Atlas Legacy Advisors LLC Has $2.69 Million Stake in Alphabet Inc. $GOOGL

Atlas Legacy Advisors LLC lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 50.1% during the 3rd quarter, Holdings Channel reports. The fund owned 11,069 shares of the information services provider’s stock after acquiring an additional 3,695 shares during the quarter. Atlas Legacy Advisors LLC’s holdings in Alphabet were worth $2,691,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Moment Partners LLC lifted 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 last quarter. Welch Group LLC raised its position in shares of Alphabet by 4.0% in the second quarter. Welch Group LLC now owns 64,262 shares of the information services provider’s stock valued at $11,325,000 after purchasing an additional 2,467 shares during the period. Brooktree Capital Management bought a new position in shares of Alphabet in the second quarter valued at about $352,000. Griffin Asset Management Inc. lifted its stake in shares of Alphabet by 13.9% during the 3rd quarter. Griffin Asset Management Inc. now owns 58,731 shares of the information services provider’s stock worth $14,277,000 after buying an additional 7,180 shares during the last quarter. Finally, Birchcreek Wealth Management LLC boosted its holdings in shares of Alphabet by 2.9% during the 2nd quarter. Birchcreek Wealth Management LLC now owns 8,028 shares of the information services provider’s stock worth $1,415,000 after buying an additional 223 shares during the period. 40.03% of the stock is currently owned by institutional investors.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet beat Q4 estimates (EPS $2.82; revenue ~$113.8B), showing strong search, YouTube and Cloud momentum that supports multiple revenue streams and longer‑term earnings power. CNBC: Google beats on revenue, projects significant AI spending increase
• Positive Sentiment: Google Cloud continues to win enterprise deals (five‑year Liberty Global partnership) and customer proofs (Humana using Agent Assist), indicating AI monetization traction for Cloud. Reuters: Google Cloud, Liberty Global strike five-year AI partnership
• Positive Sentiment: Waymo’s $16B fundraising reduces Alphabet’s near‑term funding burden for autonomous driving and validates the unit’s standalone value. CNBC: Waymo fundraising
• Neutral Sentiment: Analysts are mixed but generally constructive — several price targets were raised (Jefferies, Bernstein adjustments) which can amplify intraday swings. MarketScreener: Bernstein target change
• Neutral Sentiment: Broadcom and Nvidia traded higher after Alphabet’s capex ramp news, reflecting supplier and AI‑hardware beneficiary dynamics — a sector rotation effect rather than a company‑specific improvement. CNBC: Broadcom, Nvidia shares rise
• Neutral Sentiment: Minor insider selling was reported (CAO sold 933 shares); small transactions can create short‑term noise but are not a structural red flag. InsiderTrades: Amie Thuener O’Toole sale
• Negative Sentiment: Alphabet guided to a huge 2026 capital expenditure range ($175B–$185B), which spooked investors worried about cash deployment, margins and the timing of returns from AI infrastructure. Reuters: Alphabet forecasts sharp surge in 2026 capital spending
• Negative Sentiment: Management declined to address certain partnership details (e.g., Google‑Apple AI tie‑ups) on the earnings call, and regulatory/legal headlines (Waymo safety hearing, a $135M Android settlement) add execution and reputational risk. TechCrunch: Alphabet won’t discuss Google-Apple AI deal Reuters: Waymo to defend safety record MSN: Android settlement

Wall Street Analyst Weigh In

Several research firms have weighed in on GOOGL. New Street Research increased their price target on shares of Alphabet from $275.00 to $295.00 in a report on Friday, October 24th. Mizuho set a $400.00 target price on Alphabet in a research note on Tuesday. Oppenheimer lifted their price target on Alphabet from $270.00 to $300.00 and gave the stock an “outperform” rating in a report on Monday, October 20th. Daiwa Capital Markets upped their price objective on Alphabet from $233.00 to $333.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Finally, Moffett Nathanson lifted their target price on Alphabet from $305.00 to $315.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. Four investment analysts have rated the stock with a Strong Buy rating, forty-two have issued a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $336.60.

Insider Buying and Selling at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $327.30, for a total value of $10,637,250.00. Following the completion of the transaction, the chief executive officer owned 2,211,872 shares of the company’s stock, valued at approximately $723,945,705.60. This represents a 1.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of Alphabet stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. The SEC filing for this sale provides additional information. Insiders sold 2,035,186 shares of company stock worth $94,458,941 over the last quarter. 11.64% of the stock is currently owned by company insiders.

Alphabet Stock Performance

NASDAQ GOOGL opened at $333.04 on Thursday. The firm’s 50 day simple moving average is $321.32 and its 200 day simple moving average is $268.82. The firm has a market capitalization of $4.02 trillion, a price-to-earnings ratio of 32.84, a P/E/G 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 Inc. has a 1 year low of $140.53 and a 1 year high of $349.00.

Alphabet (NASDAQ:GOOGL) last released its earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.23. Alphabet had a return on equity of 35.00% and a net margin of 32.23%. As a group, research analysts expect that Alphabet Inc. will post 8.9 earnings per share for the current fiscal year.

Alphabet 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.