AI Growth Sparks Debate: Recent discussions on social media about Alphabet Inc. have centered on its advancements in AI, particularly with updates to its Gemini model. Many users are highlighting the company’s strong performance in search revenue and cloud growth as key drivers. There’s optimism around AI-driven innovations potentially boosting future stock performance.
Waymo Funding Buzz: Another hot topic is the reported talks of Alphabet’s autonomous driving unit, Waymo, raising significant funding at a high valuation. Social media chatter reflects excitement over this potential, with some suggesting it could unlock hidden value for the company. However, a few voices caution about execution risks in this competitive space.
Market Sentiment Shifts: Posts also mention Alphabet’s stock resilience amid fluctuating narratives, from past fears of search decline to current confidence in AI leadership. Some users argue the stock is poised for further gains, pointing to recent analyst price target hikes. The conversation remains dynamic, with a mix of bullish and cautious takes.
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 163 times in the past 6 months. Of those trades, 0 have been purchases and 163 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 79 sales selling 390,000 shares for an estimated $95,265,276.
- 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 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 6 sales selling 641 shares for an estimated $153,015.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Alphabet Inc. Congressional Stock Trading
Members of Congress have traded $GOOGL stock 26 times in the past 6 months. Of those trades, 15 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:
- 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 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/24 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 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Inc. Hedge Fund Activity
We have seen 2,482 institutional investors add shares of Alphabet Inc. stock to their portfolio, and 2,331 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 28 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Loop Capital issued a "Buy" rating on 11/18/2025
- Piper Sandler issued a "Overweight" rating on 10/30/2025
- Keybanc issued a "Overweight" rating on 10/30/2025
- Truist Securities issued a "Buy" 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 39 analysts offer price targets for $GOOGL in the last 6 months, with a median target of $310.0.
Here are some recent targets:
- Scott Devitt from Wedbush set a target price of $350.0 on 12/19/2025
- Brian Pitz from BMO Capital set a target price of $343.0 on 12/16/2025
- Doug Anmuth from JP Morgan set a target price of $385.0 on 12/12/2025
- Thomas Champion from Piper Sandler set a target price of $365.0 on 12/11/2025
- Youssef Squali from Truist Securities set a target price of $350.0 on 12/05/2025
- Michael Morris from Guggenheim set a target price of $375.0 on 12/01/2025
- Gil Luria from DA Davidson set a target price of $300.0 on 11/25/2025
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.
