NYSE
97.90USD
-1.64 (-1.65%)
We have scored 105 news catalysts on Alibaba Group Holding Limited (BABA) over the past 12 months. The biggest single-day move next to one of them came Oct 22, 2026, when BABA closed −2.5%: “Nasdaq futures crash over 500 points: 5 things to know before Wall Street opens”. Coverage across the window leans negative (average ticker sentiment −0.11). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
238.2B
P/E
—
EPS
—
Beta
0.46
52W range
91.99-181.1
Day range
97.85–99.22
Open
98.73
Prev close
99.54
Volume
5M
Avg volume
10.9M
Dividend
1.05
IPO
2014-09-19
Analysts publish price targets on BABA, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
6 analyst price targets from $160 to $200
as of 2026-09-11
The market is 37% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Alibaba Group Holding Limited — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Alibaba Group Holding Limited, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for BABA: .
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Alibaba Group Holding Limited, through its various subsidiaries, furnishes crucial technological infrastructure and extensive marketing channels. This comprehensive support allows merchants, brands, retailers, and other businesses to effectively engage with their customer base, both within the People's Republic of China and across international markets. The company's operations are organized across seven primary segments: China Commerce, International Commerce, Local Consumer Services, Cainiao (its logistics network), Cloud Computing, Digital Media and Entertainment, and Innovation Initiatives and Others. The company's extensive digital ecosystem features premier online retail platforms like Taobao and Tmall. Wholesale business-to-business transactions are facilitated through 1688.com and Alibaba.com. Globally, it operates retail platforms such as AliExpress, Lazada, Trendyol, and Daraz. For fresh goods and groceries, it offers Freshippo, and Tmall Global specializes in import e-commerce. Monetization and advertising solutions are provided via Alimama, its proprietary platform, which offers diverse marketing services including pay-for-performance, in-feed, and display ads, supported by the Taobao Ad Network and Exchange for real-time bidding. Logistics operations are primarily handled by the Cainiao Network. Its local consumer services encompass Ele.me for on-demand food and delivery, Koubei for restaurant and local service directories, and Fliggy for travel booking. Alibaba Cloud offers a wide array of services, including elastic computing, data storage, networking, security, database management, big data analytics, and Internet of Things (IoT) solutions. It also supplies hardware, software licenses, installation, and application development and maintenance. The digital media and entertainment division includes Youku, an online video platform; Quark, an information search and content consumption tool; and Alibaba Pictures, collectively offering diverse content spanning films, live events, news feeds, literature, and music. Its innovation portfolio further extends to Amap, a mobile application for digital mapping and navigation; DingTalk, a business communication and efficiency platform; the Tmall Genie smart speaker; and Qwen, an advanced artificial intelligence chatbot. Founded in 1999, Alibaba Group is headquartered in Hangzhou, People's Republic of China.
The price sits 37% below the median analyst target of $172, at the very bottom of the published range, meaning the market entirely rejects the bullish consensus and prices in severe structural and geopolitical risk.
What the disagreement turns on
Whether Alibaba Cloud's massive AI-driven revenue growth can eventually convert into positive free cash flow despite current capital burn, and whether the geopolitical risk of the U.S. military designation will be resolved — neither of which can be settled by the wired data (unit volumes alone cannot prove margin conversion, and geopolitical risk has no measurable proxy here).
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $109 on 2026-09-11 — the quote has since moved -10%, so read this as a record of what was priced in then, not now.
