Highlights

  • Arete shifts Alibaba Group rating from buy to neutral in latest update.
  • Multiple brokerages revise price targets across recent research notes.
  • Institutional investors adjust Alibaba shareholdings during the third quarter.

Alibaba Group Holding Limited (NYSE:BABA) received a rating downgrade from Arete, which shifted its stance from “buy” to “neutral” in a report released on Tuesday. Arete assigned a price target of USD 172.00 for the specialty retailer’s shares. This update follows earlier research in which Arete reaffirmed the same target.

Other brokerages have also updated their views on Alibaba Group. Bank of America lifted its objective from USD 168.00 to USD 195.00 in late September and maintained a “buy” rating. Robert W. Baird increased its target from USD 153.00 to USD 174.00, issuing an “outperform” rating. JPMorgan Chase & Co. revised its target from USD 240.00 to USD 230.00 in November while keeping an “overweight” rating. Macquarie reiterated its “outperform” stance in late November.

MarketBeat data shows that seventeen analysts have issued a Buy rating, two have issued a Hold rating, and one has issued a Sell rating. The combined recommendations result in a consensus rating described as “Moderate Buy,” alongside an average target price of USD 194.00.

Institutional activity also shifted during the third quarter. Traphagen Investment Advisors LLC increased its stake to 3,018 shares. Bluesphere Advisors LLC added 64 shares for a total of 3,023. Richardson Financial Services Inc. expanded its position by 65 shares, reaching 254 shares. Transcend Capital Advisors LLC increased its holdings by 66 shares, rising to 6,661. Overall institutional and hedge-fund ownership stands at 13.47%.

Alibaba Group operates through multiple business segments including China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives.

Shares of BABA last traded at USD 155.96 on December 09, 2025.