Alibaba
BABA
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 retail e-commerce platform is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China wholesale e-commerce, international retail and wholesale e-commerce, local consumer services, travel services, cloud computing, digital media and entertainment, Cainiao logistics services, and other businesses.
Employees: 124,320
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
45% more call options, than puts
Call options by funds: $9.92B | Put options by funds: $6.83B
9.47% more ownership
Funds ownership: 1.84% [Q1] → 11.31% (+9.47%) [Q2]
9% less funds holding
Funds holding: 1,378 [Q1] → 1,251 (-127) [Q2]
13% less repeat investments, than reductions
Existing positions increased: 415 | Existing positions reduced: 479
34% less capital invested
Capital invested by funds: $46.1B [Q1] → $30.6B (-$15.6B) [Q2]
39% less funds holding in top 10
Funds holding in top 10: 114 [Q1] → 69 (-45) [Q2]
45% less first-time investments, than exits
New positions opened: 125 | Existing positions closed: 226
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Susquehanna
Shyam Patil
|
$190
|
Positive
Maintained
|
18 Sep 2025 |
Jefferies
Thomas Chong
|
$178
|
Buy
Maintained
|
10 Sep 2025 |
Barclays
Jiong Shao
|
$190
|
Overweight
Maintained
|
9 Sep 2025 |
Citigroup
Alicia Yap
|
$187
|
Buy
Maintained
|
2 Sep 2025 |
Baird
Colin Sebastian
|
$153
|
Outperform
Maintained
|
2 Sep 2025 |
Benchmark
Fawne Jiang
|
$195
|
Buy
Maintained
|
2 Sep 2025 |
Mizuho
Jason Helfstein
|
$159
|
Outperform
Maintained
|
2 Sep 2025 |
B of A Securities
Joyce Ju
|
$152
|
Buy
Maintained
|
2 Sep 2025 |
B of A Securities
Eddie Leung
|
$135
|
Buy
Maintained
|
11 Jul 2025 |
Financial journalist opinion
Based on 142 articles about BABA published over the past 30 days