SPX Gestao de Recursos Ltda Acquires 33,000 Shares of Alibaba Group Holding Limited $BABA

Key Points

• SPX Gestao de Recursos Ltda boosted its stake in Alibaba by 6,600% in Q3, buying an additional 33,000 shares to hold 33,500 shares worth about $5.99 million.
• Several other institutions also increased or opened large positions — notably National Bank of Canada FI added 475,053 shares to hold 602,233 shares (~$68.3M), while Marex, ARK and Oriental Harbor made multi‑million dollar buys; institutional ownership stands at about 13.47%.
• Analysts maintain a generally positive view (consensus rating: Moderate Buy, target ~$195.17) amid company moves into AI and an upcoming March 19, 2026 quarterly report, though leadership changes in the Qwen AI division and profitability/regulatory concerns are near‑term risks.

SPX Gestao de Recursos Ltda increased its holdings in Alibaba Group Holding Limited (NYSE:BABA - Free Report) by 6,600.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 33,500 shares of the specialty retailer's stock after purchasing an additional 33,000 shares during the period. SPX Gestao de Recursos Ltda's holdings in Alibaba Group were worth $5,987,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of BABA. NTV Asset Management LLC grew its holdings in Alibaba Group by 127.4% during the third quarter. NTV Asset Management LLC now owns 15,143 shares of the specialty retailer's stock valued at $2,707,000 after purchasing an additional 8,484 shares during the last quarter. Marex Group plc acquired a new stake in shares of Alibaba Group in the second quarter worth $17,139,000. National Bank of Canada FI boosted its holdings in shares of Alibaba Group by 373.5% during the 2nd quarter. National Bank of Canada FI now owns 602,233 shares of the specialty retailer's stock worth $68,294,000 after buying an additional 475,053 shares during the period. Oriental Harbor Investment Master Fund acquired a new position in Alibaba Group in the 3rd quarter valued at $39,500,000. Finally, ARK Investment Management LLC bought a new position in Alibaba Group in the 3rd quarter worth $37,565,000. 13.47% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Barclays raised their price target on Alibaba Group from $190.00 to $195.00 and gave the company an "overweight" rating in a research report on Wednesday, November 26th. Macquarie Infrastructure reaffirmed an "outperform" rating on shares of Alibaba Group in a research report on Tuesday, November 25th. Weiss Ratings cut Alibaba Group from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, February 27th. Erste Group Bank lowered shares of Alibaba Group from a "buy" rating to a "hold" rating in a research report on Wednesday, February 18th. Finally, Nomura upped their target price on shares of Alibaba Group from $193.00 to $237.00 and gave the company a "buy" rating in a research note on Monday, January 26th. Sixteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $195.17.

Alibaba Group Trading Up 0.5%

Alibaba Group stock opened at $130.98 on Friday. The business has a 50 day moving average price of $157.47 and a two-hundred day moving average price of $157.70. The company has a quick ratio of 1.46, a current ratio of 1.46 and a debt-to-equity ratio of 0.23. Alibaba Group Holding Limited has a 12 month low of $95.73 and a 12 month high of $192.67. The stock has a market cap of $312.70 billion, a price-to-earnings ratio of 18.09, a price-to-earnings-growth ratio of 2.85 and a beta of 0.43.

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?

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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