BABA
Alibaba Group Holding Ltd
$120.07
-0.82%
$280.2B
No data for this timeframe.
Vol
Market Cap$280.2B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders10 funds
Inst. Value$5.7B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$1.5M
Reddit Sentiment56° Neutral
SEC Reports2
Congressional3 trades
Recent Activity
Jun 9, 2026
short_volume
Short Volume: BABA — 65.2% short (3.6M / 5.5M)
Short: 3,577,173 | Exempt: 1,847 | TRF Vol: 5,486,550 | Short Ratio: 65.2% | Off-exchange volume (da
May 29, 2026
Insider
Yu Siying sold 120,000 shares
General Counsel @ $0.00 ($0.00)
May 29, 2026
Insider
Xu Hong sold 160,000 shares
Chief Financial Officer @ $0.00 ($0.00)
May 29, 2026
Insider
Tsai Joseph C sold 120,000 shares
Director @ $0.00 ($0.00)
Apr 3, 2026
SEC
Three Alibaba executives — including CFO Xu Hong and General Counsel Yu Siying — sold shares worth $1.49M in a coordinat
CLUSTER — Impact 5/10
Mar 26, 2026
SEC
Three Alibaba executives — Chief People Officer Jiang Fang, CFO Xu Hong, and General Counsel Yu Siying — collectively so
CLUSTER — Impact 4/10
Inst.
NORGES BANK — NEW
4,055,651 shares ($594.5M)
Inst.
Fund 1 Investments, LLC — DOUBLED
35,300 shares ($5.2M)
Price Targets
$191.94
+60.4% upside
Strong Buy
Current $119.70
Low $112.52
Median $190.40
High $258.43
40 analysts
$112.52
$258.43
Analyst Ratings
13Strong Buy
30Buy
4Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Susquehanna | MAINTAIN | Positive → Positive |
| May 14, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 14, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 14, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Apr 14, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $10.20 ▼ -9.7% | $5.61 — $16.74 | -31% YoY | 15 |
| Next Q | $9.55 ▼ -12.2% | $4.92 — $13.30 | 119% YoY | 12 |
| Current FY | $45.47 ▼ -9.3% | $29.47 — $60.00 | 70% YoY | 33 |
| Next FY | $62.38 ▼ -6.4% | $36.64 — $86.72 | 37% YoY | 30 |
Latest Reports
BEARISH
CLUSTER
5/10
Three Alibaba executives — including CFO Xu Hong and General Counsel Yu Siying — sold shares worth $1.49M in a coordinat
Apr 3, 2026
NEUTRAL
CLUSTER
4/10
Three Alibaba executives — Chief People Officer Jiang Fang, CFO Xu Hong, and General Counsel Yu Siying — collectively so
Mar 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $1.5B | ADD |
| DODGE & COX | $1.5B | — |
| BANK OF AMERICA CORP | $821.4M | — |
| MORGAN STANLEY | $798.2M | TRIM |
| NORGES BANK | $594.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Yu Siying | A | $0.00 |
| May 29, 2026 | Xu Hong | A | $0.00 |
| May 29, 2026 | Tsai Joseph | A | $0.00 |
| May 29, 2026 | Jiang Fan | A | $0.00 |
| May 29, 2026 | Jiang Fang | A | $0.00 |
Reddit Sentiment
56°▼
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 3 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
| Gilbert Cisneros | D | BUY | $50,001 - $100,000 |
| Gilbert Cisneros | D | BUY | $1,001 - $15,000 |
10 institutional holders with $5.7B total value (38,927,788 shares) as of 2025-Q4. Top holders: FMR, DODGE, BANK. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 10,265,691 | $1.5B | 26.4% | ADD +30.8% |
| 2 | DODGE & COX | 10,016,870 | $1.5B | 25.7% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 5,603,941 | $821.4M | 14.4% | — |
| 4 | MORGAN STANLEY | 5,445,261 | $798.2M | 14.0% | TRIM -35.9% |
| 5 | NORGES BANK | 4,055,651 | $594.5M | 10.4% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 2,255,503 | $330.6M | 5.8% | ADD +45.8% |
