Earnings Preview: Social media discussions are intensifying around Alphabet's upcoming first-quarter earnings, set for release after Wednesday's market close. Investors anticipate strong results with revenue estimates near $107 billion and EPS around $2.62, propelled by search and YouTube growth. Cloud revenue is expected to surge 50% year-over-year, drawing particular scrutiny.
Investment Surge: Chatter highlights Alphabet's ambitious fiscal 2026 capital expenditures of $175-185 billion, a sixfold increase from 2022 levels tied to AI expansion. Betting markets reflect high confidence, pricing in a 96% chance of an earnings beat. Options traders are bracing for a potential 5% swing in the stock price post-report.
Market Watch: Amid big tech earnings season and geopolitical ad revenue concerns from the Iran conflict, sentiment leans optimistic. Technical updates suggest bullish patterns for the stock heading into the report. Eyes remain on cloud momentum and AI capex guidance for directional cues.
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 14 times in the past 6 months. Of those trades, 8 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 3 times. They made 1 purchase worth up to $15,000 on 10/31 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. You can access data on congressional stock trades through the Quiver Quantitative API.
Alphabet Hedge Fund Activity
We have seen 1,964 institutional investors add shares of Alphabet stock to their portfolio, and 2,449 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. removed 15,842,138 shares (-89.5%) from their portfolio in Q1 2026, for an estimated $4,451,165,513
- 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Alphabet Analyst Ratings
Wall Street analysts have issued reports on $GOOG in the last several months. We have seen 2 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
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 6 analysts offer price targets for $GOOG in the last 6 months, with a median target of $397.5.
Here are some recent targets:
- John Blackledge from TD Cowen set a target price of $375.0 on 04/16/2026
- Stephen Ju from UBS set a target price of $348.0 on 02/12/2026
- 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
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.
