Exchange Traded Concepts LLC Has $14.77 Million Position in Alibaba Group Holding Limited $BABA

Exchange Traded Concepts LLC raised its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 37.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 100,764 shares of the specialty retailer’s stock after buying an additional 27,290 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Alibaba Group were worth $14,770,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in BABA. NTV Asset Management LLC grew its stake in shares of Alibaba Group by 127.4% in the 3rd quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer’s stock valued at $2,707,000 after purchasing an additional 8,484 shares during the period. Marex Group plc bought a new position in shares of Alibaba Group during the 2nd quarter worth approximately $17,139,000. National Bank of Canada FI boosted its stake in Alibaba Group by 373.5% in the 2nd quarter. National Bank of Canada FI now owns 602,233 shares of the specialty retailer’s stock valued at $68,294,000 after buying an additional 475,053 shares in the last quarter. Oriental Harbor Investment Master Fund acquired a new stake in Alibaba Group in the 3rd quarter valued at $39,500,000. Finally, ARK Investment Management LLC bought a new stake in Alibaba Group in the third quarter valued at $37,565,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on BABA shares. Nomura increased their price objective on Alibaba Group from $193.00 to $237.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Freedom Capital lowered shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 6th. Susquehanna dropped their target price on shares of Alibaba Group from $190.00 to $170.00 and set a “positive” rating for the company in a research report on Thursday. DZ Bank downgraded shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target for the company. in a report on Friday, March 20th. Finally, Zacks Research upgraded shares of Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 24th. Sixteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $187.89.

Alibaba Group Price Performance

Alibaba Group stock opened at $122.71 on Friday. The business’s 50-day simple moving average is $149.79 and its 200 day simple moving average is $158.02. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.22. The stock has a market cap of $292.96 billion, a price-to-earnings ratio of 23.15, a P/E/G ratio of 3.11 and a beta of 0.43. Alibaba Group Holding Limited has a 12-month low of $95.73 and a 12-month high of $192.67.

Alibaba Group News Summary

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

• Positive Sentiment: Sources say Alibaba plans to place orders for Huawei’s new AI chip after successful testing, which could lower costs, deepen Alibaba’s domestic AI stack and reduce dependence on foreign chips. Exclusive: Huawei’s new AI chip find favour with ByteDance, Alibaba which plan to place orders, sources say
• Positive Sentiment: Analyst support: Argus recently upgraded BABA (leading to a short-term uptick), reflecting some analyst conviction in the stock despite near-term headwinds. Alibaba Group (NYSE:BABA) Upgraded at Argus
• Positive Sentiment: Zacks moved BABA from “strong sell” to “hold,” reducing immediate sell-side pressure and signaling improved sentiment from that broker. Zacks Research upgrade
• Positive Sentiment: Product/AI progress: Alibaba is rolling out “Accio,” an agentic AI for automating supply-chain tasks for SMBs — a sign management is pushing AI-driven revenue opportunities. BABA’s Accio Pushes AI From Chat to Execution
• Neutral Sentiment: Price-target dynamics: Susquehanna cut its price target to $170 (citing heavy AI spending) but kept a positive stance — mixed signal: upside remains but margin risks persist. Price target lowered to $170
• Neutral Sentiment: Valuation context: Recent analyses highlight Alibaba’s AI/cloud push and regulatory changes (e.g., delivery rules) as offsetting factors to heavy investment-driven margin pressure — longer-term story still depends on cloud/AI execution. Assessing Alibaba Group Holding valuation after China’s delivery rules and new AI chip and cloud push
• Negative Sentiment: Analyst estimate cuts: Erste Group reduced FY2026 and FY2027 EPS forecasts materially, signaling weaker near-term profit expectations and adding downward pressure on sentiment. MarketBeat: Analyst estimate changes
• Negative Sentiment: Zacks added BABA to its Rank #5 (Strong Sell) list — a headline that can trigger short-term selling and amplify volatility despite other upgrades. New Strong Sell Stocks for March 27th
• Negative Sentiment: Profit pressure: Coverage and headlines note heavy AI spending has driven a steep profit decline and prompted price-target cuts — this underpins the negative near-term earnings narrative. Alibaba Price Target Slashed to $170 as Heavy AI Spending Drags Profits Down 67%

About Alibaba Group

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.