Earnings Beat Amid Capex Concerns: Social media discussions spotlight Alphabet's strong Q4 performance, with revenue topping $113 billion and cloud revenue surging 48 percent year-over-year. Gemini's expansion to over 750 million users has sparked excitement about AI momentum. Yet, the forecast of $175-185 billion in 2026 capital spending primarily for AI infrastructure has led to sharp stock declines and investor caution.
Valuation and Positioning Debates: Conversations reveal splits on whether shares appear overvalued after recent rallies, countered by bullish institutional options flow targeting higher prices. Portfolio trackers note weekly losses alongside peers, while technical signals like RSI point to buy opportunities. Analysts' raised targets underscore potential upside despite near-term pressures.
Magnificent Seven Context: Alphabet frequently lands mid-tier in peer rankings, lauded for cloud backlog and search resilience but questioned on growth pace. Sentiment mixes optimism for long-term AI leadership with worries over elevated spending. Overall tone remains cautiously optimistic amid broader market volatility.
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 24 times in the past 6 months. Of those trades, 15 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $GOOG stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 9 times. They made 9 purchases worth up to $795,000 on 01/20, 01/12, 12/15, 10/29, 10/10, 09/17, 09/03 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.
- SENATOR JERRY MORAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/23.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 09/11, 08/28 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Hedge Fund Activity
We have seen 1,914 institutional investors add shares of Alphabet stock to their portfolio, and 2,414 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 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
- FMR LLC added 8,276,240 shares (+8.1%) to their portfolio in Q3 2025, for an estimated $2,015,678,252
- VANGUARD GROUP INC added 8,128,234 shares (+2.0%) to their portfolio in Q4 2025, for an estimated $2,550,639,829
- TCI FUND MANAGEMENT LTD removed 5,369,416 shares (-41.4%) from their portfolio in Q3 2025, for an estimated $1,307,721,266
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 4,680,460 shares (+130.0%) to their portfolio in Q4 2025, for an estimated $1,468,728,348
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 5 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
- Oppenheimer issued a "Outperform" rating on 09/03/2025
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.
