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)
111% more first-time investments, than exits
New positions opened: 243 | Existing positions closed: 115
72% more call options, than puts
Call options by funds: $13.2B | Put options by funds: $7.69B
47% more capital invested
Capital invested by funds: $25.5B [Q2] → $37.5B (+$12B) [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]
0.01% more ownership
Funds ownership: 1.82% [Q2] → 1.83% (+0.01%) [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
Barclays Jiong Shao 71% 1-year accuracy 27 / 38 met price target | 58%upside $130 | Overweight Maintained | 19 Nov 2024 |
Benchmark Fawne Jiang 71% 1-year accuracy 41 / 58 met price target | 43%upside $118 | Buy Reiterated | 18 Nov 2024 |
Mizuho James Lee 76% 1-year accuracy 32 / 42 met price target | 37%upside $113 | Outperform Maintained | 12 Nov 2024 |
Baird Colin Sebastian 85% 1-year accuracy 33 / 39 met price target | 34%upside $110 | Outperform Maintained | 24 Oct 2024 |
B of A Securities Eddie Leung 67% 1-year accuracy 4 / 6 met price target | 51%upside $124 | Buy Maintained | 9 Oct 2024 |
Financial journalist opinion
Based on 62 articles about BABA published over the past 30 days