Market Cap
$260.5B
BABA
Alibaba Group Holding Ltd
$105.52 ▼ -1.80%
Prev close $107.45Market cap$260.5B
ConsensusStrong Buy
12-mo target$185.58 (+75.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional ExitsCongressional Activity (1) E-commerce & Platforms
Snapshot
The big-picture read on BABA right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$24.1B
Inst. Activity
34 buys / 16 sells
Insider Activity
$25.7M buy / $84.4M sell
Insider Net $
-$58.7M
Social Sentiment
43° Neutral
SEC Reports
18
Press Releases
2
Congressional
5 trades
Price chart 30d -5.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Alibaba Group Holding Limited of Class Action Lawsuit and Upcoming Deadlines - BABA
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been
Sep 30, 2026 Insider
Jiang Fang sold 885,272 shares
Chief People Officer @ $13.55 ($12.0M)
Sep 25, 2026 Insider
Jiang Fang acquired via exercise 1,664 shares
Chief People Officer
Sep 25, 2026 Insider
Sep 4, 2026 SEC Yu Siying acquired via exercise 3,328 shares
General Counsel
Alibaba completed a placing of 710 million new ordinary shares at HK$112.70 per share on August 26, 2026, representing a
6-K — Impact 6/10
Alibaba filed a 6-K furnishing a Next Day Disclosure Return to the Hong Kong Stock Exchange, reporting the issuance of 7
6-K — Impact 6/10
Alibaba completed an HK$80 billion (~US$10.3B) equity placement of 710M new shares at HK$112.70/share, representing ~3.6
6-K — Impact 6/10
Robbins LLP announced a securities class action lawsuit against Alibaba Group Holding Limited, alleging the company fail
Impact 3/10
Analyst ratings buy % +3.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 47 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 28, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Aug 21, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 21, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 21, 2026 | Baird | MAINTAIN | Outperform | 54% |
| May 15, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| May 14, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 14, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 14, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 13 | 30 | 3 | 1 | 0 | 91% | |
| Aug 1, 2026 | 13 | 30 | 3 | 1 | 0 | 91% | |
| Jul 1, 2026 | 13 | 30 | 3 | 1 | 0 | 91% | |
| Jun 1, 2026 | 13 | 30 | 4 | 1 | 0 | 90% | |
| May 1, 2026 | 13 | 29 | 4 | 1 | 0 | 89% | |
| Apr 1, 2026 | 13 | 28 | 5 | 1 | 0 | 87% | |
| Mar 1, 2026 | 15 | 26 | 6 | 1 | 0 | 85% | |
| Feb 1, 2026 | 15 | 26 | 6 | 1 | 0 | 85% |
Price targets
Where 39 covering analysts think BABA trades over the next 12 months.
$185.58 +75.9% upside Strong Buy
Current$105.53 Low$95.35 Median$188.04 High$238.59 39 analysts
$95.35$238.59
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
43°
Neutral
BearishNeutralBullish
Recent posts
BABA (Jack Ma) - holdings in offshore trust?
▲ 1 · 💬 0· ⚡ 0.5
$BABA Q1 FY2027 Earnings: AI Cloud Accelerates to 45% Growth as Qwen3.8-Max and Full-Stack Strategy Drive Commercialization
▲ 1 · 💬 1· ⚡ 0.5
Pre Market trading in select equity options to begin Monday.
▲ 1 · 💬 4· ⚡ 0.5
Alibaba (BABA) dropped Qwen 3.8 27B model and is matching Claude Opus 4.6
▲ 1 · 💬 0· ⚡ 0.5
Alibaba ($BABA) just dropped Qwen3.8-27B and it's literally matching Claude Opus 4.6
