Alibaba Group (NYSE:BABA) Stock: Insider Siying Yu Sells 6,764 Shares

Alibaba Group Holding Limited (NYSE:BABA) General Counsel Siying Yu sold 6,764 shares of the stock in a transaction dated Friday, September 25th. The stock was sold at an average price of $13.58, for a total transaction of $91,855.12. Following the sale, the general counsel owned 613,965 shares in the company, valued at $8,337,644.70. The trade was a 1.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Alibaba Group Stock Down 0.1%

NYSE BABA opened at $107.64 on Thursday. The business has a fifty day moving average price of $117.15 and a two-hundred day moving average price of $120.67. The stock has a market capitalization of $267.54 billion, a PE ratio of 26.06, a PEG ratio of 1.44 and a beta of 0.51. Alibaba Group Holding Limited has a fifty-two week low of $91.99 and a fifty-two week high of $192.67. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.36 and a quick ratio of 1.36.

Alibaba Group (NYSE:BABA) last announced its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 earnings per share for the quarter, missing the consensus estimate of $1.94 by ($0.68). The business had revenue of $39.64 billion for the quarter, compared to the consensus estimate of $39.52 billion. Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%.Alibaba Group’s quarterly revenue was up 8.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $14.75 earnings per share. Equities analysts expect that Alibaba Group Holding Limited will post 5.8 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Alibaba Group

A number of hedge funds have recently made changes to their positions in BABA. Aureus Asset Management LLC boosted its position in Alibaba Group by 511.0% during the first quarter. Aureus Asset Management LLC now owns 9,361 shares of the specialty retailer’s stock valued at $1,174,000 after acquiring an additional 7,829 shares during the last quarter. Teachers Retirement System of The State of Kentucky raised its position in shares of Alibaba Group by 24.5% in the 1st quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer’s stock worth $32,567,000 after acquiring an additional 51,000 shares in the last quarter. IPG Investment Advisors LLC lifted its stake in shares of Alibaba Group by 97.8% in the 2nd quarter. IPG Investment Advisors LLC now owns 17,019 shares of the specialty retailer’s stock valued at $1,647,000 after purchasing an additional 8,415 shares during the period. Thornburg Investment Management Inc. lifted its stake in shares of Alibaba Group by 5.5% in the 4th quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer’s stock valued at $85,607,000 after purchasing an additional 30,644 shares during the period. Finally, Wellspring Financial Advisors LLC bought a new stake in shares of Alibaba Group during the 4th quarter valued at about $796,000. 13.47% of the stock is currently owned by institutional investors.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Alibaba’s cloud and AI businesses are showing encouraging momentum. Cloud revenue and EBITA are accelerating, and potential Chinese approval to purchase Nvidia RTX PRO 5500 chips could improve access to processors for Alibaba Cloud and internal AI projects. The company is also testing an invitation-only VIP membership program on AliExpress to target high-spending customers. Alibaba Nvidia Chip Approval Report
• Neutral Sentiment: Analyst sentiment remains generally constructive, with Alibaba carrying a “Moderate Buy” consensus rating and an average price target substantially above its current trading level. However, target reductions and continued uncertainty around execution limit the immediate benefit. Alibaba Analyst Recommendation Report
• Neutral Sentiment: Recent insider sales by Alibaba’s CFO, general counsel and another executive were identified as transactions to cover tax withholding on vested equity awards. The sales may attract attention but appear less meaningful as a bearish signal because they represented relatively small portions of holdings. Alibaba Insider Trading Report
• Negative Sentiment: AI investment is weighing on cash flow and earnings, while weak international commerce and the company’s previous EPS miss raise concerns about returns on spending. Investors are likely looking for evidence in the next earnings report that cloud growth is translating into sustainable profits. Alibaba AI Spending Analysis
• Negative Sentiment: Multiple law firms are publicizing a securities-fraud class action covering purchases from June 26, 2025, through June 24, 2026, with a lead-plaintiff deadline of October 5. The complaints allege misleading disclosures related to a U.S. Department of Defense designation and AI “distillation”; the allegations have not been proven, but the litigation creates headline and potential liability risk. Alibaba Securities Lawsuit Notice

Analyst Ratings Changes

A number of research firms have weighed in on BABA. Robert W. Baird decreased their target price on shares of 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 reiterated a “buy” rating on shares of Alibaba Group in a research note on Thursday, August 20th. JPMorgan Chase & Co. boosted their price objective on Alibaba Group from $205.00 to $210.00 and gave the stock an “overweight” rating in a research report on Friday, August 21st. Susquehanna upped their target price on Alibaba Group from $185.00 to $190.00 and gave the stock a “positive” rating in a report on Friday, August 28th. Finally, Barclays increased their target price on Alibaba Group from $195.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, August 21st. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, Alibaba Group presently has an average rating of “Moderate Buy” and a consensus price target of $187.05.

Alibaba Group Company Profile

Alibaba Group Holding Limited is a technology and commerce company founded in 1999 and headquartered in Hangzhou, China. It operates a broad digital ecosystem connecting consumers, merchants, brands and businesses through online marketplaces and related services.

The company’s China commerce businesses include Taobao and Tmall, while its international commerce operations include Alibaba.com, AliExpress, Lazada and Trendyol. Alibaba also provides logistics services through Cainiao, consumer services through platforms such as Ele.me and Freshippo, and digital media and entertainment offerings.

Alibaba Cloud provides cloud computing, data management, artificial intelligence and other technology services to businesses and organizations.