FY2027 EPS Estimates for Alibaba Group Boosted by Analyst

Alibaba Group Holding Limited (NYSE:BABA) – Equities research analysts at Erste Group Bank upped their FY2027 earnings estimates for Alibaba Group in a report released on Friday, September 18th. Erste Group Bank analyst S. Lingnau now expects that the specialty retailer will post earnings per share of $5.82 for the year, up from their previous estimate of $5.81. The consensus estimate for Alibaba Group’s current full-year earnings is $5.91 per share.

A number of other analysts have also recently weighed in on BABA. Susquehanna upped their price target on shares of Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a research report on Friday, August 28th. Zacks Research raised Alibaba Group from a “strong sell” rating to a “hold” rating in a research report on Tuesday, June 2nd. Robert W. Baird reduced their price objective on Alibaba Group from $164.00 to $160.00 and set an “outperform” rating on the stock in a research note on Friday, August 21st. Benchmark reaffirmed a “buy” rating on shares of Alibaba Group in a research report on Thursday, August 20th. Finally, Nomura lowered their target price on Alibaba Group from $207.00 to $178.00 and set a “buy” rating for the company in a research note on Thursday, June 25th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, Alibaba Group presently has an average rating of “Moderate Buy” and an average target price of $187.05.

Alibaba Group Stock Performance

Shares of BABA stock opened at $110.82 on Tuesday. The company’s fifty day simple moving average is $118.01 and its 200-day simple moving average is $121.56. Alibaba Group has a 52 week low of $91.99 and a 52 week high of $192.67. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. The company has a market cap of $275.46 billion, a PE ratio of 26.83, a P/E/G ratio of 1.53 and a beta of 0.51.

Alibaba Group (NYSE:BABA) last announced its quarterly earnings results on Friday, August 14th. The specialty retailer reported $1.26 earnings per share for the quarter, missing analysts’ consensus estimates of $1.94 by ($0.68). Alibaba Group had a net margin of 7.00% and a return on equity of 4.79%. The business had revenue of $39.64 billion for the quarter, compared to analyst estimates of $39.52 billion. During the same period last year, the firm earned $14.75 earnings per share. The company’s quarterly revenue was up 8.6% on a year-over-year basis.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the company. QRG Capital Management Inc. increased its holdings in shares of Alibaba Group by 7.4% in the 2nd quarter. QRG Capital Management Inc. now owns 46,705 shares of the specialty retailer’s stock valued at $4,483,000 after acquiring an additional 3,236 shares during the last quarter. IPG Investment Advisors LLC lifted its stake in Alibaba Group by 97.8% during the second quarter. IPG Investment Advisors LLC now owns 17,019 shares of the specialty retailer’s stock worth $1,647,000 after purchasing an additional 8,415 shares during the last quarter. WINTON GROUP Ltd acquired a new position in Alibaba Group in the second quarter worth $1,008,000. NorthRock Partners LLC boosted its holdings in Alibaba Group by 9.9% in the second quarter. NorthRock Partners LLC now owns 3,109 shares of the specialty retailer’s stock worth $298,000 after purchasing an additional 280 shares during the period. Finally, NewEdge Advisors LLC increased its stake in Alibaba Group by 35.2% during the second quarter. NewEdge Advisors LLC now owns 221,809 shares of the specialty retailer’s stock valued at $21,289,000 after purchasing an additional 57,725 shares during the last quarter. Institutional investors own 13.47% of the company’s stock.

Insider Transactions at Alibaba Group

In other news, President J. Evans sold 720,000 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $94.95, for a total value of $68,364,000.00. Following the completion of the sale, the president owned 28,000 shares of the company’s stock, valued at approximately $2,658,600. The trade was a 96.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Yongming Wu bought 350,000 shares of the business’s stock in a transaction dated Monday, August 24th. The stock was bought at an average price of $14.24 per share, for a total transaction of $4,984,000.00. Following the purchase, the chief executive officer owned 1,364,418 shares in the company, valued at approximately $19,429,312.32. This represents a 34.50% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 12.50% 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 the Zhenwu V900 AI accelerator, which it says delivers roughly three times the performance of its predecessor, and outlined plans for an AI model with 5 trillion to 10 trillion parameters. The company also plans to expand global data-center capacity to more than 20 gigawatts by 2032, strengthening its long-term cloud and AI growth story. Alibaba shares jump as new AI chip, data center buildout plans unveiled
• Positive Sentiment: Quick-commerce revenue reportedly rose 45% as Taobao Instant Commerce improved its unit economics. Faster growth could support Alibaba’s broader commerce recovery, although management is targeting profitability for the business only by fiscal 2029. Alibaba’s Quick Commerce Growth Accelerates
• Neutral Sentiment: Alibaba shareholders approved capital mandates, board elections and auditor-related resolutions at the company’s 2026 annual general meeting. The vote provides governance continuity but does not materially change the near-term earnings outlook. Alibaba Shareholders Back Capital Mandates, Board Elections and Auditors
• Negative Sentiment: A report that Beijing is probing Alibaba’s AI activities undercut enthusiasm from the chip launch and raised fresh regulatory and execution concerns. Investors are also assessing whether the planned data-center expansion—reported at more than $53 billion over three years—can generate adequate returns. Alibaba Falls as Reported Beijing AI Probe Undercuts Chip Rally
• Negative Sentiment: Multiple law firms publicized a securities-fraud class action and an October 5 lead-plaintiff deadline. The allegations reportedly concern statements about Alibaba’s AI operations and U.S. regulatory classification; while the claims are unproven, the repeated alerts increase headline and litigation risk. Alibaba Investors Securities Fraud Class Action Filed

About Alibaba Group

Alibaba Group Holding Limited is a global technology and commerce company founded in 1999 by Jack Ma and a group of co-founders. Headquartered in Hangzhou, China, the company operates a broad ecosystem of businesses serving consumers, merchants, brands and enterprises.

Its core businesses include online and mobile commerce platforms such as Taobao and Tmall in China, as well as international marketplaces including AliExpress and Lazada. Alibaba also provides wholesale commerce, cross-border retail, logistics through Cainiao, local consumer services, digital media and entertainment, and other consumer-focused technology services.

Alibaba Cloud provides cloud computing, data storage, artificial intelligence and related technology solutions to businesses and organizations.