US ADR — BABA (USD)
Individual analyst actions published on/after Apsara 2026.
| Date (first publish) | Firm | Action | Rating | Price target (USD) | Source |
|---|
| 24 Sep 2026 | Barclays | Maintains | Overweight | $200.00 | stockanalysis.com/stocks/baba/forecast |
| 2 Oct 2026 | Weiss Ratings | Upgrade | Hold (C-) → Hold (C) | No $ target listed | marketbeat.com/stocks/NYSE/BABA/forecast |
| 8 Oct 2026 | Citigroup | Maintains | Buy | $190 → $193 | stockanalysis.com/stocks/baba/forecast |
| 8 Oct 2026 | Morgan Stanley | Reiterates | Overweight | $180.00 | stockanalysis.com/stocks/baba/forecast |
HK-listed shares — 9988.HK (HKD)
Individual analyst actions published on/after Apsara 2026.
| Date (first publish) | Firm | Action | Rating | Price target (HKD) | Source |
|---|
| 24 Sep 2026 | Huatai Securities | Maintains | Buy | HK$177.20 | stockanalysis.com/quote/hkg/9988/forecast |
| 24 Sep 2026 | China Merchants Securities | Maintains | Buy | HK$175.50 | stockanalysis.com/quote/hkg/9988/forecast |
| 30 Sep 2026 | Bank of China | Maintains | Buy | HK$166.00 | stockanalysis.com/quote/hkg/9988/forecast |
Consensus snapshot (as of 8 Oct 2026)
BABA · US ADR (USD) — stockanalysis.com
$185.40
Mean target · High $238.37 · Low $95.26
40 analysts · Consensus: Strong Buy
BABA · US ADR (USD) — MarketBeat
$185.22
Mean target · High $225.00 · Low $135.00
21 analysts · Consensus: Moderate Buy
9988.HK (HKD) — stockanalysis.com
HK$173.20
Mean target · High HK$205.80 · Low HK$95.38
28 analysts · Consensus: Strong Buy
Requested firms — specific ratings & targets
Latest verifiable action per firm. "Confirmed" = rating + target + date verified; "Partial" = rating verified but the current target number could not be opened from an accessible source; "Not found" = no verifiable figure retrievable.
| Firm | Listing | Rating | Price target | Date | Status | Source |
|---|
| Nomura | BABA (USD) | Buy | $178 (↓ from $207) | 25 Jun 2026 | Confirmed | finance.yahoo.com / marketbeat.com |
| Daiwa | BABA (USD) | Buy | $175 (↓ from $200) | 25 Jun 2026 | Confirmed | thebull.com.au / finance.yahoo.com |
| UOB Kay Hian | 9988.HK (HKD) | Buy | HK$192 | 20 Mar 2026 | Confirmed | theglobeandmail.com (TipRanks) |
| Jefferies | BABA (USD) | Buy | $230 last confirmed; a later cut was reported (figure unverified) | 10 Oct 2025 | Partial | parameter.io / investing.com |
| Goldman Sachs | BABA (USD) | Buy (APAC Conviction List) | Current USD target not confirmable from accessible sources | ~2 Mar 2026 | Partial | finance.yahoo.com / barrons.com |
| UBS | BABA (USD) | Buy | $162 last confirmed; a later upgrade reported (figure unverified) | 31 Aug 2025 | Partial | marketbeat.com / gurufocus.com |
| East Asia Securities (東亞證券) | 9988.HK (HKD) | Buy | HKD target + date not retrievable (source JS-gated) | — | Not found | news.futunn.com (Chinese) |
Note: several broker pages (investing.com, moomoo, gurufocus, futunn, tipranks) block automated retrieval, so where a firm's current target could not be opened I have marked it Partial/Not found rather than estimate a number. Ratings (all Buy) were verifiable; treat the flagged targets as needing confirmation from a live terminal.
Context & caveats — read before using.
- Sparse window. Only a handful of actions fall in the 24 Sep – 8 Oct 2026 window. Most brokers had already updated after Alibaba's Q1 FY2027 earnings (reported 20 Aug 2026 — e.g. Susquehanna $190, Barclays $200, JPMorgan $210, Bernstein $165 on 7 Sep), and the September-quarter result is not due until ~Nov 2026, so few new notes landed right after Apsara.
- Same-day boundary. The three "24 Sep 2026" actions (Barclays USD; Huatai and China Merchants HKD) are dated the last day of Apsara (22–24 Sep); included as "on/after."
- USD vs HKD are not paired per-firm. A broker covering both listings usually issues one note translated across the two; the aggregators don't publish a firm-by-firm USD↔HKD pairing for this window, so the two tables are shown separately.
- Stock context. BABA traded around $105–107 in early Oct 2026, down sharply over the prior month amid an AI/legal overhang, so consensus targets imply large headline upside percentages.
- Source of dates. "Date (first publish)" is the action date as recorded by the listed aggregator; original broker-note dates were not independently retrievable. Figures are as reported by the aggregators on 8 Oct 2026 and may change as feeds update.
- Not investment advice. Verify against the primary broker note or a live terminal before acting.
Primary sources: stockanalysis.com (BABA and 9988.HK forecast pages), marketbeat.com (BABA forecast page). Apsara Conference 2026 dates per Alibaba Cloud. Compiled 8 Oct 2026.