Alibaba Group Holding Limited (BABA)

CN — Consumer Cyclical Sector
Peers: HD  PDD  EBAY  TM  MELI  JD  ULTA  MNSO  CART  WSM 

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Key Metrics & Ratings

  • symbol BABA
  • Rev/Share 436.3482
  • Book/Share 479.3468
  • PB 2.3607
  • Debt/Equity 0.2727
  • CurrentRatio 1.4559
  • ROIC 0.0592

 

  • MktCap 2436932531101.373
  • FreeCF/Share 1.1354
  • PFCF 925.4063
  • PE 19.7593
  • Debt/Assets 0.1495
  • DivYield 0.013
  • ROE 0.1216

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 2
  • DCF Score 5
  • P/B Score 2
  • D/E Score 3

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade BABA Erste Group Buy Hold -- -- Feb. 18, 2026
Upgrade BABA Arete Neutral Buy -- $190 Jan. 21, 2026
Reiterated BABA Morgan Stanley -- Overweight $200 $180 Jan. 8, 2026
Reiterated BABA Jefferies -- Buy $231 $225 Jan. 8, 2026
Downgrade BABA Arete Buy Neutral -- $172 Dec. 9, 2025
Upgrade BABA Erste Group Hold Buy -- -- Oct. 3, 2025
Reiterated BABA CLSA -- Outperform $155 $200 Oct. 2, 2025
Upgrade BABA Arete Neutral Buy -- $152 Sept. 3, 2025
Downgrade BABA Arete Buy Neutral -- $153 June 24, 2025
Upgrade BABA Bernstein Market Perform Outperform -- -- Feb. 25, 2025

News

Chinese Stocks And The FXI After The Supreme Court Ruling On U.S. Tariffs
BABA, BIDU, FXI, JD, KWEB, MCHI, PDD
Published: February 23, 2026 by: Seeking Alpha
Sentiment: Positive

I reiterate a Buy rating on the iShares China Large-Cap ETF, citing compelling valuation and bullish technical momentum. FXI trades at a blended P/E of 13.27 versus SPY's 24.43 and yields 2.37%, reflecting both value and geopolitical risk. The recent Supreme Court tariff ruling triggered a bullish key reversal in FXI, highlighting resilience amid U.S.-China trade policy uncertainty.

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image for news Chinese Stocks And The FXI After The Supreme Court Ruling On U.S. Tariffs
BABA's Bottom Line Catalysts: AI, China Regulation & Earnings
BABA
Published: February 22, 2026 by: Schwab Network
Sentiment: Neutral

Henry Greene previews Alibaba (BABA) earnings ahead of the company's report this Tuesday. He notes changes the Chinese ecommerce giant has made to adjust itself to the global AI boom, calling it a viable player in the space.

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image for news BABA's Bottom Line Catalysts: AI, China Regulation & Earnings
Baron Emerging Markets Fund Q4 2025 Portfolio Activity
AGRPY, BABA, BAP, BEKE, DNOPY, FANDY, GFI, HBM, HDB, INPOY, KGDEF, NU, SQM, SSNLF, TCEHY, TSM, ZLAB
Published: February 22, 2026 by: Seeking Alpha
Sentiment: Positive

During Q4, Baron Emerging Markets Fund added a few new investments to existing themes while also increasing exposure to several positions that we established in earlier periods. SK hynix has emerged as the industry leader in cutting-edge HBM due to its superior performance, durability, and heat dissipation.

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image for news Baron Emerging Markets Fund Q4 2025 Portfolio Activity
Securities Fraud Investigation Into Alibaba Group Holding Ltd. (BABA) Continues – Investors Who Lost Money Urged to Contact Glancy Prongay Wolke & Rotter LLP, A Leading Securities Fraud Law Firm
BABA
Published: February 17, 2026 by: Business Wire
Sentiment: Neutral

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, continues its investigation on behalf of Alibaba Group Holding Ltd. (“Alibaba” or the “Company”) (NYSE: BABA) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON ALIBABA GROUP HOLDING LTD. (BABA), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. What Happened? On November 14,.