| 7 | CAUSEWAY CAPITAL MANAGEMENT LLC | 1,203,049 | $176.3M | 3.1% | ADD +42.6% |
| 8 | Cullen Capital Management, LLC | 42,462 | $6.2M | 0.1% | TRIM -29.2% |
| 9 | Fund 1 Investments, LLC | 35,300 | $5.2M | 0.1% | DOUBLED +108.9% |
| 10 | Tweedy, Browne Co LLC | 4,060 | $595.1K | 0.0% | TRIM -64.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,055,651 | — | $594.5M | 2025-Q4 |
| Fund 1 Investments, LLC | DOUBLED | 16,900 | 35,300 | +108.9% | $5.2M | 2025-Q4 |
| UBS Group AG | ADD | 9,224,608 | 13,933,313 | +51.0% | $2.5B | 2025-Q3 |
| FMR LLC | ADD | 9,146,526 | 11,966,783 | +30.8% | $2.1B | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 2,009,723 | 2,929,234 | +45.8% | $523.5M | 2025-Q3 |
| Cullen Capital Management, LLC | TRIM | 64,542 | 45,664 | -29.2% | $8.2M | 2025-Q3 |
| Fund 1 Investments, LLC | TRIM | 30,000 | 16,900 | -43.7% | $3.0M | 2025-Q3 |
| NORGES BANK | EXIT | 4,649,003 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 1,071,231 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | TRIM | 14,804,993 | 9,224,608 | -37.7% | $1.0B | 2025-Q2 |
| FMR LLC | TRIM | 16,770,272 | 9,146,526 | -45.5% | $1.0B | 2025-Q2 |
| MORGAN STANLEY | TRIM | 10,209,362 | 6,541,390 | -35.9% | $741.9M | 2025-Q2 |
| NORGES BANK | NEW | — | 4,649,003 | — | $527.2M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,429,336 | 1,071,231 | -25.1% | $121.5M | 2025-Q2 |
| Fund 1 Investments, LLC | NEW | — | 30,000 | — | $3.4M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 13,917 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 10,000 | 0 | -100.0% | $0.00 | 2025-Q2 |
| FMR LLC | DOUBLED | 1,270,182 | 16,770,272 | +1220.3% | $2.2B | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 994,472 | 2,656,514 | +167.1% | $351.3M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 2,995,640 | 1,429,336 | -52.3% | $189.0M | 2025-Q1 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | ADD | 951,168 | 1,356,010 | +42.6% | $179.3M | 2025-Q1 |
| Cullen Capital Management, LLC | NEW | — | 65,364 | — | $8.6M | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 13,917 | — | $1.8M | 2025-Q1 |
| NORGES BANK | EXIT | 6,905,047 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 26,382,063 | 18,182,217 | -31.1% | $1.5B | 2024-Q4 |
8 unique insiders with 3 transactions. Net insider value: -$1.5M ($0.00 bought, $1.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Yu Siying | General Counsel | A | 120,000 | $0.00 | $0.00 |
| May 29, 2026 | Xu Hong | Chief Financial Officer | A | 160,000 | $0.00 | $0.00 |
| May 29, 2026 | Tsai Joseph C | Director | A | 120,000 | $0.00 | $0.00 |
| May 29, 2026 | Jiang Fan (FJ) | CEO of Business Group | A | 248,000 | $0.00 | $0.00 |
| May 29, 2026 | Jiang Fang | Chief People Officer | A | 60,000 | $0.00 | $0.00 |
| May 29, 2026 | Wu Yongming | Chief Executive Officer | A | 448,000 | $0.00 | $0.00 |
| Apr 1, 2026 | EVANS J. MICHAEL | President | M | 12,000 | $0.00 | $0.00 |
| Apr 1, 2026 | EVANS J. MICHAEL | President | M | 12,000 | $0.00 | $0.00 |
| Apr 1, 2026 | Tsai Joseph C | Director | M | 3,333 | $0.00 | $0.00 |
| Apr 1, 2026 | Tsai Joseph C | Director | M | 3,333 | $0.00 | $0.00 |
| Apr 1, 2026 | Wu Maggie Wei | Director | M | 33,344 | $0.00 | $0.00 |
| Apr 1, 2026 | Wu Maggie Wei | Director | M | 33,344 | $0.00 | $0.00 |
| Apr 1, 2026 | Wu Yongming | Chief Executive Officer | M | 13,333 | $0.00 | $0.00 |
| Apr 1, 2026 | Wu Yongming | Chief Executive Officer | M | 13,333 | $0.00 | $0.00 |
