Alphabet (NASDAQ:GOOGL – Get Free Report)‘s stock had its “buy” rating reiterated by research analysts at Royal Bank Of Canada in a research note issued to investors on Monday,MarketScreener reports.
Other analysts have also recently issued research reports about the stock. Hsbc Global Res raised shares of Alphabet to a “strong-buy” rating in a report on Tuesday, October 7th. Barclays reaffirmed an “overweight” rating and set a $315.00 price target (up previously from $250.00) on shares of Alphabet in a report on Thursday, October 30th. The Goldman Sachs Group reissued a “buy” rating and issued a $375.00 price target (up previously from $330.00) on shares of Alphabet in a research note on Tuesday, January 13th. JMP Securities reissued a “market outperform” rating and set a $290.00 price target on shares of Alphabet in a report on Wednesday, October 22nd. Finally, Guggenheim reaffirmed a “buy” rating and issued a $375.00 price objective (up previously from $330.00) on shares of Alphabet in a report on Monday, December 1st. Four equities research analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $334.60.
View Our Latest Stock Analysis on GOOGL
Alphabet Stock Up 0.4%
Alphabet (NASDAQ:GOOGL – Get Free Report) last issued its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share for the quarter, topping the consensus estimate of $2.29 by $0.58. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The firm had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. Equities analysts anticipate that Alphabet will post 8.9 EPS for the current year.
Insider Buying and Selling
In related news, Director Frances Arnold sold 102 shares of the stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $313.45, for a total value of $31,971.90. Following the completion of the sale, the director directly owned 18,205 shares of the company’s stock, valued at approximately $5,706,357.25. This represents a 0.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider John Kent Walker sold 17,829 shares of Alphabet stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total value of $5,614,173.81. Following the transaction, the insider directly owned 42,972 shares in the company, valued at approximately $13,531,453.08. This trade represents a 29.32% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 222,409 shares of company stock valued at $68,564,532. 11.55% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On Alphabet
Several large investors have recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in Alphabet by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock valued at $91,033,300,000 after purchasing an additional 6,733,278 shares during the period. State Street Corp grew its stake in shares of Alphabet by 1.8% in the 2nd quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock valued at $40,524,841,000 after purchasing an additional 4,008,374 shares during the period. Geode Capital Management LLC grew its stake in shares of Alphabet by 3.1% in the 2nd quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock valued at $24,857,017,000 after purchasing an additional 4,224,497 shares during the period. Norges Bank acquired a new position in shares of Alphabet in the 2nd quarter worth approximately $21,944,208,000. Finally, Capital World Investors lifted its position in shares of Alphabet by 28.0% during the 3rd quarter. Capital World Investors now owns 53,107,572 shares of the information services provider’s stock worth $12,910,542,000 after buying an additional 11,605,785 shares during the period. Institutional investors own 40.03% of the company’s stock.
Key Stories Impacting Alphabet
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Google is accelerating targeted AI acquisitions, talent deals and strategic investments to strengthen Gemini across media generation, voice and international distribution — a direct growth play that supports future revenue and product differentiation. Google Accelerates AI Deals to Strengthen Gemini in Media and Voice
- Positive Sentiment: High-profile portfolios remain bullish on AI exposure: the Pelosi-linked filing rolled GOOGL exposure into long-dated call positions (LEAPS), a leveraged vote of confidence that institutional-style investors expect continued upside from AI leaders. Pelosi’s Bullish 2026 Buy List: AI, Power & Dividends
- Positive Sentiment: Analyst support remains constructive (recent price-target lift and buy-rating reaffirmations), which can underpin multiple expansion and investor confidence into earnings. Alphabet (NASDAQ:GOOGL) Price Target Raised to $390.00
- Neutral Sentiment: EU regulators are stepping in to ensure rivals get access to Gemini services/data and have opened proceedings to assist Google in complying with the Digital Markets Act — this clarifies compliance expectations but signals potential constraints on product exclusivity. EU starts proceedings to assist Google in complying with tech rules
- Neutral Sentiment: Competitive AI infrastructure developments (e.g., Microsoft’s Maia 200 chip) raise the bar on efficiency and pricing in the cloud/inference market — a sector-level dynamic that could affect GCP cost structure or pricing power over time. Microsoft’s Maia 200: The Profit Engine AI Needs
- Negative Sentiment: Google agreed to a preliminary $68M settlement over claims its voice assistant spied on users — a modest direct cost but a reputational and regulatory reminder that privacy/legal risks persist. Google pays $68 million to settle claims its voice assistant spied on users
- Negative Sentiment: CEO Sundar Pichai reported an insider sale of roughly $10.6M of Alphabet shares ahead of earnings — routine windowed selling but a near-term negative signal some investors watch before an earnings event. Sundar Pichai Offloads Alphabet Shares Worth $10.6M Ahead of February 4 Earnings
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.
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