Citizens Jmp Forecasts Strong Price Appreciation for Alphabet (NASDAQ:GOOGL) Stock

Alphabet (NASDAQ:GOOGLGet Free Report) had its target price increased by research analysts at Citizens Jmp from $340.00 to $385.00 in a report issued on Wednesday,Benzinga reports. The firm presently has a “market outperform” rating on the information services provider’s stock. Citizens Jmp’s price objective would suggest a potential upside of 23.00% from the stock’s previous close.

A number of other research analysts have also weighed in on the company. Moffett Nathanson increased their price target on Alphabet from $305.00 to $315.00 and gave the stock a “buy” rating in a research note on Tuesday, November 25th. Piper Sandler reaffirmed an “overweight” rating and set a $365.00 price objective (up previously from $330.00) on shares of Alphabet in a research note on Thursday, December 11th. Wall Street Zen upgraded shares of Alphabet from a “hold” rating to a “buy” rating in a report on Saturday, November 1st. Jefferies Financial Group raised their target price on shares of Alphabet from $285.00 to $320.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Finally, BNP Paribas Exane assumed coverage on shares of Alphabet in a research report on Monday, November 24th. They set an “outperform” rating and a $355.00 price target for the company. Four equities research analysts have rated the stock with a Strong Buy rating, forty-one have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, Alphabet presently has an average rating of “Moderate Buy” and a consensus price target of $317.76.

View Our Latest Analysis on Alphabet

Alphabet Stock Down 0.3%

GOOGL stock opened at $313.00 on Wednesday. The stock has a market cap of $3.78 trillion, a P/E ratio of 30.87, a PEG ratio of 1.80 and a beta of 1.08. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet has a twelve month low of $140.53 and a twelve month high of $328.83. The company’s 50 day moving average is $300.42 and its two-hundred day moving average is $242.55.

Alphabet (NASDAQ:GOOGLGet Free Report) last announced its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, topping 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 business had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. Research analysts expect that Alphabet will post 8.9 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Frances Arnold sold 102 shares of the company’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $313.45, for a total transaction of $31,971.90. Following the completion of the sale, the director owned 18,205 shares in the company, valued at approximately $5,706,357.25. This represents a 0.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, 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 value of $867,569.40. Following the transaction, the chief accounting officer directly owned 8,962 shares in the company, valued at approximately $2,798,832.60. This represents a 23.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 192,687 shares of company stock valued at $56,255,711. 11.64% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the business. Delta Asset Management LLC TN grew its position in Alphabet by 0.6% in the 3rd quarter. Delta Asset Management LLC TN now owns 6,153 shares of the information services provider’s stock worth $1,496,000 after purchasing an additional 37 shares during the last quarter. Second Line Capital LLC increased its stake in Alphabet by 0.8% during the third quarter. Second Line Capital LLC now owns 4,417 shares of the information services provider’s stock valued at $1,074,000 after acquiring an additional 37 shares during the period. Matisse Capital increased its stake in Alphabet by 0.3% during the third quarter. Matisse Capital now owns 14,814 shares of the information services provider’s stock valued at $3,601,000 after acquiring an additional 38 shares during the period. Rialto Wealth Management LLC raised its holdings in Alphabet by 1.7% in the 3rd quarter. Rialto Wealth Management LLC now owns 2,226 shares of the information services provider’s stock valued at $541,000 after acquiring an additional 38 shares in the last quarter. Finally, Hodges Capital Management Inc. lifted its position in shares of Alphabet by 0.5% in the 3rd quarter. Hodges Capital Management Inc. now owns 6,963 shares of the information services provider’s stock worth $1,693,000 after acquiring an additional 38 shares during the period. 40.03% of the stock is owned by institutional investors.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

  • Positive Sentiment: AI momentum and 2025 strength: Coverage highlights that Alphabet’s AI launches and product moves (Gemini, model upgrades) helped lift ad and cloud monetization, driving a banner 2025 that underpins bullish investor views. Read More.
  • Positive Sentiment: Analyst upgrade flow: Some sell‑side shops have raised targets (notably a Citizens JMP upgrade to $385), which can attract buying interest and support the share price. Read More.
  • Positive Sentiment: Firm buy-side / retail interest: Multiple investor pieces list Alphabet as a top 2026 AI/capital‑allocation idea due to its distribution edge, cloud growth and end‑to‑end AI stack. That narrative is helping demand from advisors and retail channels. Read More.
  • Neutral Sentiment: Operational moves (energy / Intersect Power): Alphabet’s purchases of energy and data‑center power capacity are strategically important for scale but are longer‑dated benefits for EPS. BNP Paribas Exane reaffirmed coverage amid the Intersect Power story. Read More.
  • Neutral Sentiment: Emerging tech exposure (quantum): Market commentary positions Alphabet as a lower‑risk way to get quantum exposure versus pure‑play names — relevant for strategic, longer‑term investors rather than a near‑term catalyst. Read More.
  • Negative Sentiment: Insider selling: Large disclosed sales (John Kent Walker sold ~17,829 shares; director Frances Arnold also sold) may create near‑term selling pressure or signal tax/planning activity that investors watch. Read More.
  • Negative Sentiment: CapEx and margin risk: Analysts warn heavy AI infrastructure spending across hyperscalers could pressure near‑term free cash flow and margins, a key risk for valuation if spending outpaces revenue conversion. Read More.
  • Negative Sentiment: Regulatory/legal noise: Ongoing reporting about DOJ probes and policy scrutiny adds an overhang that can dent sentiment if enforcement escalates. Read More.

About Alphabet

(Get Free Report)

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.

Further Reading

Analyst Recommendations for Alphabet (NASDAQ:GOOGL)

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