Massachusetts Financial Services Co. MA Sells 9,825 Shares of Alibaba Group Holding Limited $BABA

Massachusetts Financial Services Co. MA trimmed its position in shares of Alibaba Group Holding Limited (NYSE:BABA) by 4.8% in the fourth quarter, Holdings Channel reports. The fund owned 193,982 shares of the specialty retailer’s stock after selling 9,825 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in Alibaba Group were worth $28,434,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of BABA. Capital World Investors boosted its holdings in Alibaba Group by 1,074.9% during the third quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock valued at $1,079,229,000 after acquiring an additional 5,524,354 shares during the period. Artisan Partners Limited Partnership bought a new stake in shares of Alibaba Group in the third quarter valued at about $290,208,000. Trivest Advisors Ltd bought a new position in Alibaba Group during the third quarter worth about $202,126,000. Coatue Management LLC lifted its stake in Alibaba Group by 130.1% during the third quarter. Coatue Management LLC now owns 1,996,593 shares of the specialty retailer’s stock worth $356,851,000 after purchasing an additional 1,128,826 shares during the period. Finally, Altimeter Capital Management LP bought a new position in Alibaba Group during the third quarter worth about $173,207,000. 13.47% of the stock is currently owned by institutional investors.

Alibaba Group Stock Performance

NYSE BABA opened at $133.30 on Thursday. The firm has a market cap of $318.25 billion, a price-to-earnings ratio of 25.15, a PEG ratio of 2.36 and a beta of 0.50. The company has a 50 day moving average of $138.36 and a 200-day moving average of $154.62. The company has a current ratio of 1.33, a quick ratio of 1.33 and a debt-to-equity ratio of 0.22. Alibaba Group Holding Limited has a 1-year low of $103.71 and a 1-year high of $192.67.

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on BABA shares. Robert W. Baird cut their price target on shares of Alibaba Group from $174.00 to $164.00 and set an “outperform” rating for the company in a research note on Friday, March 20th. DZ Bank cut shares of Alibaba Group from a “buy” rating to a “hold” rating and set a $135.00 price target for the company. in a research note on Friday, March 20th. Susquehanna dropped their price objective on shares of Alibaba Group from $190.00 to $170.00 and set a “positive” rating for the company in a report on Thursday, March 26th. Argus raised shares of Alibaba Group to a “hold” rating in a report on Tuesday, March 24th. Finally, Loop Capital set a $140.00 price objective on shares of Alibaba Group in a report on Tuesday, January 6th. Sixteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $187.68.

Key Stories Impacting Alibaba Group

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

• Positive Sentiment: Release of Qwen3.6-Plus — Alibaba rolled out Qwen3.6-Plus, an enterprise-grade, multimodal AI model aimed at agentic coding and production workflows; investors view this as a catalyst to increase stickiness and monetization across Alibaba Cloud and developer tools. Alibaba’s Qwen3.6 Plus Targets Enterprise AI Workflows
• Positive Sentiment: Cloud security/pricing overhaul — Reports say Alibaba’s cloud division implemented security and pricing changes that traders interpreted as revenue-enhancing and margin-supportive for cloud services, a key growth vector for the company. Alibaba Shares Surge on Cloud Division’s Security Pricing Overhaul
• Positive Sentiment: Institutional/hedge-fund interest — Notable investor Michael Burry disclosed a new position in Alibaba, which can boost sentiment and attract momentum buyers. Michael Burry Is Buying Alibaba Stock
• Positive Sentiment: Geographic expansion — Alibaba-backed buy-now-pay-later service received regulatory approval in Pakistan, marking another market-expansion move that can support GMV and payments revenue longer-term. Alibaba-backed Buy Now Pay Later firm gets SECP licence
• Neutral Sentiment: Analyst stance — Barclays maintained an Overweight rating on BABA but trimmed its price target modestly, signaling continued conviction in Alibaba’s multi-year AI/cloud push while acknowledging execution/cost risks. Barclays Stays Bullish on Alibaba
• Neutral Sentiment: Robotics R&D and product announcements — Amap (Alibaba unit) plans to unveil a four?legged robot; interesting for long-term AI/robotics exposure but unlikely to materially move near-term revenue. Alibaba’s Amap to launch first embodied robot
• Neutral Sentiment: Industry positioning — Market research reports and coverage note Alibaba among leaders in foundation AI/model customization globally; supportive for structural growth but competitive dynamics remain intense. Foundation AI Models Market Research Report 2026
• Neutral Sentiment: Price-action coverage — Several outlets highlighted Alibaba outperforming broader indexes today, reflecting the aggregate effect of the items above rather than a single news release. Alibaba Outpaces Stock Market Gains

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.