Mizuho Upgrade: Social media discussions intensified after Mizuho raised its price target on Alphabet to $420 from $410, reaffirming an Outperform rating amid expectations of accelerated Google Cloud growth. Analysts cited the deepening Anthropic partnership and favorable TPU economics as drivers of underestimated revenue and margin expansion.
Hyperscaler Resilience: Conversations underscored Alphabet's streak of 12 consecutive EPS beats, aligning it with other hyperscalers as a cornerstone of AI-driven investments. Participants highlighted Google's leadership in custom chip deployment for inference, positioning it ahead in the shift from training to real-world AI applications.
Broad Ecosystem: Amid year-to-date declines among Magnificent Seven stocks, focus turned to Alphabet's expansive assets like Waymo, DeepMind, and stakes in SpaceX and Anthropic. Many viewed these elements as bolstering long-term competitive advantages in AI and beyond.
Note: This discussion summary was generated from an AI condensation of post data.
Alphabet Revenue
Alphabet had revenues of $113.8B in Q4 2025. This is an increase of 18.0% from the same period in the prior year.
You can track GOOG financials on Quiver Quantitative's GOOG stock page.
Alphabet Congressional Stock Trading
Members of Congress have traded $GOOG stock 16 times in the past 6 months. Of those trades, 10 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $GOOG stock by members of Congress over the last 6 months:
- SENATOR JOHN FETTERMAN purchased up to $15,000 on 03/30.
- REPRESENTATIVE CLEO FIELDS has traded it 5 times. They made 5 purchases worth up to $395,000 on 03/16, 01/20, 01/12, 12/15, 10/29 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 5 times. They made 3 purchases worth up to $45,000 on 10/31, 10/27, 10/21 and 2 sales worth up to $30,000 on 12/18, 11/13.
- REPRESENTATIVE DEBBIE DINGELL sold up to $50,000 on 11/24.
- SENATOR KATIE BOYD BRITT sold up to $15,000 on 11/07.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Hedge Fund Activity
We have seen 1,901 institutional investors add shares of Alphabet stock to their portfolio, and 2,343 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 179,263,231 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $50,367,590,014
- J. STERN & CO. LLP added 111,699,704 shares (+28482.8%) to their portfolio in Q4 2025, for an estimated $35,051,367,115
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 88,248,530 shares (-74.0%) from their portfolio in Q4 2025, for an estimated $27,692,388,714
- NORGES BANK added 33,427,539 shares (+137.9%) to their portfolio in Q4 2025, for an estimated $10,489,561,738
- CARDANO RISK MANAGEMENT B.V. added 15,830,754 shares (+850.3%) to their portfolio in Q4 2025, for an estimated $4,967,690,605
- VANGUARD GROUP INC added 8,128,234 shares (+2.0%) to their portfolio in Q4 2025, for an estimated $2,550,639,829
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 5,371,934 shares (+245.3%) to their portfolio in Q4 2025, for an estimated $1,685,712,889
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Alphabet Analyst Ratings
Wall Street analysts have issued reports on $GOOG in the last several months. We have seen 4 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 01/13/2026
- Scotiabank issued a "Sector Outperform" rating on 01/09/2026
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Raymond James issued a "Outperform" rating on 10/24/2025
To track analyst ratings and price targets for Alphabet, check out Quiver Quantitative's $GOOG forecast page.
Alphabet Price Targets
Multiple analysts have issued price targets for $GOOG recently. We have seen 8 analysts offer price targets for $GOOG in the last 6 months, with a median target of $380.0.
Here are some recent targets:
- Stephen Ju from UBS set a target price of $348.0 on 02/12/2026
- John Blackledge from TD Cowen set a target price of $365.0 on 02/05/2026
- Doug Anmuth from JP Morgan set a target price of $395.0 on 02/05/2026
- Nat Schindler from Scotiabank set a target price of $400.0 on 02/05/2026
- Josh Beck from Raymond James set a target price of $400.0 on 01/22/2026
- Jeffrey Wlodarczak from Pivotal Research set a target price of $400.0 on 12/05/2025
- Jason Helfstein from Oppenheimer set a target price of $300.0 on 10/20/2025
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.
