AlibabaBABA
Market Cap: 182B
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
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
30% more repeat investments, than reductions
Existing positions increased: 436 | Existing positions reduced: 336
22% more call options, than puts
Call options by funds: $6.09B | Put options by funds: $4.97B
0.06% more ownership
Funds ownership: 13.46% [Q4 2023] → 13.52% (+0.06%) [Q1 2024]
1% less capital invested
Capital invested by funds: $26.2B [Q4 2023] → $26B (-$217M) [Q1 2024]
4% less funds holding
Funds holding: 1,123 [Q4 2023] → 1,079 (-44) [Q1 2024]
5% less funds holding in top 10
Funds holding in top 10: 73 [Q4 2023] → 69 (-4) [Q1 2024]
24% less first-time investments, than exits
New positions opened: 140 | Existing positions closed: 184
Research analyst outlook
19 Wall Street Analysts provided 1 year price forecasts over the past 6 months
19 analyst ratings
Jefferies Thomas Chong | 52%upside $116 | Buy Maintained | 26 Jul 2024 |
Loop Capital Rob Sanderson | 50%upside $115 | Buy Maintained | 6 Jun 2024 |
Barclays Jiong Shao | 40%upside $107 | Overweight Maintained | 16 May 2024 |
B of A Securities Eddie Leung | 35%upside $103 | Buy Maintained | 16 May 2024 |
Truist Securities Youssef Squali | 44%upside $110 | Buy Maintained | 15 May 2024 |
Financial journalist opinion
Based on 57 articles about BABA published over the past 30 days