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
18 SEC filing reports analyzed · 1 bullish, 4 bearish, 1 mixed, 12 neutral · avg impact 3.5/10.Plus 2 press releases.
BEARISH6-K6/10
Alibaba completed a placing of 710 million new ordinary shares at HK$112.70 per share on August 26,
Sep 4, 2026
BEARISH6-K6/10
Alibaba filed a 6-K furnishing a Next Day Disclosure Return to the Hong Kong Stock Exchange, reporti
Aug 26, 2026
MIXED6-K6/10
Alibaba completed an HK$80 billion (~US$10.3B) equity placement of 710M new shares at HK$112.70/shar
Aug 26, 2026
BULLISHCLUSTER6/10
Two Alibaba insiders — CEO Eddie Wu and Director Joseph Tsai — made open-market purchases totaling $
Aug 25, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Alibaba Group Holding Limited of Class Action Lawsuit and Upcoming Deadlines - BABA
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Pomerantz LLP announces that a class action lawsuit has been filed against Alibaba Group Holding Limited ("Alib
Oct 1, 2026
other
Alibaba Group (BABA) Investor Alert: Securities Class Action Filed, Hagens Berman Investigating Allegations of Undisclosed Chinese Military Ties and Fraudulent AI Distillation Attacks
SAN FRANCISCO, Oct. 1, 2026 /PRNewswire/ -- Hagens Berman Sobol Shapiro LLP urges Alibaba Group Holding Limited (NYSE: BABA) investors who suffered su
Oct 1, 2026
other
MONDAY BABA DEADLINE: Alibaba Group Holding Limited Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces
SAN DIEGO, Sept. 30, 2026 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Alibaba Group Holding Limited (NY
Sep 30, 2026
other
Alibaba Deadline: BABA Investors with Losses in Excess of $100K Have Opportunity to Lead Alibaba Group Holding Limited Securities Fraud Lawsuit Filed by The Rosen Law Firm
NEW YORK, Sept. 30, 2026 /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Alibaba Group Holding
Sep 29, 2026
other
Alibaba Group Holding Limited (BABA) Investors: Securities Fraud Class Action Filed, Contact Hagens Berman Before October 5, 2026 Lead Plaintiff Deadline
SAN FRANCISCO, Sept. 29, 2026 /PRNewswire/ -- Hagens Berman Sobol Shapiro LLP urges Alibaba Group Holding Limited (NYSE: BABA) investors who suffered
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $10.86 | $8.59–$13.99 | 149.2% | -1.0% | 11↑ 3↓ | $270.5B | 17 |
| Next Q | $14.66 | $10.48–$17.82 | 106.8% | -1.4% | 10↑ 2↓ | $311.8B | 15 |
| Current FY | $44.07 | $37.59–$54.23 | 64.4% | -1.0% | 11↑ 17↓ | $1122.5B | 30 |
| Next FY | $61.89 | $40.94–$85.14 | 40.4% | -1.3% | 16↑ 10↓ | $1266.2B | 30 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $10.864 | — |
| 7d ago | $10.963 | -0.099 |
| 30d ago | $10.979 | -0.115 |
| 60d ago | $9.850 | +1.014 |
| 90d ago | $9.548 | +1.316 |
Institutional ownership
Which big funds own BABA (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $24.1B total value (235,273,731 shares) as of 2026-Q2. Top holders: PRIMECAP, JANE, SUSQUEHANNA. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 18,611,306 | $1.8B | 7.4% | — |
| JANE STREET GROUP, LLC | 18,479,000 | $1.8B | 7.3% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,857,700 | $1.4B | 5.9% | ADD +25.9% |
| JANE STREET GROUP, LLC | 13,038,700 | $1.3B | 5.2% | — |
| UBS Group AG | 10,565,232 | $1.0B | 4.2% | — |
| DODGE & COX | 9,957,970 | $955.8M | 4.0% | — |
| CITADEL ADVISORS LLC | 9,907,600 | $950.9M | 3.9% | ADD +38.7% |
