Alibaba Group Holding Limited (NYSE:BABA) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Posted by George Bondi on Jun 4th, 2026

Shares of Alibaba Group Holding Limited (NYSE:BABA – Get Free Report) have received an average recommendation of “Moderate Buy” from the twenty-three ratings firms that are currently covering the stock, MarketBeat reports. Five equities research analysts have rated the stock with a hold rating, sixteen have assigned a buy rating and two have given a strong buy rating to the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $188.7619.

A number of equities research analysts have recently commented on the company. Morgan Stanley raised their target price on Alibaba Group from $180.00 to $190.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. HSBC raised their target price on Alibaba Group from $172.00 to $180.00 in a research report on Thursday, May 14th. BNP Paribas Exane assumed coverage on Alibaba Group in a report on Wednesday, April 29th. They issued an “outperform” rating and a $209.00 price objective on the stock. Erste Group Bank cut Alibaba Group from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, JPMorgan Chase & Co. lifted their price objective on Alibaba Group from $200.00 to $205.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th.

View Our Latest Stock Report on Alibaba Group

Key Headlines Impacting Alibaba Group

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

Positive Sentiment: Alibaba is expanding its Qwen AI platform into commerce use cases, including ordering and payments inside chat, which could deepen user engagement and create new monetization opportunities. Alibaba Opens Qwen To Brands – Aims To Build AI-Powered Commerce Network
Positive Sentiment: The company unveiled a major AI stack overhaul and continued to expand its Qwen model family, signaling stronger cloud and AI revenue potential; Benchmark also reaffirmed its Buy rating. Alibaba (BABA) Expands AI Capabilities as Benchmark Reaffirms Buy Rating
Positive Sentiment: Alibaba announced a multi-year UEFA partnership covering AI, cloud computing, and e-commerce, giving the company a high-profile international showcase for its technology stack. Alibaba Group partners with UEFA Men’s Club Competitions from 2027/28 to 2032/33 and UEFA EURO 2028
Positive Sentiment: Alibaba Cloud signed new AI-focused partnerships, including with Manulife Hong Kong and Singapore tourism-related initiatives, which may support adoption of its enterprise AI services. Manulife Hong Kong and Alibaba Cloud Sign Strategic Partnership to Accelerate and Scale AI Innovation
Neutral Sentiment: Alibaba confirmed a routine share-capital update and public float compliance in May 2026, which appears administrative rather than a major operating catalyst. Alibaba Reports Modest Share Increase and Confirms Public Float Compliance in May 2026
Neutral Sentiment: Several articles note unchanged analyst price targets and broader investor attention on Alibaba’s evolving AI story, suggesting sentiment is constructive but not driven by a single new financial update. How Alibaba Group Holding (BABA) The Evolving Story Connects To Unchanged Analyst Price Targets
Negative Sentiment: Some investors may view the latest AI rollouts as still early-stage and costly to commercialize, especially since newer Qwen models remain proprietary and closed-API only. Alibaba’s Qwen3.7-Plus supports text, video and imagery inputs at low cost of $0.4/$1.6 per 1M token — but it’s proprietary

Institutional Investors Weigh In On Alibaba Group

Several institutional investors have recently bought and sold shares of BABA. Capital World Investors lifted its stake in Alibaba Group by 7.7% in the 4th quarter. Capital World Investors now owns 6,505,165 shares of the specialty retailer’s stock worth $953,527,000 after purchasing an additional 466,847 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in Alibaba Group by 7,680.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 6,014,147 shares of the specialty retailer’s stock worth $881,554,000 after purchasing an additional 5,936,847 shares in the last quarter. Fisher Asset Management LLC lifted its stake in Alibaba Group by 0.8% in the 4th quarter. Fisher Asset Management LLC now owns 5,335,894 shares of the specialty retailer’s stock worth $782,135,000 after purchasing an additional 42,297 shares in the last quarter. Norges Bank purchased a new position in Alibaba Group in the 4th quarter worth approximately $594,477,000. Finally, American Century Companies Inc. lifted its stake in Alibaba Group by 17.7% in the 3rd quarter. American Century Companies Inc. now owns 2,987,539 shares of the specialty retailer’s stock worth $533,964,000 after purchasing an additional 448,484 shares in the last quarter. 13.47% of the stock is currently owned by institutional investors and hedge funds.

Alibaba Group Price Performance

NYSE:BABA opened at $127.49 on Thursday. Alibaba Group has a 52 week low of $103.71 and a 52 week high of $192.67. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 0.21. The stock has a market capitalization of $305.87 billion, a PE ratio of 20.93, a price-to-earnings-growth ratio of 2.24 and a beta of 0.47. The stock’s 50-day moving average price is $131.01 and its 200-day moving average price is $145.72.

Alibaba Group (NYSE:BABA – Get Free Report) last posted its earnings results on Tuesday, March 31st. The specialty retailer reported $0.01 EPS for the quarter. Alibaba Group had a return on equity of 4.76% and a net margin of 10.31%.The firm had revenue of $35.30 billion for the quarter. As a group, equities analysts expect that Alibaba Group will post 6.75 EPS for the current fiscal year.

Alibaba Group Announces Dividend

The company also recently disclosed an annual dividend, which will be paid on Monday, July 13th. Investors of record on Thursday, June 11th will be issued a $1.05 dividend. This represents a yield of 72.0%. The ex-dividend date is Thursday, June 11th. Alibaba Group’s payout ratio is presently 15.60%.

About Alibaba Group

(Get Free Report)

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.