JP Morgan Maintains Alibaba Group Holding Limited - Depositary Receipt (BABA) Overweight Recommendation

Fintel reports that on October 1, 2025, JP Morgan maintained coverage of Alibaba Group Holding Limited – Depositary Receipt (NYSE:BABA) with a Overweight recommendation.

Analyst Price Forecast Suggests 1.84% Upside

As of September 29, 2025, the average one-year price target for Alibaba Group Holding Limited – Depositary Receipt is $186.13/share. The forecasts range from a low of $121.20 to a high of $247.38. The average price target represents an increase of 1.84% from its latest reported closing price of $182.76 / share.

See our leaderboard of companies with the largest price target upside.

The projected annual revenue for Alibaba Group Holding Limited – Depositary Receipt is 1,134,408MM, an increase of 13.35%. The projected annual non-GAAP EPS is 77.69.

What is the Fund Sentiment?

There are 1,686 funds or institutions reporting positions in Alibaba Group Holding Limited – Depositary Receipt. This is an decrease of 164 owner(s) or 8.86% in the last quarter. Average portfolio weight of all funds dedicated to BABA is 0.69%, an increase of 25.37%. Total shares owned by institutions decreased in the last three months by 11.56% to 433,230K shares. BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) Put/Call Ratios The put/call ratio of BABA is 0.58, indicating a bullish outlook.

What are Other Shareholders Doing?

Kingstone Capital Partners Texas holds 49,014K shares. In its prior filing, the firm reported owning 4K shares , representing an increase of 99.99%. The firm increased its portfolio allocation in BABA by 77.22% over the last quarter.

Primecap Management holds 20,764K shares. In its prior filing, the firm reported owning 20,624K shares , representing an increase of 0.68%. The firm decreased its portfolio allocation in BABA by 17.23% over the last quarter.

David Tepper, the hedge fund maestro behind Appaloosa Management, is synonymous with bold investment moves. His knack for the market and unflinching trades have cemented him as a finance juggernaut. Tepper's legacy is not just confined to Wall Street; he's also a sports team owner and philanthropist, exemplifying the breadth of his influence.

Seizing Opportunity Amid Turmoil: Tepper's Lucrative Play

Drawing from the adage that conflict breeds opportunity, Tepper amassed a colossal fortune during the 2008 financial crisis. While others averted their gaze, he plunged into distressed assets, notably banking stocks. His unique strategy leveraged governmental bailouts and a contrarian approach to amass a wealth of assets when the dust settled.

Riding the Dragon's Back: Tepper's Bold China Bet

In a recent revelation, Tepper showcased his bullish stance on China by heavily investing in prominent Chinese companies like JD.com, Baidu, and Alibaba. Alibaba, in particular, made up a significant portion of his portfolio, underscoring his confidence in the e-commerce giant.

Decoding Tepper's Alibaba Move

Tepper's strategic maneuver to pump substantial capital into Alibaba amid turbulent times hints at his foresight. His actions align with China's unveiling of a substantial stimulus package, signaling a potential upswing for the market. Tepper's assertion of the undervalued nature of Chinese stocks and their growth potential echoes his profound understanding of market dynamics.

The Future of Tepper's Chinese Venture

Tepper's faith in Chinese equities stems from their attractive valuations, robust growth forecasts, and robust cash reserves. His continued plunge into the Chinese market underscores his belief in its resilience and potential for lucrative returns.

In Closing

David Tepper's shrewd maneuvers in the finance realm, particularly his strategic pivot towards Chinese stocks, serve as a guiding light for investors. His prescient moves underscore the importance of vigilance and insight in navigating the tumultuous waters of the financial market.

The Rise of Infrastructure Stocks in the U.S.

A monumental initiative to revamp the dilapidated U.S. infrastructure is on the horizon. It's a bipartisan venture driven by urgency and inevitability, with trillions earmarked for expenditure. Astute investors stand to reap substantial rewards amidst this unprecedented wave of construction and renovation.

Unleashing the Potential: A Deep Dive into Investment Opportunities in Infrastructure and FinanceUnleashing the Potential: A Deep Dive into Investment Opportunities in Infrastructure and Finance

Jpmorgan Chase holds 19,906K shares. In its prior filing, the firm reported owning 22,783K shares , representing a decrease of 14.45%. The firm decreased its portfolio allocation in BABA by 32.89% over the last quarter.

TEQKX – TIAA-CREF Emerging Markets Equity Index Fund Retail Class holds 15,571K shares. In its prior filing, the firm reported owning 14,587K shares , representing an increase of 6.32%. The firm decreased its portfolio allocation in BABA by 4.53% over the last quarter.

Goldman Sachs Group holds 12,675K shares. In its prior filing, the firm reported owning 10,307K shares , representing an increase of 18.69%. The firm decreased its portfolio allocation in BABA by 11.47% over the last quarter.

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This story originally appeared on Fintel.

JP Morgan Maintains Alibaba Group Holding Limited – Depositary Receipt (BABA) Overweight Recommendation