Alibaba Shares Drop for Seven Consecutive Days
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 05 2026
0mins
Source: seekingalpha
- Stock Price Decline: Alibaba (BABA) shares closed down 2.4% at $129.95 on Thursday, marking a seven-day losing streak with a cumulative drop of over 12% in the previous six sessions, indicating market concerns about its future performance.
- Overall Market Performance: So far this year, Alibaba's stock has fallen over 11%, contrasting with a slight gain in the S&P 500 Index, reflecting differing investor expectations regarding the economic outlook in China and the U.S.
- Macroeconomic Impact: The Chinese government's decision to lower the 2026 GDP growth target to a range of 4.5%-5% has been a major factor suppressing Chinese stocks listed in the U.S., leading to declines in several names including Alibaba.
- Analyst Rating Divergence: While 37 analysts have rated Alibaba as a Buy, it received an F in valuation and growth factors, indicating a lack of confidence in its future profitability, especially given that its core revenue still heavily relies on the Chinese market.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 99.800
Low
180.00
Averages
203.09
High
230.00
Current: 99.800
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through four segments. The Alibaba China E-commerce Group segment is mainly engaged in E-commerce business, including operating Tmall Supermarket and Tmall Global, providing customer management services, product sales, as well as logistics services. It also operates quick commerce business such as Taobao Instant Commerce and Ele.me, as well as the China commerce wholesale business through 1688.com. The Alibaba International Digital Commerce Group segment is mainly engaged in international commerce retail and wholesale business, operating platforms such as AliExpress, Trendyol, Lazada and Alibaba.com. The Cloud Intelligence Group segment mainly provides public and non-public cloud services. The Other segments primarily include the operations of Freshippo, Cainiao, Alibaba Health and other business.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Regulatory Call to Action: Anthropic has detailed this data extraction incident to U.S. lawmakers and White House officials, urging them to implement stricter regulatory measures to prevent foreign tech labs from systematically stripping intellectual property from domestic AI research firms, thereby safeguarding U.S. technological advantages.
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- Allegations Made: Anthropic sent a letter to White House officials and several U.S. senators accusing Alibaba of conducting industrial-scale attacks to illicitly access its Claude models, claiming this strategy aims to bypass U.S. R&D costs and acquire frontier AI capabilities.
- Scale of Attacks: The report indicates that Alibaba's Qwen AI lab conducted 28.8 million exchanges with Claude through approximately 25,000 fraudulent accounts between April and June, demonstrating the systematic and large-scale nature of these attacks.
- Industry Warnings: In addition to Anthropic, other U.S. LLM developers like OpenAI and Google have also warned that Chinese labs are using adversarial distillation techniques to develop competing AI models, escalating tensions within the industry.
- Government Response: The Pentagon has placed Alibaba on a blacklist linking the company to China's military, while Alibaba has filed a lawsuit against the U.S. government seeking removal of this designation, arguing that it has harmed its business and reputation.
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