AlibabaBABA
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)
35% more call options, than puts
Call options by funds: $7.62B | Put options by funds: $5.63B
9.39% more ownership
Funds ownership: 1.84% [Q1] → 11.23% (+9.39%) [Q2]
10% less funds holding
Funds holding: 1,378 [Q1] → 1,241 (-137) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 476
34% less capital invested
Capital invested by funds: $46.1B [Q1] → $30.4B (-$15.8B) [Q2]
40% less funds holding in top 10
Funds holding in top 10: 114 [Q1] → 68 (-46) [Q2]
45% less first-time investments, than exits
New positions opened: 123 | Existing positions closed: 224
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Barclays Jiong Shao | 19%upside $145 | Overweight Maintained | 15 Jul 2025 |
B of A Securities Eddie Leung | 10%upside $135 | Buy Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 62 articles about BABA published over the past 30 days
