Alibaba Stock (BABA) Gets a Price Target Cut as $10.2B Raise Sparks Doubts
Alibaba ($BABA) has received a price target cut following its recent $10.2 billion equity raise. Bernstein SocGen analyst Robin Zhu lowered his tar...
Alibaba Group Holding Ltd (BABA)
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Sector: Services-Business Services, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 9,907,600 | $950,931,448 | +31% | 0.11% | |
| 2. | 7,030,900 | $674,825,782 | +82% | 0.08% | |
| 3. | Fisher Asset Management Ken Fisher | 5,096,418 | $489,154,339 | -1% | 0.15% |
| 4. | 224,427,000 | $265,046,043 | -10% | 0.1% | |
| 5. | Discerene Group Soo Chuen Tan | 2,737,678 | $262,762,334 | +4% | 29.55% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.47 | 720,000 | $10,418,400.00 | 114,979,168 | 2026-08-25 | Filing | |
| $14.29 | 720,000 | $10,288,800.00 | 114,259,168 | 2026-08-24 | Filing | |
| $14.24 | 350,000 | $4,984,000.00 | 1,364,418 | 2026-08-24 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $95.59 | 27,008 | $2,581,694.72 | 28,000 | 2026-06-29 | Filing | |
| $94.92 | 692,992 | $65,778,800.64 | 55,008 | 2026-06-29 | Filing | |
| $12.10 | 13,579 | $164,305.90 | 556,617 | 2026-06-25 | Filing | |
| $12.15 | 175,054 | $2,126,906.10 | 280,496 | 2026-06-25 | Filing | |
| $12.10 | 6,772 | $81,941.20 | 607,234 | 2026-06-25 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,611,306 | $1,786,313,150 | 1.06% | |
| 2. | 18,479,000 | $1,773,614,420 | 0.15% | |
| 3. | 14,857,700 | $1,426,042,046 | 0.11% | |
| 4. | 13,418,048 | $1,287,864,242 | 1.51% | |
| 5. | 13,038,700 | $1,251,454,426 | 0.1% |
News See All
“Investor Grumbling” Is Not Surprising, Says Bernstein as Alibaba Stock Falls 5%
Alibaba ($BABA) stock is facing continued investor concerns after the company announced a $10.2 billion equity raise to fund its AI expansion. In a...
Baidu Just Gained Shanghai and Shenzhen Stock Connect Access. Is It Now a Better AI Bet Than Alibaba?
Baidu announced on September 4 that its Hong Kong Class A shares are now included in both the Shanghai-Hong Kong and Shenzhen-Hong Kong Stock Connect programs, effective September 7..
Alibaba (BABA) Shares Decline Amid Macro and Competitive Headwinds
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “International Fund”. The letter can be downloaded here.
Michael Burry Says He Sold Alibaba, Calling It Pricey Before $10.2 Billion Share Sale
Michael Burry, the investor famous for his subprime mortgage bets detailed in "The Big Short," said on August 23 that he has sold his stake in Alibaba Group Holding Limited (NYSE:BABA), calling the Chinese...
Alibaba’s Wan3.0 Expands Its AI Ambitions, Could Shareholders Be Paying the Bill?
Alibaba Group Holding Limited (NYSE:BABA) has introduced Wan3.0, its latest artificial-intelligence video-generation model, one day after announcing a HK$80 billion ($10.2 billion) share placement to ...
Shein Stock to Go Public on Sept. 1
The IPO had been delayed due to market conditions.
Why Alibaba Stock’s (BABA) AI Spending Could Pay Off
Alibaba Group Holding Limited ($BABA) stock’s artificial intelligence (AI) spending could pay off because its cloud business is already seeing stro...
Alibaba Shares Fell on a $10 Billion AI Raise. Insiders Saw a Buying Opportunity
Alibaba Group Holding Limited (NYSE:BABA) gave shareholders two very different signals within 48 hours.
Alibaba (BABA) Just Answered Meta Platforms (META)'s Open-Weight AI Challenge. The Download Numbers Aren't Close
On August 17, 2026, Alibaba Group Holding Limited (NYSE:BABA) launched a new AI model designed to run on laptops and released the weights of its most powerful model, Qwen3.8-Max.
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