| HSBC HOLDINGS PLC | 9,634,384 | $925.9M | 3.8% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,086,700 | $776.2M | 3.2% | ADD +25.9% |
| MORGAN STANLEY | 7,419,507 | $712.1M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PeakShares LLC | DOUBLED | 1,560 | 5,582 | +257.8% | $535.8M |
| JPMORGAN CHASE & CO | NEAR_EXIT | 20,491,140 | 4,418,393 | -78.4% | $422.0M |
| NORGES BANK | NEW | — | 4,318,477 | — | $414.5M |
| FMR LLC | TRIM | 7,847,855 | 3,689,900 | -53.0% | $354.2M |
| Capula Management Ltd | DOUBLED | 114,546 | 3,343,509 | +2818.9% | $320.9M |
| Capital World Investors | TRIM | 4,158,097 | 2,625,136 | -36.9% | $252.0M |
| NATIONAL BANK OF CANADA /FI/ | DOUBLED | 278,711 | 2,057,785 | +638.3% | $197.5M |
| Appaloosa LP | TRIM | 3,465,000 | 2,000,000 | -42.3% | $192.0M |
| CITADEL ADVISORS LLC | ADD | 1,435,941 | 1,991,869 | +38.7% | $191.2M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 955,801 | 1,896,633 | +98.4% | $182.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$58.7M — $25.7M bought, $84.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Jiang Fang | Chief People Officer | SELL | 885,272 | $13.55 | $12.0M |
| Sep 25, 2026 | Jiang Fang | Chief People Officer | EXERCISE | 1,664 | — | — |
| Sep 25, 2026 | Yu Siying | General Counsel | EXERCISE | 3,328 | — | — |
| Sep 25, 2026 | Jiang Fang | Chief People Officer | EXERCISE | 1,666 | — | — |
| Sep 25, 2026 | Yu Siying | General Counsel | EXERCISE | 2,667 | — | — |
| Sep 25, 2026 | Yu Siying | General Counsel | SELL | 6,764 | $13.58 | $91.9K |
| Sep 25, 2026 | Jiang Fan (FJ) | CEO of Business Group | EXERCISE | 7,328 | — | — |
| Sep 25, 2026 | Jiang Fang | Chief People Officer | SELL | 4,889 | $13.57 | $66.3K |
| Sep 25, 2026 | Jiang Fan (FJ) | CEO of Business Group | EXERCISE | 15,500 | — | — |
| Sep 25, 2026 | Jiang Fang | Chief People Officer | EXERCISE | 2,667 | — | — |
Congressional trades
BABA trades disclosed by members of Congress, with disclosure delay.
2 members · 3 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 24, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $100,001 - $250,000 | Alibaba Group Holding Ltd | Sep 7, 2026(46d) |
| Jun 1, 2026 | Josh Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Alibaba Group Holding Ltd | Jul 8, 2026(38d) |
| Mar 27, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Alibaba Group Holding Ltd | Apr 8, 2026(13d) |
| Feb 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $50,001 - $100,000 | Alibaba Group Holding Ltd | Mar 10, 2026(30d) |
| Feb 3, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Alibaba Group Holding Ltd | Feb 16, 2026(14d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BABA.
Shares short
41,044,240
Settlement Sep 15, 2026
Change vs prior
-2.8%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈1.7%
Estimate — not % of float
All BABA filing & press-release reports (20)
- 6-K reportSep 4, 2026
- 6-K reportAug 26, 2026
- 6-K reportAug 26, 2026
- CLUSTER reportAug 25, 2026
- 6-K reportAug 24, 2026
- PRESS-RELEASE reportAug 17, 2026
- 6-K reportAug 14, 2026
- 6-K reportAug 7, 2026
- PRESS-RELEASE reportAug 7, 2026
- 6-K reportJul 22, 2026
- 6-K reportJul 10, 2026
- 6-K reportJul 7, 2026
- 6-K reportJul 6, 2026
- CLUSTER reportJul 6, 2026
- 6-K reportJul 3, 2026
- CLUSTER reportJul 1, 2026
- 144 reportJun 29, 2026
- 6-K reportJun 18, 2026
- CLUSTER reportApr 3, 2026
- CLUSTER reportMar 26, 2026