable markets for Alibaba Cloud, DAMO Academy IP and robotics partnerships. China’s Alibaba launches AI model to power robots
• Positive Sentiment: RynnBrain is open‑source, which may accelerate developer adoption and ecosystem build‑out — a lower‑cost route to scale robotics use cases and third‑party integrations. Alibaba pushes into robotics AI with open-source ‘RynnBrain’
• Positive Sentiment: Alibaba’s cloud and AI services were featured in expanded roles at the 2026 Winter Olympics/Paralympics — a commercial and marketing showcase that can support cloud revenue growth and credibility for AI solutions. 2026 Winter Olympics and Paralympics see expanded cloud and AI use with Alibaba
• Neutral Sentiment: Short‑term price action has been volatile — the stock recently posted gains amid a broader market dip, reflecting sector rotation and event‑driven flows rather than clear fundamental change. Alibaba (BABA) Rises As Market Takes a Dip: Key Facts
• Neutral Sentiment: Analysts and investors are digesting whether the AI/robotics push meaningfully changes Alibaba’s long‑term revenue mix; some coverage frames the initiative as promising but still early in commercial terms. Alibaba’s New AI Push Tests Real World Usage And Valuation Gap
• Negative Sentiment: Investor caution: coverage highlights a valuation gap and uncertainty over how quickly AI/automation will translate into material, recurring revenue — a factor that can cap near‑term multiple expansion. Alibaba Leans Into AI Automation As Investors Weigh Mixed Long-Term Returns
• Negative Sentiment: Competitive pressure: rivals (ByteDance, Tencent and others) are aggressively pushing AI apps and user acquisition incentives, which could raise marketing spend and compress margins for consumer‑facing initiatives. ByteDance joins Alibaba, Tencent to offer freebies in bid to acquire AI app users

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. Palisade Asset Management LLC acquired a new position in Alibaba Group in the 3rd quarter valued at $37,000. Triumph Capital Management bought a new stake in shares of Alibaba Group during the 3rd quarter worth $76,000. Binnacle Investments Inc lifted its stake in Alibaba Group by 208.6% in the 3rd quarter. Binnacle Investments Inc now owns 830 shares of the specialty retailer’s stock valued at $148,000 after purchasing an additional 561 shares during the last quarter. Zions Bancorporation National Association UT bought a new position in Alibaba Group in the 4th quarter valued at approximately $200,000. Finally, Diligent Investors LLC acquired a new position in shares of Alibaba Group during the third quarter worth $202,000. 13.47% of the stock is owned by institutional investors.

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.