Alphabet Inc. (NASDAQ:GOOGL) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Alphabet Inc. (NASDAQ:GOOGL) has been assigned an average recommendation of “Moderate Buy” from the fifty-two ratings firms that are presently covering the firm, Marketbeat.com reports. Four analysts have rated the stock with a hold rating, forty-five have assigned a buy rating and three have issued a strong buy rating on the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $326.3077.

A number of equities research analysts recently commented on the company. Rosenblatt Securities boosted their target price on Alphabet from $224.00 to $279.00 and gave the stock a “neutral” rating in a research report on Thursday, October 30th. Loop Capital raised Alphabet from a “hold” rating to a “buy” rating and upped their price objective for the stock from $260.00 to $320.00 in a report on Tuesday, November 18th. DA Davidson reiterated a “neutral” rating and set a $300.00 target price on shares of Alphabet in a research report on Tuesday, November 25th. HSBC boosted their price target on shares of Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a research report on Tuesday, December 2nd. Finally, Robert W. Baird increased their price objective on shares of Alphabet from $215.00 to $275.00 and gave the company an “outperform” rating in a research report on Monday, September 22nd.

Insider Activity at Alphabet

In related news, Director John L. Hennessy sold 600 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $308.19, for a total transaction of $184,914.00. Following the transaction, the director directly owned 3,916 shares in the company, valued at approximately $1,206,872.04. This represents a 13.29% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider John Kent Walker sold 17,829 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the sale, the insider directly owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. The trade was a 29.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 189,309 shares of company stock worth $57,724,770 in the last ninety days. Corporate insiders own 11.64% of the company’s stock.

Institutional Investors Weigh In On Alphabet

Several hedge funds have recently made changes to their positions in GOOGL. Financial Gravity Companies Inc. bought a new position in shares of Alphabet during the second quarter valued at approximately $31,000. PMV Capital Advisers LLC purchased a new stake in Alphabet during the fourth quarter worth $38,000. CarsonAllaria Wealth Management Ltd. boosted its position in Alphabet by 36.4% during the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock valued at $44,000 after acquiring an additional 67 shares in the last quarter. iSAM Funds UK Ltd purchased a new position in shares of Alphabet in the 3rd quarter valued at $53,000. Finally, Pilgrim Partners Asia Pte Ltd bought a new position in shares of Alphabet in the 3rd quarter worth $53,000. 40.03% of the stock is currently owned by hedge funds and other institutional investors.

Alphabet Stock Down 0.0%

NASDAQ GOOGL opened at $335.84 on Thursday. Alphabet has a 52 week low of $140.53 and a 52 week high of $340.49. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06. The company has a market capitalization of $4.05 trillion, a P/E ratio of 33.12, a price-to-earnings-growth ratio of 1.85 and a beta of 1.08. The stock’s 50-day moving average price is $309.35 and its 200-day moving average price is $252.67.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings data on Wednesday, October 29th. The information services provider reported $2.87 EPS for the quarter, beating the consensus estimate of $2.29 by $0.58. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The business had revenue of $102.35 billion for the quarter, compared to the consensus estimate of $99.90 billion. On average, equities research analysts predict that Alphabet will post 8.9 earnings per share for the current year.

Alphabet Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were given a dividend of $0.21 per share. The ex-dividend date was Monday, December 8th. This represents a $0.84 dividend on an annualized basis and a yield of 0.3%. Alphabet’s dividend payout ratio is 8.28%.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Major strategic wins for Gemini — Apple has chosen Google’s Gemini as the foundation for next‑generation Siri and broader device integrations, giving Alphabet unmatched distribution and a potential licensing revenue stream that underpins the recent rally. Why Apple Chose Google to Power the Future of AI
• Positive Sentiment: Product commercialization accelerating — Google launched a Personal Intelligence beta in the Gemini app (and is rolling Gemini features into Gmail), signaling faster product rollouts and clearer paths to monetize AI across Google’s services. Google launches Personal Intelligence in Gemini app
• Positive Sentiment: Analyst upgrades and valuation milestone — Alphabet surpassed a $4 trillion market cap and received buy‑side bullishness (including a Bank of America price target raise), which supports further multiple expansion and momentum chasing. Alphabet Tops $4 Trillion Valuation
• Neutral Sentiment: Supply chain / hardware moves — Reports Google will develop and manufacture high‑end phones in Vietnam this year; long term this can diversify supply chains but it’s early and capex/timing make the near‑term impact modest. Google to develop, manufacture smartphones in Vietnam
• Neutral Sentiment: Sector dynamics — Articles on data‑infrastructure winners (e.g., Pure Storage) and Microsoft’s retail AI moves highlight rising demand for data centers and competition across the AI stack; these trends are broadly supportive for Alphabet’s cloud/AI TAM but also signal intensifying competition and higher capital intensity. Best Growth Stocks to Buy in 2026
• Negative Sentiment: Power and grid bottlenecks — Google executives say U.S. electrical transmission constraints and decade‑plus wait times to connect new data centers are the biggest obstacle to scaling, which could slow capacity expansion and raise deployment/capex risk. Google says US transmission system is biggest challenge
• Negative Sentiment: App‑store / reputational pressure — A coalition is urging Google to remove X and Grok from app stores, creating potential regulatory/PR friction around content moderation and platform responsibilities that could lead to policy scrutiny or compliance costs. Women’s groups call on Apple, Google to drop X and Grok

Alphabet Company Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.