
BABA · NYSE
The supplied consensus is Buy across 18 analysts. Target data are internally inconsistent: the low target is listed as $160, the mean as $190 and the high as $160, so the evidence cannot establish where targets cluster or the actual width of the spread. No named analyst or firm is identified as most or least bullish, and the supplied material does not document the direction of revisions during the past week. The substantive disagreement in the coverage concerns whether AI investment and the $10.2 billion equity raise will create durable cloud and enterprise growth or instead dilute shareholders and depress profitability. Bernstein is reported to have revised its target after the raise, but no target or rating change is provided.
| Firm | Analyst | Rating | Price Target | Upside | Date | Source |
|---|---|---|---|---|---|---|
| Robert W. Baird | — | $160 | +46.5% | Aug 21, 2026 | Open the report this row came from |