Alphabet (NASDAQ:GOOGL) Price Target Raised to $390.00

Alphabet (NASDAQ:GOOGL) had its price target lifted by Deutsche Bank Aktiengesellschaft from $370.00 to $390.00 in a report issued on Thursday,MarketScreener reports. Deutsche Bank Aktiengesellschaft currently has a buy rating on the information services provider’s stock.

Several other analysts have also commented on GOOGL. JMP Securities reaffirmed a “market outperform” rating and issued a $290.00 price objective on shares of Alphabet in a research report on Wednesday, October 22nd. Royal Bank Of Canada lifted their price target on shares of Alphabet from $375.00 to $400.00 and gave the stock an “outperform” rating in a report on Thursday. Wells Fargo & Company set a $354.00 price objective on Alphabet and gave the company an “equal weight” rating in a research note on Thursday. Loop Capital raised Alphabet from a “hold” rating to a “buy” rating and raised their target price for the stock from $260.00 to $320.00 in a research report on Tuesday, November 18th. Finally, Phillip Securities raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Friday, November 7th. Three analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $357.46.

Alphabet Stock Down 2.5%

GOOGL stock opened at $322.86 on Thursday. The stock has a market cap of $3.90 trillion, a P/E ratio of 29.87, a P/E/G ratio of 1.82 and a beta of 1.09. The company has a current ratio of 2.01, a quick ratio of 1.75 and a debt-to-equity ratio of 0.11. The stock’s fifty day simple moving average is $321.60 and its two-hundred day simple moving average is $270.73. Alphabet has a 1-year low of $140.53 and a 1-year high of $349.00.

Alphabet (NASDAQ:GOOGL) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping analysts’ consensus estimates of $2.57 by $0.25. The company had revenue of $113.83 billion for the quarter, compared to analysts’ expectations of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%. Analysts expect that Alphabet will post 8.9 EPS for the current year.

Alphabet Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Monday, March 9th will be paid a $0.21 dividend. The ex-dividend date is Monday, March 9th. This represents a $0.84 annualized dividend and a yield of 0.3%. Alphabet’s dividend payout ratio (DPR) is currently 7.77%.

Insider Buying and Selling

In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $319.50, for a total transaction of $10,383,750.00. Following the transaction, the chief executive officer directly owned 2,272,119 shares of the company’s stock, valued at approximately $725,942,020.50. This represents a 1.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,067,686 shares of company stock worth $105,352,291 over the last quarter. 11.64% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Financial Gravity Companies Inc. bought a new position in Alphabet in the 2nd quarter worth about $31,000. PMV Capital Advisers LLC purchased a new position in shares of Alphabet during the fourth quarter worth about $38,000. CarsonAllaria Wealth Management Ltd. increased its position in shares of Alphabet by 36.4% in the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock worth $44,000 after purchasing an additional 67 shares during the last quarter. Pilgrim Partners Asia Pte Ltd purchased a new stake in Alphabet in the third quarter valued at approximately $53,000. Finally, Kentucky Trust Co lifted its position in Alphabet by 142.9% during the fourth quarter. Kentucky Trust Co now owns 170 shares of the information services provider’s stock valued at $53,000 after purchasing an additional 100 shares during the last quarter. 40.03% of the stock is owned by institutional investors.

Key Stories Impacting 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.