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: 204,891
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
141% more first-time investments, than exits
New positions opened: 243 | Existing positions closed: 101
70% more call options, than puts
Call options by funds: $13.2B | Put options by funds: $7.78B
48% more capital invested
Capital invested by funds: $26.4B [Q2] → $39B (+$12.6B) [Q3]
30% more funds holding in top 10
Funds holding in top 10: 63 [Q2] → 82 (+19) [Q3]
12% more funds holding
Funds holding: 1,083 [Q2] → 1,211 (+128) [Q3]
0.02% more ownership
Funds ownership: 1.88% [Q2] → 1.9% (+0.02%) [Q3]
8% less repeat investments, than reductions
Existing positions increased: 376 | Existing positions reduced: 409
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Citigroup Alicia Yap 49% 1-year accuracy 17 / 35 met price target | 62%upside $138 | Buy Maintained | 10 Jan 2025 |
Barclays Jiong Shao 54% 1-year accuracy 20 / 37 met price target | 53%upside $130 | Overweight Maintained | 19 Nov 2024 |
Benchmark Fawne Jiang 58% 1-year accuracy 32 / 55 met price target | 39%upside $118 | Buy Reiterated | 18 Nov 2024 |
Mizuho James Lee 65% 1-year accuracy 20 / 31 met price target | 33%upside $113 | Outperform Maintained | 12 Nov 2024 |
Baird Colin Sebastian 76% 1-year accuracy 28 / 37 met price target | 29%upside $110 | Outperform Maintained | 24 Oct 2024 |
Financial journalist opinion
Based on 56 articles about BABA published over the past 30 days
