AI Competition Concerns: Recent discussions on X about Alphabet Inc. (GOOGL) have zeroed in on the fierce competition in the AI sector. Many users express worry that new AI-powered search tools could challenge Google’s market dominance. The debate remains intense with divided opinions on the impact.
Gemini Model Buzz: Another focal point on X is the release of the latest Gemini AI model, sparking excitement among some. Posts highlight a notable stock price jump, with analysts pointing to this launch as a potential game-changer. The chatter suggests optimism about Alphabet’s AI innovation edge.
Cloud and Growth Outlook: Discussions also touch on Alphabet’s robust cloud services growth and strong quarterly results. Some users on X see this as a sign of long-term strength despite competitive pressures. The mix of AI and cloud progress keeps the stock a hot topic.
Note: This discussion summary was generated from an AI condensation of post data.
Alphabet Inc. Insider Trading Activity
Alphabet Inc. insiders have traded $GOOGL stock on the open market 146 times in the past 6 months. Of those trades, 0 have been purchases and 146 have been sales.
Here’s a breakdown of recent trading of $GOOGL stock by insiders over the last 6 months:
- SUNDAR PICHAI (Chief Executive Officer) has made 0 purchases and 68 sales selling 390,000 shares for an estimated $86,363,400.
- KAVITARK RAM SHRIRAM has made 0 purchases and 4 sales selling 59,566 shares for an estimated $11,565,220.
- JOHN KENT WALKER (President, Global Affairs, CLO) has made 0 purchases and 10 sales selling 41,636 shares for an estimated $9,045,876.
- AMIE THUENER O'TOOLE (VP, Chief Accounting Officer) has made 0 purchases and 15 sales selling 10,241 shares for an estimated $2,675,244.
- JOHN L. HENNESSY has made 0 purchases and 43 sales selling 4,200 shares for an estimated $928,918.
- FRANCES ARNOLD has made 0 purchases and 6 sales selling 650 shares for an estimated $139,751.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Alphabet Inc. Congressional Stock Trading
Members of Congress have traded $GOOGL stock 18 times in the past 6 months. Of those trades, 9 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $GOOGL stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 11/03, 09/03.
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 2 purchases worth up to $300,000 on 10/23, 10/10 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE DWIGHT EVANS sold up to $50,000 on 10/10.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 10/07.
- REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 2 purchases worth up to $30,000 on 07/14, 07/02 and 1 sale worth up to $50,000 on 09/23.
- SENATOR JOHN BOOZMAN purchased up to $50,000 on 09/17.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 07/29.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/24.
- REPRESENTATIVE JOHN W. ROSE sold up to $5,000,000 on 06/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Inc. Hedge Fund Activity
We have seen 2,474 institutional investors add shares of Alphabet Inc. stock to their portfolio, and 2,324 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 31,217,529 shares (+56.4%) to their portfolio in Q3 2025, for an estimated $7,588,981,299
- BERKSHIRE HATHAWAY INC added 17,846,142 shares (+inf%) to their portfolio in Q3 2025, for an estimated $4,338,397,120
- FMR LLC added 13,584,328 shares (+6.3%) to their portfolio in Q3 2025, for an estimated $3,302,350,136
- MORGAN STANLEY removed 12,544,279 shares (-9.3%) from their portfolio in Q3 2025, for an estimated $3,049,514,224
- CAPITAL WORLD INVESTORS added 11,605,785 shares (+28.0%) to their portfolio in Q3 2025, for an estimated $2,821,366,333
- PRICE T ROWE ASSOCIATES INC /MD/ added 11,227,071 shares (+15.1%) to their portfolio in Q3 2025, for an estimated $2,729,300,960
- JPMORGAN CHASE & CO added 9,704,869 shares (+16.1%) to their portfolio in Q3 2025, for an estimated $2,359,253,653
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Alphabet Inc. Government Contracts
We have seen $3,479,863 of award payments to $GOOGL over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Alphabet Inc. Analyst Ratings
Wall Street analysts have issued reports on $GOOGL in the last several months. We have seen 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Loop Capital issued a "Buy" rating on 11/18/2025
- Goldman Sachs issued a "Buy" rating on 10/30/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
- Citigroup issued a "Buy" rating on 10/30/2025
- Morgan Stanley issued a "Overweight" rating on 10/30/2025
- Evercore ISI Group issued a "Outperform" rating on 10/30/2025
- Wolfe Research issued a "Outperform" rating on 10/30/2025
To track analyst ratings and price targets for Alphabet Inc., check out Quiver Quantitative's $GOOGL forecast page.
Alphabet Inc. Price Targets
Multiple analysts have issued price targets for $GOOGL recently. We have seen 38 analysts offer price targets for $GOOGL in the last 6 months, with a median target of $297.5.
Here are some recent targets:
- Rob Sanderson from Loop Capital set a target price of $320.0 on 11/18/2025
- Youssef Squali from Truist Securities set a target price of $320.0 on 10/30/2025
- Laura Martin from Needham set a target price of $330.0 on 10/30/2025
- Justin Patterson from Keybanc set a target price of $330.0 on 10/30/2025
- Ross Sandler from Barclays set a target price of $315.0 on 10/30/2025
- Ronald Josey from Citigroup set a target price of $343.0 on 10/30/2025
- Ken Gawrelski from Wells Fargo set a target price of $268.0 on 10/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
