Alibaba Group Holding Limited (NYSE:Baba) is one of Top ai stocks under the projectors of Wall Street. On September 25, the American Tiger Securities analyst lowered Buy’s action at Hold with a price target of $ 180.0 (against $ 145.00). The degraded reflects the conviction of the company according to which Alibaba’s actions have already rallied and that a large part of the increase is already evaluated.
The rally was motivated by the renewed optimism of investors concerning the company’s AI / Cloud pivot following recent quarterly results, by encouraging business announcements and improving feeling on Chinese technological actions.
“We demotal Alibaba to prevent the purchase, while raising our price of course to $ 180 (against $ 145). Our constructive point of view on the long-term long-term trajectory of AI, cloud and investments of the Alibaba platform remains intact. Directed an exceptional race in 2025, with actions of more than 100% YTD and more than 40% in last month. His recent technological conference, Alibaba has unveiled Qwen3-Max, a wide language model with more than 1 parameter billion, positioning it more aggressively in the AI arms race. Development of robotics – was also well received by the market. »»
Overall, although the company enters the cloud and AI seems promising, the company believes that it is best to wait for a cheaper entry point because the stock has already jumped a lot.
“We continue to see a long -term value in the strategic change from Alibaba to AI and clouds, with potential to stimulate sustainable growth and expansion of margins. However, given the sharp reduction, the risk / reward has become less attractive in the short term. So we move so as not to be unchanged. ”
