Alphabet (NASDAQ:GOOG) Shares Acquired Rep. Cleo Fields

Representative Cleo Fields (D-Louisiana) recently bought shares of Alphabet Inc. (NASDAQ:GOOG). In a filing disclosed on February 03rd, the Representative disclosed that they had bought between $100,001 and $250,000 in Alphabet stock on January 20th. The trade occurred in the Representative’s “MORGAN STANLEY – E*TRADE #2” account.

Representative Cleo Fields also recently made the following trade(s):

• Purchased $50,001 – $100,000 in shares of IREN (NASDAQ:IREN) on 1/20/2026.
• Purchased $50,001 – $100,000 in shares of Meta Platforms (NASDAQ:META) on 1/20/2026.
• Purchased $50,001 – $100,000 in shares of Netflix (NASDAQ:NFLX) on 1/20/2026.
• Purchased $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOG) on 1/12/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 1/8/2026.
• Purchased $50,001 – $100,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/26/2025.
• Sold $50,001 – $100,000 in shares of IREN (NASDAQ:IREN) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Opendoor Technologies (NASDAQ:OPEN) on 12/26/2025.
• Purchased $15,001 – $50,000 in shares of Alphabet (NASDAQ:GOOGL) on 12/15/2025.
• Sold $1,001 – $15,000 in shares of SoundHound AI (NASDAQ:SOUN) on 12/15/2025.

Alphabet Stock Down 2.2%

GOOG stock opened at $333.34 on Thursday. The company’s 50 day moving average is $322.04 and its 200 day moving average is $269.49. The stock has a market cap of $4.02 trillion, a price-to-earnings ratio of 32.87, a price-to-earnings-growth ratio of 2.06 and a beta of 1.10. The company has a current ratio of 1.75, a quick ratio of 1.75 and a debt-to-equity ratio of 0.06. Alphabet Inc. has a 1-year low of $142.66 and a 1-year high of $350.15.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.59 by $0.23. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The company had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. During the same period in the previous year, the firm posted $2.15 EPS. The firm’s revenue was up 18.0% compared to the same quarter last year. Sell-side analysts predict that Alphabet Inc. will post 8.89 EPS for the current fiscal year.

Wall Street Analyst Weigh In

GOOG has been the topic of a number of research reports. Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a report on Wednesday, January 21st. Pivotal Research reissued a “buy” rating on shares of Alphabet in a research note on Thursday. KeyCorp reaffirmed an “overweight” rating and issued a $360.00 price objective on shares of Alphabet in a research note on Monday, January 26th. UBS Group reiterated a “neutral” rating on shares of Alphabet in a research report on Thursday, October 30th. Finally, BNP Paribas Exane began coverage on shares of Alphabet in a research report on Monday, November 24th. They set an “outperform” rating for the company. Eight equities research analysts have rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Alphabet has an average rating of “Buy” and a consensus price target of $330.83.

Insider Activity at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the sale, the chief executive officer directly owned 2,211,872 shares in the company, valued at $723,945,705.60. This trade represents a 1.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Amie Thuener O’toole sold 933 shares of Alphabet stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $336.55, for a total transaction of $314,001.15. Following the transaction, the chief accounting officer owned 9,916 shares in the company, valued at approximately $3,337,229.80. This trade represents a 8.60% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 2,037,964 shares of company stock worth $95,259,727 in the last 90 days. Insiders own 12.99% of the company’s stock.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat on revenue and EPS with accelerating Search and Cloud growth — Search ~17% YoY, Cloud growth near 48% and a doubled Cloud backlog point to durable demand and stronger monetization. Alphabet: Full Valuation, Full Speed
• Positive Sentiment: Large enterprise/cloud wins and Gemini deployments (e.g., Liberty Global, Humana) validate Google Cloud monetization and AI product traction. Liberty Global-Google Cloud deal
• Positive Sentiment: Waymo’s big $16B funding round and $126B valuation increase Alphabet’s optionality outside ads and support longer-term upside. Waymo funding
• Positive Sentiment: Analyst upgrades, higher price targets and continued institutional buying reflect confidence in AI/Search/Cloud upside. Analyst coverage
• Neutral Sentiment: Management declined to discuss specific AI partnerships (e.g., Google-Apple Siri deal) on the earnings call, leaving partnership details uncertain for investors. TechCrunch: Google-Apple AI deal
• Neutral Sentiment: Options and pre/post-earnings positioning implied a sizable move; next direction likely depends on how investors weigh capex vs. revenue/margin trends. Earnings preview/prediction markets
• Negative Sentiment: The $175–$185B 2026 capex guide was the primary negative catalyst — far above Street expectations and seen as a near-term earnings/cash-flow risk that sparked selling pressure. Reuters: capex guidance
• Negative Sentiment: Investors also noted a slight YouTube ad revenue softness and the scale of AI spending, which together raised near-term execution and margin questions. Invezz: post-earnings dip
• Negative Sentiment: Insider and some institutional selling (CAO SEC filing noted) adds to short-term sentiment pressure around a high valuation. SEC insider filing

Institutional Trading of Alphabet

A number of hedge funds have recently modified their holdings of the business. Norges Bank bought a new stake in shares of Alphabet during the 2nd quarter valued at $4,298,572,000. Vanguard Group Inc. grew its holdings in Alphabet by 2.0% during the fourth quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider’s stock valued at $132,114,125,000 after purchasing an additional 8,128,234 shares during the period. JPMorgan Chase & Co. raised its stake in shares of Alphabet by 8.6% in the third quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider’s stock worth $24,240,469,000 after buying an additional 7,904,434 shares during the period. Assenagon Asset Management S.A. lifted its position in shares of Alphabet by 73.5% during the 3rd quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider’s stock valued at $2,388,775,000 after buying an additional 4,154,929 shares in the last quarter. Finally, Laurel Wealth Advisors LLC grew its stake in shares of Alphabet by 17,547.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider’s stock valued at $731,331,000 after acquiring an additional 4,099,366 shares during the period. Institutional investors own 27.26% of the company’s stock.

About Representative FIELDS

Cleo Fields (Democratic Party) is a member of the U.S. House, representing Louisiana’s 6th Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Fields (Democratic Party) is running for re-election to the U.S. House to represent Louisiana’s 6th Congressional District. He declared candidacy for the primary scheduled on November 3, 2026.

Cleo Fields graduated from McKinley High School in 1980. He earned a bachelor’s degree in mass communications from Southern University in 1984 and a J.D. from the Southern University Law Center in 1987. His career experience includes working as a state legislator and U.S. congressman. When Fields was elected to the Louisiana State Senate in 1986, he was the youngest person ever elected to the State Senate in Louisiana’s history. In 1995, Fields ran for governor of Louisiana, becoming the first African American since reconstruction to make the runoff.

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.