Alibaba Group Holding Ltd (BABA)
Quote, stock score, analyst consensus, and SEC filings, plus insider and Congress trades when there are any.
Aft $97.90 (-0.14%)
NYSE · Price as of
- Profitability13/20
Profitable but shrinking: $15.02B in fiscal 2026, its latest annual report (period ended 2026-03-31), down from $17.93B the prior fiscal year.
- Insider buying vs selling20/20
Insiders are net buyers: 3 open-market buys worth $25.7M vs 4 sells worth $13.6M across the last 20 Form 4 filings.
- Dilution and offerings15/15
Share count down 89.9% in a year with no new offering filings. The company is buying back stock.
- Analysts41
- Implied upside+90.0%
- Target range$96.12 to $240.53
- Priced move±10.4%
BABA closed at $98.04 on Oct 30, down 8.8% since Oct 1. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 4% of the 52-week range ($94.81 to $177.18).
Insider buying and selling at Alibaba Group Holding Ltd (BABA)
The most recent Form 4 on record for Alibaba Group Holding Ltd (BABA) is September 30, 2026, when Fang Jiang, Chief People Officer, sold $12.0M of stock. Nothing in the filing ties this one to a pre-arranged plan, so it was the filer's own call.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Fang Jiang · Chief People Officer | Sell | $12.0M | September 30, 2026 | Red flag |
| Hong Xu · Chief Financial Officer | Sell | $1.4M | September 25, 2026 | No decision |
How Congress has done in BABA
Every purchase of BABA disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | BABA | SPY |
|---|---|---|
| Median 12-month return after purchase | +7.4% | +16.6% |
| Median difference vs SPY | -9.8% | — |
| Purchases that beat SPY | 7 of 18 (39%) | — |
| Members who bought | 5 | — |
Most frequent buyers: Rob Bresnahan (6), Josh Gottheimer (5), Tommy Tuberville (3), Gil Cisneros (2), Lisa McClain (2).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 2 of the 18 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades in BABA
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-07-24 | Gil Cisneros CA | Sale | $100,001 - $250,000 | |
| 2026-07-23 | Gil Cisneros CA | Sale (Full) | $100,001 - $250,000 | |
| 2026-06-01 | Josh Gottheimer NJ | Sale | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| S-8 | October 13, 2026 | FORM S-8 |
| 6-K | October 7, 2026 | FORM 6-K |
| 4 | October 5, 2026 | 4 |
| 4 | October 5, 2026 | 4 |
| 4 | October 2, 2026 | 4 |
| 6-K | September 29, 2026 | FORM 6-K |
| 4 | September 29, 2026 | 4 |
| 4 | September 29, 2026 | 4 |
Alibaba news
All 17 articles
Alibaba (BABA) executive Jiang Fang sells $12 million in stock weeks after chairman and CEO bought shares
Alibaba's chief people officer sold in Hong Kong at a lower price than Joseph Tsai and Eddie Wu paid in August. A new law is why we can see it.
Alibaba (BABA) faces a suit over its Pentagon listing and AI disclosures. Here's what the October 5 deadline means.
Law firms keep sending reminders about an October 5 deadline in an Alibaba shareholder suit. The date is for investors who want to lead the case, and the suit points to two events from June.
AI agents built on Alibaba (BABA) and DeepSeek models made false claims in most mock bids. Revising their strategies made it worse.
AI agents built on Alibaba, DeepSeek, and Moonshot AI models made false claims in most sessions of a simulated bidding contest, according to research reviewed by Reuters. China's own guidance lists bidding as a possible use for agents.
China signals it may let ByteDance and Alibaba buy Nvidia's (NVDA) new RTX PRO 5500
China's industry ministry has signaled it may approve purchases of Nvidia's new RTX PRO 5500 by ByteDance, Alibaba, and others, The Information reported. The chip is built differently from Nvidia's top AI accelerators.
Alibaba unveils an AI chip it calls China's most powerful and targets 20 gigawatts of data centers by 2032
Alibaba unveiled the Zhenwu V900, a new AI chip from its T-Head unit that the company calls the most powerful designed in China, and set a target of more than 20 gigawatts of data-center capacity by 2032. Shares rose about 3%.
Alibaba (BABA) gave Kimi's maker 20,000 Nvidia (NVDA) chips. The White House says it trained on banned ones in Thailand.
Bloomberg reported Friday that Moonshot AI runs Kimi on about 20,000 Nvidia chips rented from Alibaba, its own 36% shareholder. Alibaba is cleared to buy 75,000 H200s and has taken almost none of them, so the contracted fleet is old stock. What K3 actually trained on is a separate question, and White House science director Michael Kratsios has already given his answer.
Articles that mention Alibaba without it being the main subject.
ByteDance is reportedly close to a deal to buy custom AI chips from MediaTek
The deal could make ByteDance MediaTek's second major customer for custom chips.
Moonshot AI's founders are in talks to settle a shareholder fight before the Kimi maker's Hong Kong IPO
An earlier company says Moonshot's founders enriched themselves at its expense.
US hyperscalers imported $45 billion of AI gear from China last year, even as Washington cracks down on Chinese AI
China's share of US AI imports is falling fast. Its optics and AI models are still in the US AI supply chain.
Frequently asked questions
When does BABA report earnings?
Alibaba Group Holding Ltd (BABA) is scheduled to report quarterly results on November 24, 2026 (estimated). Its results are reported in CNY, so we show the date only rather than presenting a consensus in another currency as dollars. It has missed the consensus EPS estimate in all four of the last four quarters. The options market is pricing a move of about 10.4% in either direction on the report, based on the cost of the at-the-money straddle expiring November 27, 2026. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for BABA?
41 analysts cover Alibaba Group Holding Ltd (BABA). The consensus rating is Strong buy. The average price target is $186.26, in a range of $96.12 to $240.53.
Are insiders buying or selling BABA?
We track Form 4 filings for Alibaba Group Holding Ltd (BABA). The activity listed on this page shows 2 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading BABA?
5 members of Congress have disclosed buying BABA in the last 5 years, 18 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +7.4% against +16.6% for SPY over the same windows, and 7 of the 18 (39%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see BABA SEC filings?
Recent filings are listed on this page, newest first. The latest is an S-8 filed October 13, 2026.