Alibaba Group (BABA) Stock Forecast & Price Target

$109.95 -0.68 (-0.61%)

As of 01:39 PM Eastern

Compare

Alibaba Group - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Moderate Buy

Based on 21 Analyst Ratings

Sell
0

Hold
5

Buy
16

Based on 21 Wall Street analysts who have issued ratings for Alibaba Group in the last 12 months, the stock has a consensus rating of "Moderate Buy." Out of the 21 analysts, 5 have given a hold rating, 14 have given a buy rating, and 2 have given a strong buy rating for BABA.

Consensus Price Target

$187.05
70.13% Upside

According to the 21 analysts' twelve-month price targets for Alibaba Group, the average price target is $187.05. The highest price target for BABA is $225.00, while the lowest price target for BABA is $135.00. The average price target represents a forecasted upside of 70.13% from the current price of $109.95.

MarketBeat calculates consensus analyst ratings for stocks using the most recent rating from each Wall Street analyst that has rated a stock within the last twelve months. Each analyst's rating is normalized to a standardized rating score of 1 (sell), 2 (hold), 3 (buy) or 4 (strong buy). Analyst consensus ratings scores are calculated using the mean average of the number of normalized sell, hold, buy and strong buy ratings from Wall Street analysts. Each stock's consensus analyst rating is derived from its calculated consensus ratings score (0 to .5 = Strong Sell, .5 to 1 = Sell, 1 to 1.5 = Reduce, 1.5 to 2.5 = Hold, 2.5 to 3.0 = Moderate Buy, 3.0 to 3.5 = Buy, >3.5 = Strong Buy). MarketBeat's consensus price targets are a mean average of the most recent available price targets set by each analyst that has set a price target for the stock in the last twelve months. MarketBeat's consensus ratings and consensus price targets may differ from those calculated by other firms due to differences in methodology and available data.

Get the Latest News and Ratings for BABA and Related Stocks

Enter your email address to receive the latest news and analysts' ratings for Alibaba Group and its competitors.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

BABA Analyst Ratings Over Time

Type	Current Forecast 9/25/25 to 9/25/26	1 Month Ago 8/26/25 to 8/26/26	3 Months Ago 6/27/25 to 6/27/26	1 Year Ago 9/25/24 to 9/25/25
Strong Buy	2 Strong Buy rating(s)	2 Strong Buy rating(s)	2 Strong Buy rating(s)	0 Strong Buy rating(s)
Buy	14 Buy rating(s)	16 Buy rating(s)	16 Buy rating(s)	14 Buy rating(s)
Hold	5 Hold rating(s)	5 Hold rating(s)	5 Hold rating(s)	1 Hold rating(s)
Sell	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)	0 Sell rating(s)
Consensus Price Target	$187.05	$187.19	$187.38	$174.20
Forecasted Upside	70.13% Upside	56.06% Upside	97.60% Upside	-0.69% Downside
Consensus Rating	Moderate Buy	Moderate Buy	Moderate Buy	Moderate Buy

BABA Analyst Recommendations By Month

The chart below shows how a company's ratings by analysts have changed over time. Each bar represents the previous year of ratings for that month. Within each bar, the sell ratings are shown in red, the hold ratings are shown in yellow, the buy ratings are shown in green, and the strong buy ratings are shown in dark green.

BABA Price Targets by Month

The chart below shows how a company's share price and consensus price target have changed over time. The dark blue line represents the company's actual price. The lighter blue line represents the stock's consensus price target. The even lighter blue range in the background of the two lines represents the low price target and the high price target for each stock.

Alibaba Group Stock vs. The Competition

Type	Alibaba Group	Consumer Discretionary Companies	Broader Market
Consensus Rating Score	2.86	2.20	2.53
Consensus Rating	Moderate Buy	Hold	Moderate Buy
Predicted Upside	69.54% Upside	195.80% Upside	19.37% Upside
News Sentiment Rating	Neutral News See Recent BABA News	Positive News	Positive News

