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Analysis: Macquarie’s Positive Outlook on Alibaba Group Holding LimitedAnalysis: Macquarie’s Positive Outlook on Alibaba Group Holding Limited


Macquarie’s Upgrade from Neutral to Outperform

Macquarie’s recent upgrade of Alibaba Group Holding Limited – Depositary Receipt (NYSE:BABA) from Neutral to Outperform comes as a beacon of hope for investors.

Price Forecast and Revenue Projections

The average one-year price target for Alibaba Group Holding Limited currently stands at $110.05/share, signaling a potential decrease of 6.35% from the latest reported closing price. Despite this, analysts project a promising 14.62% increase in annual revenue, with a projected annual non-GAAP EPS of 69.64.

Ownership Trends and Fund Sentiment

A total of 1,456 funds or institutions hold positions in Alibaba Group Holding Limited. While there has been a slight decrease in the number of owners, the average portfolio weight of all funds dedicated to BABA has shown a solid increase. Institutions have raised their total shares owned by 12.41% over the last three months, hinting at growing confidence in the company’s prospects.

Shareholder Activities and Portfolio Allocations

Leading institutions such as QCSTRX, Primecap Management, Sanders Capital, Dodge & Cox, and TEQKX have exhibited varying degrees of portfolio reshuffling in BABA. These moves signify a nuanced dance of buy and sell decisions in response to market conditions and internal strategies.

Alibaba Group Holding Background

Alibaba Group’s ambitious mission to revolutionize commerce and create a lasting legacy blends innovation with tradition. The company aspires to be a catalyst for businesses worldwide, enabling seamless interactions and transactions in the digital landscape.


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