Yahoo · Oct 14, 2026
Alibaba vs. MercadoLibre: Which Stock Is a Better Buy in 2026?
Alibaba trades at a fraction of MercadoLibre's valuation, but the Latin American growth story carries very different risk and reward dynamics.
NASDAQ · BABA
Alibaba Group Holding Limited
Consumer Cyclical · Specialty Retail
$110.85
Up+$0.03 (+0.03%)
Updated Oct 14, 2026, 6:33 PM
SID Score
6.5/10
Composite research score
Smart Money
48/100
Neutral
- Market cap
- 363.84B
- P/E ratio
- 20.84
- Dividend yield
- 1.79%
- 52-week range
- $91.99 – $182.50
- Volume
- 7.76M
- Avg. volume
- 17.27M
Price performance · BABA
BABA price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 13, 2026
BABA closed at $110.85 after 21 trading sessions, up 1.38% for the selected period.
- Last close
- $110.85
- Period change
- +1.38%
- Period low
- $105.70
- Period high
- $116.31
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 13, 2026 | $109.39 | $111.94 | $109.11 | $110.85 | 7.76M |
| Oct 12, 2026 | $110.14 | $110.96 | $109.4118 | $110.78 | 6.81M |
| Oct 9, 2026 | $108.91 | $111.47 | $108.75 | $111.37 | 12.35M |
| Oct 8, 2026 | $108.254 | $109.39 | $104.75 | $105.70 | 11.58M |
| Oct 7, 2026 | $106.755 | $107.42 | $106.26 | $107.00 | 7.19M |
| Oct 6, 2026 | $110.16 | $110.16 | $108.0505 | $109.26 | 7.39M |
| Oct 5, 2026 | $107.45 | $111.40 | $107.45 | $110.80 | 10.07M |
| Oct 2, 2026 | $106.38 | $106.98 | $105.00 | $105.85 | 7.87M |
| Oct 1, 2026 | $108.01 | $109.60 | $106.70 | $107.45 | 7.18M |
| Sep 30, 2026 | $108.60 | $108.90 | $107.54 | $107.54 | 6.46M |
| Sep 29, 2026 | $108.12 | $108.77 | $107.40 | $107.74 | 5.84M |
| Sep 28, 2026 | $109.64 | $110.12 | $108.76 | $108.76 | 5.88M |
| Sep 25, 2026 | $111.14 | $111.225 | $109.56 | $109.74 | 5.93M |
| Sep 24, 2026 | $111.61 | $111.98 | $110.12 | $110.63 | 7.45M |
| Sep 23, 2026 | $112.00 | $112.28 | $110.591 | $110.80 | 12.22M |
| Sep 22, 2026 | $120.15 | $120.40 | $116.06 | $116.31 | 14.79M |
| Sep 21, 2026 | $115.12 | $116.20 | $113.35 | $115.75 | 9.54M |
| Sep 18, 2026 | $110.99 | $113.77 | $110.85 | $113.24 | 13.25M |
| Sep 17, 2026 | $107.965 | $109.14 | $107.31 | $108.54 | 8.73M |
| Sep 16, 2026 | $108.60 | $108.63 | $106.64 | $107.27 | 7.35M |
| Sep 15, 2026 | $109.76 | $111.25 | $109.28 | $109.34 | 7.77M |
Latest BABA news
The latest Smart Investors Daily articles mentioning BABA.
Stock researchCompany · Overview
Company
Market Activity
Research & News
BABA research
Overview
Company profile and research snapshot.
Company profile
Alibaba is the world's largest online and mobile commerce company as measured by gross merchandise volume. It operates China's online marketplaces, including Taobao (consumer-to-consumer) and Tmall (business-to-consumer). The China retail e-commerce platform is the most valuable cash flow-generating business at Alibaba. Additional revenue sources include China wholesale e-commerce, international retail and wholesale e-commerce, local consumer services, travel services, cloud computing, digital media and entertainment, Cainiao logistics services, and other businesses.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $186.98
- Implied upside
- —
- Analysts
- 10
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 12, 2026 | JP Morgan | Overweight | — |
| Oct 8, 2026 | Citigroup | Buy | — |
| Aug 28, 2026 | Susquehanna | Positive | — |
| Aug 21, 2026 | Barclays | Overweight | — |
| Aug 21, 2026 | JP Morgan | Overweight | — |
News briefing
Generated Oct 14, 2026, 3:09 PM
Why Is BABA Down Today? AI Investment Push Meets Market Caution
Alibaba shares declined 0.72% today amid a mixed backdrop of aggressive AI expansion initiatives and concerns about mounting capital expenditures. While the company is making bold moves into AI hardware and cloud infrastructure, investors are weighing the near-term cash burn against long-term strategic positioning in a competitive AI landscape.
Bottom line: Alibaba is at an inflection point, making substantial bets on AI across hardware, cloud infrastructure, and consumer applications, but the aggressive capex strategy is creating near-term pressure on cash flow and investor patience. Investors should monitor whether management can deliver on its 33% growth projections and demonstrate a clear path to profitability from these investments; watch JPMorgan's next target revision and quarterly cash flow trends as key indicators of execution success.
SeekingAlpha · Oct 14, 2026
Himax: Negative Sentiment May Bring It Down Below $10 Per Share
Himax Technologies, Inc. Q2 results show rising margins and auto IC growth through 2027, plus WiseEye AI glasses catalysts. Click for this HIMX stock update.
