Alibaba Group (NYSE:BABA) Shares Up 1.9% – Time to Buy?

Alibaba Group Holding Limited (NYSE:BABA) shot up 1.9% during trading on Thursday . The company traded as high as $127.78 and last traded at $127.7030. 9,964,021 shares changed hands during trading, a decline of 18% from the average session volume of 12,183,210 shares. The stock had previously closed at $125.32.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Alibaba and China Telecom launched a large AI data center powered by Alibaba’s self?designed Zhenwu AI chips and a 10,000?card computing cluster — a major execution milestone that reduces Nvidia dependence and supports Alibaba Cloud’s AI service monetization prospects. Alibaba launches data center with 10,000 of its own chips
• Positive Sentiment: Market excitement around new AI models: reports show Alibaba anonymously released a leading AI video model and markets reacted to the public report of that model, helping drive a near?term rally as investors price in product leadership and commercial applications. Alibaba stock soars on release of world’s top AI video model Alibaba Anonymously Launches New AI Video Model
• Positive Sentiment: Corporate focus on AI governance and execution: Alibaba created a CEO?led technology committee and reorganized AI leadership to centralize strategy — a governance move investors view as improving execution risk on big AI investments. Alibaba creates CEO-led technology committee amid intensifying AI race
• Neutral Sentiment: Analyst model tweaks: Erste Group slightly raised FY2026–FY2027 EPS estimates (small revisions) but kept a Hold — marginally supportive but not a strong bullish catalyst. Erste Group raises EPS estimates for Alibaba
• Neutral Sentiment: Corporate housekeeping: Alibaba reported March share issuances and confirmed Hong Kong public float compliance — regulatory/filing clarity that removes a potential administrative overhang. Alibaba reports March 2026 share issuances and confirms HK public float compliance
• Negative Sentiment: Analyst downgrade / price?target cuts: Jefferies cut its price target and pushed a more cautious stance on the stock, citing concerns that Alibaba’s heavy AI spending may take time to translate into profit — pressuring the share price. Jefferies slashes price target amid AI investment concerns
• Negative Sentiment: Core business headwinds: multiple analysts and pieces flag slowing e?commerce momentum, weak customer metrics and margin pressure, underscoring that BABA must convert AI investments into material revenue/earnings improvements to satisfy bulls. Will Alibaba stock recover despite slowing e-commerce market momentum?

Wall Street Analyst Weigh In

A number of research firms have commented on BABA. Weiss Ratings downgraded shares of Alibaba Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, February 27th. Arete Research upgraded shares of Alibaba Group from a “neutral” rating to a “buy” rating and set a $190.00 price target on the stock in a report on Wednesday, January 21st. DZ Bank cut shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target on the stock. in a report on Friday, March 20th. Argus upgraded shares of Alibaba Group to a “hold” rating in a report on Tuesday, March 24th. Finally, Susquehanna lowered their price target on shares of Alibaba Group from $190.00 to $170.00 and set a “positive” rating on the stock in a report on Thursday, March 26th. Sixteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Alibaba Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $187.89.

Alibaba Group Stock Up 1.9%

The firm has a market capitalization of $304.88 billion, a P/E ratio of 24.09, a PEG ratio of 2.12 and a beta of 0.50. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.33 and a current ratio of 1.33. The business’s fifty day moving average price is $142.11 and its two-hundred day moving average price is $156.05.

Alibaba Group (NYSE:BABA) last released its quarterly earnings results on Saturday, February 14th. The specialty retailer reported $0.13 earnings per share for the quarter. The business had revenue of $40.71 billion for the quarter. Alibaba Group had a net margin of 9.12% and a return on equity of 7.43%. Equities analysts expect that Alibaba Group Holding Limited will post 7.86 earnings per share for the current fiscal year.

Institutional Trading of Alibaba Group

A number of institutional investors have recently bought and sold shares of BABA. Brighton Jones LLC boosted its stake in Alibaba Group by 40.4% in the 4th quarter. Brighton Jones LLC now owns 3,411 shares of the specialty retailer’s stock worth $289,000 after purchasing an additional 981 shares in the last quarter. AQR Capital Management LLC acquired a new stake in Alibaba Group in the 1st quarter worth approximately $254,000. Guggenheim Capital LLC boosted its stake in Alibaba Group by 116.4% in the 2nd quarter. Guggenheim Capital LLC now owns 15,350 shares of the specialty retailer’s stock worth $1,741,000 after purchasing an additional 8,256 shares in the last quarter. StoneX Group Inc. boosted its stake in Alibaba Group by 11.5% in the 2nd quarter. StoneX Group Inc. now owns 2,214 shares of the specialty retailer’s stock worth $252,000 after purchasing an additional 229 shares in the last quarter. Finally, Cary Street Partners Financial LLC boosted its stake in Alibaba Group by 1.8% in the 2nd quarter. Cary Street Partners Financial LLC now owns 4,757 shares of the specialty retailer’s stock worth $539,000 after purchasing an additional 83 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

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.