FengHe Fund Management Pte. Ltd. Makes New $7.80 Million Investment in Alphabet Inc. $GOOGL

FengHe Fund Management Pte. Ltd. bought a new position in Alphabet Inc. (NASDAQ:GOOGL) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 32,100 shares of the information services provider’s stock, valued at approximately $7,804,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the stock. Financial Gravity Companies Inc. bought a new stake in shares of Alphabet during the second quarter worth $31,000. Corsicana & Co. acquired a new stake in shares of Alphabet during the 3rd quarter valued at $54,000. CarsonAllaria Wealth Management Ltd. grew 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 worth $44,000 after acquiring an additional 67 shares during the last quarter. Vermillion & White Wealth Management Group LLC increased its holdings in Alphabet by 37.9% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock worth $57,000 after purchasing an additional 89 shares in the last quarter. Finally, S&T Bank PA raised its position in Alphabet by 40.2% in the second quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock valued at $61,000 after purchasing an additional 99 shares during the last quarter. 40.03% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on GOOGL. Argus boosted their price target on Alphabet from $330.00 to $365.00 and gave the stock a “buy” rating in a report on Monday, January 5th. Citizens Jmp boosted their target price on shares of Alphabet from $340.00 to $385.00 and gave the stock a “market outperform” rating in a report on Wednesday, December 31st. Wall Street Zen raised shares of Alphabet from a “hold” rating to a “buy” rating in a research note on Saturday, November 1st. BNP Paribas Exane assumed coverage on shares of Alphabet in a report on Monday, November 24th. They set an “outperform” rating and a $355.00 price target on the stock. Finally, Loop Capital upgraded Alphabet from a “hold” rating to a “buy” rating and increased their price objective for the company from $260.00 to $320.00 in a report on Tuesday, November 18th. Three investment analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $330.94.

Insider Buying and Selling at Alphabet

In related news, Director John L. Hennessy sold 600 shares of the company’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $337.52, for a total transaction of $202,512.00. Following the sale, the director directly owned 21,224 shares in the company, valued at approximately $7,163,524.48. This represents a 2.75% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the transaction, the insider owned 42,972 shares of the company’s stock, valued at $13,531,453.08. This represents a 29.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 189,909 shares of company stock valued at $57,927,282. Insiders own 11.64% of the company’s stock.

Alphabet Trading Up 2.0%

NASDAQ:GOOGL opened at $328.38 on Thursday. The firm has a 50-day moving average price of $313.58 and a two-hundred day moving average price of $257.95. The firm has a market cap of $3.96 trillion, a price-to-earnings ratio of 32.38, a price-to-earnings-growth ratio of 1.78 and a beta of 1.08. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $340.49. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75.

Alphabet (NASDAQ:GOOGL) last released its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share for the quarter, beating analysts’ consensus estimates of $2.29 by $0.58. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The firm had revenue of $102.35 billion during the quarter, compared to the consensus estimate of $99.90 billion. On average, equities analysts expect that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Multiple analyst price-target raises signal renewed buy-side conviction (Deutsche Bank to $370, Robert W. Baird to $350, Wedbush to $360), implying visible upside expectations for revenue and AI-driven growth. Read More. Read More. Read More.
• Positive Sentiment: Commercial traction for Gemini: reports of a surge in sales of Google’s Gemini AI models point to stronger monetization of AI products and Google Cloud demand. Read More.
• Positive Sentiment: Positive press narratives reinforce the AI leadership story — coverage highlights 60%+ YTD gains, margin improvement, large shareholder payouts, and Alphabet as a long-term AI winner. These narratives support investor appetite for the stock. Read More. Read More.
• Neutral Sentiment: YouTube management flags content quality risks from AI-generated video and says ‘managing AI slop’ is a 2026 priority — this is operationally important but shows management is addressing the issue rather than leaving it untracked. Read More.
• Neutral Sentiment: Google-backed Isomorphic Labs delayed first clinical trials into late 2026 — a setback for a non-core, long-horizon biotech bet; limited near-term impact on Alphabet’s core ad/cloud earnings. Read More.
• Negative Sentiment: Cantor Fitzgerald downgraded Alphabet from ‘strong-buy’ to ‘hold’, signaling some analyst caution on valuation or near-term momentum. Read More.
• Negative Sentiment: Macro/headline risk pushed tech lower yesterday (Greenland/tariff rhetoric); Alphabet saw a sharper intraday dip than the broader market, highlighting sensitivity to risk-off moves. Read More. Read More.

About Alphabet

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.