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 2.4813
  • Debt/Equity 0.2727
  • CurrentRatio 1.4559
  • ROIC 0.0592

 

  • MktCap 2561406197957.1074
  • FreeCF/Share 1.1354
  • PFCF 972.6742
  • PE 20.7686
  • Debt/Assets 0.1495
  • DivYield 0.0124
  • ROE 0.1216

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 4
  • 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
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
Upgrade BABA Morgan Stanley Equal Weight Overweight $100 $180 Feb. 24, 2025

News

Alibaba Earnings: High And Accelerating AI Growth Continues (Rating Upgrade)
BABA
Published: November 25, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba Group Holding Limited just released its September quarter earnings. The BABA release was mixed on the surface, with a wide beat on revenue but a miss on EPS. What really mattered was delivered though: the cloud segment shone, with revenue growth accelerating to 34% and EBITA to 35%.

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image for news Alibaba Earnings: High And Accelerating AI Growth Continues (Rating Upgrade)
Top Stocks with Earnings This Week: Alibaba, CleanSpark and More
BABA, CLSK
Published: November 24, 2025 by: Benzinga
Sentiment: Neutral

The current earnings season is winding down, but there are still some big names reporting during the holiday-shortened week.

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image for news Top Stocks with Earnings This Week: Alibaba, CleanSpark and More
Alibaba's Qwen chatbot hits 10M+ downloads in a week
BABA
Published: November 24, 2025 by: CNBC Television
Sentiment: Positive

CNBC's Deirdre Bosa reports on news regarding Alibaba.

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image for news Alibaba's Qwen chatbot hits 10M+ downloads in a week
Alger International Opportunities Fund Q3 2025 Portfolio Update
BABA, CEVMF, CEVMY, CNSWF, NBIS, SHOP, TSM
Published: November 24, 2025 by: Seeking Alpha
Sentiment: Neutral

Class A shares of the Alger International Opportunities Fund underperformed the MSCI ACWI ex USA Index during the third quarter of 2025. Returns from individual stock selection detracted from relative performance, while factor exposures had a positive impact. Among countries, the Netherlands, Belgium, and Spain provided the largest contributions to relative performance, while Japan, the United Kingdom, and China were the most notable detractors from relative performance.

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image for news Alger International Opportunities Fund Q3 2025 Portfolio Update
Alibaba's AI Boom Doubles David Tepper's Bet Into A Billion‑Dollar Fortune
BABA
Published: November 24, 2025 by: Benzinga
Sentiment: Positive

Alibaba Group Holding Ltd's (NYSE: BABA) (NYSE: BABAF) AI breakout isn't just powering an 80% year-to-date rally — it's rewriting one billionaire's P&L in real time.

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image for news Alibaba's AI Boom Doubles David Tepper's Bet Into A Billion‑Dollar Fortune
Alibaba and Google, the AI trade's comeback kids
BABA, GOOG, GOOGL
Published: November 24, 2025 by: CNBC Television
Sentiment: Positive

CNBC's Deirdre Bosa joins 'Money Movers' to report on Alibaba after its AI app Qwen surpassed 10 million downloads in a week.

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image for news Alibaba and Google, the AI trade's comeback kids
Alibaba stock pops after it unveils ChatGPT rival Qwen
BABA
Published: November 24, 2025 by: Proactive Investors
Sentiment: Positive

Alibaba Group (NYSE:BABA) shares moved higher after it launched Qwen, a new AI chatbot aimed at competing with rivals such as OpenAI's ChatGPT and Google's Gemini. The app, which unifies the Hangzhou, China-based company's previous iOS and Android AI offerings under a single brand, saw more than 10 million downloads within a week of its relaunch.

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image for news Alibaba stock pops after it unveils ChatGPT rival Qwen
AI Tailwinds Blowing for Alphabet, Alibaba Stocks
BABA, GOOG, GOOGL
Published: November 24, 2025 by: Schaeffers Research
Sentiment: Positive

Alibaba Group Holding Ltd (NYSE:BABA) and Alphabet Inc (NASDAQ:GOOGL) are in focus to start the holiday-shortened trading week.

