EU Antitrust Concerns: Recent chatter on social media about Alphabet Inc. has centered on a looming EU antitrust investigation into Google’s practices with web content for AI training. Many express worry over a potential fine that could reach 10% of the company’s revenue. The discussion highlights uncertainty about how this might affect the stock in the long term.
AI Growth Excitement: On a brighter note, there’s a buzz around Alphabet’s advancements in AI, with some on social media pointing to strong growth in cloud services and AI-driven search engagement. Posts often mention the company’s competitive edge in multi-modal models, fueling optimism. This contrast with regulatory fears keeps the conversation dynamic and heated.
Market Position Debate: Finally, social media reflects on Alphabet’s recent climb to one of the top-valued companies, with some users speculating on its potential to outpace competitors in 2026. Opinions vary on whether AI innovations will sustain this momentum amid regulatory and competitive pressures. It’s a hot topic that keeps investors engaged.
Note: This discussion summary was generated from an AI condensation of post data.
Alphabet Inc. Revenue
Alphabet Inc. had revenues of $102.3B in Q3 2025. This is an increase of 15.95% from the same period in the prior year.
You can track GOOG financials on Quiver Quantitative's GOOG stock page.
Alphabet Inc. Congressional Stock Trading
Members of Congress have traded $GOOG stock 27 times in the past 6 months. Of those trades, 19 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $GOOG stock by members of Congress over the last 6 months:
- REPRESENTATIVE DEBBIE DINGELL sold up to $50,000 on 11/24.
- REPRESENTATIVE JULIE JOHNSON has traded it 4 times. They made 3 purchases worth up to $45,000 on 10/31, 10/27, 10/21 and 1 sale worth up to $15,000 on 11/13.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE CLEO FIELDS has traded it 13 times. They made 13 purchases worth up to $1,815,000 on 10/29, 10/10, 09/17, 09/03, 08/01, 07/30, 07/29, 07/17, 07/14, 06/25 and 0 sales.
- SENATOR JERRY MORAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/23.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Inc. Hedge Fund Activity
We have seen 2,042 institutional investors add shares of Alphabet Inc. stock to their portfolio, and 2,169 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 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 12/12/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Scotiabank issued a "Sector Outperform" 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 9 analysts offer price targets for $GOOG in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- John Blackledge from TD Cowen set a target price of $350.0 on 12/12/2025
- Jeffrey Wlodarczak from Pivotal Research set a target price of $400.0 on 12/05/2025
- Doug Anmuth from JP Morgan set a target price of $340.0 on 10/30/2025
- Nat Schindler from Scotiabank set a target price of $336.0 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
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.