Erste Group Bank Expects Reduced Earnings for Alibaba Group

Alibaba Group Holding Limited (NYSE:BABA) – Research analysts at Erste Group Bank dropped their FY2027 earnings per share (EPS) estimates for shares of Alibaba Group in a research note issued to investors on Tuesday, May 12th. Erste Group Bank analyst H. Engel now expects that the specialty retailer will post earnings of $6.15 per share for the year, down from their prior forecast of $6.31. Erste Group Bank has a “Hold” rating on the stock. The consensus estimate for Alibaba Group’s current full-year earnings is $6.67 per share.

BABA has been the subject of a number of other reports. Nomura boosted their target price on Alibaba Group from $200.00 to $207.00 and gave the company a “buy” rating in a research report on Friday. Arete Research raised Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 target price for the company in a research report on Wednesday, January 21st. DZ Bank lowered Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 target price for the company. in a research report on Friday, March 20th. Jefferies Financial Group decreased their target price on Alibaba Group from $225.00 to $212.00 and set a “buy” rating for the company in a research report on Thursday, March 19th. Finally, Morgan Stanley lifted their price target on Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $188.76.

Alibaba Group Stock Performance

Shares of Alibaba Group stock opened at $132.53 on Monday. Alibaba Group has a one year low of $103.71 and a one year high of $192.67. The firm has a market capitalization of $317.95 billion, a price-to-earnings ratio of 21.76, a PEG ratio of 2.30 and a beta of 0.50. The business has a 50-day simple moving average of $131.64 and a 200 day simple moving average of $149.16. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.28 and a quick ratio of 1.33.

Alibaba Group (NYSE:BABA) last issued its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The business had revenue of $35.30 billion during the quarter.

Alibaba Group Dividend Announcement

The business also recently disclosed an annual dividend, which will be paid on Monday, July 13th. Shareholders of record on Thursday, June 11th will be paid a dividend of $1.05 per share. The ex-dividend date is Thursday, June 11th. This represents a yield of 72.0%. Alibaba Group’s dividend payout ratio (DPR) is 15.60%.

Hedge Funds Weigh In On Alibaba Group

Several large investors have recently bought and sold shares of the stock. Quantinno Capital Management LP lifted its stake in Alibaba Group by 23.8% during the 1st quarter. Quantinno Capital Management LP now owns 118,655 shares of the specialty retailer’s stock valued at $14,887,000 after acquiring an additional 22,798 shares in the last quarter. Troluce Capital Advisors LLC bought a new position in Alibaba Group during the 1st quarter valued at $3,136,000. Cypress Capital Group lifted its stake in Alibaba Group by 1.6% during the 1st quarter. Cypress Capital Group now owns 34,306 shares of the specialty retailer’s stock valued at $4,304,000 after acquiring an additional 525 shares in the last quarter. Bradley Foster & Sargent Inc. CT lifted its stake in Alibaba Group by 5.3% during the 1st quarter. Bradley Foster & Sargent Inc. CT now owns 8,976 shares of the specialty retailer’s stock valued at $1,126,000 after acquiring an additional 453 shares in the last quarter. Finally, Waverly Advisors LLC lifted its stake in Alibaba Group by 10.7% during the 1st quarter. Waverly Advisors LLC now owns 30,051 shares of the specialty retailer’s stock valued at $3,770,000 after acquiring an additional 2,912 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors.

More Alibaba Group News

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

• Positive Sentiment: Multiple Wall Street firms raised price targets on Alibaba, including Nomura, Morgan Stanley, Mizuho, HSBC, and JPMorgan, signaling continued confidence in the stock’s upside as analysts focus on its cloud and AI growth. Nomura adjusts Alibaba Group price target to $207
• Positive Sentiment: Alibaba shares surged in Hong Kong as the company accelerated its pivot to AI, reinforcing the idea that investors are rewarding the shift toward higher-growth cloud and artificial intelligence businesses. Alibaba shares surge 7% in Hong Kong as firm accelerates pivot to AI
• Positive Sentiment: Recent coverage highlighted strong AI and cloud momentum, including triple-digit AI revenue growth and a 38% jump in cloud revenue, which supports the bull case that Alibaba’s heavy spending may eventually pay off. Alibaba Earnings: Cloud Acceleration Is A Bullish Catalyst
• Neutral Sentiment: The Trump-Xi summit ended with few concrete breakthroughs, but the absence of escalation is being viewed as a short-term plus for Chinese equities, including Alibaba. Trump-Xi Summit Ends With Few Breakthroughs
• Negative Sentiment: Alibaba’s latest earnings report showed profits under pressure as the company ramped up AI, cloud, and commerce spending, with some analysts warning that margins may stay strained in the near term. BABA Q4 Profit Falls on Heavy Tech Spending

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.