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 Q4 regulatory filings by fund managers ($100M+ AUM)
72% more call options, than puts
Call options by funds: $10.4B | Put options by funds: $6.04B
0.2% less ownership
Funds ownership: 1.9% [Q3] → 1.7% (-0.2%) [Q4]
8% less first-time investments, than exits
New positions opened: 192 | Existing positions closed: 209
4% less funds holding
Funds holding: 1,215 [Q3] → 1,170 (-45) [Q4]
11% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 422
26% less funds holding in top 10
Funds holding in top 10: 82 [Q3] → 61 (-21) [Q4]
29% less capital invested
Capital invested by funds: $39B [Q3] → $27.5B (-$11.4B) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Benchmark Fawne Jiang 69% 1-year accuracy 42 / 61 met price target | 37%upside $190 | Buy Reiterated | 26 Feb 2025 |
Bernstein Robin Zhu 75% 1-year accuracy 3 / 4 met price target | 19%upside $165 | Outperform Upgraded | 25 Feb 2025 |
Morgan Stanley Gary Yu 100% 1-year accuracy 1 / 1 met price target | 30%upside $180 | Overweight Upgraded | 24 Feb 2025 |
JP Morgan Alex Yao 67% 1-year accuracy 4 / 6 met price target | 23%upside $170 | Overweight Maintained | 21 Feb 2025 |
B of A Securities Eddie Leung 88% 1-year accuracy 7 / 8 met price target | 8%upside $150 | Buy Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 198 articles about BABA published over the past 30 days
