Alibaba Group Holding Limited
At today's price, Alibaba Group Holding Limited (BABA) is priced for +1.3% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Alibaba is two businesses pulling in opposite directions: a mature, cash-generative China e-commerce franchise and a fast-growing AI cloud arm whose external revenue is expanding north of 40% with AI-related cloud revenue at roughly a $5.2 billion annualized run rate [Source: Alibaba FY2026 results, May 2026]. • The biggest near-term risk is self-inflicted: heavy spending on AI infrastructure and quick commerce drove operating earnings sharply lower and turned free cash flow negative in fiscal
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1,318 institutional managers reported holding BABA in 13F filings for the quarter ended 2026-03-31. Together they hold about 9% of the company; the top 10 hold 4%. 93 opened new positions that quarter. Held by PRIMECAP Management, UBS, Dodge & Cox, among others. On the short side, 39.9M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BABA has cut its share count 14.1% over the past five years, spending $45.88B on repurchases. It pays a dividend, and has for 2 years running. Cash returned over the past three years: $11.38B in dividends and $25.34B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BABA over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
Last analyzed: June 27, 2026
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