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image for news AI Tailwinds Blowing for Alphabet, Alibaba Stocks
BABA Investors Have Opportunity to Join Alibaba Group Holding Limited Fraud Investigation with the Schall Law Firm
BABA
Published: November 24, 2025 by: GlobeNewsWire
Sentiment: Neutral

LOS ANGELES, Nov. 24, 2025 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Alibaba Group Holding Limited (“Alibaba” or “the Company”) (NYSE: BABA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

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image for news BABA Investors Have Opportunity to Join Alibaba Group Holding Limited Fraud Investigation with the Schall Law Firm
Alibaba: Cloud AI Is On Rocket Fuel, But I Downgrade Ahead Of Q2 Earnings
BABA
Published: November 24, 2025 by: Seeking Alpha
Sentiment: Negative

I downgrade Alibaba Group Holding Limited from Strong Buy to a more cautious stance, as I believe an EPS miss in Q2 is likely due to the heavy investments in e-commerce. China e-commerce profitability is under pressure, with Q1 FY26 adjusted EBITDA down 14% overall and 21% for the segment, while loss-making quick commerce coincides with two straight EPS misses. My thesis leans on Cloud Intelligence growth, with Q1 reaccelerating to 26% YOY, AI products posting eight triple-digit quarters and contributing over 20% of external cloud revenue.

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image for news Alibaba: Cloud AI Is On Rocket Fuel, But I Downgrade Ahead Of Q2 Earnings
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Alibaba Group Holding Limited - BABA
BABA
Published: November 21, 2025 by: GlobeNewsWire
Sentiment: Neutral

NEW YORK, Nov. 21, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Alibaba Group Holding Limited (“Alibaba” or the “Company”) (NYSE: BABA). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

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image for news INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Alibaba Group Holding Limited - BABA
Should You Hold or Fold Alibaba Stock Ahead of Q2 Earnings?
BABA
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Negative

BABA faces mounting headwinds ahead of Q2 FY2026 earnings. Investors should wait for a better entry point as deflation and competition pressure results.

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image for news Should You Hold or Fold Alibaba Stock Ahead of Q2 Earnings?
Securities Fraud Investigation Into Alibaba Group Holding Limited (BABA) Announced – Shareholders Who Lost Money Urged to Contact The Law Offices of Frank R. Cruz
BABA
Published: November 21, 2025 by: GlobeNewsWire
Sentiment: Neutral

LOS ANGELES, Nov. 21, 2025 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz announces an investigation of Alibaba Group Holding Limited (“Alibaba” or the “Company”) (NYSE: BABA) on behalf of investors concerning the Company's possible violations of federal securities laws.

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image for news Securities Fraud Investigation Into Alibaba Group Holding Limited (BABA) Announced – Shareholders Who Lost Money Urged to Contact The Law Offices of Frank R. Cruz
Alibaba Group Holding Ltd. Investigated by the Portnoy Law Firm
BABA
Published: November 18, 2025 by: GlobeNewsWire
Sentiment: Neutral

LOS ANGELES, Nov. 18, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Alibaba Group Holding Ltd., (“Alibaba” or the “Company”) (NYSE: BABA) investors that the firm has initiated an investigation into possible securities fraud, and may file a class action on behalf of investors.

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image for news Alibaba Group Holding Ltd. Investigated by the Portnoy Law Firm
Alibaba unveils major consumer AI upgrade with new Qwen chatbot
BABA
Published: November 18, 2025 by: Reuters
Sentiment: Positive

China's Alibaba has launched a major upgrade to its AI chatbot, marking an aggressive push into the consumer artificial intelligence market where it has lagged rivals.

