Alphabet (GOOG) to Release Earnings on Wednesday

Alphabet (NASDAQ:GOOG) is projected to issue its Q4 2025 results after the market closes on Wednesday, February 4th. Analysts expect Alphabet to post earnings of $2.59 per share and revenue of $111.2381 billion for the quarter. Interested persons may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Wednesday, February 4, 2026 at 4:30 PM ET.

Alphabet (NASDAQ:GOOG) last issued its quarterly earnings data on Thursday, October 30th. The information services provider reported $2.87 EPS for the quarter, topping the consensus estimate of $2.29 by $0.58. The firm had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The business’s revenue for the quarter was up 15.9% compared to the same quarter last year. During the same period in the prior year, the business posted $2.12 EPS. On average, analysts expect Alphabet to post $9 EPS for the current fiscal year and $10 EPS for the next fiscal year.

Alphabet Stock Up 0.4%

Shares of NASDAQ GOOG opened at $335.00 on Wednesday. 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 firm has a market cap of $4.04 trillion, a price-to-earnings ratio of 33.04, a PEG ratio of 1.84 and a beta of 1.09. Alphabet has a 52-week low of $142.66 and a 52-week high of $341.20. The business’s 50 day moving average is $318.29 and its two-hundred day moving average is $263.55.

Alphabet Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Monday, December 8th were given a $0.21 dividend. The ex-dividend date of this dividend 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 (DPR) is currently 8.28%.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: KeyBanc raised its price target on Alphabet to $360 and kept an Overweight rating, citing sustained AI and cloud momentum that supports a higher valuation. Alphabet (GOOGL) Price Target Lifted at KeyBanc on AI and Cloud Momentum
• Positive Sentiment: Mirae Asset reported a material add to GOOGL (roughly 319k shares), signalling institutional demand that can support near-term upside. Fund Update: Mirae Asset Global Investments Co., Ltd. Just Disclosed New Holdings
• Positive Sentiment: Google has accelerated targeted AI acquisitions, talent deals and strategic investments to bolster Gemini in media generation, voice and international distribution — a product/tech story investors prize. Google Accelerates AI Deals to Strengthen Gemini in Media and Voice
• Neutral Sentiment: Pelosi-related filings show complex trading (sales and option rolls) in big tech, including past GOOGL activity; reads as portfolio optimization rather than a clear sell signal for the company. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
• Neutral Sentiment: Macro/sector flow: the “Magnificent 7” earnings cadence and broader AI thematic momentum are lifting appetite for marquee AI winners like Alphabet, though reactions will hinge on upcoming results from peers. Magnificent 7 earnings season kicks off, spotlighting AI bets
• Negative Sentiment: The European Commission has opened proceedings and said it will provide guidance to force Google to give rivals access to Gemini services/data under the DMA, and set timelines (six‑month pressure reported) — a regulatory headwind that could constrain product leverage in Europe. EU starts proceedings to assist Google in complying with tech rules
• Negative Sentiment: Google agreed to a preliminary $68M settlement over claims its voice assistant listened to users — a modest hit financially but a reputational/regulatory reminder. Google pays $68 million to settle claims its voice assistant spied on users
• Negative Sentiment: Competition risks: reports that OpenAI will sell ads in ChatGPT and Microsoft’s launch of a new inference chip (Maia 200) tighten competitive pressure on ad and cloud economics—factors analysts monitor for margin impact. Alphabet: Valuation Concerns + Weakening Free Cash Flow = Rating Downgrade

Analysts Set New Price Targets

GOOG has been the subject of a number of recent analyst reports. Citigroup reaffirmed a “market outperform” rating on shares of Alphabet in a report on Wednesday, December 17th. Pivotal Research reiterated a “buy” rating and issued a $400.00 price target (up previously from $350.00) on shares of Alphabet in a research report on Friday, December 5th. Cantor Fitzgerald reaffirmed a “neutral” rating on shares of Alphabet in a research note on Tuesday, January 20th. Jefferies Financial Group restated a “buy” rating and set a $365.00 price objective on shares of Alphabet in a research report on Monday, January 5th. Finally, Wolfe Research increased their target price on Alphabet from $290.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Eight research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, three have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $327.13.

Insider Activity

In other news, Director Frances Arnold sold 102 shares of the firm’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $313.45, for a total value of $31,971.90. Following the transaction, the director owned 18,205 shares of the company’s stock, valued at approximately $5,706,357.25. This trade represents a 0.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction 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 transaction, the insider owned 42,972 shares in the company, valued at $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. In the last 90 days, insiders have sold 225,187 shares of company stock worth $69,365,318. Insiders own 12.99% of the company’s stock.

Institutional Investors Weigh In On Alphabet

Large investors have recently modified their holdings of the stock. Peloton Wealth Strategists bought a new position in Alphabet during the third quarter valued at about $244,000. Greenline Partners LLC lifted its holdings in Alphabet by 0.5% in the 3rd quarter. Greenline Partners LLC now owns 73,319 shares of the information services provider’s stock valued at $17,857,000 after acquiring an additional 385 shares during the last quarter. Abel Hall LLC boosted its position in shares of Alphabet by 0.9% during the 3rd quarter. Abel Hall LLC now owns 5,133 shares of the information services provider’s stock valued at $1,250,000 after purchasing an additional 47 shares in the last quarter. Aureus Asset Management LLC grew its stake in shares of Alphabet by 47.3% in the 3rd quarter. Aureus Asset Management LLC now owns 80,280 shares of the information services provider’s stock worth $19,552,000 after purchasing an additional 25,793 shares during the last quarter. Finally, Opulen Financial Group LLC bought a new stake in shares of Alphabet in the 3rd quarter worth approximately $271,000. Institutional investors and hedge funds own 27.26% of the company’s stock.

Alphabet Company Profile

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.