AlibabaBABA
Market Cap: $198B
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 Q2 SEC filings by fund managers ($100M+ AUM)
72% more call options, than puts
Call options by funds: $6.84B | Put options by funds: $3.97B
9% less repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 389
2% less funds holding
Funds holding: 1,094 [Q1] → 1,070 (-24) [Q2]
7% less capital invested
Capital invested by funds: $26.6B [Q1] → $24.7B (-$1.92B) [Q2]
10% less funds holding in top 10
Funds holding in top 10: 69 [Q1] → 62 (-7) [Q2]
12.12% less ownership
Funds ownership: 13.89% [Q1] → 1.76% (-12.12%) [Q2]
17% less first-time investments, than exits
New positions opened: 119 | Existing positions closed: 143
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
Loop Capital Rob Sanderson 54% 1-year accuracy 13 / 24 met price target | 42%upside $115 | Buy Maintained | 29 Aug 2024 |
Morgan Stanley Gary Yu 100% 1-year accuracy 1 / 1 met price target | 11%upside $90 | Equal-Weight Maintained | 23 Aug 2024 |
Susquehanna Shyam Patil 60% 1-year accuracy 34 / 57 met price target | 60%upside $130 | Positive Maintained | 19 Aug 2024 |
Benchmark Fawne Jiang 42% 1-year accuracy 26 / 62 met price target | 45%upside $118 | Buy Reiterated | 16 Aug 2024 |
Truist Securities Youssef Squali 56% 1-year accuracy 44 / 79 met price target | 23%upside $100 | Buy Maintained | 16 Aug 2024 |
Financial journalist opinion
Based on 107 articles about BABA published over the past 30 days