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image for news Securities Fraud Investigation Into Alibaba Group Holding Ltd. (BABA) Continues – Investors Who Lost Money Urged to Contact Glancy Prongay Wolke & Rotter LLP, A Leading Securities Fraud Law Firm
Alibaba: Shares At Critical Support Into Earnings, AI Capex In Focus
BABA
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive

Alibaba remains a "Buy," with shares materially undervalued ahead of next week's Q3 earnings report. Alibaba's cloud revenue surged 34% YoY, driven by strong AI-related demand, but heavy capex pressured operating income and free cash flow. Valuation suggests $176–$200 per share is achievable if normalized EPS targets of $9–$11 materialize by FY 2027-2028.

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image for news Alibaba: Shares At Critical Support Into Earnings, AI Capex In Focus
These 3 International Stocks Could Be the Best-Performing Stocks In 2026
BABA, MELI, QSR
Published: February 17, 2026 by: 24/7 Wall Street
Sentiment: Positive

Investors in U.S. stocks have broadly outperformed the rest of the world for more than a decade straight.

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image for news These 3 International Stocks Could Be the Best-Performing Stocks In 2026
Alibaba's New AI Model Runs 8x Faster While Sentiment Hits 60.6
BABA
Published: February 16, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Over the past week, shares of Alibaba (NYSE:BABA) fell 4.46%, coinciding with a shift in retail investor sentiment.

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image for news Alibaba's New AI Model Runs 8x Faster While Sentiment Hits 60.6
Brokers Suggest Investing in Alibaba (BABA): Read This Before Placing a Bet
BABA
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Neutral

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Read More
image for news Brokers Suggest Investing in Alibaba (BABA): Read This Before Placing a Bet
Securities Fraud Investigation Into Alibaba Group Holding Ltd. (BABA) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R.
BABA
Published: February 13, 2026 by: Business Wire
Sentiment: Neutral

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz continues its investigation of Alibaba Group Holding Ltd. (“Alibaba” or the “Company”) (NYSE: BABA) on behalf of investors concerning the Company's possible violations of federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON ALIBABA GROUP HOLDING LTD. (BABA), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS. What Is The Investigation About? On November 14, 2024, Financial Times published an a.

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image for news Securities Fraud Investigation Into Alibaba Group Holding Ltd. (BABA) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R.
Alibaba stock nosedives as Pentagon scrutinizes its ties to the Chinese military
BABA
Published: February 13, 2026 by: Finbold
Sentiment: Negative

Alibaba (NYSE: BABA) shares slid 4% on Friday, February 13, following news that the U.S. government is preparing to expand a Pentagon list of companies allegedly supporting the Chinese military.

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image for news Alibaba stock nosedives as Pentagon scrutinizes its ties to the Chinese military
Will Heavy Capex Spending Weigh on Alibaba's AI Ambitions?
BABA
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Positive

BABA's AI push is fueling cloud growth, but an 80% capex surge and negative free cash flow are clouding its near-term profit outlook.

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image for news Will Heavy Capex Spending Weigh on Alibaba's AI Ambitions?
Alibaba Debuts AI That Helps Robots Understand Their Surroundings
BABA
Published: February 10, 2026 by: PYMNTS
Sentiment: Positive

Chinese tech giant Alibaba has introduced an artificial intelligence (AI) model designed to power robotics. As CNBC reported Tuesday (Feb. 10), the company's RynnBrain was developed to help robots grasp their physical surroundings and identify objects.

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image for news Alibaba Debuts AI That Helps Robots Understand Their Surroundings
Alibaba's Qwen Chatbot Halts Coupons Amid Customer Overload
BABA
Published: February 09, 2026 by: PYMNTS
Sentiment: Negative

An overload of customer requests has reportedly led Alibaba's AI chatbot to pause issuing coupons. The issue with the Chinese tech giant's Qwen chatbot has marred the company's campaign to promote the tool's abilities beyond answering questions, Reuters reported Monday (Feb. 9).

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image for news Alibaba's Qwen Chatbot Halts Coupons Amid Customer Overload
Alibaba Group Holding Limited (BABA) Is a Trending Stock: Facts to Know Before Betting on It
BABA
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Alibaba (BABA). This makes it worthwhile to examine what the stock has in store.

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image for news Alibaba Group Holding Limited (BABA) Is a Trending Stock: Facts to Know Before Betting on It
3 No-Brainer Dividend Stocks to Buy Right Now
BABA, GOOG, MU
Published: February 09, 2026 by: The Motley Fool
Sentiment: Positive

Micron Technology, Alphabet, and Alibaba yield between 0.1% and 0.65%. All three stocks easily beat the market last year, making income a distant secondary consideration.

