Alibaba (BABA) stock vs the S&P 500 and AI stocks
As of 12 October 2026, Alibaba (BABA) is trailing both the S&P 500 and AI stocks as a group (THNQ) over the past three months.
Where Alibaba stands now
As of 12 October 2026, Alibaba is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.
Inside its group, BABA lags: it is behind AI stocks (THNQ) over both the past month and three months. As a group, AI stocks are among the strongest groups in the market right now. The group is doing the work here; the stock is not keeping up with it.
Alibaba is 1.9% of THNQ, so the fund's direction owes little to it. The thing to watch is the past month: a turn against the market usually shows there first.
Alibaba peers in AI stocks
The largest other holdings of Robo Global Artificial Intelligence ETF (THNQ), by weight in the fund, with their plain return over the past month. They share the fund with the stock. They are not always direct business competitors.
Is Alibaba in the S&P 500?
As of 12 October 2026, Alibaba is not in the S&P 500. Zensei groups it with AI stocks (THNQ), where it has 1.9% weight.
None of the 11 S&P 500 sector funds holds it. See AI Stocks (THNQ)
Alibaba ETF: the funds that hold BABA
One fund that Zensei tracks holds BABA. The main sector is the fund Zensei groups it with. The other funds follow by weight.
BABA stock performance: 1-month, 3-month and 1-year vs the S&P 500
Alibaba and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
BABA against AI stocks, in depth
See the size of the gap between Alibaba and AI stocks (THNQ) over every window, its momentum and its relative strength, and where it sits among AI stocks.
See the full analysisAlibaba stock: common questions
Which stocks are Alibaba's peers?
As of 12 October 2026, the largest other holdings of Robo Global Artificial Intelligence ETF (THNQ) by weight are Datadog Inc (DDOG), Everpure Inc (P), AMD (AMD), Cloudflare Inc (NET), Tempus AI Inc (TEM). They share the fund with Alibaba. They are fund peers among AI stocks, not always direct business competitors.
Which ETFs hold Alibaba?
As of 12 October 2026, one fund that Zensei tracks holds BABA. Zensei groups it with AI stocks in Robo Global Artificial Intelligence ETF (THNQ), where its weight is 1.9%.
Is Alibaba in the S&P 500?
As of 12 October 2026, Alibaba is not in the S&P 500. Zensei groups it with AI stocks (THNQ), where it has 1.9% weight.
What sector is Alibaba in?
As of 12 October 2026, Zensei groups Alibaba with AI stocks (THNQ, its primary fund).
Is Alibaba stock beating the S&P 500?
As of 12 October 2026, Alibaba (BABA) is up 1.4% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is down 1.4% and the S&P 500 is up 4.1%.
Is Alibaba doing better than other AI stocks?
As of 12 October 2026, Alibaba (BABA) is behind AI stocks as a group (THNQ) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Recent changes
- ·Beating the market, trailing AI stocks → trailing the market and AI stocks
- ·Beating the market and AI stocks → beating the market, trailing AI stocks
- ·Beating the market, trailing AI stocks → beating the market and AI stocks
- ·First tracked: beating the market, trailing AI stocks
Track Alibaba against AI stocks and the market
Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.