Assenagon Asset Management S.A. Has $20.77 Million Stock Holdings in Alibaba Group Holding Limited $BABA

Assenagon Asset Management S.A. lowered its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 90.3% in the fourth quarter, Holdings Channel reports. The firm owned 141,703 shares of the specialty retailer’s stock after selling 1,313,776 shares during the period. Assenagon Asset Management S.A.’s holdings in Alibaba Group were worth $20,771,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Ameriflex Group Inc. boosted 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. bought a new position in Alibaba Group during the third quarter worth about $30,000. Foster Dykema Cabot & Partners LLC acquired a new position in Alibaba Group in the third quarter valued at about $30,000. NBT Bank N A NY grew its stake in Alibaba Group by 231.5% in the third quarter. NBT Bank N A NY now owns 179 shares of the specialty retailer’s stock valued at $32,000 after acquiring an additional 125 shares during the period. Finally, Palisade Asset Management LLC acquired a new position in Alibaba Group in the third quarter valued at about $37,000. Institutional investors 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 unveiled strong AI and cloud initiatives that support long‑term growth: a proprietary 5nm AI chip (XuanTie C950) that signals technological self‑reliance and could widen cloud margins over time. Why Alibaba’s New 5nm Chip Could Be a Game Changer
• Positive Sentiment: Alibaba is rolling out Accio, an agentic AI that automates supply‑chain tasks for small businesses and integrates with Shopify and marketplace data — a tangible product push that could accelerate cloud/AI monetization. BABA’s Accio Pushes AI From Chat to Execution
• Neutral Sentiment: Market interest in AI remains strong across the region (new AI IPO chatter such as Moonshot AI and other listings), which supports longer‑term investor appetite for AI exposure but does not immediately offset earnings pressure. Moonshot AI Weighs Hong Kong IPO as $18 Billion Valuation Emerges
• Neutral Sentiment: Upgrades from some research houses (Zacks and Argus moved BABA toward “hold”) reflect a more measured view—acknowledging execution and strategy while downplaying near‑term margin hits. Zacks Research
• Negative Sentiment: Near‑term fundamentals are under pressure: heavy AI/cloud spending drove a ~67% decline in non‑GAAP profits, prompting Susquehanna to cut its price target to $170 (though it kept a positive rating) and stoking downside sentiment. Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67%
• Negative Sentiment: Investor rotation and pitchbooks favoring peers (examples: commentary advocating switching to JD.com) add selling pressure as some investors prefer cheaper, near‑term cash‑flow stories over Alibaba’s capital‑intensive transition. Why I Sold Alibaba To Buy JD.com

Alibaba Group Stock Down 3.5%

NYSE:BABA opened at $125.35 on Friday. The company has a market cap of $299.25 billion, a PE ratio of 23.65, a PEG ratio of 3.18 and a beta of 0.43. The stock has a 50-day simple moving average of $150.65 and a 200 day simple moving average of $158.08. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.33 and a current ratio of 1.33. Alibaba Group Holding Limited has a 52-week low of $95.73 and a 52-week high of $192.67.

Analyst Ratings Changes

BABA has been the topic of a number of research analyst reports. JPMorgan Chase & Co. dropped their price target on Alibaba Group from $215.00 to $205.00 and set an “overweight” rating on the stock in a research report on Friday, March 20th. Zacks Research raised Alibaba Group from a “strong sell” rating to a “hold” rating in a research note on Tuesday. Morgan Stanley dropped their target price on shares of Alibaba Group from $200.00 to $180.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Arete Research raised shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 price target on the stock in a research note on Wednesday, January 21st. Finally, Erste Group Bank cut shares of Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Sixteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $187.89.

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.