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image for news Alibaba unveils major consumer AI upgrade with new Qwen chatbot
Alibaba (BABA) Increases Despite Market Slip: Here's What You Need to Know
BABA
Published: November 17, 2025 by: Zacks Investment Research
Sentiment: Negative

In the closing of the recent trading day, Alibaba (BABA) stood at $157.71, denoting a +2.54% move from the preceding trading day.

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image for news Alibaba (BABA) Increases Despite Market Slip: Here's What You Need to Know
Securities Fraud Investigation Into Alibaba Group Holding Limited (BABA) Announced – Shareholders Who Lost Money Urged to Contact The Law Offices of Frank R. Cruz
BABA
Published: November 17, 2025 by: Business Wire
Sentiment: Neutral

LOS ANGELES--(BUSINESS WIRE)--Securities Fraud Investigation Into Alibaba (BABA) Announced – Shareholders Who Lost Money Urged to Contact The Law Offices of Frank R. Cruz.

Read More
image for news Securities Fraud Investigation Into Alibaba Group Holding Limited (BABA) Announced – Shareholders Who Lost Money Urged to Contact The Law Offices of Frank R. Cruz
Alibaba's AI Push Drives E-Commerce Growth: More Upside Ahead?
BABA
Published: November 17, 2025 by: Zacks Investment Research
Sentiment: Neutral

BABA's AI strategy faces mounting skepticism as execution risks and fierce competition threaten to undermine profitability despite impressive growth metrics.

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image for news Alibaba's AI Push Drives E-Commerce Growth: More Upside Ahead?
Jim Cramer Thinks Baidu and Alibaba are Good—Should AI Value Hunters Buy?
BABA, BIDU
Published: November 17, 2025 by: 24/7 Wall Street
Sentiment: Neutral

Mad Money host Jim Cramer had some nice things to say about two of China's top tech innovators in a recent episode of the Lightning Round.

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image for news Jim Cramer Thinks Baidu and Alibaba are Good—Should AI Value Hunters Buy?
Alibaba.com to Add Agentic AI Capabilities to B2B eCommerce Platform
BABA
Published: November 14, 2025 by: PYMNTS
Sentiment: Positive

Alibaba.com plans to add agentic artificial intelligence (AI) capabilities to its B2B eCommerce platform in December. The new AI Mode feature will help businesses discover, evaluate and engage with suppliers, the company said in a Friday (Nov. 14) press release.

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image for news Alibaba.com to Add Agentic AI Capabilities to B2B eCommerce Platform
White House says Alibaba is helping Chinese military target US, FT reports
BABA
Published: November 14, 2025 by: Reuters
Sentiment: Negative

Washington is accusing online marketplace company Alibaba of providing technological support for Chinese military "operations" against targets in the United States, the Financial Times said on Friday, citing a White House national security memo.

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image for news White House says Alibaba is helping Chinese military target US, FT reports
BABA's Cloud, XPEV Going "Full Tesla" & State of China's Tech Trade
XPEV, BABA
Published: November 14, 2025 by: Schwab Network
Sentiment: Positive

Brendan Ahern takes investors through China's tech trade. He believes Chinese stocks can see upside amid signals of the country's economy stabilizing.

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image for news BABA's Cloud, XPEV Going "Full Tesla" & State of China's Tech Trade
Alibaba Surges On Major AI App Overhaul: Qwen Versus ChatGPT
BABA
Published: November 13, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba (BABA) is advancing its AI strategy, rebranding its Tongyi app to 'Qwen' to compete with ChatGPT and drive higher sales. BABA's cloud segment posted 26% net sales growth, and management expects further acceleration, supported by ambitious capex and strong profitability trends. Despite recent earnings downgrades, BABA trades at a modest valuation with technical support, making shares 15-20% undervalued and attractive for investors.

