AI Competition Concerns: Recent discussions on X about Alphabet Inc. (GOOG) have focused heavily on the competitive landscape in AI. Many are debating whether emerging AI-powered search tools could threaten Google’s long-standing dominance. The tone reflects uncertainty about the future of search monetization.
Gemini Model Buzz: There’s significant excitement around the release of Google’s new Gemini AI model, with posts on X highlighting its potential edge over competitors. Some discussions note a surge in stock price following positive reviews, fueling optimism. This has sparked renewed interest in GOOG as a tech leader.
Investor Endorsements: Berkshire Hathaway’s recent stake in Alphabet has also stirred conversation on X, with many viewing it as a strong vote of confidence. Coupled with robust earnings, this has bolstered bullish sentiment among users. The narrative is shifting toward GOOG as a solid long-term holding.
Note: This discussion summary was generated from an AI condensation of post data.
Alphabet Inc. Congressional Stock Trading
Members of Congress have traded $GOOG stock 27 times in the past 6 months. Of those trades, 21 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $GOOG stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 3 purchases worth up to $45,000 on 10/31, 10/27, 10/21 and 0 sales.
- REPRESENTATIVE CLEO FIELDS has traded it 14 times. They made 14 purchases worth up to $1,865,000 on 10/29, 10/10, 09/17, 09/03, 08/01, 07/30, 07/29, 07/17, 07/14, 06/25, 06/05 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JERRY MORAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/23.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 09/11, 08/28 and 0 sales.
- REPRESENTATIVE SCOTT FRANKLIN sold up to $15,000 on 06/16.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
- REPRESENTATIVE JOHN W. ROSE sold up to $500,000 on 06/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Inc. Hedge Fund Activity
We have seen 2,036 institutional investors add shares of Alphabet Inc. stock to their portfolio, and 2,167 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 135,056,583 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $32,893,030,789
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 20,979,242 shares (+54.3%) to their portfolio in Q3 2025, for an estimated $5,109,494,389
- FMR LLC added 8,276,240 shares (+8.1%) to their portfolio in Q3 2025, for an estimated $2,015,678,252
- JPMORGAN CHASE & CO added 7,904,434 shares (+8.6%) to their portfolio in Q3 2025, for an estimated $1,925,124,900
- WINSLOW CAPITAL MANAGEMENT, LLC added 6,164,066 shares (+49931.7%) to their portfolio in Q3 2025, for an estimated $1,501,258,274
- CAPITAL INTERNATIONAL INVESTORS removed 5,890,403 shares (-6.4%) from their portfolio in Q3 2025, for an estimated $1,434,607,650
- TCI FUND MANAGEMENT LTD removed 5,369,416 shares (-41.4%) from their portfolio in Q3 2025, for an estimated $1,307,721,266
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Alphabet Inc. Analyst Ratings
Wall Street analysts have issued reports on $GOOG in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Scotiabank issued a "Sector Outperform" rating on 10/30/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Raymond James issued a "Outperform" rating on 10/24/2025
- Oppenheimer issued a "Outperform" rating on 09/03/2025
To track analyst ratings and price targets for Alphabet Inc., check out Quiver Quantitative's $GOOG forecast page.
Alphabet Inc. Price Targets
Multiple analysts have issued price targets for $GOOG recently. We have seen 8 analysts offer price targets for $GOOG in the last 6 months, with a median target of $290.0.
Here are some recent targets:
- Nat Schindler from Scotiabank set a target price of $336.0 on 10/30/2025
- Doug Anmuth from JP Morgan set a target price of $340.0 on 10/30/2025
- Josh Beck from Raymond James set a target price of $275.0 on 10/24/2025
- Jason Helfstein from Oppenheimer set a target price of $300.0 on 10/20/2025
- Stephen Ju from UBS set a target price of $255.0 on 10/09/2025
- John Blackledge from TD Cowen set a target price of $280.0 on 10/08/2025
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.