| Mar 25, 2026 | Xu Hong | Chief Financial Officer | M | 62,000 | $0.00 | $0.00 |
| Mar 25, 2026 | Xu Hong | Chief Financial Officer | SELL | 54,450 | $16.07 | $875.0K |
| Mar 25, 2026 | Xu Hong | Chief Financial Officer | M | 62,000 | $0.00 | $0.00 |
| Mar 25, 2026 | Jiang Fang | Chief People Officer | M | 2,672 | $0.00 | $0.00 |
| Mar 25, 2026 | Jiang Fang | Chief People Officer | SELL | 16,848 | $16.10 | $271.3K |
| Mar 25, 2026 | Jiang Fang | Chief People Officer | M | 2,672 | $0.00 | $0.00 |
| Mar 25, 2026 | Yu Siying | General Counsel | M | 25,336 | $0.00 | $0.00 |
| Mar 25, 2026 | Yu Siying | General Counsel | SELL | 21,472 | $16.06 | $344.8K |
| Mar 25, 2026 | Yu Siying | General Counsel | M | 25,336 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (90% buy). Based on 48 analysts: 13 strong buy, 30 buy, 4 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$191.94 mean target
+60.4% upside
Strong Buy (1.37)
$112.52 Low
$258.43 High
| Metric | Value |
|---|---|
| Current Price | $119.70 |
| Target Low | $112.52 |
| Target Mean | $191.94 |
| Target Median | $190.40 |
| Target High | $258.43 |
| # Analysts | 40 |
| Recommendation | Strong Buy (1.37) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$10.20 | $5.61 | $16.74 | -30.9% | -9.7% | 2↑ 5↓ | $268.3B | 8.4% | 15 |
| Next Q 2026-09-30 |
$9.55 | $4.92 | $13.30 | 119.0% | -12.2% | 2↑ 4↓ | $269.4B | 8.7% | 12 |
| Current FY 2027-03-31 |
$45.47 | $29.47 | $60.00 | 69.7% | -9.3% | 5↑ 21↓ | $1131.5B | 10.5% | 33 |
| Next FY 2028-03-31 |
$62.38 | $36.64 | $86.72 | 37.2% | -6.4% | 8↑ 14↓ | $1260.7B | 11.4% | 30 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $10.196 | |
| 7d ago | $10.196 | |
| 30d ago | $11.290 | -1.093 |
| 60d ago | $12.745 | -2.549 |
| 90d ago | $14.501 | -4.305 |
8 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| May 14, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 14, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 14, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 14, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 26, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Mar 20, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 20, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 20, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 20, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Mar 19, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 8, 2026 | Jefferies | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | Freedom Capital Markets | DOWNGRADE | Buy | Hold |
| Jan 6, 2026 | Freedom Broker | DOWNGRADE | Buy | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 15 | 27 | 5 | 1 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 3 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| 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) |
56°
Neutral
Bearish
Neutral
Bullish
12 mentions
2 bullish
0 bearish
10 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 10, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 10, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 31, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| May 26, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Apr 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 18, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 18, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Feb 26, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Baba ?