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image for news Alibaba Surges On Major AI App Overhaul: Qwen Versus ChatGPT
Alibaba sees incremental daily users lift Double-11 performance
BABA
Published: November 12, 2025 by: Proactive Investors
Sentiment: Positive

Alibaba Group (NYSE:BABA) is showing signs of stronger-than-expected performance during the 2025 Double-11 shopping festival, which runs from October 15 to November 11, according to Jefferies analysts following recent expert discussions. The analysts highlighted that Taobao Instant Commerce, Alibaba's on-demand shopping service, is complementing traditional e-commerce by driving additional daily active users (DAU) to both Taobao, the company's consumer-to-consumer (C2C) platform, and Tmall, its business-to-consumer (B2C) platform.

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image for news Alibaba sees incremental daily users lift Double-11 performance
Virtus SGA International Growth Q3 2025 Portfolio Activity
BABA, FRCOY, NVO
Published: November 11, 2025 by: Seeking Alpha
Sentiment: Neutral

At the beginning of the quarter, Virtus liquidated its position in Novo Nordisk (NVO) and used the proceeds to fund a new position in Japanese retail holding company, Fast Retailing (FRCOY). We also initiated a position in the Chinese technology company, Alibaba (BABA), by trimming a number of existing holdings. Additional shares were purchased in Adyen (ADYEY), Atlassian (TEAM), and SAP (SAP) on weakness, while positions in Arm Holdings (ARM) and L'Oreal (LRLCF) among others were trimmed on strength.

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image for news Virtus SGA International Growth Q3 2025 Portfolio Activity
Virtus SGA International Growth Q3 2025 Contributors And Detractors
ALC, BABA, SHOP, TEAM, TSM
Published: November 11, 2025 by: Seeking Alpha
Sentiment: Neutral

Alibaba was a contributor to the portfolio during the quarter, driven by strong execution in its core commerce and cloud businesses, and improved investor sentiment around management's strategic direction. TSMC's management raised fiscal year 2025 guidance to 30% revenue growth year-over-year, supported by robust demand for advanced semiconductor manufacturing and strong execution across its diversified business mix. Alcon was a detractor from performance during the quarter, as the company reported weaker than expected results and lowered its 2025 revenue guidance following sluggish market conditions and competitive pressures.

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image for news Virtus SGA International Growth Q3 2025 Contributors And Detractors
Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should Know
BABA
Published: November 11, 2025 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 Alibaba Group Holding Limited (BABA) is Attracting Investor Attention: Here is What You Should Know
Oakmark Global All Cap Strategy Q3 2025 Portfolio Performance
BABA, CHTR, CNC, DSDVF, GOOG
Published: November 10, 2025 by: Seeking Alpha
Sentiment: Positive

Alibaba Group's stock price rose significantly following earnings that reflected rapid Chinese AI growth. Alphabet's stock price appreciated following a favorable ruling in the Google Search antitrust case and second-quarter earnings that exceeded expectations across the board. Charter Communications was a detractor during the quarter. Its stock price declined after it reported weak second-quarter earnings.

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image for news Oakmark Global All Cap Strategy Q3 2025 Portfolio Performance
Wall Street Roundup: Layoff Surge, Prolonged Shutdown, Cracks In AI Trade
AMD, AMZN, BABA, CRCL, CRWV, CSCO, DASH, DIS, GOOG, GOOGL, META, NVDA, ORCL, PLTR, TSN, UBER
Published: November 07, 2025 by: Seeking Alpha
Sentiment: Negative

AI sector stocks like Palantir (PLTR), Nvidia (NVDA), and AMD face valuation concerns despite strong earnings, leading to recent pullbacks. The government shutdown and lack of economic data are increasing uncertainty, with job cuts rising sharply and consumer spending at risk.

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image for news Wall Street Roundup: Layoff Surge, Prolonged Shutdown, Cracks In AI Trade
Alibaba vs. JD.com: Which Chinese E-Commerce Stock Has Better Upside?
BABA, JD
Published: November 06, 2025 by: Zacks Investment Research
Sentiment: Positive

JD offers superior value with a credible margin expansion roadmap and disciplined capital allocation versus BABA's risky AI bets.

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image for news Alibaba vs. JD.com: Which Chinese E-Commerce Stock Has Better Upside?

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.