Alibaba Group stock trades at EUR 95.40 after a target cut

Published on 09/30/2026 at 13:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Alibaba Group stock was at EUR 95.40, plus 0.47 percent versus EUR 94.95, on September 30, 2026. Quarterly revenue reached USD 39.64 billion, up 8.60 percent.

BABA, US01609W1027, Illustration mit AI erstellt.

Alibaba Group (ISIN US01609W1027) was trading at EUR 95.40 at Lang & Schwarz on September 30, 2026, up 0.47 percent versus the prior close of EUR 94.95. The stock's latest analyst signal is mixed with a lower valuation target, while quarterly revenue continued to grow.

Bernstein lowers its target

According to TradingView on September 7, 2026, Bernstein SocGen cut its Alibaba target from USD 180.00 to USD 165.00 and retained a Buy rating. The revised target lies 72.96 percent above the Lang & Schwarz price, using the same-day euro quote only as market context and not as a currency conversion.

The change followed Alibaba's USD 10.2 billion equity raise, which increased investor scrutiny of AI spending and future capital requirements. Alibaba's investor-relations page states that the company completed an HKD 80.0 billion placing of new shares on August 26, 2026, with the proceeds directed toward computing and cloud infrastructure.

Revenue grows while EPS misses

MarketBeat reported on August 14, 2026, that Alibaba generated USD 39.64 billion in quarterly revenue, up 8.60 percent from the prior year and ahead of the USD 39.52 billion consensus. Adjusted quarterly EPS was USD 1.26, below the USD 1.94 consensus by USD 0.68.

The contrast matters for the valuation debate. Revenue growth supports Alibaba's commerce and cloud expansion, while the earnings miss and the financing needed for AI infrastructure keep profitability and capital returns central to the investment case.

Stock remains below its yearly high

Alibaba's market capitalization was USD 258.3 billion on September 29, 2026. The 52-week range was USD 91.99 to USD 192.67, placing the latest NYSE reference near the lower half of that span.

At Lang & Schwarz, Alibaba Group was trading at EUR 95.40 on September 30, 2026, at 1:02 p.m. CEST. The price was up 0.47 percent versus the Lang & Schwarz prior close of EUR 94.95 on September 29, 2026.