Alibaba (BABA) Stock News - August 25, 2025

BEIJING & NEW YORK, Aug. 25, 2025 - Shares of Alibaba Group Holding Ltd (NYSE: BABA) opened sharply higher on Monday, propelled by strategic advances in artificial intelligence and cloud computing, as well as renewed investor interest following a major new stake acquisition.

Pre-Market Surge on AI and Cloud Expansion In pre-market trading, Alibaba’s ADR jumped 3.3%, trading around $127.30. The rally reflected growing confidence in the company’s AI and cloud initiatives, notably:

  • Its cloud division’s accelerated growth and investment in AI infrastructure.
  • Youku’s entry into the Video Distribution Patent Pool as both licensor and licensee, enhancing its competitive edge in streaming technology.
  • The planned spinoff of Banma Network Technology, Alibaba’s autonomous driving unit, aimed at streamlining operations and unlocking shareholder value.

MarketBeat Reports New Institutional Position Later in the session, Jump Financial LLC disclosed a new $15.55 million position in Alibaba in its latest 13F filing. BABA shares opened at $122.85 on Monday, up more than 4.0% from Friday’s close. The move underscores continued analyst conviction: the stock carries a consensus “Moderate Buy” rating with an average target of $159.67.

Competitive Landscape and Risks Despite the upbeat start to the week, Alibaba faces intensifying competition. ByteDance’s release of an open-source AI model has heightened rivalry in cloud services. Additionally, regulatory scrutiny in China’s technology sector remains a potential headwind.

Outlook Looking ahead, investors will be focused on:

  • Details of the Banma Network spinoff plan and its timing.

  • Quarterly earnings due later this week.

  • Developments in China-U.S. tech policy that could impact cloud infrastructure investment.

  • Reuters report compiled.