UBS Group Has Lowered Expectations for Alphabet (NASDAQ:GOOGL) Stock Price

Posted by ABMN Staff on Jul 25th, 2026

Alphabet (NASDAQ:GOOGL – Get Free Report) had its price objective cut by UBS Group from $400.00 to $379.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the information services provider’s stock. UBS Group’s price target suggests a potential upside of 18.53% from the stock’s previous close.

GOOGL has been the topic of several other reports. China Renaissance raised their price objective on Alphabet from $400.00 to $485.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Needham & Company LLC reiterated a “buy” rating and issued a $450.00 target price on shares of Alphabet in a report on Wednesday, June 3rd. DA Davidson set a $350.00 price target on Alphabet and gave the stock a “neutral” rating in a research report on Thursday. Piper Sandler restated an “overweight” rating and set a $395.00 price target (down from $445.00) on shares of Alphabet in a research note on Thursday. Finally, Jefferies Financial Group restated a “buy” rating on shares of Alphabet in a report on Monday, June 22nd. Three analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, Alphabet has a consensus rating of “Moderate Buy” and an average target price of $419.86.

Check Out Our Latest Analysis on GOOGL

Alphabet Price Performance

Alphabet stock opened at $319.74 on Thursday. The stock has a market cap of $3.87 trillion, a price-to-earnings ratio of 16.06, a price-to-earnings-growth ratio of 1.31 and a beta of 1.24. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 1.92. Alphabet has a 1 year low of $187.82 and a 1 year high of $408.61. The firm has a 50-day moving average of $362.93 and a two-hundred day moving average of $338.74.

Alphabet (NASDAQ:GOOGL – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, topping analysts’ consensus estimates of $2.89 by $6.22. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The business had revenue of $119.80 billion for the quarter, compared to analyst estimates of $117.07 billion. On average, research analysts forecast that Alphabet will post 14.34 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider John Kent Walker sold 8,998 shares of the business’s stock in a transaction dated Monday, June 29th. The stock was sold at an average price of $349.29, for a total transaction of $3,142,911.42. Following the sale, the insider owned 75,290 shares in the company, valued at approximately $26,298,044.10. The trade was a 10.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, major shareholder 2019 Gp L.L.C. Gv sold 87,475 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $23.75, for a total transaction of $2,077,531.25. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 159,415 shares of company stock valued at $7,672,279. 11.61% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of GOOGL. NewEdge Wealth LLC grew its holdings in Alphabet by 11.8% in the fourth quarter. NewEdge Wealth LLC now owns 887,209 shares of the information services provider’s stock valued at $277,696,000 after purchasing an additional 93,293 shares during the period. PFG Investments LLC raised its stake in shares of Alphabet by 2.6% during the 1st quarter. PFG Investments LLC now owns 89,299 shares of the information services provider’s stock worth $25,679,000 after buying an additional 2,269 shares during the period. World Investment Advisors raised its stake in shares of Alphabet by 9.2% during the 4th quarter. World Investment Advisors now owns 274,761 shares of the information services provider’s stock worth $86,000,000 after buying an additional 23,107 shares during the period. Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust purchased a new position in shares of Alphabet during the 4th quarter valued at approximately $28,902,000. Finally, Private Advisory Group LLC grew its stake in Alphabet by 12.2% in the 4th quarter. Private Advisory Group LLC now owns 24,717 shares of the information services provider’s stock valued at $7,736,000 after acquiring an additional 2,678 shares during the period. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet News Roundup

Here are the key news stories impacting Alphabet this week:

Positive Sentiment: Alphabet’s Q2 results showed strong underlying demand, including an 82% surge in Google Cloud revenue and continued growth in Search and YouTube, reinforcing that its core businesses are still expanding. Google Cloud CEO Kurian says customers are spending 50% more as segment blows away expectations
Positive Sentiment: Analysts at Barclays argued that a TPU-as-a-service offering could materially lift Alphabet’s long-term profitability, suggesting the market may be underestimating future AI monetization. TPU-As-A-Service could boost Google’s 2028 profit by over 15%: Barclays
Positive Sentiment: Verizon signed a more than $1 billion dark-fiber deal to support Google’s data centers, underscoring ongoing infrastructure demand tied to Alphabet’s AI and cloud expansion. Verizon signs deal with Google worth over $1 billion
Neutral Sentiment: Alphabet was included in a momentum screen highlighting stocks with strong earnings and favorable price trends, which is supportive but not a major stock-specific catalyst. 3 High-Momentum Stocks to Buy Now Before They Surge
Neutral Sentiment: Short-interest data showed no meaningful short position, so this does not appear to be a major driver of the move.
Negative Sentiment: Investors are worried that Alphabet’s AI spending is becoming too large, with the company increasing 2026 capex guidance and reporting negative free cash flow for the first time in years. Alphabet earnings takeaways: Q2 revenue beats, GOOGL stock sinks on 2026 capex hike
Negative Sentiment: Alphabet also faced fresh regulatory pressure after the European Commission fined Google about $1 billion under the Digital Markets Act. Google hit with $1 billion EU fine, first under landmark rules
Negative Sentiment: Waymo reportedly may try to end its partnership with Uber, which could create uncertainty around one of Alphabet’s autonomous-driving distribution channels. Waymo reportedly mulling a breakup with Uber

About Alphabet

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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.