Alibaba
BABA

$85.49

0.73%

Market Cap: $208B

About: Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China commerce retail division is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China commerce wholesale, international commerce retail/wholesale, local consumer services, cloud computing, digital media and entertainment platforms, Cainiao logistics services, and innovation initiatives/other.

Employees: 204,891

0

Funds holding %

of 6,710 funds

0

Analysts bullish %

of 11 analysts

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

72% more call options, than puts

Call options by funds: $6.85B | Put options by funds: $3.97B

9% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 389

2% less funds holding

Funds holding: 1,095 [Q1] → 1,074 (-21) [Q2]

7% less capital invested

Capital invested by funds: $26.6B [Q1] → $24.7B (-$1.93B) [Q2]

10% less funds holding in top 10

Funds holding in top 10: 69 [Q1] → 62 (-7) [Q2]

12.12% less ownership

Funds ownership: 13.89% [Q1] → 1.76% (-12.12%) [Q2]

15% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 142

See Fund Rankings

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$85

1%

downside

Avg. target

$106

24%

upside

High target

$130

52%

upside

11 analyst ratings

9 positive

82%

2 neutral

18%

0 negative

0%

Loop Capital Rob Sanderson 50% 1-year accuracy 12 / 24 met price target	35%upside $115	Buy Maintained	29 Aug 2024
Morgan Stanley Gary Yu 0 / 0 met price target	5%upside $90	Equal-Weight Maintained	23 Aug 2024
Susquehanna Shyam Patil 49% 1-year accuracy 28 / 57 met price target	52%upside $130	Positive Maintained	19 Aug 2024
Benchmark Fawne Jiang 35% 1-year accuracy 20 / 57 met price target	38%upside $118	Buy Reiterated	16 Aug 2024
Truist Securities Youssef Squali 50% 1-year accuracy 38 / 76 met price target	17%upside $100	Buy Maintained	16 Aug 2024

See Analyst Rankings

Financial journalist opinion

Based on 104 articles about BABA published over the past 30 days

EXCLUSIVE: AI To 'Turbocharge' Alibaba's Cloud In Bid To Rival Microsoft, Amazon, Says Strategist

Alibaba Group Holdings Ltd BABA BABAF isn't just aiming to dominate e-commerce—it's positioning itself as a major player in the AI revolution.

EXCLUSIVE: AI To 'Turbocharge' Alibaba's Cloud In Bid To Rival Microsoft, Amazon, Says Strategist

Alibaba Cloud Leverages enosix and Salesforce to Unlock SAP in China

CINCINNATI--(BUSINESS WIRE)--enosix, a certified Salesforce and SAP partner, is transforming order-to-cash processes with a suite of user-friendly Aura and Lightning apps. These applications integrate effortlessly with client's SAP systems, enabling businesses to streamline operations and boost efficiency across Salesforce Commerce Cloud, CPQ, Manufacturing Cloud, Service Cloud, and Sales Cloud. enosix provides a unique suite of applications designed to support comprehensive order-to-cash proce.

Alibaba Cloud Leverages enosix and Salesforce to Unlock SAP in China

Alibaba: Ready To Take Off

Alibaba's stock is significantly undervalued, with a 247% potential upside, driven by strong fundamentals and commitment to innovation, particularly in AI. The company is enhancing its ecosystem through partnerships, including with Mastercard and Tencent's WeChat, and investing heavily in AI capabilities. Alibaba's robust financial position, with nearly $30 billion in net debt, provides ample resources for growth and innovation.

Alibaba: Ready To Take Off

Alibaba Is Battling with Temu Parent PDD. Why That's a Good Thing.

A letter to employees said competition will only make the e-commerce giant stronger.

Alibaba Is Battling with Temu Parent PDD. Why That's a Good Thing.

Why Hedge Funds Are Betting Big on Alibaba and Baidu for 2024

Many of the world's most influential hedge funds use relative value strategies, which involve going long on undervalued stocks and shorting overvalued stocks. This approach is part of long/short equity strategies, a common practice in hedge funds to manage risk and maximize returns regardless of whether the overall market is rising or falling.

Why Hedge Funds Are Betting Big on Alibaba and Baidu for 2024

Even Under Conservative Estimates, Alibaba Is A Steal (Rating Upgrade)

Alibaba's Q1 earnings showed mixed results, with 4% revenue growth but a 27% decrease in bottom line; however, the company's strong cash position and low debt are positives. Ali Cloud is gaining market share domestically and investing heavily to compete globally. The company's AI and international expansion efforts are promising but still unprofitable; long-term investments should yield returns.

Even Under Conservative Estimates, Alibaba Is A Steal (Rating Upgrade)

Top 3 Stocks to Secure Strong Returns Through Market Uncertainty

When people observe the track records of Wall Street titans like Warren Buffett, who hold stocks through any storm and always come out ahead, they often miss the bigger picture. The big picture in this case is that these investors find companies with relatively attractive risk-to-reward ratios and a fundamental belief that there is an upside in the near future for these stocks.

Top 3 Stocks to Secure Strong Returns Through Market Uncertainty

Alibaba shares jump 4% on its addition to mainland Stock Connect Scheme

Shares in Alibaba Group , jumped 4.2% on Tuesday as investors cheered its inclusion on China's mainland stock exchanges after the e-commerce giant upgraded its Hong Kong listing to primary status last month.

Alibaba shares jump 4% on its addition to mainland Stock Connect Scheme

Chinese apps including from JD.com and Alibaba complete data compliance process

China's Cyber Security Association released on Tuesday a list of 62 apps, including from JD.com and Alibaba , which have completed personal data collection and use compliance protocols.

Chinese apps including from JD.com and Alibaba complete data compliance process

Chinese stock exchanges add Alibaba into Stock Connect Scheme

China's Shanghai and Shenzhen stock exchanges will include Chinese e-commerce giant Alibaba Group and some other companies into its Stock Connect cross-border investment scheme from Tuesday, separate filings showed on Monday.

Chinese stock exchanges add Alibaba into Stock Connect Scheme

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