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image for news 3 No-Brainer Dividend Stocks to Buy Right Now
3 No-Brainer Dividend Stocks to Buy Right Now
BABA, GOOG, MU
Published: February 09, 2026 by: The Motley Fool
Sentiment: Positive

Micron Technology, Alphabet, and Alibaba yield between 0.1% and 0.65%. All three stocks easily beat the market last year, making income a distant secondary consideration.

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image for news 3 No-Brainer Dividend Stocks to Buy Right Now
Invesco International Value Fund Q4 2025 Performance Review
BABA, BAESF, BBVA, PROSY, SSNLF
Published: February 05, 2026 by: Seeking Alpha
Sentiment: Positive

Invesco International Value Fund's stock selection in financials, consumer staples and information technology added the most to relative performance during the quarter. Top individual contributors to absolute return for the quarter were Samsung Electronics, Standard Chartered and Banco Bilbao Vizcaya Argentaria. Individual detractors from absolute return for the quarter Alibaba, BAE Systems and Prosus.

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image for news Invesco International Value Fund Q4 2025 Performance Review
First Eagle Global Equity ETF Q4 2025 Portfolio Review
B, BABA, BAESY, CHRW, GOOG, META, ORCL, PROSY, SSNLF, TSM
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Positive

The Global Equity ETF posted a return of 5.58% in fourth quarter 2025. Leading contributors in the First Eagle Global Equity ETF this quarter included Samsung Electronics Co., Ltd., Alphabet Inc. Class C, Barrick Mining Corporation, C.H. Robinson Worldwide, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. The leading detractors in the quarter were Oracle Corporation, Alibaba Group Holding Ltd., Meta Platforms, Inc. Class A, Prosus N.V. Class N and BAE Systems plc.

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image for news First Eagle Global Equity ETF Q4 2025 Portfolio Review
The Leveraged BABX ETF For A Continued Recovery In Alibaba And Chinese Stocks
BABA, BIDU, FXI, JD, KWEB, MCHI, PDD
Published: February 02, 2026 by: Seeking Alpha
Sentiment: Positive

The Leveraged BABX ETF For A Continued Recovery In Alibaba And Chinese Stocks

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image for news The Leveraged BABX ETF For A Continued Recovery In Alibaba And Chinese Stocks
Alibaba Raises Stakes in China's Chatbot War Ahead of Lunar New Year
BABA
Published: February 02, 2026 by: PYMNTS
Sentiment: Positive

China-based Alibaba plans to spend 3 billion yuan (about $432 million) during the Lunar New Year holiday to promote its Qwen artificial intelligence app, Reuters reported Monday (Feb. 2). The move escalates a marketing and incentives battle among China's largest technology firms as consumer-facing AI chatbots compete for users, the report said.

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image for news Alibaba Raises Stakes in China's Chatbot War Ahead of Lunar New Year
Is It Worth Investing in Alibaba (BABA) Based on Wall Street's Bullish Views?
BABA
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Read More
image for news Is It Worth Investing in Alibaba (BABA) Based on Wall Street's Bullish Views?
BABA's Margins Suffer From Stiff Competition: Time to Sell the Stock?
BABA
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Neutral

Alibaba's Q2 FY26 results show modest revenue growth but steep margin erosion as competition and heavy spending weigh on profits into 2026.

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image for news BABA's Margins Suffer From Stiff Competition: Time to Sell the Stock?
Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
BABA
Published: January 28, 2026 by: Zacks Investment Research
Sentiment: Positive

Alibaba (BABA) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Investors Heavily Search Alibaba Group Holding Limited (BABA): Here is What You Need to Know
Is Alibaba's "All Others" Revenues Becoming a Drag on Growth?
BABA
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Negative

BABA's "All Others" unit's revenues decline 25% YoY in Q2 FY26, widening losses and dragging growth despite strength in core businesses.

