Alphabet (NASDAQ:GOOGL) Price Target Raised to $395.00 at Roth Mkm

Alphabet (NASDAQ:GOOGL) had its price objective lifted by stock analysts at Roth Mkm from $365.00 to $395.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has a “buy” rating on the information services provider’s stock. Roth Mkm’s target price points to a potential upside of 18.60% from the stock’s current price.

GOOGL has been the topic of several other research reports. Rosenblatt Securities increased their price target on shares of Alphabet from $279.00 to $357.00 and gave the stock a “neutral” rating in a research note on Thursday. UBS Group set a $348.00 price objective on Alphabet in a report on Thursday. Wells Fargo & Company reaffirmed a “positive” rating and set a $350.00 target price (up previously from $268.00) on shares of Alphabet in a research report on Monday, January 12th. HSBC lifted their price target on shares of Alphabet from $335.00 to $370.00 and gave the company a “buy” rating in a research report on Tuesday, December 2nd. Finally, Argus upped their price objective on shares of Alphabet from $330.00 to $365.00 and gave the stock a “buy” rating in a report on Monday, January 5th. Four analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $344.33.

Alphabet Stock Performance

Shares of NASDAQ GOOGL opened at $333.04 on Thursday. Alphabet has a one year low of $140.53 and a one year high of $349.00. The business’s 50-day moving average price is $321.32 and its two-hundred day moving average price is $268.82. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The company has a market capitalization of $4.02 trillion, a P/E ratio of 32.84, a price-to-earnings-growth ratio of 2.05 and a beta of 1.09.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.57 by $0.25. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The business had revenue of $113.83 billion during the quarter, compared to analyst estimates of $111.24 billion. Analysts anticipate that Alphabet will post 8.9 earnings per share for the current fiscal year.

Insider Activity at Alphabet

In other news, insider John Kent Walker sold 17,829 shares of the company’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the transaction, the insider owned 42,972 shares of the company’s stock, valued at approximately $13,531,453.08. This represents a 29.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Amie Thuener O’toole sold 2,778 shares of the stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $288.26, for a total transaction of $800,786.28. Following the completion of the sale, the chief accounting officer owned 11,739 shares of the company’s stock, valued at approximately $3,383,884.14. The trade was a 19.14% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 2,035,186 shares of company stock worth $94,458,941. 11.64% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Moment Partners LLC increased its holdings in Alphabet by 9.3% during the 2nd quarter. Moment Partners LLC now owns 5,896 shares of the information services provider’s stock valued at $1,039,000 after purchasing an additional 504 shares during the period. Welch Group LLC raised its holdings in shares of Alphabet by 4.0% during the second quarter. Welch Group LLC now owns 64,262 shares of the information services provider’s stock valued at $11,325,000 after acquiring an additional 2,467 shares in the last quarter. Brooktree Capital Management purchased a new stake in Alphabet in the second quarter worth $352,000. Griffin Asset Management Inc. boosted its holdings in Alphabet by 13.9% in the third quarter. Griffin Asset Management Inc. now owns 58,731 shares of the information services provider’s stock valued at $14,277,000 after acquiring an additional 7,180 shares in the last quarter. Finally, Birchcreek Wealth Management LLC boosted its holdings in Alphabet by 2.9% in the second quarter. Birchcreek Wealth Management LLC now owns 8,028 shares of the information services provider’s stock valued at $1,415,000 after acquiring an additional 223 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors and hedge funds.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat: Alphabet reported stronger-than-expected revenue and EPS and showed continued Google Cloud strength, supporting the company’s growth thesis. Google beats on revenue, projects significant AI spending increase
• Positive Sentiment: Enterprise traction: new cloud/AI deals and customer deployments (e.g., Liberty Global partnership, Humana AI tools) validate Google Cloud monetization and long‑term AI revenue upside. Google Cloud, Liberty Global strike five-year AI partnership Humana Unveils AI-Powered Agent Assist Built With Google Cloud
• Positive Sentiment: Waymo financing: a large private raise for Waymo reduces Alphabet’s near-term funding burden for autonomy and supports valuation optionality for non-core “Other Bets.” Waymo announces $16 billion fundraising round
• Neutral Sentiment: Analyst reaction mixed but generally constructive — several firms nudged targets higher, which can support the stock but also amplify intraday volatility. Analysts set Google (GOOGL) stock price target
• Neutral Sentiment: YouTube ad revenues and segment metrics are under close watch (Q4 YouTube ad figure reported), small misses would temper the ad growth narrative even as total revenue rose. YouTube ad revenue Q4 2025
• Neutral Sentiment: Reuters and other outlets highlight Alphabet’s turnaround to AI leadership — positive for long-term positioning but raises execution expectations. Google pulls ahead in AI
• Negative Sentiment: Capex shock: management guided to roughly $175–$185 billion of 2026 capital spending to scale AI compute — the large, near-term capex ramp spooked investors and is the primary driver of the share pullback. Alphabet forecasts sharp surge in 2026 capital spending Alphabet resets the bar for AI infrastructure spending
• Negative Sentiment: Market reaction: shares fell in after-hours/premarket despite the beat as investors prioritized the spending outlook over the quarter’s results. Shares down premarket after earnings beat
• Negative Sentiment: Regulatory/legal and operational risks: Waymo faces safety scrutiny and Alphabet agreed to a modest Android-related settlement; both add execution/regulatory uncertainties. Waymo to defend safety record Android data-transfer settlement
• Negative Sentiment: Insider selling and small shareholder sales were reported; while not large enough to change fundamentals, they can amplify short-term downward pressure. Insider sale by Amie Thuener O’Toole

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.