Jefferies Lowers PT on Alibaba Group Holding Limited (BABA) Stock

Alibaba Group Holding Limited (NYSE:BABA) is one of the Top Wide Moat Stocks to Buy for Long Term Growth. On March 19, Jefferies reduced its price objective on the company’s stock to $212 from $225 and kept a “Buy” rating. The revised price objective comes after Alibaba Group Holding Limited (NYSE:BABA)’s results for the quarter ended December. As per the management, Alibaba’s Taobao and Tmall Group continue to focus on leveraging Agentic AI throughout enterprises and consumers.

Jefferies Lowers PT on Alibaba Group Holding Limited (BABA) Stock

Notably, the external cloud revenue can see a CAGR of more than 40%, touching $100 billion over the span of 5 years. The Model-as-a-Service can act as a critical driver. The losses from the international digital commerce user experience should narrow in March 2026 compared to December 2025. The firm also believes Alibaba Group Holding Limited (NYSE:BABA) remains well-placed to tap the consumption opportunities. Also, the firm noted its positioning to capitalize on opportunities across AI and cloud.

Alibaba Group Holding Limited (NYSE:BABA) offers technology infrastructure and marketing reach.

While we acknowledge the risk and potential of BABA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BABA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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