Alibaba Under Investigation for Securities Law Violations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Should l Buy BABA?
Source: Businesswire
- Stock Price Decline: Following a Financial Times report alleging Alibaba's assistance to the Chinese military, the company's shares fell by $6.04, or 3.78%, to close at $153.80 on November 14, 2025, indicating market concerns over compliance issues.
- Military Connection Allegations: A White House memo claims Alibaba provides capabilities to the People's Liberation Army that threaten U.S. security, including access to customer data such as IP addresses and payment records, which could further erode investor confidence.
- Pentagon List Fluctuation: On February 13, 2026, the Pentagon added Alibaba to a list of companies aiding the Chinese military but retracted it minutes later without explanation, creating uncertainty that may exacerbate negative sentiment towards Alibaba in the market.
- Investor Rights Affected: Due to these events, Alibaba's stock price fell nearly 4% during intraday trading on February 13, 2026, further harming investors and prompting law firms to investigate potential claims for recovery of losses.
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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: 155.730
Low
180.00
Averages
203.09
High
230.00
Current: 155.730
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 nine segments. The China Commerce Retail segment is engaged in the China commerce retail business. The China Commerce Wholesale segment is mainly engaged in the operation of 1688.com. The Cloud Intelligence segment provides cloud services. The International Commerce Retail segment provides customer management services, sales of goods and logistics services. The International Commerce Wholesale segment is mainly engaged in the operation of Alibaba.com. The Cainiao Represents Logistics Services segment provides fulfilment services. The Local Services segment’s revenue includes platform commissions, logistics services revenue. The Digital Media and Entertainment segment engages in the operation of Youku and Alibaba. The All Others segment is mainly engaged in the Sun Art, Freshippo 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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- Military Connection Allegations: A White House memo claims Alibaba provides capabilities to the People's Liberation Army that threaten U.S. security, including access to customer data such as IP addresses and payment records, which could further erode investor confidence.
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- Stock Price Decline: Following a Financial Times report alleging Alibaba's assistance to the Chinese military, the company's shares fell by $6.04, or 3.78%, to close at $153.80 on November 14, 2025, indicating market concerns over compliance issues.
- Military Connection Allegations: A White House memo claims Alibaba provides capabilities to the People's Liberation Army that threaten U.S. security, including access to customer data such as IP addresses and payment records, which could further erode investor confidence.
- Pentagon List Fluctuation: On February 13, 2026, the Pentagon added Alibaba to a list of companies aiding the Chinese military but retracted it minutes later without explanation, creating uncertainty that may exacerbate negative sentiment towards Alibaba in the market.
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Focus on Geoeconomics: Hillman's work emphasizes the intersection of economics and international relations, particularly in the context of China's global influence through digital infrastructure.
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- Market Reaction Analysis: While Apple's brand loyalty remains strong, analysts express concerns about its plans to update Siri, suggesting it may not compete effectively with AI chatbots from OpenAI and Google, potentially impacting investor confidence in Apple's future growth.
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- Open Source Advantage: The closed-source version, Qwen-3.5-Plus, features a context window of 1 million tokens, marking it as one of the largest in the industry, highlighting Alibaba's strategic focus on open-source AI to accelerate development and reduce costs for developers.
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