American Century Companies Inc. Raises Stock Position in Alibaba Group Holding Limited $BABA

American Century Companies Inc. raised its position in Alibaba Group Holding Limited (NYSE:BABA) by 17.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,987,539 shares of the specialty retailer’s stock after purchasing an additional 448,484 shares during the quarter. American Century Companies Inc.’s holdings in Alibaba Group were worth $533,964,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in BABA. Primecap Management Co. CA grew its position in Alibaba Group by 0.7% in the second quarter. Primecap Management Co. CA now owns 20,764,276 shares of the specialty retailer’s stock worth $2,354,877,000 after acquiring an additional 140,579 shares during the period. Fisher Asset Management LLC lifted its stake in shares of Alibaba Group by 8.0% in the 2nd quarter. Fisher Asset Management LLC now owns 5,267,441 shares of the specialty retailer’s stock valued at $597,381,000 after purchasing an additional 390,883 shares during the last quarter. Norges Bank purchased a new position in shares of Alibaba Group during the 2nd quarter worth $527,243,000. Discerene Group LP increased its position in shares of Alibaba Group by 0.6% during the 2nd quarter. Discerene Group LP now owns 2,985,487 shares of the specialty retailer’s stock worth $338,584,000 after purchasing an additional 18,400 shares during the last quarter. Finally, Alkeon Capital Management LLC purchased a new stake in Alibaba Group in the 2nd quarter valued at about $184,291,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Alibaba Cloud deployed tech for the Milano Cortina 2026 Olympics, highlighting enterprise demand and a sustainability/efficiency story that supports cloud revenue growth. Read More.
• Positive Sentiment: Market commentary notes Alibaba’s AI push (Qwen 3.5) and positioning as an Asian cloud/AI infrastructure player; that narrative is a key medium-term catalyst ahead of the March 5 fiscal Q3 earnings report. Read More.
• Positive Sentiment: Analyst/retail attention is rising — Benzinga and Zacks flagged Alibaba among oversold/monitored consumer/tech names, indicating potential buying interest if earnings or AI/cloud execution surprises to the upside. Read More. Read More.
• Neutral Sentiment: Alibaba introduced bundled pricing for multiple AI models under one plan — a competitive move that may boost adoption but could pressure near-term pricing/ARPU; impact depends on uptake and margin mix. Read More.
• Neutral Sentiment: Recent analyst pieces reassessing valuation note an 11% one‑month slide and attractive longer‑term multiples (P/E ~20), making BABA a value/earnings play but keeping focus on near‑term execution. Read More.
• Negative Sentiment: Political/legal uncertainty is still driving volatility: the Supreme Court ruling removed the worst‑case IEEPA tariff risk but headlines about a possible “Plan B” (e.g., a 15% global tariff) have triggered a whipsaw — investors appear to be trimming positions into earnings, driving today’s weakness.

Analyst Ratings Changes

BABA has been the subject of several research analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Alibaba Group in a research note on Wednesday, January 21st. Loop Capital set a $140.00 price objective on shares of Alibaba Group in a research report on Tuesday, January 6th. Barclays boosted their target price on Alibaba Group from $190.00 to $195.00 and gave the company an “overweight” rating in a research report on Wednesday, November 26th. Wall Street Zen lowered Alibaba Group from a “hold” rating to a “sell” rating in a research report on Friday, November 28th. Finally, Morgan Stanley cut their price objective on Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Seventeen investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Alibaba Group currently has a consensus rating of “Moderate Buy” and an average target price of $195.17.

Alibaba Group Stock Down 2.7%

Shares of NYSE BABA opened at $144.08 on Friday. The business has a 50-day moving average of $159.12 and a two-hundred day moving average of $157.30. The company has a market capitalization of $343.98 billion, a price-to-earnings ratio of 19.90, a price-to-earnings-growth ratio of 3.24 and a beta of 0.39. Alibaba Group Holding Limited has a 1 year low of $95.73 and a 1 year high of $192.67. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.46 and a quick ratio of 1.46.

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

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.