Yahoo · Oct 14, 2026
Premarket movers: Alibaba gains on new AI glasses; Liquidia rallies as legal eases
Investing.com - U.S. stock futures edged higher on Wednesday as investors prepared for key inflation data and a fresh batch of quarterly earnings from major banks. Gains in Dow and S&P 500 futures contrasted with a largely flat Nasdaq futures contract as investors assessed developments across artificial intelligence, healthcare and telecommunications.
Yahoo · Oct 14, 2026
Himax WiseEye Ultralow Power AI Adopted in Alibaba’s Latest Qwen Glasses
Himax’s Always-On Vision AI Combines 24/7 Environmental Sensing with Intelligent System Wake-Up for Extended Smart Glasses Battery LifeTAINAN, Taiwan, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Himax Technologies, Inc. (Nasdaq: HIMX) (“Himax” or the “Company”), a leading supplier and fabless manufacturer of display drivers and other semiconductor products, today announced that its WiseEye™ ultralow power AI processor, HX6538, has been integrated into Alibaba’s latest Qwen Glasses N1 series, jointly power
AI research layers
Interpretive context generated from the platform’s current data sources.
Alibaba Group Holding Limited Stock Performance
Alibaba Group Holding Limited shares traded at $110.87, reflecting a modest 1.35% gain over the past month but a significant 36.22% decline over the trailing twelve months, per SID market data. The stock currently sits below both its 50-day moving average of $116.05 and its 200-day moving average of $129.74, indicating sustained downward pressure on a technical basis. The 14-day relative strength index registers at 39.7, approaching oversold territory but not yet triggering a traditional oversold signal below 30. Average daily trading volume stands at approximately 17.27 million shares, according to Massive/Polygon data. The company's beta of 0.323 suggests considerably lower volatility relative to the broader market. Over the three-month period, BABA declined 1.37%, demonstrating that recent short-term recovery has not fully offset the intermediate-term downtrend. The current market capitalization stands at approximately $363.8 billion.
Alibaba Group Holding Limited Valuation Analysis
Alibaba Group trades at a price-to-earnings ratio of 20.84, positioning the Consumer Cyclical sector constituent at a moderate earnings multiple relative to large-cap peers, per SID market data. The company's price-to-book ratio stands at 2.49, suggesting the market values the firm at roughly two and a half times its reported book value, according to SEC filings. Notably, the PEG ratio registers at negative 1.37, reflecting either negative projected earnings growth or analyst estimate revisions that have turned unfavorable. Alibaba currently offers a dividend yield of approximately 1.28%, providing a modest income component for shareholders. The negative PEG ratio warrants attention as it contrasts with the otherwise reasonable P/E multiple, potentially signaling that forward earnings expectations have deteriorated. At a market capitalization of $363.8 billion, Alibaba remains one of the largest publicly traded companies in the Consumer Cyclical sector despite its trailing twelve-month decline of over 36%.
Smart Money Activity for BABA
Alibaba Group's composite smart money score stands at 48 out of 100, generating a neutral signal, per SID market data. The institutional component scores a strong 23.0 out of 25, indicating robust interest from large asset managers and pension funds in maintaining or building positions. The insider activity component scores 15.8 out of 25, with SEC Form 4 filings revealing 20 insider transactions over the past 90 days, comprising 8 purchases and 12 sales. The net selling bias among insiders suggests corporate officers and directors have modestly reduced exposure. Dark pool activity scores 7.2 out of 25, indicating relatively limited off-exchange institutional block trading at current price levels. Congressional trading activity registers at just 1.6 out of 25, reflecting minimal disclosed interest from U.S. lawmakers, according to 13F institutional filings and congressional disclosure records. The divergence between high institutional conviction and lower insider confidence creates a mixed signal for investors evaluating directional positioning in BABA shares.
Alibaba Group Holding Limited Earnings Outlook
Alibaba Group's recent earnings results have shown notable shortfalls against Wall Street expectations, according to company earnings reports. The most recent completed quarter delivered earnings of $0.09 per share against an analyst estimate of $1.12, representing a negative surprise of $1.03. The preceding quarter reported actual earnings of $1.26 per share versus estimates of $1.85, reflecting a miss of $0.59. These consecutive misses underscore execution challenges and potential margin pressures facing the company. Looking ahead, analysts project earnings of $1.12 per share for the upcoming quarter with results expected on May 14, 2026, per analyst estimates. The subsequent quarter carries an estimate of $2.51 per share with a reporting date of August 28, 2026. The pattern of significant earnings misses, particularly the $1.03 shortfall in the most recent period, has likely contributed to the stock's trailing twelve-month decline and its negative PEG ratio.
Wall Street Analyst Ratings for BABA
Wall Street analysts maintain a broadly constructive stance on Alibaba Group despite the stock's significant price decline, per Wall Street analyst reports. JP Morgan reiterated its Overweight rating on October 12, 2026, following a prior Overweight reaffirmation on August 21, 2026, demonstrating sustained conviction in the thesis. Citigroup maintained its Buy rating on October 8, 2026, while Barclays reiterated an Overweight recommendation on August 21, 2026, according to SID consensus data. Susquehanna also maintained its Positive rating on August 28, 2026. Notably, all five recent analyst actions represent rating reiterations rather than upgrades or downgrades, indicating that despite consecutive earnings misses totaling $1.62 per share across the last two quarters, major institutional research desks have not downgraded their outlooks. The consistency of bullish ratings from JP Morgan, Citigroup, Barclays, and Susquehanna suggests these firms view current price levels near $110.87 as reflecting sufficient discount to their respective target valuations.
