Alibaba Group (NYSE:BABA) Stock Price Up 5.3% – Here’s Why

Alibaba Group Holding Limited (NYSE:BABA)’s share price traded up 5.3% during trading on Thursday . The stock traded as high as $155.29 and last traded at $154.60. 20,712,599 shares traded hands during trading, an increase of 35% from the average session volume of 15,344,205 shares. The stock had previously closed at $146.75.

Alibaba Group News Summary

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

• Positive Sentiment: Reports that Beijing is moving toward approving NVIDIA H200 imports bolstered hopes Alibaba can secure advanced AI chips for Alibaba Cloud and generative‑AI initiatives; traders lifted the stock on that news. Alibaba Steps Up AI Race With Potential Nvidia Mega Order
• Positive Sentiment: Coverage highlighting Alibaba’s positioning as an emerging‑markets leader and its AI/cloud investments framed the H200 access story as a meaningful catalyst for longer‑term growth. If Emerging Markets Outperform, This Stock Could Lead the Charge (MarketBeat)
• Positive Sentiment: Technical commentary (Barron’s) showing bullish chart patterns reinforced buyer interest after the recent rebound off the ~$150 support area. Chinese Stock Charts Reach a Turning Point (Barron’s)
• Neutral Sentiment: Morgan Stanley trimmed its price target (from $200 to $180) but kept an overweight rating — a mixed signal that reduces upside math while leaving institutional conviction intact. Finviz (Morgan Stanley price target note)
• Neutral Sentiment: Macro/legal overhangs could still matter: a Supreme Court decision on tariffs and ongoing trade policy uncertainty are being watched for potential cost or access impacts on cross‑border chip flows. Wall Street Breakfast Podcast: Tariffs On Decision Watch (Seeking Alpha)
• Negative Sentiment: Two major banks recently slashed their price targets on Alibaba, which pressured sentiment and reduces analyst‑driven upside expectations in the near term. Alibaba (BABA) Stock: Why Two Major Banks Just Slashed Their Price Targets
• Negative Sentiment: Freedom Capital cut BABA to a hold, and there are fresh investor‑class action inquiries (Pomerantz), adding legal and sentiment risk that can weigh on the stock until resolved. Alibaba Group (NYSE:BABA) Cut to Hold at Freedom Capital Pomerantz investor investigation

Analyst Ratings Changes

Several brokerages recently issued reports on BABA. Freedom Capital lowered shares of Alibaba Group from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Rosenblatt Securities set a $195.00 price objective on shares of Alibaba Group in a report on Wednesday, November 26th. Susquehanna lifted their target price on shares of Alibaba Group from $175.00 to $190.00 and gave the company a “positive” rating in a report on Thursday, September 18th. Jefferies Financial Group dropped their price target on Alibaba Group from $231.00 to $225.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, Loop Capital set a $140.00 price objective on Alibaba Group in a research report on Tuesday. Seventeen equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $191.84.

Alibaba Group Stock Performance

The business’s fifty day moving average is $155.81 and its two-hundred day moving average is $145.80. The company has a current ratio of 1.46, a quick ratio of 1.46 and a debt-to-equity ratio of 0.23. The company has a market capitalization of $360.14 billion, a PE ratio of 20.85, a price-to-earnings-growth ratio of 2.39 and a beta of 0.37.

Institutional Investors Weigh In On Alibaba Group

Institutional investors have recently modified their holdings of the business. Kingstone Capital Partners Texas LLC raised its position in Alibaba Group by 1,349,768.3% in the second quarter. Kingstone Capital Partners Texas LLC now owns 49,013,718 shares of the specialty retailer’s stock worth $5,558,646,000 after acquiring an additional 49,010,087 shares during the period. Capital World Investors raised its holdings in Alibaba Group by 1,074.9% in the 3rd quarter. Capital World Investors now owns 6,038,318 shares of the specialty retailer’s stock worth $1,079,229,000 after purchasing an additional 5,524,354 shares during the period. Norges Bank bought a new position in Alibaba Group in the 2nd quarter worth $527,243,000. Assenagon Asset Management S.A. purchased a new position in Alibaba Group during the second quarter valued at $227,567,000. Finally, Alkeon Capital Management LLC bought a new stake in Alibaba Group during the second quarter valued at about $184,291,000. 13.47% of the stock is owned by hedge funds and other institutional investors.

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.