Pinpoint Asset Management Singapore Pte. Ltd. Decreases Stock Position in Alibaba Group Holding Limited $BABA

Key Points

• Pinpoint Asset Management cut its Alibaba stake by 99.7% in Q3, selling 4,986,323 shares and leaving 13,677 shares valued at $2.44 million (about 0.5% of its portfolio and its 29th largest holding).
• Other institutions initiated or boosted large positions—National Bank of Canada FI added 602,233 shares (~$68.3M), while Oriental Harbor, ARK and Marex opened sizable stakes—bringing institutional ownership to about 13.47%.
• Alibaba trades with a market cap of ~$312.7B and a P/E of 18.09, carries an average analyst rating of "Moderate Buy" with a ~$195 target, and is pushing AI initiatives (new AI task force and hires) even as leadership turnover at its Qwen AI division, weak profitability and regulatory risks pose near-term headwinds.

Pinpoint Asset Management Singapore Pte. Ltd. lowered its position in shares of Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 99.7% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 13,677 shares of the specialty retailer's stock after selling 4,986,323 shares during the period. Alibaba Group makes up about 0.5% of Pinpoint Asset Management Singapore Pte. Ltd.'s investment portfolio, making the stock its 29th largest position. Pinpoint Asset Management Singapore Pte. Ltd.'s holdings in Alibaba Group were worth $2,444,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. NTV Asset Management LLC lifted its holdings in Alibaba Group by 127.4% in the 3rd quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer's stock worth $2,707,000 after buying an additional 8,484 shares in the last quarter. Marex Group plc acquired a new stake in shares of Alibaba Group during the second quarter valued at about $17,139,000. National Bank of Canada FI increased its position 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 acquiring an additional 475,053 shares during the last quarter. Oriental Harbor Investment Master Fund purchased a new stake in shares of Alibaba Group during the third quarter worth about $39,500,000. Finally, ARK Investment Management LLC acquired a new position in shares of Alibaba Group in the third quarter worth about $37,565,000. 13.47% of the stock is owned by institutional investors and hedge funds.

Alibaba Group Stock Up 0.5%

NYSE:BABA opened at $130.98 on Monday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.46 and a current ratio of 1.46. The company has a market capitalization of $312.70 billion, a price-to-earnings ratio of 18.09, a price-to-earnings-growth ratio of 2.86 and a beta of 0.43. Alibaba Group Holding Limited has a one year low of $95.73 and a one year high of $192.67. The stock has a 50-day simple moving average of $157.47 and a 200 day simple moving average of $158.23.

Wall Street Analyst Weigh In

BABA has been the subject of a number of analyst reports. Weiss Ratings downgraded Alibaba Group from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, February 27th. Rosenblatt Securities set a $195.00 target price on Alibaba Group in a research report on Wednesday, November 26th. Benchmark reiterated a "buy" rating and set a $195.00 target price on shares of Alibaba Group in a research note on Tuesday, November 25th. Wall Street Zen downgraded shares of Alibaba Group from a "hold" rating to a "sell" rating in a research report on Friday, November 28th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Alibaba Group from $240.00 to $230.00 and set an "overweight" rating for the company in a research note on Wednesday, November 26th. Sixteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Alibaba Group has an average rating of "Moderate Buy" and an average target price of $195.17.

More Alibaba Group News

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

• Positive Sentiment: Company sets up an AI task force led by CEO Eddie Wu to accelerate foundation-model work, signaling senior-level commitment and resource allocation to Qwen and broader AI initiatives. This can support investor confidence in Alibaba’s AI roadmap. Alibaba Forms AI Task Force After Qwen Leader Exit
• Positive Sentiment: Alibaba hired a former Google DeepMind research scientist to bolster its Qwen AI team — a sign of talent acquisition to strengthen model development and competitiveness in generative AI. Alibaba Poaches Google DeepMind Research Scientist For Qwen AI Push
• Positive Sentiment: Coverage notes Alibaba and other Chinese names may be stabilizing after the selloff; technical signs suggest the market could be bottoming, which may attract value-oriented buyers if macro sentiment improves. Chinese Stocks May Be Bottoming. Alibaba and NetEase Look Attractive.
• Neutral Sentiment: Alibaba announced it will report its December quarter (Q4) results on March 19, 2026 and scheduled a board meeting to approve results — an event risk that could drive volatility depending on revenue, margins, cloud performance and cash flow. Alibaba Group Will Announce December Quarter 2025 Results on March 19, 2026
• Neutral Sentiment: Demand from Alibaba and peers is lifting China’s domestic memory suppliers, which could help cloud and datacenter cost/availability over time but is an indirect, medium-term tailwind. Demand from Alibaba and Other Giants Boosts China’s Homegrown Memory Suppliers
• Negative Sentiment: Short-term headwinds: the Qwen AI division head resigned and several senior leaders reshuffled — this creates execution uncertainty even as management pledges more resources. Market reaction depends on clarity of the new organization and pace of model delivery. Alibaba CEO confirms departure of Qwen AI division head
• Negative Sentiment: Analysts flag fundamentals: cloud revenue growth is healthy but profitability, plunging profit, negative free cash flow and renewed regulatory pressure in China raise doubts about whether heavy AI spending will pay off. These concerns can cap multiple expansion until visibility improves. Can Alibaba Stock Overcome Weak Cloud Growth and Regulatory Pressure?

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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