Alphabet (NASDAQ:GOOGL – Get Free Report) had its price objective boosted by stock analysts at Deutsche Bank Aktiengesellschaft from $370.00 to $390.00 in a research report issued on Thursday,MarketScreener reports. The firm currently has a “buy” rating on the information services provider’s stock. Deutsche Bank Aktiengesellschaft’s target price suggests a potential upside of 20.80% from the stock’s current price.
Other research analysts have also issued reports about the company. JMP Securities reaffirmed a “market outperform” rating and set a $290.00 target price on shares of Alphabet in a research report on Wednesday, October 22nd. Citizens Jmp reaffirmed a “market outperform” rating and issued a $385.00 price objective on shares of Alphabet in a research report on Thursday. CICC Research lifted their target price on shares of Alphabet from $240.00 to $303.00 and gave the stock an “outperform” rating in a research note on Friday, October 31st. Moffett Nathanson upped their price target on shares of Alphabet from $305.00 to $315.00 and gave the company a “buy” rating in a research note on Tuesday, November 25th. Finally, HSBC raised their price target on shares of Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a report on Tuesday, December 2nd. Three research analysts have rated the stock with a Strong Buy rating, forty-three have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $357.46.
Read Our Latest Stock Analysis on Alphabet
Alphabet Trading Down 2.5%
Alphabet (NASDAQ:GOOGL – Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping the consensus estimate of $2.57 by $0.25. The firm had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%. Equities analysts anticipate that Alphabet will post 8.9 EPS for the current fiscal year.
Insiders Place Their Bets
In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of the company’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $288.26, for a total transaction of $800,786.28. Following the completion of the transaction, the chief accounting officer directly owned 11,739 shares in the company, valued at approximately $3,383,884.14. This represents a 19.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $319.50, for a total transaction of $10,383,750.00. Following the transaction, the chief executive officer owned 2,272,119 shares of the company’s stock, valued at approximately $725,942,020.50. This trade represents a 1.41% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 2,067,686 shares of company stock valued at $105,352,291. Corporate insiders own 11.64% of the company’s stock.
Institutional Investors Weigh In On Alphabet
A number of large investors have recently made changes to their positions in GOOGL. Symmetry Partners LLC grew its stake in shares of Alphabet by 0.4% in the 4th quarter. Symmetry Partners LLC now owns 7,912 shares of the information services provider’s stock valued at $2,476,000 after buying an additional 30 shares during the period. Members Trust Co lifted its holdings in Alphabet by 0.5% in the fourth quarter. Members Trust Co now owns 6,434 shares of the information services provider’s stock valued at $2,014,000 after acquiring an additional 31 shares during the last quarter. Altfest L J & Co. Inc. grew its position in Alphabet by 0.4% in the fourth quarter. Altfest L J & Co. Inc. now owns 7,952 shares of the information services provider’s stock worth $2,489,000 after acquiring an additional 31 shares during the period. Insight 2811 Inc. grew its position in Alphabet by 1.0% in the fourth quarter. Insight 2811 Inc. now owns 3,124 shares of the information services provider’s stock worth $978,000 after acquiring an additional 32 shares during the period. Finally, LJI Wealth Management LLC increased its stake in Alphabet by 0.4% during the fourth quarter. LJI Wealth Management LLC now owns 7,265 shares of the information services provider’s stock worth $2,274,000 after acquiring an additional 32 shares during the last quarter. 40.03% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about Alphabet
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Alphabet beat Q4 estimates with $113.8B revenue, $2.82 EPS, huge Google Cloud growth (48% y/y) and milestone annual revenue above $400B — evidence that AI and ads are driving durable top‑line momentum. Alphabet Crushes Earnings Again, Reports 48% Cloud Revenue Growth
- Positive Sentiment: Gemini/product adoption and a surging cloud backlog (reported at ~$240B) support longer‑term revenue leverage from AI investments — a structural growth argument investors and many analysts are citing. Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth
- Positive Sentiment: Multiple brokers raised price targets and reiterated buy/outperform views after the quarter (e.g., Citigroup, JPMorgan, RBC, Needham, Mizuho), providing analyst support under the share price. Multiple analyst price target raises (Benzinga)
- Neutral Sentiment: Reported short interest data shows no meaningful short position change (reads as negligible/quiet on short‑selling activity), so moves are likely driven by flows and sentiment rather than a short squeeze.
- Neutral Sentiment: ETF/sector flows and inclusion chatter (new Big Tech ETFs) can amplify moves in GOOGL but are not company‑specific catalysts. Big Tech Core: New Burney ETF Packs Apple, Nvidia, Google, Broadcom Punch
- Negative Sentiment: Alphabet guided to $175–$185B of capex for 2026 (aimed at AI compute and cloud), a shockingly large jump that has investors fretting about near‑term free cash flow and returns on incremental AI spend — the dominant proximate cause of recent weakness. Alphabet resets the bar for AI infrastructure spending (CNBC)
- Negative Sentiment: Wider market narrative: fears about excessive AI capex are prompting a tech sell‑off (FactSet noted >$1T wiped from big‑tech), which weighs on Alphabet alongside company‑specific capex concerns. Big Tech sees over $1 trillion wiped from stocks as fears of AI bubble ignite sell-off
- Negative Sentiment: Insider selling was reported after the quarter, adding near‑term pressure on sentiment. Alphabet Shares Down After Insider Selling
- Negative Sentiment: Employee protests over Google Cloud contracts with immigration agencies pose reputational/legal risk that can create headline volatility. Google Workers Demand End to Cloud Services for Immigration Agencies
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.
Recommended Stories
- Five stocks we like better than Alphabet
- NEW LAW: Congress Approves Setup For Digital Dollar?
- The day the gold market broke
- What a Former CIA Agent Knows About the Coming Collapse
- Your Bank Account Is No Longer Safe
- He just nailed another gold prediction …
Receive News & Ratings for Alphabet Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Alphabet and related companies with MarketBeat.com's FREE daily email newsletter.
