JPMorgan Chase & Co. Increases Alphabet (NASDAQ:GOOG) Price Target to $395.00

Alphabet (NASDAQ:GOOG) had its price target hoisted by JPMorgan Chase & Co. from $385.00 to $395.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the information services provider’s stock. JPMorgan Chase & Co.‘s target price indicates a potential upside of 22.25% from the company’s current price.

Several other research analysts also recently commented on GOOG. Jefferies Financial Group reaffirmed a “buy” rating and issued a $365.00 price objective on shares of Alphabet in a research note on Monday, January 5th. Phillip Securities raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a report on Friday, November 7th. Raymond James Financial upgraded shares of Alphabet from an “outperform” rating to a “strong-buy” rating and raised their target price for the stock from $315.00 to $400.00 in a research note on Thursday, January 22nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Alphabet in a research report on Wednesday, January 21st. Finally, BNP Paribas Exane started coverage on shares of Alphabet in a research report on Monday, November 24th. They set an “outperform” rating on the stock. Seven analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $343.47.

Alphabet Trading Down 2.5%

Shares of Alphabet stock opened at $323.10 on Thursday. Alphabet has a 1-year low of $142.66 and a 1-year high of $350.15. The company’s fifty day simple moving average is $322.32 and its 200-day simple moving average is $270.83. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.01 and a quick ratio of 1.75. The stock has a market capitalization of $3.90 trillion, a PE ratio of 29.89, a P/E/G ratio of 1.86 and a beta of 1.10.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping the consensus estimate of $2.59 by $0.23. 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%.Alphabet’s revenue was up 18.0% on a year-over-year basis. During the same period in the prior year, the business posted $2.15 EPS. As a group, equities analysts anticipate that Alphabet will post 8.89 earnings per share for the current year.

Insider Activity at Alphabet

In other Alphabet news, CAO Amie Thuener O’toole sold 2,778 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $312.30, for a total transaction of $867,569.40. Following the completion of the transaction, the chief accounting officer owned 8,962 shares of the company’s stock, valued at $2,798,832.60. This represents a 23.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of Alphabet stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $296.64, for a total value of $9,640,800.00. Following the completion of the sale, the chief executive officer directly owned 2,304,619 shares in the company, valued at $683,642,180.16. This trade represents a 1.39% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,070,464 shares of company stock worth $106,153,077 in the last three months. Insiders own 12.99% of the company’s stock.

Hedge Funds Weigh In On Alphabet

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Tradewinds LLC. lifted its position in Alphabet by 2,134.8% during the third quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider’s stock worth $10,984,000 after buying an additional 43,080 shares in the last quarter. Bleakley Financial Group LLC raised its holdings in shares of Alphabet by 1.4% during the 2nd quarter. Bleakley Financial Group LLC now owns 170,020 shares of the information services provider’s stock worth $30,160,000 after acquiring an additional 2,304 shares during the period. CWA Asset Management Group LLC raised its holdings in shares of Alphabet by 2.2% during the 3rd quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider’s stock worth $38,272,000 after acquiring an additional 3,444 shares during the period. American National Bank of Texas acquired a new position in shares of Alphabet during the 3rd quarter valued at about $900,000. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in shares of Alphabet by 3.7% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider’s stock valued at $206,542,000 after purchasing an additional 42,028 shares during the period. 27.26% of the stock is owned by institutional investors.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat: Alphabet reported higher‑than‑expected revenue and EPS, Google Cloud grew ~48% YoY and backlog jumped to roughly $240B — proof of strong AI demand underpinning long‑term growth. Alphabet Crushes Earnings — MarketBeat
• Positive Sentiment: Product and ecosystem wins: Gemini adoption and enterprise traction (large token/API usage) are driving monetization across Search, YouTube and Cloud; Waymo is also using Google’s Genie‑3 model for virtual training — signals that AI investments are translating into product advantage. Waymo Taps Google’s Genie 3 — TipRanks
• Neutral Sentiment: Analyst view is broadly positive but mixed on valuation: several price‑target raises and buy/overweight ratings highlight conviction in AI/cloud upside, while some firms flag a hold rating because of aggressive capex and near‑term margin pressure. New Analyst Forecast $395 — QuiverQuant
• Neutral Sentiment: Corporate moves: Alphabet announced a small quarterly dividend and continues to convert AI investments into subscriptions and ad monetization — long‑term positives, but limited near‑term impact on share price.
• Negative Sentiment: CapEx shock: management guided roughly $175–185B in 2026 CapEx (nearly double 2025), which spooked investors because it pushes spending and capital intensity into the spotlight and raises near‑term return uncertainty. That guidance is the primary reason shares fell today. Alphabet Resets the Bar for AI Spending — CNBC
• Negative Sentiment: Insider & fund selling: recent insider sales and public fund trimming (and some institutional position reductions) add selling pressure and amplify short‑term downside risk. Stock Down on Insider Selling — AmericanBankingNews
• Negative Sentiment: Policy & reputational risks: a proposed bill to regulate data‑center interconnection/charges and internal employee protests over government cloud contracts could raise operating costs or create reputational/headwind risks for data‑center expansion. Power for the People Act S.3682 — QuiverQuant Google Workers Demand End to Cloud Services — NYTimes

About Alphabet

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.