Recent Analyst Forecasts and Stock Ratings

Rating

Upside/Downside

Action

Time Frame

Start Date

End Date

Show

Export

Date	Brokerage	Analyst	Action	Rating	Price Target	Report Date Upside/Downside
9/18/2026	Weiss Ratings 5 of 5 stars		Downgrade	Hold (C) ➝ Hold (C-)
9/7/2026	Sanford C. Bernstein 3 of 5 stars		Reiterated Rating	Outperform	$165.00	+45.89%
8/28/2026	Susquehanna 4 of 5 stars	Shyam Patil 2 of 5 stars	Boost Target	Positive	$185.00 ➝ $190.00	+60.23%
8/21/2026	Barclays Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Jiong Shao Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Overweight	$195.00 ➝ $200.00	+53.55%
8/21/2026	JPMorgan Chase & Co. Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Alex Yao Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Overweight	$205.00 ➝ $210.00	+72.29%
8/21/2026	Robert W. Baird Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Colin Sebastian Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Outperform	$164.00 ➝ $160.00	+22.84%
8/20/2026	Benchmark Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Buy
7/9/2026	HSBC Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Set Target		$170.00	+56.01%
6/25/2026	Nomura Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Lower Target	Buy	$207.00 ➝ $178.00	+83.95%
6/2/2026	Zacks Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Strong Sell ➝ Hold
Get the Latest News and Ratings for BABA and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Alibaba Group and its competitors with MarketBeat's FREE daily newsletter.
5/14/2026	Morgan Stanley Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Boost Target	Overweight	$180.00 ➝ $190.00	+40.07%
5/14/2026	Mizuho Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Wei Fang Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Outperform	$190.00 ➝ $195.00	+33.84%
4/29/2026	BNP Paribas Exane Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Initiated Coverage	Neutral ➝ Outperform	$209.00	+59.69%
4/24/2026	Freedom Capital Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Hold ➝ Strong-Buy
3/24/2026	Argus Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Hold
3/20/2026	DZ Bank Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Downgrade	Buy ➝ Hold	$135.00	+8.69%
3/19/2026	Jefferies Financial Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Thomas Chong Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Lower Target	Buy	$225.00 ➝ $212.00	+69.65%
2/18/2026	Erste Group Bank Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Downgrade	Buy ➝ Hold
1/21/2026	Arete Research Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Upgrade	Neutral ➝ Buy	$190.00	+17.17%
1/6/2026	Loop Capital Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Roman Lukianchikov Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Set Target		$140.00	-7.30%
11/26/2025	Rosenblatt Securities Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Set Target		$195.00	+22.65%
11/26/2025	Citigroup Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Alicia Yap Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$218.00 ➝ $225.00	+43.29%
11/25/2025	Macquarie Infrastructure Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Outperform
10/2/2025	CLSA Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Boost Target	Outperform	$155.00 ➝ $200.00	+4.66%
9/24/2025	Bank of America Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating	Joyce Ju Subscribe to MarketBeat All Access for the analyst's recommendation accuracy rating	Boost Target	Buy	$168.00 ➝ $195.00	+19.54%
8/31/2025	UBS Group Subscribe to MarketBeat All Access for the firm's recommendation accuracy rating		Reiterated Rating	Buy	$162.00	+19.90%

Analyst ratings data on MarketBeat is provided by Benzinga and other data providers. This page was last refreshed on Friday at 01:39 PM ET.

Should I Buy Alibaba Group Stock? BABA Pros and Cons Explained

These pros and cons were generated based on recent news and financial data from MarketBeat in order to provide readers with the fastest and most accurate insights. They were last updated on Thursday, September 24, 2026. Please send any questions or comments about these Alibaba Group pros and cons to contact@marketbeat.com.

Alibaba Group
Bull Case

Here are some ways that investors could benefit from investing in Alibaba:

Alibaba has unveiled the Zhenwu V900 accelerator, which delivers roughly three times the performance of its predecessor and is planned for mass production in early 2027, strengthening its AI infrastructure capabilities and reducing reliance on foreign chips.
The company plans to build more than 20 gigawatts of global data-center capacity by 2032 and develop an AI model with up to 10 trillion parameters, positioning Alibaba Cloud for long-term growth in the expanding AI market.
Revenue from Alibaba’s Quick Commerce operations rose 45% as Taobao Instant Commerce improved its unit economics, signaling accelerating growth in a high-demand consumer segment.
Alibaba shares are currently trading at $110.62, which is significantly below the average analyst price target of $187.45, suggesting substantial upside potential for investors who believe in the company’s long-term strategy.
Director Joseph Tsai purchased 720,000 shares in August 2026, a move that often signals insider confidence in the company’s future performance and value.

