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 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: 124,320
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
187% more first-time investments, than exits
New positions opened: 324 | Existing positions closed: 113
82% more funds holding in top 10
Funds holding in top 10: 62 [Q4 2024] → 113 (+51) [Q1 2025]
67% more capital invested
Capital invested by funds: $27.6B [Q4 2024] → $46.1B (+$18.5B) [Q1 2025]
62% more call options, than puts
Call options by funds: $15.8B | Put options by funds: $9.72B
16% more funds holding
Funds holding: 1,180 [Q4 2024] → 1,364 (+184) [Q1 2025]
0.13% more ownership
Funds ownership: 1.71% [Q4 2024] → 1.84% (+0.13%) [Q1 2025]
3% less repeat investments, than reductions
Existing positions increased: 424 | Existing positions reduced: 437
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Mizuho James Lee | 42%upside $160 | Outperform Maintained | 16 May 2025 |
Baird Colin Sebastian | 26%upside $142 | Outperform Maintained | 16 May 2025 |
Benchmark Fawne Jiang | 56%upside $176 | Buy Maintained | 16 May 2025 |
Citigroup Alicia Yap | 50%upside $169 | Buy Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 64 articles about BABA published over the past 30 days
