Alibaba Group Holding Limited $BABA Position Lifted by Prime Capital Investment Advisors LLC

Key Points

• Prime Capital Investment Advisors increased its Alibaba position by 83.7% in the third quarter, adding 11,071 shares to hold 24,296 shares valued at approximately $2.6 million. Institutional investors collectively own 13.47% of the company.
• Alibaba shares opened at $104.35, below their 50-day and 200-day moving averages, while the company’s latest quarterly earnings of $1.26 per share missed estimates of $1.94 despite revenue rising 8.6% year over year to $39.64 billion.
• Analysts maintain a generally positive view, with a consensus rating of “Moderate Buy” and an average price target of $182.89. Director Joseph Tsai and CEO Yongming Wu also bought shares, although insiders sold nearly 1 million shares during the past 90 days.

Prime Capital Investment Advisors LLC boosted its position in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 83.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,296 shares of the specialty retailer's stock after purchasing an additional 11,071 shares during the quarter. Prime Capital Investment Advisors LLC's holdings in Alibaba Group were worth $2,613,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Aureus Asset Management LLC grew its holdings in shares of Alibaba Group by 511.0% in the 1st 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 period. IPG Investment Advisors LLC increased its position 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 buying an additional 8,415 shares in the last quarter. Teachers Retirement System of The State of Kentucky raised its stake in Alibaba Group by 24.5% during 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 buying an additional 51,000 shares during the period. Turn8 Private Wealth Inc. raised its stake in Alibaba Group by 70.3% during the 1st quarter. Turn8 Private Wealth Inc. now owns 37,324 shares of the specialty retailer's stock worth $4,683,000 after buying an additional 15,404 shares during the period. Finally, Jennison Associates LLC raised its stake in Alibaba Group by 54.2% during the 1st quarter. Jennison Associates LLC now owns 83,627 shares of the specialty retailer's stock worth $10,492,000 after buying an additional 29,392 shares during the period. Institutional investors own 13.47% of the company's stock.

Alibaba Group Stock Down 3.9%

Shares of BABA stock opened at $104.35 on Thursday. The firm has a fifty day moving average of $113.08 and a 200-day moving average of $118.69. The company has a quick ratio of 1.36, a current 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 $182.50. The company has a market capitalization of $259.60 billion, a price-to-earnings ratio of 47.64, a P/E/G ratio of 1.42 and a beta of 0.47.

Alibaba Group (NYSE:BABA - Get Free Report) last issued its quarterly earnings data on Friday, August 14th. The specialty retailer reported $1.26 EPS for the quarter, missing analysts' consensus estimates of $1.94 by ($0.68). The company had revenue of $39.64 billion for the quarter, compared to analyst estimates of $39.52 billion. Alibaba Group had a return on equity of 4.79% and a net margin of 7.00%. The company's revenue was up 8.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $14.75 earnings per share. As a group, equities research analysts predict that Alibaba Group Holding Limited will post 5.74 earnings per share for the current fiscal year.

Analyst Ratings Changes

BABA has been the topic of several recent analyst reports. Citigroup lifted their target price on Alibaba Group from $190.00 to $193.00 and gave the stock a "buy" rating in a report on Thursday, October 8th. Nomura lowered their price target on Alibaba Group from $207.00 to $178.00 and set a "buy" rating for the company in a report on Thursday, June 25th. Benchmark restated a "buy" rating on shares of Alibaba Group in a report on Thursday, August 20th. Susquehanna raised their price target on Alibaba Group from $185.00 to $190.00 and gave the stock a "positive" rating in a research report on Friday, August 28th. Finally, Jefferies Financial Group reaffirmed a "buy" rating and set a $192.00 price target on shares of Alibaba Group in a research report on Thursday, October 8th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $182.89.

Insider Activity

In other news, Director Joseph C. Tsai purchased 720,000 shares of the business's stock in a transaction dated Monday, August 24th. The shares were bought at an average cost of $14.29 per share, for a total transaction of $10,288,800.00. Following the completion of the acquisition, the director directly owned 114,979,168 shares in the company, valued at approximately $1,643,052,310.72. This trade represents a 0.63% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Yongming Wu purchased 350,000 shares of the business's stock in a transaction dated Monday, August 24th. The stock was purchased at an average price of $14.24 per share, for a total transaction of $4,984,000.00. Following the completion of the acquisition, the chief executive officer owned 1,364,418 shares of the company's stock, valued at approximately $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 have sold 999,971 shares of company stock worth $13,563,304. 12.50% of the stock is currently owned by insiders.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba reportedly backed a $400 million fundraising round for autonomous-delivery company Neolix. The investment could strengthen Alibaba’s logistics and last-mile delivery capabilities while expanding its exposure to driverless-vehicle technology. Alibaba Reportedly Backs Neolix Raise $400 Million for Driverless Delivery Expansion
• Positive Sentiment: Alibaba, ByteDance and Tencent reportedly placed more than $35 billion of orders for Nvidia chips. The demand highlights Alibaba’s substantial AI ambitions and could support future cloud-computing and AI-service growth, although Nvidia may be able to fulfill only a portion of the orders because of supply constraints and export restrictions. ByteDance, Alibaba, Tencent place over US$35 bn worth of Nvidia chip orders
• Positive Sentiment: Alibaba’s RISC-V intellectual property reportedly powers more than 6 billion shipped chips, offering a potential long-term opportunity in AI, automotive and embedded-computing markets. Alibaba’s RISC-V IP powers over 6 billion shipped chips as tech giant targets AI, autos
• Neutral Sentiment: Recent investment commentary presents Alibaba as a potential 2026 retail investment because of its leading Chinese e-commerce position, conservative balance sheet and AI/cloud expansion. However, comparisons with Walmart and Home Depot emphasize that Alibaba remains a higher-growth, higher-risk alternative rather than a direct defensive substitute. Better Retail Stock for 2026: Alibaba vs. Walmart
• Negative Sentiment: The immediate pressure came from a broad retreat in Chinese technology stocks. Alibaba was among the hardest-hit names as investors questioned whether heavy AI and cloud spending will generate sufficient returns, raising concerns about margins, cash flow and near-term earnings. China Tech Stocks Slide While Broader Market Edges Higher

Alibaba Group 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 that connects consumers, merchants, brands and businesses through online marketplaces, technology platforms and related services.

The company's China commerce businesses include Taobao, a consumer-focused marketplace, and Tmall, which enables brands and retailers to sell directly to consumers. Alibaba also operates 1688, a business-to-business wholesale marketplace.

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