Alibaba Group stock fell 1.43 percent after insider sales

Published on 10/04/2026 at 15:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Alibaba Group stock fell 1.43 percent on October 2 after insider sales. The latest quarter delivered USD 39.64 billion in revenue, while EPS missed consensus by USD 0.68.

BABA, US01609W1027, Illustration mit AI erstellt.

Alibaba Group (ISIN US01609W1027) stock closed at USD 105.91 on the NYSE on October 2, 2026, down 1.43 percent from USD 107.45. MarketBeat reported on October 2, 2026, that the decline followed insider sales at Alibaba.

Insider sales set the latest tone

Director Fang Jiang sold 885,272 Alibaba shares on September 30, 2026, for USD 11,995,435.60, reducing his position by 15.91 percent, according to MarketBeat. CFO Hong Xu also sold 103,046 shares on September 25, 2026, with the filing describing tax obligations tied to vested equity awards, the same report said.

The transactions put the recent price pressure beside a concrete company-specific event. Alibaba stock changed hands as low as USD 105.00 during the October 2 session, while 7,762,958 shares traded, according to MarketBeat.

Quarterly EPS missed by USD 0.68

Alibaba's latest quarterly report, issued on August 14, 2026, showed revenue of USD 39.64 billion, up 8.6 percent year over year, according to MarketBeat. Revenue edged past the USD 39.52 billion consensus, but EPS of USD 1.26 came in USD 0.68 below the USD 1.94 estimate.

That split matters for the stock: sales growth remained positive, while earnings were below the same quarter's USD 14.75 per-share result from the prior year, according to MarketBeat. The latest data therefore leave investors weighing revenue expansion against the cost of Alibaba's AI and cloud investment program.

Analyst target remains above USD 186

MarketBeat lists a Moderate Buy consensus from 20 analysts, with an average price target of USD 186.33, a high target of USD 225.00 and a low target of USD 135.00. The average target lies 75.9 percent above the October 2 price of USD 105.91.

Individual views remain spread across the coverage group. MarketBeat reported that Barclays raised its target from USD 195.00 to USD 200.00 on August 21, 2026, while Sanford C. Bernstein reaffirmed an Outperform rating with a USD 165.00 target on September 7, 2026.

Stock stays below its yearly high

Alibaba Group stock closed at USD 105.91 on the NYSE on October 2, 2026, against a 52-week range of USD 91.99 to USD 191.07. Market capitalization stood at USD 263.3 billion on the same date, leaving the earnings miss and insider transactions as the clearest near-term factors for the share price.