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image for news Is Alibaba's "All Others" Revenues Becoming a Drag on Growth?
First Eagle Overseas Fund Q4 2025 Portfolio Review
BABA, BAESY, FANUY, IMO, LVMHF, NHNCF, PROSY, SSNLF
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Positive

First Eagle Overseas Fund A Shares (without sales charge*) posted a return of 5.78% in fourth quarter 2025. Leading contributors in the First Eagle Overseas Fund this quarter included gold bullion, FANUC Corporation, Samsung Electronics Co., Ltd., LVMH Moet Hennessy Louis Vuitton SE and Samsung Electronics Co., Ltd. Pfd Non-Voting. The leading detractors in the quarter were Prosus N.V. Class N, Alibaba Group Holding Ltd., BAE Systems plc, Imperial Oil Limited and NAVER Corp.

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image for news First Eagle Overseas Fund Q4 2025 Portfolio Review
Alibaba Stock Pops as Company Plans Chip Unit Listing
BABA
Published: January 22, 2026 by: Schaeffers Research
Sentiment: Positive

Alibaba Group Holding Ltd (NYSE:BABA) is edging closer to listing its chip unit, T-head, leaning into strong investor demand for companies aiming to challenge Nvidia (NVDA) in the AI accelerator space.

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image for news Alibaba Stock Pops as Company Plans Chip Unit Listing
Alibaba shares jump on reports of potential T-Head Semiconductor IPO listing
BABA
Published: January 22, 2026 by: Proactive Investors
Sentiment: Positive

Alibaba Group (NYSE:BABA) is reportedly preparing an initial public offering for its chipmaking arm, T-Head Semiconductor. According to a report from Bloomberg, which cited people familiar with the matter, Alibaba plans to first restructure T-Head into a standalone business with partial ownership held by employees, before exploring a potential initial public offering.

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image for news Alibaba shares jump on reports of potential T-Head Semiconductor IPO listing
Final Trades: IBM, Alibaba, Nu Holdings and the IYH
BABA, IBM, IYH, NU
Published: January 21, 2026 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

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image for news Final Trades: IBM, Alibaba, Nu Holdings and the IYH
2 Chinese Stocks With Big Upside
BABA, BIDU
Published: January 20, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Chinese stocks might have gone from uninvestable to worth exploring, given the discounted valuations to be had on a number of internet stocks, many of which are making huge splashes in AI.

Read More
image for news 2 Chinese Stocks With Big Upside
Alibaba Pushes Quick Commerce Hard: Is Margin Pressure Mounting?
BABA
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Neutral

BABA's quick commerce revenues jump 60% YoY, lifting engagement and monetization, but heavy subsidies and logistics costs are squeezing near-term margins.

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image for news Alibaba Pushes Quick Commerce Hard: Is Margin Pressure Mounting?

About Alibaba Group Holding Limited (BABA)

  • IPO Date 2014-09-19
  • Website https://www.alibabagroup.com
  • Industry Specialty Retail
  • CEO Yongming Wu
  • Employees 124320

Alibaba Group Holding Limited, through its subsidiaries, provides technology infrastructure and marketing reach to help merchants, brands, retailers, and other businesses to engage with their users and customers in the People's Republic of China and internationally. The company operates through seven segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. It operates Taobao and Tmall, which are digital retail platforms; Alimama, a proprietary monetization platform; 1688.com and Alibaba.com, which are online wholesale marketplaces; AliExpress, a retail marketplace; Lazada, Trendyol, and Daraz that are e-commerce platforms; Freshippo, a retail platform for groceries and fresh goods; and Tmall Global, an import e-commerce platform. The company also operates Cainiao Network logistic services platform; Ele.me, an on-demand delivery and local services platform; Koubei, a restaurant and local services guide platform; and Fliggy, an online travel platform. In addition, it offers pay-for-performance, in-feed, and display marketing services; and Taobao Ad Network and Exchange, a real-time online bidding marketing exchange. Further, the company provides elastic computing, storage, network, security, database, big data, and IoT services; and hardware, software license, software installation, and application development and maintenance services. Additionally, it operates Youku, an online video platform; Quark, a platform for information search, storage, and consumption; Alibaba Pictures and other content platforms that provide online videos, films, live events, news feeds, literature, music, and others; Amap, a mobile digital map, navigation, and real-time traffic information app; DingTalk, a business efficiency mobile app; Tmall Genie smart speaker; and Qwen, an artificial intelligence chatbot. The company was incorporated in 1999 and is based in Hangzhou, the People's Republic of China.