Artisan Partners Limited Partnership Purchases Shares of 1,623,721 Alibaba Group Holding Limited $BABA

Artisan Partners Limited Partnership purchased a new stake in Alibaba Group Holding Limited (NYSE:BABA) during the third quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,623,721 shares of the specialty retailer’s stock, valued at approximately $290,208,000.

Several other large investors have also recently modified their holdings of BABA. Xponance Inc. boosted its stake in Alibaba Group by 10.1% in the third quarter. Xponance Inc. now owns 4,783 shares of the specialty retailer’s stock valued at $855,000 after acquiring an additional 437 shares in the last quarter. Integrated Advisors Network LLC increased its position in shares of Alibaba Group by 31.8% during the third quarter. Integrated Advisors Network LLC now owns 7,661 shares of the specialty retailer’s stock worth $1,369,000 after purchasing an additional 1,848 shares in the last quarter. Choreo LLC lifted its holdings in shares of Alibaba Group by 17.4% during the 3rd quarter. Choreo LLC now owns 7,233 shares of the specialty retailer’s stock valued at $1,293,000 after purchasing an additional 1,072 shares during the last quarter. Weaver Consulting Group acquired a new stake in shares of Alibaba Group in the 3rd quarter worth $204,000. Finally, West Family Investments Inc. grew its stake in Alibaba Group by 1.3% during the 3rd quarter. West Family Investments Inc. now owns 10,441 shares of the specialty retailer’s stock worth $1,866,000 after buying an additional 137 shares during the last quarter. Institutional investors own 13.47% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on BABA. Freedom Capital downgraded Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Rosenblatt Securities set a $195.00 target price on shares of Alibaba Group in a research note on Wednesday, November 26th. Sanford C. Bernstein dropped their target price on shares of Alibaba Group from $200.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 26th. Nomura upped their price target on shares of Alibaba Group from $193.00 to $237.00 and gave the company a “buy” rating in a research note on Monday, January 26th. Finally, JPMorgan Chase & Co. decreased their price target on shares of Alibaba Group from $240.00 to $230.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. Seventeen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $195.17.

Alibaba Group Stock Performance

NYSE BABA opened at $148.05 on Friday. The firm has a market capitalization of $353.46 billion, a P/E ratio of 20.45, a PEG ratio of 3.33 and a beta of 0.39. The stock has a 50-day simple moving average of $159.24 and a two-hundred day simple moving average of $157.12. 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 Holding Limited has a fifty-two week low of $95.73 and a fifty-two week high of $192.67.

Alibaba Group (NYSE:BABA) last issued its earnings results on Tuesday, November 25th. The specialty retailer reported $0.61 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). The company had revenue of $34.80 billion during the quarter, compared to analysts’ expectations of $41.80 billion. Alibaba Group had a return on equity of 10.51% and a net margin of 12.38%.The firm’s quarterly revenue was up 9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.15 EPS. On average, equities analysts forecast that Alibaba Group Holding Limited will post 7.86 earnings per share for the current year.

Alibaba Group News Summary

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

• Positive Sentiment: Alibaba’s product and monetization push — the company launched the Qwen 3.5 model and a multi-model coding subscription aimed at cloud and developer customers, signaling a clear shift toward AI infrastructure and higher‑value cloud revenue. This bolsters the long‑term growth narrative beyond e‑commerce. Alibaba’s AI Push With Qwen 3.5 Targets Cloud And Developer Growth
• Positive Sentiment: New pricing bundle — Alibaba bundled four AI models under a single plan (a bold pricing move) to simplify go‑to‑market and accelerate adoption of paid AI services, which could lift ARPU if cloud/AI uptake ramps. BABA Bundles 4 Models Under One Plan
• Positive Sentiment: Regulatory/legal tail‑risk eased — analysis argues the Supreme Court ruling on tariffs removes worst‑case sanction risk and supports a valuation floor for Chinese e‑commerce leaders like Alibaba; institutional support and an approaching earnings report are cited as potential near‑term catalysts. The Head Fake: Buying the Chinese Stocks Post-Ruling Dip
• Neutral Sentiment: Valuation check after pullback — coverage assessing BABA after a recent share pullback notes the stock looks cheaper versus U.S. cloud peers but that near‑term sentiment remains fragile; this is informational rather than an immediate catalyst. Assessing Alibaba Group Holding (NYSE:BABA) Valuation After Recent Share Price Pullback
• Neutral Sentiment: Nvidia H200 export news — a small US license for some H200 AI accelerators to China was approved but with uncertainties; limited immediate deliveries mean hardware supply for China AI players remains constrained and timing of any benefit to cloud vendors is unclear. Nvidia’s China Window Remains Closed
• Negative Sentiment: Sector contagion from Baidu weakness — multiple reports show Baidu’s profit drop and a sharp market selloff as investors question whether Chinese Big Tech’s AI investments are converting to revenue. That skepticism is spilling over to Alibaba, pressuring multiples for all AI‑exposed Chinese names. Why Baidu Stock Is Falling Today
• Negative Sentiment: Broader AI monetization timing risk — commentary about Baidu and other peers highlights a risk that AI investments take longer to monetize than markets expect; that timing uncertainty is a direct reason investors are stepping back from BABA ahead of upcoming earnings. Baidu’s Swift $11 Billion Selloff Shows Struggle to Meet AI Hype

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.