Rosenblatt Securities Increases Alphabet (NASDAQ:GOOGL) Price Target to $357.00

Alphabet (NASDAQ:GOOGL) had its price objective hoisted by Rosenblatt Securities from $279.00 to $357.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the information services provider’s stock. Rosenblatt Securities’ price target points to a potential upside of 7.19% from the company’s current price.

A number of other research firms have also recently weighed in on GOOGL. Barclays reaffirmed an “overweight” rating and set a $360.00 target price on shares of Alphabet in a research note on Thursday. Susquehanna upped their target price on Alphabet from $225.00 to $350.00 and gave the stock a “positive” rating in a report on Thursday, October 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Alphabet in a research report on Wednesday, January 21st. Citizens Jmp boosted their price target on Alphabet from $340.00 to $385.00 and gave the stock a “market outperform” rating in a report on Wednesday, December 31st. Finally, CICC Research upped their price objective on Alphabet from $240.00 to $303.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Four investment analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $344.14.

Alphabet Stock Down 2.0%

Shares of NASDAQ GOOGL opened at $333.04 on Thursday. The company has a market cap of $4.02 trillion, a price-to-earnings ratio of 32.84, a PEG ratio of 2.05 and a beta of 1.09. 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 has a 12 month low of $140.53 and a 12 month high of $349.00. The stock has a 50-day moving average price of $321.32 and a two-hundred day moving average price of $268.82.

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. The company had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. As a group, analysts forecast that Alphabet will post 8.9 earnings per share for the current fiscal year.

Insider Buying and Selling at Alphabet

In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer owned 2,211,872 shares in the company, valued at approximately $723,945,705.60. This trade represents a 1.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frances Arnold sold 102 shares of the company’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $340.00, for a total transaction of $34,680.00. Following the completion of the sale, the director directly owned 18,307 shares in the company, valued at approximately $6,224,380. This represents a 0.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 2,035,186 shares of company stock worth $94,458,941. Company insiders own 11.64% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Financial Gravity Companies Inc. bought a new stake in shares of Alphabet during the second quarter worth about $31,000. PMV Capital Advisers LLC bought a new stake in Alphabet during the 4th quarter worth approximately $38,000. CarsonAllaria Wealth Management Ltd. raised its stake 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 shares of Alphabet in the third quarter worth approximately $53,000. Finally, Kentucky Trust Co lifted its holdings in shares of Alphabet by 142.9% in 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 in the last quarter. 40.03% of the stock is owned by institutional investors.

More Alphabet News

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.