Jefferies Analyzes Trip.com Facing Antitrust Investigation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
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After Trip.com (TCOM) announced it received a notice of investigation from the State Administration for Market Regulations of China, which has commenced investigations pursuant to the country's anti-monopoly law, Jefferies summarized key takeaways related to past cases in internet sector as there is limited information about the investigation details at this stage. In prior cases related to Alibaba (BABA) and ArcelorMittal (MT), it took around three to six months from investigation to decision and the fines amounted to around 3%-4% of domestic revenue in the prior year, highlights the analyst, who has a Buy rating on Trip.com shares.
Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BABA is 203.66 USD with a low forecast of 172.00 USD and a high forecast of 230.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
13 Buy
1 Hold
0 Sell
Strong Buy
Current: 171.370
Low
172.00
Averages
203.66
High
230.00
Current: 171.370
Low
172.00
Averages
203.66
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.
