Alibaba Group Holding (BABA)
Representative Gil Cisneros recently filed dozens of new trades that include purchases of up to $100,000 in Alibaba Group Holding (BABA). The disclosure drew attention because Cisneros sits on the House Armed Services Committee, making purchases of a major Chinese technology company notable from a governance and optics perspective.
Alibaba remains one of China's largest e‑commerce and cloud computing platforms and is closely watched for regulatory developments in China and broader US–China relations. Trades by public officials in US‑listed Chinese ADRs like BABA often invite extra media and market scrutiny, particularly when the official holds a role related to national security oversight.
$BABA Hedge Fund Activity
We have seen 745 institutional investors add shares of $BABA stock to their portfolio, and 724 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 49,013,718 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $8,760,221,818
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 6,534,903 shares (+131.0%) to their portfolio in Q3 2025, for an estimated $1,167,983,213
- BRIDGEWATER ASSOCIATES, LP removed 5,660,258 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $641,929,859
- CAPITAL WORLD INVESTORS added 5,524,354 shares (+1074.9%) to their portfolio in Q3 2025, for an estimated $987,367,790
- SANDERS CAPITAL, LLC removed 4,925,348 shares (-57.7%) from their portfolio in Q3 2025, for an estimated $880,307,448
- BANK OF MONTREAL /CAN/ added 3,121,206 shares (+706.8%) to their portfolio in Q3 2025, for an estimated $557,853,148
- JANE STREET GROUP, LLC added 3,034,418 shares (+124924.6%) to their portfolio in Q3 2025, for an estimated $542,341,529
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$BABA Congressional Stock Trading
Members of Congress have traded $BABA stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BABA stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $100,000 on 10/17, 10/14 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 07/22, 06/09 and 1 sale worth up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$BABA Analyst Ratings
Wall Street analysts have issued reports on $BABA in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 10/10/2025
- JP Morgan issued a "Overweight" rating on 10/01/2025
- Jefferies issued a "Buy" rating on 09/29/2025
- Baird issued a "Outperform" rating on 09/24/2025
- B of A Securities issued a "Buy" rating on 09/24/2025
- Susquehanna issued a "Positive" rating on 09/18/2025
- Barclays issued a "Overweight" rating on 09/09/2025
To track analyst ratings and price targets for $BABA, check out Quiver Quantitative's $BABA forecast page.
$BABA Price Targets
Multiple analysts have issued price targets for $BABA recently. We have seen 11 analysts offer price targets for $BABA in the last 6 months, with a median target of $190.0.
Here are some recent targets:
- Robin Zhu from Bernstein set a target price of $200.0 on 10/10/2025
- Alex Yao from JP Morgan set a target price of $240.0 on 10/09/2025
- Thomas Chong from Jefferies set a target price of $230.0 on 09/29/2025
- Joyce Ju from B of A Securities set a target price of $195.0 on 09/24/2025
- Colin Sebastian from Baird set a target price of $174.0 on 09/24/2025
- Shyam Patil from Susquehanna set a target price of $190.0 on 09/18/2025
- Jiong Shao from Barclays set a target price of $190.0 on 09/09/2025
