Alibaba Group Holding Limited $BABA Shares Purchased by Allspring Global Investments Holdings LLC

Key Points

• Allspring Global Investments raised its Alibaba stake 37.1% in Q4 to 15,286 shares (worth $2.38M), and other large investors — notably National Bank of Canada, ARK and Oriental Harbor — also added sizable positions, with institutional ownership at about 13.47%.
• Analysts maintain a consensus "Moderate Buy" with an average target of $187.89, even as several firms (Barclays, Baird, Morgan Stanley) trimmed price targets and DZ Bank downgraded Alibaba to Hold, indicating mixed near‑term views.
• Company developments include advances in AI chips and a new AI data center, a CEO‑led technology committee and confirmation of Hong Kong public‑float compliance; shares were trading around $125.29 (up ~4.7%), with a 52‑week range of $95.73–$192.67 and a market cap near $299B.

Allspring Global Investments Holdings LLC grew its position in Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 37.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,286 shares of the specialty retailer's stock after acquiring an additional 4,133 shares during the quarter. Allspring Global Investments Holdings LLC's holdings in Alibaba Group were worth $2,381,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. NTV Asset Management LLC boosted its holdings in shares of Alibaba Group by 127.4% in the third quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer's stock valued at $2,707,000 after acquiring an additional 8,484 shares during the period. Marex Group plc acquired a new stake in shares of Alibaba Group during the second quarter worth $17,139,000. National Bank of Canada FI lifted its holdings in shares of Alibaba Group by 373.5% during the second quarter. National Bank of Canada FI now owns 602,233 shares of the specialty retailer's stock worth $68,294,000 after purchasing an additional 475,053 shares during the period. Oriental Harbor Investment Master Fund acquired a new stake in shares of Alibaba Group during the third quarter worth $39,500,000. Finally, ARK Investment Management LLC acquired a new stake in shares of Alibaba Group during the third quarter worth $37,565,000. 13.47% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

BABA has been the subject of several recent research reports. Argus raised Alibaba Group to a "hold" rating in a report on Tuesday, March 24th. Barclays decreased their price target on Alibaba Group from $195.00 to $190.00 and set an "overweight" rating for the company in a report on Friday, March 20th. Robert W. Baird decreased their price target on Alibaba Group from $174.00 to $164.00 and set an "outperform" rating for the company in a report on Friday, March 20th. DZ Bank downgraded Alibaba Group from a "buy" rating to a "hold" rating and set a $135.00 price target for the company. in a report on Friday, March 20th. Finally, Morgan Stanley decreased their price target on Alibaba Group from $200.00 to $180.00 and set an "overweight" rating for the company in a report on Thursday, January 8th. Sixteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, Alibaba Group presently has a consensus rating of "Moderate Buy" and an average target price of $187.89.

Trending Headlines about Alibaba Group

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

• Positive Sentiment: Alibaba and China Telecom launched a new AI data center powered by Alibaba’s self‑developed Zhenwu AI chips and a 10,000‑card computing cluster — a tangible step into high‑performance AI infrastructure that supports product differentiation and potential cloud/AI revenue upside. Article Title
• Positive Sentiment: Management has created a CEO‑led technology committee and restructured AI executive responsibilities — governance and clearer accountability for AI strategy can accelerate execution and reassure investors about prioritization of capital and talent. Article Title
• Positive Sentiment: Alibaba confirmed March share issuances and that it meets Hong Kong Stock Exchange public‑float rules — reduces regulatory uncertainty and potential listing‑related overhang. Article Title
• Positive Sentiment: Alibaba is buying domestic AI chips (including orders tied to Huawei) and building its own chip stack — part of China’s push for semiconductor independence. Securing supply and reducing foreign dependency supports long‑term AI and cloud roadmap. Article Title
• Neutral Sentiment: Analysts maintain a generally constructive view (consensus "Moderate Buy"), which supports investor sentiment but leaves upside tied to execution on growth and margins. Article Title
• Negative Sentiment: Several pieces flag slowing e‑commerce momentum, weak customer‑management metrics (CMR) gains and plunging profits in Alibaba’s core retail business — these fundamental headwinds could limit multiple expansion and weigh on near‑term earnings. Article Title

Alibaba Group Trading Up 4.7%

Shares of BABA stock opened at $125.29 on Thursday. Alibaba Group Holding Limited has a fifty-two week low of $95.73 and a fifty-two week high of $192.67. The stock has a market cap of $299.12 billion, a P/E ratio of 23.64, a P/E/G ratio of 2.12 and a beta of 0.50. The business has a fifty day simple moving average of $142.11 and a 200-day simple moving average of $156.05. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.22.

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

About Alibaba Group

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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