Benjamin Edwards Inc. Has $1.61 Million Stock Holdings in Alibaba Group Holding Limited $BABA

Key Points

• Benjamin Edwards Inc. raised its stake in Alibaba by 95.8% in Q4 and now owns 10,981 shares worth about $1.61 million at the end of the quarter.
• Analysts have a consensus Moderate Buy on BABA with an average price target of $188.75, versus a recent share price near $141.48, implying meaningful upside from current levels.
• News flow is mixed: cloud/AI tailwinds (higher CapEx forecasts and stronger ADR flows) are supporting the stock, but fierce AI competition could pressure pricing and margins for Alibaba Cloud.

Benjamin Edwards Inc. raised its stake in Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 95.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,981 shares of the specialty retailer's stock after acquiring an additional 5,374 shares during the period. Benjamin Edwards Inc.'s holdings in Alibaba Group were worth $1,609,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bruce G. Allen Investments LLC raised its holdings in shares of Alibaba Group by 26.4% during the 3rd quarter. Bruce G. Allen Investments LLC now owns 302 shares of the specialty retailer's stock worth $54,000 after buying an additional 63 shares in the last quarter. Bluesphere Advisors LLC raised its holdings in shares of Alibaba Group by 2.2% during the 3rd quarter. Bluesphere Advisors LLC now owns 3,023 shares of the specialty retailer's stock worth $540,000 after buying an additional 64 shares in the last quarter. Richardson Financial Services Inc. raised its holdings in shares of Alibaba Group by 34.4% during the 3rd quarter. Richardson Financial Services Inc. now owns 254 shares of the specialty retailer's stock worth $45,000 after buying an additional 65 shares in the last quarter. Transcend Capital Advisors LLC raised its holdings in shares of Alibaba Group by 1.0% during the 3rd quarter. Transcend Capital Advisors LLC now owns 6,661 shares of the specialty retailer's stock worth $1,191,000 after buying an additional 66 shares in the last quarter. Finally, Ameriflex Group Inc. raised its holdings in shares of Alibaba Group by 101.4% during the 3rd quarter. Ameriflex Group Inc. now owns 143 shares of the specialty retailer's stock worth $26,000 after buying an additional 72 shares in the last quarter. 13.47% of the stock is owned by institutional investors and hedge funds.

Alibaba Group News Roundup

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

• Positive Sentiment: TrendForce raised its 2026 CapEx forecast for the world’s top cloud service providers — a group that explicitly includes Alibaba — to roughly US$830 billion as North American AI data-center buildout accelerates. That upgrade supports higher demand expectations for cloud infrastructure and services, a direct tailwind for Alibaba Cloud revenue and investor sentiment. North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce
• Positive Sentiment: US-traded Asian ADRs surged in Wednesday trading, lifting liquidity and demand for major China tech ADRs including BABA and helping drive its outperformance versus broader market weakness. Asian Equities Traded in the US as American Depositary Receipts Soar in Wednesday Trading
• Neutral Sentiment: Recent coverage notes Alibaba rising despite wider market softness, reinforcing that stock-specific catalysts (cloud/AI exposure, ADR flows) are currently outweighing macro headwinds. Alibaba (BABA) Increases Despite Market Slip: Here's What You Need to Know
• Neutral Sentiment: Educational/context pieces explain pre-IPO placements using Alibaba as an example — useful for longer-term investors but not an immediate price driver. Understanding Pre-IPO Placements: Definition, Process & Alibaba Example
• Neutral Sentiment: Miscellaneous coverage (e.g., a Jack Ma quote piece) is garnering attention but is unlikely to materially move fundamentals or near-term stock performance. Quote of the day by Alibaba founder Jack Ma: 'The world needs new leadership, but the new leadership is…'
• Negative Sentiment: Competitive dynamics in AI model development remain fierce — a sanctioned Chinese firm argues lower-cost models can still win — which highlights margin and differentiation risks for cloud/AI providers, including Alibaba, if commoditization accelerates. That could pressure pricing and margins over time. In the global AI race, a sanctioned Chinese firm says cheaper models can still win

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. Weiss Ratings cut Alibaba Group from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, February 27th. Erste Group Bank cut Alibaba Group from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Morgan Stanley lowered their target price on Alibaba Group from $200.00 to $180.00 and set an "overweight" rating for the company in a report on Thursday, January 8th. Mizuho lowered their target price on Alibaba Group from $195.00 to $190.00 and set an "outperform" rating for the company in a report on Friday, March 20th. Finally, Jefferies Financial Group lowered their target price on Alibaba Group from $225.00 to $212.00 and set a "buy" rating for the company in a report on Thursday, March 19th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $188.75.

Alibaba Group Stock Up 7.0%

Shares of Alibaba Group stock opened at $141.48 on Thursday. Alibaba Group Holding Limited has a one year low of $103.71 and a one year high of $192.67. The company has a debt-to-equity ratio of 0.22, a current ratio of 1.33 and a quick ratio of 1.33. The stock's 50-day moving average is $132.37 and its 200 day moving average is $150.76. The firm has a market cap of $339.42 billion, a price-to-earnings ratio of 26.69, a PEG ratio of 2.40 and a beta of 0.50.

Alibaba Group (NYSE:BABA - Get Free Report) last announced its earnings results on Saturday, February 14th. The specialty retailer reported $0.13 EPS for the quarter. The company had revenue of $40.71 billion for the quarter. Alibaba Group had a return on equity of 7.43% and a net margin of 9.12%. Equities research analysts anticipate that Alibaba Group Holding Limited will post 4.33 EPS for the current year.

Alibaba Group 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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