AI Momentum Surges: Recent chatter on social media has been buzzing with excitement over Alphabet Inc.'s advancements in artificial intelligence, particularly with updates to its Gemini model. Many are pointing to the company's strong position in the AI race as a key driver for future growth. There's also notable mention of robust growth in search revenue and cloud services.
Analyst Upgrades Spark Interest: Discussions have highlighted recent analyst upgrades, with some price targets raised significantly, reflecting confidence in Alphabet's AI-driven strategy. Posts often cite the company's data advantage and expanding margins as reasons for optimism. The stock's performance continues to draw attention as a standout among tech giants.
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 172 times in the past 6 months. Of those trades, 0 have been purchases and 172 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 86 sales selling 390,000 shares for an estimated $99,902,841.
- JOHN KENT WALKER (President, Global Affairs, CLO) has made 0 purchases and 13 sales selling 59,465 shares for an estimated $14,659,971.
- KAVITARK RAM SHRIRAM has made 0 purchases and 4 sales selling 59,566 shares for an estimated $11,565,220.
- AMIE THUENER O'TOOLE (VP, Chief Accounting Officer) has made 0 purchases and 17 sales selling 13,973 shares for an estimated $3,845,231.
- JOHN L. HENNESSY has made 0 purchases and 47 sales selling 4,400 shares for an estimated $1,043,431.
- FRANCES ARNOLD has made 0 purchases and 5 sales selling 521 shares for an estimated $143,292.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Alphabet Inc. Congressional Stock Trading
Members of Congress have traded $GOOGL stock 24 times in the past 6 months. Of those trades, 13 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $GOOGL stock by members of Congress over the last 6 months:
- SENATOR SHELLEY MOORE CAPITO has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/29 and 1 sale worth up to $15,000 on 12/16.
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $800,000 on 12/15, 12/11, 12/09, 12/01, 10/23, 10/10 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 1 sale worth up to $15,000 on 11/26.
- 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 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 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 2 times. They made 1 purchase worth up to $15,000 on 07/14 and 1 sale worth up to $50,000 on 09/23.
- SENATOR JOHN BOOZMAN purchased up to $50,000 on 09/17.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Inc. Hedge Fund Activity
We have seen 2,422 institutional investors add shares of Alphabet Inc. stock to their portfolio, and 2,207 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 31 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 01/09/2026
- Cantor Fitzgerald issued a "Overweight" rating on 01/08/2026
- Jefferies issued a "Buy" rating on 01/05/2026
- Citizens issued a "Market Outperform" rating on 12/31/2025
- Wedbush issued a "Outperform" rating on 12/19/2025
- Guggenheim issued a "Buy" rating on 12/01/2025
- BNP Paribas Exane issued a "Outperform" rating on 11/24/2025
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 40 analysts offer price targets for $GOOGL in the last 6 months, with a median target of $322.5.
Here are some recent targets:
- Lloyd Walmsley from Mizuho set a target price of $365.0 on 01/09/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $370.0 on 01/08/2026
- Maria Ripps from Canaccord Genuity set a target price of $390.0 on 01/07/2026
- Brent Thill from Jefferies set a target price of $365.0 on 01/05/2026
- Andrew Boone from Citizens set a target price of $385.0 on 12/31/2025
- Ronald Josey from Citigroup set a target price of $350.0 on 12/22/2025
- Scott Devitt from Wedbush set a target price of $350.0 on 12/19/2025
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.
