Nomura Raises Alibaba Group (BABA.US) Price Target to US$237, Maintains Buy Rating
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy ?
Source: aastocks
Alibaba's Spin-off Plans: Alibaba Group is reportedly planning to spin off its semiconductor chip business, T-Head, for a separate listing, with a high likelihood of an IPO according to Nomura's analysis.
Target Price Increase: Following the news, Nomura raised its target price for Alibaba's US stock from $193 to $237, maintaining a "Buy" rating.
T-Head's Market Position: Nomura views T-Head as one of China's leading chip designers, comparable to Baidu's Kunlunxin and CAMBRICON.
Related Developments: CLSA reported that Alibaba's subsidiary BABA-W is entering the nuclear power sector, indicating further cooperative ventures expected this year.
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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.
