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Alphabet Inc. Stock (GOOG) Opinions on Cloud Deal and AI Expansion

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Recent discussions on X about Alphabet Inc. (GOOG) have been ignited by the company's latest strategic moves, particularly a reported $10 billion cloud deal with Meta and expansions in AI technology. Many users are expressing enthusiasm over the company's growth in cloud services and AI innovations, seeing these as pivotal for future revenue streams. The stock's recent surge to an all-time high has further fueled conversations about its strong market position.

However, not all sentiments are uniformly positive, as some on X have raised concerns about potential regulatory risks and ongoing antitrust scrutiny that could impact future performance. There’s a dynamic tension in the chatter, with debates centering on whether Alphabet can maintain its dominance amid evolving search technologies and legal challenges. This mix of optimism and caution keeps the dialogue engaging and multifaceted.

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 28 times in the past 6 months. Of those trades, 18 have been purchases and 10 have been sales.

Here’s a breakdown of recent trading of $GOOG stock by members of Congress over the last 6 months:

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Alphabet Inc. Hedge Fund Activity

We have seen 2,026 institutional investors add shares of Alphabet Inc. stock to their portfolio, and 2,104 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 135,064,454 shares (+580897.4%) to their portfolio in Q2 2025, for an estimated $23,959,083,495
  • GAMMA INVESTING LLC removed 14,224,063 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $2,523,206,535
  • NUVEEN, LLC added 12,693,714 shares (+75.6%) to their portfolio in Q2 2025, for an estimated $2,251,737,926
  • BANK OF NEW YORK MELLON CORP removed 11,096,086 shares (-26.3%) from their portfolio in Q2 2025, for an estimated $1,968,334,695
  • JPMORGAN CHASE & CO removed 10,607,689 shares (-10.4%) from their portfolio in Q2 2025, for an estimated $1,881,697,951
  • JANUS HENDERSON GROUP PLC removed 9,128,861 shares (-29.4%) from their portfolio in Q2 2025, for an estimated $1,619,368,652
  • CAPITAL RESEARCH GLOBAL INVESTORS removed 8,737,186 shares (-24.1%) from their portfolio in Q2 2025, for an estimated $1,549,889,424

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 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

  • JP Morgan issued a "Overweight" rating on 07/24/2025
  • Raymond James issued a "Outperform" rating on 07/24/2025
  • Oppenheimer issued a "Outperform" rating on 07/24/2025
  • Scotiabank issued a "Sector Outperform" rating on 07/22/2025
  • WestPark Capital issued a "Buy" rating on 04/25/2025
  • Keybanc issued a "Overweight" rating on 04/09/2025

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 7 analysts offer price targets for $GOOG in the last 6 months, with a median target of $210.0.

Here are some recent targets:

  • Doug Anmuth from JP Morgan set a target price of $232.0 on 07/24/2025
  • Josh Beck from Raymond James set a target price of $210.0 on 07/24/2025
  • Jason Helfstein from Oppenheimer set a target price of $235.0 on 07/24/2025
  • Nat Schindler from Scotiabank set a target price of $240.0 on 07/22/2025
  • Lloyd Walmsley from UBS set a target price of $192.0 on 07/16/2025
  • Curtis Shauger from WestPark Capital set a target price of $210.0 on 04/25/2025
  • Justin Patterson from Keybanc set a target price of $185.0 on 04/09/2025

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.

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