Susquehanna Issues Pessimistic Forecast for Alibaba Group (NYSE:BABA) Stock Price

Alibaba Group (NYSE:BABA) had its price objective dropped by equities research analysts at Susquehanna from $190.00 to $170.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “positive” rating on the specialty retailer’s stock. Susquehanna’s price target would suggest a potential upside of 38.54% from the stock’s current price.

BABA has been the subject of several other reports. Weiss Ratings cut Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, February 27th. Mizuho dropped their price objective on Alibaba Group from $195.00 to $190.00 and set an “outperform” rating on the stock in a report on Friday, March 20th. Jefferies Financial Group reduced their target price on Alibaba Group from $225.00 to $212.00 and set a “buy” rating for the company in a report on Thursday, March 19th. DZ Bank lowered shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 target price on the stock. in a research report on Friday, March 20th. Finally, Citigroup increased their price target on shares of Alibaba Group from $218.00 to $225.00 and gave the company a “buy” rating in a report on Wednesday, November 26th. Sixteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $187.89.

Alibaba Group Price Performance

Shares of NYSE:BABA opened at $122.71 on Thursday. Alibaba Group has a 52 week low of $95.73 and a 52 week high of $192.67. The company has a 50-day moving average price of $149.79 and a 200 day moving average price of $157.95. The company has a market cap of $292.96 billion, a P/E ratio of 23.15, a PEG ratio of 3.18 and a beta of 0.43. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.22.

Institutional Trading of Alibaba Group

Several large investors have recently bought and sold shares of the company. Ameriflex Group Inc. raised its stake in shares of Alibaba Group by 101.4% during the 3rd quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer’s stock worth $26,000 after buying an additional 72 shares during the last quarter. Mather Group LLC. acquired a new stake in Alibaba Group in the 3rd quarter valued at about $30,000. Foster Dykema Cabot & Partners LLC purchased a new position in Alibaba Group during the 3rd quarter valued at about $30,000. NBT Bank N A NY increased its holdings in Alibaba Group by 231.5% during the 3rd 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 in the last quarter. Finally, Costello Asset Management INC acquired a new position in Alibaba Group during the fourth quarter worth about $34,000. Institutional investors and hedge funds own 13.47% of the company’s stock.

Alibaba Group News Roundup

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.