Alphabet (NASDAQ:GOOGL – Free Report) had its price target lifted by Daiwa Securities Group from $333.00 to $380.00 in a research note published on Tuesday morning,MarketScreener reports. Daiwa Securities Group currently has a buy rating on the information services provider’s stock.
Several other research firms also recently commented on GOOGL. Deutsche Bank Aktiengesellschaft boosted their price objective on Alphabet from $370.00 to $390.00 and gave the company a “buy” rating in a report on Thursday, February 5th. DZ Bank restated a “buy” rating on shares of Alphabet in a research note on Thursday, November 20th. Morgan Stanley upped their price objective on shares of Alphabet from $270.00 to $330.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Susquehanna lifted their price objective on shares of Alphabet from $225.00 to $350.00 and gave the company a “positive” rating in a report on Thursday, October 30th. Finally, Citic Securities boosted their target price on shares of Alphabet from $230.00 to $310.00 and gave the stock a “buy” rating in a research report on Monday, November 3rd. Three research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, Alphabet has an average rating of “Moderate Buy” and an average target price of $361.64.
View Our Latest Analysis on Alphabet
Alphabet Stock Down 0.6%
Alphabet (NASDAQ:GOOGL – Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, beating the consensus estimate of $2.57 by $0.25. The firm had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.81% and a return on equity of 35.01%. As a group, sell-side analysts forecast that Alphabet will post 8.9 earnings per share for the current fiscal year.
Alphabet Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 9th will be paid a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Monday, March 9th. Alphabet’s dividend payout ratio is presently 7.77%.
Insider Buying and Selling
In related news, CAO Amie Thuener O’toole sold 2,778 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $288.26, for a total transaction of $800,786.28. Following the sale, the chief accounting officer owned 11,739 shares of the company’s stock, valued at approximately $3,383,884.14. This represents a 19.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction on Friday, January 30th. The stock was sold at an average price of $19.00, for a total value of $35,060,852.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,067,086 shares of company stock valued at $105,184,255 over the last three months. Insiders own 11.64% of the company’s stock.
Institutional Inflows and Outflows
Several institutional investors have recently modified their holdings of the stock. Brighton Jones LLC lifted its position in Alphabet by 3.9% in the 4th quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock worth $20,886,000 after buying an additional 4,110 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Alphabet by 3.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after acquiring an additional 506 shares during the last quarter. Simplicity Wealth LLC boosted its stake in shares of Alphabet by 48.6% in the 2nd quarter. Simplicity Wealth LLC now owns 49,889 shares of the information services provider’s stock valued at $8,792,000 after purchasing an additional 16,308 shares in the last quarter. Marietta Wealth Management LLC boosted its stake in shares of Alphabet by 89.0% in the 2nd quarter. Marietta Wealth Management LLC now owns 171,463 shares of the information services provider’s stock valued at $30,216,000 after purchasing an additional 80,719 shares in the last quarter. Finally, IVC Wealth Advisors LLC grew its holdings in shares of Alphabet by 5.3% during the 2nd quarter. IVC Wealth Advisors LLC now owns 1,680 shares of the information services provider’s stock valued at $296,000 after purchasing an additional 84 shares during the last quarter. 40.03% of the stock is currently owned by institutional investors.
Key Alphabet News
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Analysts lifted targets — Arete and New Street recently raised price targets (to $405 and $380 respectively), underscoring continued buy-side conviction around Alphabet’s AI and cloud leadership. Arete Research Adjusts Price Target on Alphabet
- Positive Sentiment: Google Cloud monetization and AI demand remain strong — recent coverage highlights robust Cloud revenue growth and improving profitability from AI workstreams, supporting longer‑term revenue trajectory. Google Cloud Is Turning AI Demand Into Profits
- Positive Sentiment: Waymo product rollout advances — Waymo began deploying sixth‑generation Ojai robotaxis, which the company says are lower‑cost and more weather‑capable, a tangible execution milestone for Alphabet’s autonomous‑vehicle unit. Waymo Begins Deploying Next‑Gen Ojai Robotaxis
- Positive Sentiment: Institutional support — Some major firms (e.g., JPMorgan) are reiterating buy views, which can help stabilize sentiment after short‑term weakness. JPMorgan Chase Reiterates Buy Rating for Alphabet
- Neutral Sentiment: Century bond drew strong demand — Alphabet’s rare 100‑year bond saw heavy uptake (pension buyers), providing low‑cost financing for AI capex but raising debate about long‑dated debt risks. Investors view this as both a funding positive and a longer‑term leverage concern. Why Alphabet’s 100‑Year Bond Is Raising New Fears
- Negative Sentiment: EU antitrust probe into search ad auctions — Regulators in Europe have opened inquiries into Google’s sale of search ads, a regulatory risk that could pressure ad economics or require product changes if enforcement follows. Google Targeted by EU Over Search Ad Auction Practices
- Negative Sentiment: Heavy 2026 capex plan fuels profit‑and‑monetization fears — Coverage highlights a $175B–$185B capex plan for AI infrastructure; that large spend profile is creating near‑term free‑cash‑flow and margin anxiety, which has been cited as a reason for recent share weakness. Alphabet Drops 7% Post Q4 Earnings
About Alphabet
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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