Recent discussions on X about Alphabet Inc. (GOOGL) have centered on the company's advancements in AI and cloud services, sparking lively debates among investors and tech enthusiasts. Many are intrigued by reports of potential partnerships and the impact of AI integration on Alphabet’s search and cloud platforms. The buzz reflects a keen interest in how these developments could shape the company’s future growth trajectory.
Additionally, posts on X highlight a mix of optimism and caution regarding Alphabet’s stock performance following a recent antitrust ruling and strong quarterly earnings. Some voices express confidence in the company’s market position, pointing to robust revenue growth and AI leadership as key drivers. Others, however, raise concerns about competitive pressures and the pace of AI rollout compared to rivals, keeping the conversation dynamic 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 $GOOGL stock 20 times in the past 6 months. Of those trades, 9 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 VAL T. HOYLE has traded it 4 times. They made 2 purchases worth up to $30,000 on 07/14, 07/02 and 2 sales worth up to $65,000 on 09/23, 04/15.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $65,000 on 09/17, 05/20 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/03.
- SENATOR SHELLEY MOORE CAPITO has traded it 3 times. They made 3 purchases worth up to $45,000 on 07/29, 05/08, 04/29 and 0 sales.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE LISA C. MCCLAIN purchased up to $15,000 on 06/24.
- REPRESENTATIVE JOHN W. ROSE sold up to $5,000,000 on 06/03.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $250,000 on 05/12.
- REPRESENTATIVE BRUCE WESTERMAN sold up to $15,000 on 04/21.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $50,000 on 04/21.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 04/15.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Inc. Insider Trading Activity
Alphabet Inc. insiders have traded $GOOGL stock on the open market 124 times in the past 6 months. Of those trades, 0 have been purchases and 124 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 67 sales selling 390,000 shares for an estimated $75,075,215.
- 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 2 sales selling 3,731 shares for an estimated $910,473.
- JOHN L. HENNESSY has made 0 purchases and 35 sales selling 4,000 shares for an estimated $784,712.
- FRANCES ARNOLD has made 0 purchases and 6 sales selling 649 shares for an estimated $124,813.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Alphabet Inc. Hedge Fund Activity
We have seen 2,448 institutional investors add shares of Alphabet Inc. stock to their portfolio, and 2,112 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 14,910,314 shares (-16.7%) from their portfolio in Q2 2025, for an estimated $2,627,644,636
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 11,522,921 shares (+26.3%) to their portfolio in Q2 2025, for an estimated $2,030,684,367
- FRANKLIN RESOURCES INC added 10,843,853 shares (+51.7%) to their portfolio in Q2 2025, for an estimated $1,911,012,214
- CAPITAL RESEARCH GLOBAL INVESTORS removed 10,062,090 shares (-18.7%) from their portfolio in Q2 2025, for an estimated $1,773,242,120
- WELLINGTON MANAGEMENT GROUP LLP added 10,042,091 shares (+17.9%) to their portfolio in Q2 2025, for an estimated $1,769,717,696
- BLACKROCK, INC. removed 9,367,765 shares (-2.1%) from their portfolio in Q2 2025, for an estimated $1,650,881,225
- MORGAN STANLEY added 7,202,481 shares (+5.7%) to their portfolio in Q2 2025, for an estimated $1,269,293,226
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Alphabet Inc. Government Contracts
We have seen $3,948,863 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 24 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HSBC issued a "Buy" rating on 10/07/2025
- Morgan Stanley issued a "Overweight" rating on 10/02/2025
- Mizuho issued a "Outperform" rating on 09/30/2025
- MoffettNathanson issued a "Buy" rating on 09/25/2025
- Truist Securities issued a "Buy" rating on 09/22/2025
- Piper Sandler issued a "Overweight" rating on 09/18/2025
- Citigroup issued a "Buy" rating on 09/15/2025
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 34 analysts offer price targets for $GOOGL in the last 6 months, with a median target of $255.0.
Here are some recent targets:
- Brian Pitz from BMO Capital set a target price of $294.0 on 10/09/2025
- Paul Rossington from HSBC set a target price of $285.0 on 10/07/2025
- Ken Gawrelski from Wells Fargo set a target price of $236.0 on 10/07/2025
- Brian Nowak from Morgan Stanley set a target price of $270.0 on 10/02/2025
- Lloyd Walmsley from Mizuho set a target price of $295.0 on 09/30/2025
- Michael Nathanson from MoffettNathanson set a target price of $295.0 on 09/25/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $201.0 on 09/24/2025
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.
