Alibaba Group Holding (BABA) — What Changed
Material changes in the AI committee's view · 14 events tracked · Detected nightly
2026-08-01 MATERIAL
▼ Agreement ShiftBABA's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).
71.40 → 57.10 (-14.3)
2026-08-01 MINOR
▲ Score ChangeBABA's Committee score moved from 52.63 to 52.99 (+0.36, 1 day(s) apart).
52.63 → 52.99 (+0.4)
2026-08-01 MATERIAL
— Conviction ChangeBABA's Committee conviction moved from moderate to contested (1 day(s) apart).
moderate → contested
2026-07-31 MATERIAL
▲ Agreement ShiftBABA's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).
57.10 → 71.40 (+14.3)
2026-07-31 MINOR
▼ Score ChangeBABA's Committee score moved from 53.70 to 52.63 (-1.07, 1 day(s) apart).
53.70 → 52.63 (-1.1)
2026-07-31 MATERIAL
— Conviction ChangeBABA's Committee conviction moved from contested to moderate (1 day(s) apart).
contested → moderate
2026-07-30 MATERIAL
▲ Agreement ShiftBABA's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).
42.90 → 57.10 (+14.2)
2026-07-30 MINOR
▼ Score ChangeBABA's Committee score moved from 54.72 to 53.70 (-1.02, 1 day(s) apart).
54.72 → 53.70 (-1.0)
2026-07-28 MINOR
▼ Agreement ShiftBABA's Committee agreement moved from 50.00% to 42.90% (-7.10pp, 1 day(s) apart).
50.00 → 42.90 (-7.1)
2026-07-28 MINOR
▲ Score ChangeBABA's Committee score moved from 50.19 to 54.72 (+4.53, 1 day(s) apart).
50.19 → 54.72 (+4.5)
2026-07-16 MATERIAL
▲ Agreement ShiftBABA's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).
42.90 → 57.10 (+14.2)
2026-07-16 MINOR
▲ Score ChangeBABA's Committee score moved from 53.05 to 54.42 (+1.37, 1 day(s) apart).
53.05 → 54.42 (+1.4)
2026-07-14 MINOR
▼ Score ChangeBABA's Committee score moved from 55.91 to 53.05 (-2.86, 1 day(s) apart).
55.91 → 53.05 (-2.9)
2026-07-13 MINOR
▼ Score ChangeBABA's Committee score moved from 55.91 to 55.60 (-0.31, 1 day(s) apart).
55.91 → 55.60 (-0.3)
How Change Detection Works
Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →