Rep. Gilbert Ray Cisneros, Jr. Sells Shares of Alibaba Group Holding Limited (NYSE:BABA)

Key Points

• Rep. Gilbert Ray Cisneros Jr. sold between $100,001 and $250,000 of Alibaba shares on July 24, according to a congressional disclosure. He also made several other stock purchases and sales in July.
• Alibaba reported quarterly revenue of $39.64 billion, up 8.6% year over year and slightly above estimates, but EPS of $1.26 missed consensus by $0.68.
• Investor sentiment is mixed: analysts maintain a “Moderate Buy” consensus with a $187.45 price target, while the company’s $10.2 billion share placement, potential dilution, rising AI costs and securities litigation notices remain concerns.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Alibaba Group Holding Limited (NYSE:BABA). In a filing disclosed on September 04th, the Representative disclosed that they had sold between $100,001 and $250,000 in Alibaba Group stock on July 24th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $15,001 - $50,000 in shares of Mesabi Trust NYSE: MSB on 7/31/2026.
• Purchased $1,001 - $15,000 in shares of Praxis Precision Medicines NASDAQ: PRAX on 7/30/2026.
• Purchased $15,001 - $50,000 in shares of Alkermes NASDAQ: ALKS on 7/30/2026.
• Sold $15,001 - $50,000 in shares of Crinetics Pharmaceuticals NASDAQ: CRNX on 7/30/2026.
• Sold $1,001 - $15,000 in shares of Adobe NASDAQ: ADBE on 7/24/2026.
• Sold $1,001 - $15,000 in shares of Viavi Solutions NASDAQ: VIAV on 7/21/2026.
• Purchased $1,001 - $15,000 in shares of SailPoint NASDAQ: SAIL on 7/21/2026.
• Purchased $1,001 - $15,000 in shares of Glacier Bancorp NYSE: GBCI on 7/21/2026.
• Sold $1,001 - $15,000 in shares of FedEx NYSE: FDX on 7/21/2026.
• Purchased $1,001 - $15,000 in shares of Marvell Technology NASDAQ: MRVL on 7/17/2026.

Alibaba Group Price Performance

Shares of Alibaba Group stock opened at $113.10 on Tuesday. The firm has a market cap of $281.12 billion, a PE ratio of 27.38, a PEG ratio of 2.07 and a beta of 0.51. The stock has a 50 day moving average of $116.54 and a 200 day moving average of $124.56. The company has a current ratio of 1.36, a quick ratio of 1.36 and a debt-to-equity ratio of 0.21. Alibaba Group Holding Limited has a 12 month low of $91.99 and a 12 month high of $192.67.

Alibaba Group (NYSE:BABA - Get Free Report) last released its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.94 by ($0.68). Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%.The firm had revenue of $39.64 billion during the quarter, compared to the consensus estimate of $39.52 billion. During the same period in the previous year, the firm earned $14.75 EPS. The business's revenue was up 8.6% compared to the same quarter last year. On average, research analysts expect that Alibaba Group Holding Limited will post 5.88 EPS for the current fiscal year.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba’s dominant position in Chinese e-commerce and cloud computing, combined with its relatively discounted valuation, could provide longer-term upside compared with higher-valued rivals such as Coupang and Shopify. Alibaba vs. Coupang comparison Alibaba vs. Shopify comparison
• Neutral Sentiment: Several investor-rights firms publicized securities class actions or urged shareholders to participate in existing litigation. The notices concern purchases made from June 26, 2025, through June 24, 2026, and cite allegations including undisclosed Chinese military ties and fraudulent AI-distillation attacks. The allegations have not been established, and the immediate financial impact is uncertain. Investors face an October 5, 2026, lead-plaintiff deadline. Rosen securities litigation notice Hagens Berman investor notice SBS securities fraud lawsuit notice
• Negative Sentiment: Alibaba’s approximately $10.2 billion Hong Kong share placement has increased the share count and created dilution concerns. Reports also say AI-related costs are weighing on investor sentiment, pushing the stock below the placement price and raising questions about the near-term return on heavy AI investment. Alibaba capital raise report Alibaba AI costs and placement price report

Hedge Funds Weigh In On Alibaba Group

Several hedge funds have recently made changes to their positions in the company. Aureus Asset Management LLC lifted its position in Alibaba Group by 511.0% in the first quarter. Aureus Asset Management LLC now owns 9,361 shares of the specialty retailer's stock valued at $1,174,000 after buying an additional 7,829 shares during the last quarter. Teachers Retirement System of The State of Kentucky increased its position in shares of Alibaba Group by 24.5% during the first quarter. Teachers Retirement System of The State of Kentucky now owns 259,580 shares of the specialty retailer's stock valued at $32,567,000 after acquiring an additional 51,000 shares during the last quarter. Thornburg Investment Management Inc. increased its position in shares of Alibaba Group by 5.5% during the fourth quarter. Thornburg Investment Management Inc. now owns 584,028 shares of the specialty retailer's stock valued at $85,607,000 after acquiring an additional 30,644 shares during the last quarter. Eurizon Capital SGR S.p.A. purchased a new stake in shares of Alibaba Group in the 4th quarter valued at approximately $21,266,000. Finally, William Blair Investment Management LLC purchased a new stake in shares of Alibaba Group in the 4th quarter valued at approximately $1,622,000. 13.47% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Alibaba Group

In other Alibaba Group news, President J. Evans sold 720,000 shares of the business's stock in a transaction that occurred on Monday, June 29th. The stock was sold at an average price of $94.95, for a total value of $68,364,000.00. Following the sale, the president owned 28,000 shares of the company's stock, valued at $2,658,600. The trade was a 96.26% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Yongming Wu purchased 350,000 shares of the firm's stock in a transaction on Monday, August 24th. The shares were purchased at an average price of $14.24 per share, for a total transaction of $4,984,000.00. Following the completion of the purchase, the chief executive officer directly owned 1,364,418 shares of the company's stock, valued at $19,429,312.32. This represents a 34.50% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders sold 920,303 shares of company stock worth $70,796,370. 12.50% of the stock is owned by company insiders.

Analysts Set New Price Targets

BABA has been the subject of several research reports. Wall Street Zen upgraded shares of Alibaba Group from a "sell" rating to a "hold" rating in a research report on Saturday, May 23rd. 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 report on Friday, August 21st. Weiss Ratings reiterated a "hold (c+)" rating on shares of Alibaba Group in a research report on Monday, August 24th. Morgan Stanley boosted their price objective on Alibaba Group from $180.00 to $190.00 and gave the stock an "overweight" rating in a research note on Thursday, May 14th. Finally, Benchmark reaffirmed a "buy" rating on shares of Alibaba Group in a research note on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $187.45.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California's 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027. Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California's 31st Congressional District. He declared candidacy for the 2026 election. Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor's degree in political science from George Washington University in 1994, a master's in business administration from Regis University in 2002, and a master's degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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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