Alibaba Group
Bear Case

Investors should be bearish about investing in Alibaba for these reasons:

Reports that Beijing is probing Alibaba’s AI operations have raised concerns about regulatory restrictions and execution risk, potentially limiting the company’s ability to monetize its substantial AI investments.
Multiple law firms have publicized a securities class action lawsuit with an October 5, 2026 lead-plaintiff deadline, alleging investor harm related to statements about Alibaba’s AI operations and U.S. regulatory compliance, adding legal and headline risk.
Alibaba’s most recent quarterly earnings showed an EPS of $1.26, missing analysts' consensus estimates of $1.94 by $0.68, indicating potential challenges in meeting profit expectations despite revenue growth.
Management is not targeting profitability for the Quick Commerce business until fiscal 2029, meaning the near-term earnings contribution from this rapidly growing segment will be limited.
The stock has a beta of 0.51, which is lower than the market average, but it has experienced significant volatility recently, including a 4.7% drop in a single day, reflecting heightened sensitivity to news and regulatory developments.

BABA Forecast - Frequently Asked Questions

According to the research reports of 21 Wall Street equities research analysts, the average twelve-month stock price forecast for Alibaba Group is $187.05, with a high forecast of $225.00 and a low forecast of $135.00.

21 Wall Street analysts have issued "buy," "hold," and "sell" ratings for Alibaba Group in the last year. There are currently 5 hold ratings, 14 buy ratings and 2 strong buy ratings for the stock. The consensus among Wall Street analysts is that investors should "moderate buy" BABA shares.

According to analysts, Alibaba Group's stock has a predicted upside of 70.13% based on their 12-month stock forecasts.

Over the previous 90 days, Alibaba Group's stock had 2 downgrades by analysts.

Alibaba Group has been rated by research analysts at Barclays, Benchmark, HSBC, JPMorgan Chase & Co., Robert W. Baird, Sanford C. Bernstein, Susquehanna, and Weiss Ratings in the past 90 days.

Analysts like Alibaba Group more than other "consumer discretionary" companies. The consensus rating for Alibaba Group is Moderate Buy while the average consensus rating for "consumer discretionary" companies is Hold. Learn more on how BABA compares to other companies.

Stock Forecasts and Research Tools

Related Companies

Today's Analyst Ratings

Top-Rated Stocks

More Ratings Tools

Brokerages With Alibaba Group Recommendations

MarketBeat monitors more than a dozen sources for Alibaba Group analyst ratings, with the most recent rating issued on 9/18/2026.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Alibaba Group (BABA) Stock Forecast & Price Target

Alibaba Group - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Consensus Price Target

BABA Analyst Ratings Over Time

BABA Analyst Recommendations By Month

BABA Price Targets by Month

Alibaba Group Stock vs. The Competition

Recent Analyst Forecasts and Stock Ratings

Should I Buy Alibaba Group Stock? BABA Pros and Cons Explained

Alibaba Group
Bull Case

Alibaba Group
Bear Case

BABA Forecast - Frequently Asked Questions

Stock Forecasts and Research Tools

Today's Analyst Ratings

Top-Rated Stocks

More Ratings Tools

Brokerages With Alibaba Group Recommendations

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Alibaba Group (BABA) Stock Forecast & Price Target

Alibaba Group - Analysts' Recommendations and Stock Price Forecast (2026)

Consensus Rating

Consensus Price Target

BABA Analyst Ratings Over Time

BABA Analyst Recommendations By Month

BABA Price Targets by Month

Alibaba Group Stock vs. The Competition

Recent Analyst Forecasts and Stock Ratings

Should I Buy Alibaba Group Stock? BABA Pros and Cons Explained

Alibaba Group Bull Case

Alibaba Group Bear Case

BABA Forecast - Frequently Asked Questions

What is Alibaba Group's forecast for 2026?

Should I buy or sell Alibaba Group stock right now?

Does Alibaba Group's stock price have much upside?

Has Alibaba Group been downgraded by Wall Street analysts recently?

What analysts cover Alibaba Group?

Do Wall Street analysts like Alibaba Group more than its competitors?

Stock Forecasts and Research Tools

Today's Analyst Ratings

Top-Rated Stocks

More Ratings Tools

Brokerages With Alibaba Group Recommendations

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

Alibaba Group
Bull Case

Alibaba Group
Bear Case