Alibaba Group Holding Limited (NYSE:BABA) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Alibaba has a consensus analyst rating of “Moderate Buy.” Among 23 firms covering the stock, 16 rate it a buy, 2 a strong buy, and 5 a hold, with an average 12-month price target of about $188.76.
• Recent analyst updates have been mostly constructive. Susquehanna, HSBC, Morgan Stanley, and JPMorgan all raised their price targets, while Morgan Stanley and JPMorgan kept overweight-style bullish views on the company.
• Investors are watching both growth catalysts and risks. Alibaba is emphasizing its AI and robotics strategy, but it also faces geopolitical uncertainty after being added to a Pentagon blacklist and broader weakness in Chinese equities.

Shares of Alibaba Group Holding Limited (NYSE:BABA - Get Free Report) have received a consensus rating of "Moderate Buy" from the twenty-three research firms that are currently covering the stock, MarketBeat reports. Five analysts have rated the stock with a hold rating, sixteen have issued a buy rating and two have assigned a strong buy rating to the company. The average twelve-month price objective among brokerages that have covered the stock in the last year is $188.7619.

Several research analysts have recently issued reports on the stock. Susquehanna upped their price target on shares of Alibaba Group from $170.00 to $185.00 and gave the stock a "positive" rating in a report on Friday, May 15th. HSBC upped their price objective on shares of Alibaba Group from $172.00 to $180.00 in a report on Thursday, May 14th. Morgan Stanley increased their target price on shares of Alibaba Group from $180.00 to $190.00 and gave the company an "overweight" rating in a research report on Thursday, May 14th. Argus raised shares of Alibaba Group to a "hold" rating in a research report on Tuesday, March 24th. Finally, JPMorgan Chase & Co. increased their target price on shares of Alibaba Group from $200.00 to $205.00 and gave the company an "overweight" rating in a research report on Thursday, May 14th.

Hedge Funds Weigh In On Alibaba Group

Large investors have recently added to or reduced their stakes in the business. Rathbones Group PLC boosted its stake in Alibaba Group by 8.8% during the first quarter. Rathbones Group PLC now owns 73,646 shares of the specialty retailer's stock worth $9,240,000 after acquiring an additional 5,959 shares in the last quarter. Parallel Advisors LLC raised its stake in shares of Alibaba Group by 14.9% in the first quarter. Parallel Advisors LLC now owns 11,606 shares of the specialty retailer's stock worth $1,456,000 after buying an additional 1,506 shares during the period. Lavelle Capital LP purchased a new position in shares of Alibaba Group during the 1st quarter valued at about $420,000. GKV Capital Management Co. Inc. grew its stake in shares of Alibaba Group by 0.9% during the 1st quarter. GKV Capital Management Co. Inc. now owns 24,867 shares of the specialty retailer's stock valued at $3,120,000 after acquiring an additional 217 shares during the period. Finally, TrueWealth Financial Partners bought a new position in Alibaba Group during the first quarter valued at $595,000. Hedge funds and other institutional investors own 13.47% of the company's stock.

Key Headlines Impacting Alibaba Group

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

• Positive Sentiment: Alibaba continues to highlight its AI strategy, including new robotics models for logistics, warehousing, and business operations, while executives also discussed AI investment opportunities at a Bloomberg event. This supports the bullish case that AI could drive future growth. Alibaba (BABA) Faces Pentagon Blacklist As It Pushes Deeper Into AI Robotics
• Positive Sentiment: Alibaba filed its annual report on Form 20-F for fiscal 2026, reducing filing uncertainty and confirming the company remains current with its reporting obligations. Alibaba Group Announces Filing of Annual Report on Form 20-F for Fiscal Year 2026
• Neutral Sentiment: Alibaba adjusted conversion terms on its 2031 convertible notes after its 2026 dividend. This is a technical financing update, but it may matter to investors watching dilution and capital structure. Alibaba adjusts conversion terms on 2031 convertible notes after 2026 dividend
• Neutral Sentiment: Commentary comparing MercadoLibre and Alibaba underscores that BABA is still viewed as a growth-oriented e-commerce and AI play, but with credit risk and macro challenges clouding the outlook. MercadoLibre vs. Alibaba: Which E-Commerce Stock Holds an Edge?
• Negative Sentiment: Alibaba was added to a new Pentagon blacklist alleging links to the Chinese military, increasing geopolitical and regulatory uncertainty even if the direct business impact is expected to be limited. Alibaba (BABA) Faces Pentagon Blacklist As It Pushes Deeper Into AI Robotics
• Negative Sentiment: Broader weakness in Chinese equities is weighing on sentiment, with a major China stock gauge nearing a bear market on soft growth and a tech selloff, which can drag on BABA even when company-specific news is constructive. China Stock Gauge Nears Bear Market on Weak Growth, Tech Slide

Alibaba Group Trading Up 0.1%

Shares of BABA stock opened at $107.22 on Monday. Alibaba Group has a 12-month low of $103.71 and a 12-month high of $192.67. The company has a market capitalization of $257.23 billion, a PE ratio of 17.61, a price-to-earnings-growth ratio of 1.84 and a beta of 0.48. The firm has a 50 day moving average price of $128.75 and a two-hundred day moving average price of $142.06. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21.

Alibaba Group (NYSE:BABA - Get Free Report) last posted its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. The company had revenue of $35.30 billion for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%. As a group, analysts predict that Alibaba Group will post 6.75 earnings per share for the current year.

Alibaba Group Dividend Announcement

The firm also recently announced an annual dividend, which will be paid on Monday, July 13th. Investors of record on Thursday, June 11th will be given a $1.05 dividend. This represents a yield of 93.0%. The ex-dividend date is Thursday, June 11th. Alibaba Group's dividend payout ratio (DPR) is presently 16.91%.

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.

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