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💬 0
⚡ 0.5
Eurizon Capital SGR S.p.A. Takes $21.27 Million Position in Alibaba Group Holding Limited $BABA
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💬 0
⚡ 0.5
CBOE: Pre-Market Options Trading starts in July
▲ 1
💬 0
⚡ 0.5
Pre Market trading for select options to begin in July
▲ 1
💬 0
⚡ 0.5
$14,811 in premiums collected yesterday.
▲ 1
💬 0
⚡ 0.5
10/26/26 Earnings Trades
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💬 1
Jun 9, 2026
short_volume
Short Volume: BABA — 65.2% short (3.6M / 5.5M)
Short: 3,577,173 | Exempt: 1,847 | TRF Vol: 5,486,550 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 28, 2026
options_unusual
Unusual Call: BABA $155 2028-12-15 — $28.9M premium
Vol: 10,001 vs OI: 68 (147.1x). Price: $28.46, IV: 44%, Delta: 0.58. Direction: OPENING
May 19, 2026
options_unusual
Unusual Call: BABA $150 2027-01-15 — $1.5M premium
Vol: 1,002 vs OI: 15,477 (0.1x). Price: $14.50, IV: 43%, Delta: 0.48. Direction: CLOSING
May 19, 2026
short_volume
Short Volume: BABA — 56.0% short (2.3M / 4.2M)
Short: 2,323,407 | Exempt: 56,917 | TRF Vol: 4,151,256 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
options_unusual
Unusual Call: BABA $230 2027-03-19 — $1.3M premium
Vol: 3,000 vs OI: 3,023 (1x). Price: $4.31, IV: 47%, Delta: 0.17. Direction: UNKNOWN
May 18, 2026
options_unusual
Unusual Call: BABA $190 2027-03-19 — $2.4M premium
Vol: 3,000 vs OI: 3,070 (1x). Price: $7.95, IV: 44%, Delta: 0.29. Direction: UNKNOWN
May 14, 2026
short_interest
FTD: BABA — 18,090 shares ($2.6M) failed to deliver
Settlement: 20260514, Price: $145.81, FTD Value: $2,637,702.9, ALIBABA GROUP HLDG LTD SPONSOR
May 13, 2026
earnings_calendar
BABA Q4 2026 Earnings After Market Close — 2026-05-13
May 11, 2026
short_interest
FTD: BABA — 4,300 shares ($0.6M) failed to deliver
Settlement: 20260511, Price: $140.06, FTD Value: $602,258, ALIBABA GROUP HLDG LTD SPONSOR
May 8, 2026
short_interest
FTD: BABA — 6,350 shares ($0.9M) failed to deliver
Settlement: 20260508, Price: $141.00, FTD Value: $895,350, ALIBABA GROUP HLDG LTD SPONSOR
May 6, 2026
short_interest
FTD: BABA — 9,054 shares ($1.2M) failed to deliver
Settlement: 20260506, Price: $132.26, FTD Value: $1,197,482.04, ALIBABA GROUP HLDG LTD SPONSOR
May 4, 2026
short_interest
FTD: BABA — 51,487 shares ($6.8M) failed to deliver
Settlement: 20260504, Price: $131.50, FTD Value: $6,770,540.5, ALIBABA GROUP HLDG LTD SPONSOR
Apr 29, 2026
short_interest
FTD: BABA — 5,655 shares ($0.7M) failed to deliver
Settlement: 20260429, Price: $130.85, FTD Value: $739,956.75, ALIBABA GROUP HLDG LTD SPONSOR
Apr 24, 2026
short_interest
FTD: BABA — 4,408 shares ($0.6M) failed to deliver
Settlement: 20260424, Price: $131.70, FTD Value: $580,533.6, ALIBABA GROUP HLDG LTD SPONSOR
Apr 17, 2026
short_interest
FTD: BABA — 62,040 shares ($8.6M) failed to deliver
Settlement: 20260417, Price: $138.59, FTD Value: $8,598,123.6, ALIBABA GROUP HLDG LTD SPONSOR