Alphabet (NASDAQ:GOOGL – Get Free Report) had its price target boosted by stock analysts at Argus from $365.00 to $385.00 in a research note issued to investors on Friday,MarketScreener reports. The brokerage currently has a “buy” rating on the information services provider’s stock. Argus’ target price would indicate a potential upside of 16.23% from the stock’s previous close.
Several other analysts also recently commented on GOOGL. CIBC raised their target price on Alphabet to $315.00 in a research note on Monday, October 20th. Stifel Nicolaus reissued a “buy” rating and issued a $395.00 price objective (up previously from $346.00) on shares of Alphabet in a research note on Thursday. Raymond James Financial raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, January 22nd. Robert W. Baird boosted their price target on shares of Alphabet from $310.00 to $350.00 and gave the company an “outperform” rating in a research note on Tuesday, January 20th. Finally, Barclays restated an “overweight” rating and set a $360.00 price objective (up previously from $315.00) on shares of Alphabet in a report on Thursday. Four research analysts have rated the stock with a Strong Buy rating, forty-three have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $356.66.
Check Out Our Latest Research Report on GOOGL
Alphabet Trading Down 0.5%
Alphabet (NASDAQ:GOOGL – Get Free Report) last released its 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 net margin of 32.81% and a return on equity of 36.21%. The business had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. Equities analysts expect that Alphabet will post 8.9 earnings per share for the current year.
Insider Transactions at Alphabet
In related news, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $288.26, for a total value of $800,786.28. Following the sale, the chief accounting officer directly owned 11,739 shares in the company, valued at approximately $3,383,884.14. The trade was a 19.14% decrease in their position. The sale 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 Alphabet stock in a transaction dated Friday, January 30th. The stock was sold at an average price of $19.00, for a total transaction of $35,060,852.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,035,186 shares of company stock worth $94,458,941 in the last ninety days. Company insiders own 11.64% of the company’s stock.
Institutional Trading of Alphabet
A number of hedge funds and other institutional investors have recently made changes to their positions in GOOGL. Financial Gravity Companies Inc. purchased a new stake in Alphabet during the second quarter valued at about $31,000. PMV Capital Advisers LLC purchased a new position in shares of Alphabet during the 4th quarter valued at about $38,000. CarsonAllaria Wealth Management Ltd. raised its holdings in shares of Alphabet by 36.4% during the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock valued at $44,000 after buying an additional 67 shares in the last quarter. Pilgrim Partners Asia Pte Ltd bought a new stake in Alphabet in the 3rd quarter worth approximately $53,000. Finally, Kentucky Trust Co boosted its stake in Alphabet by 142.9% in the fourth quarter. Kentucky Trust Co now owns 170 shares of the information services provider’s stock worth $53,000 after buying an additional 100 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors.
More Alphabet News
Here are the key news stories impacting Alphabet this week:
- Positive Sentiment: Alphabet posted a strong Q4: EPS and revenue beat expectations, Google Cloud grew ~48% y/y and annual revenue topped $400B — evidence that AI-driven monetization is already working. MarketBeat: Alphabet Crushes Earnings
- Positive Sentiment: Gemini and AI traction metrics are rising (hundreds of millions of users and heavy API/token usage), supporting longer‑term growth and ad/search monetization. MarketBeat: Gemini adoption
- Positive Sentiment: Wall Street largely remains bullish: multiple firms raised price targets and reiterated buy/outperform ratings after the quarter, signaling analyst conviction in the company’s AI and cloud roadmap. Analyst upgrades — Benzinga
- Neutral Sentiment: Alphabet announced a modest dividend (record March 9), a symbolic move but not material to valuation — it’s more of a shareholder-friendly signal than a gamechanger. Dividend announcement
- Neutral Sentiment: Alphabet and other AI companies are paying large sums to content creators to promote AI products — strategic marketing spend that supports adoption but increases near‑term costs. CNBC: creator deals
- Negative Sentiment: The big driver of today’s weakness: Alphabet warned it could spend $175–$185B in 2026 on AI/data‑center capex — far above expectations — triggering market concern about profit dilution, cash use and the scale of the AI buildout. MSN: capex ramp
- Negative Sentiment: Investor risk‑off around an AI “bubble” knocked Big Tech broadly (FactSet estimates >$1T wiped) and pressured Alphabet along with peers. The market reaction reflects macro and sentiment-driven selling, not company operational deterioration. CNBC: AI sell-off
- Negative Sentiment: Reports of insider selling and activist‑style filings (e.g., Michael Burry flagged wording/methodology updates) add short‑term headline risk and likely contributed to additional selling pressure. American Banking News: insider selling
Alphabet Company Profile
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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