AI Capex Surge Sparks Debate: Alphabet's Q4 earnings showcased Google Cloud's 48% revenue growth and Gemini's expansion to over 750 million users, yet shares faced pressure from 2026 capital expenditure guidance of $175-185 billion. Social media buzz centers on the trade-off between AI ambitions and shrinking free cash flow projections, with some projecting a sharp drop to $13 billion. Investors weigh the long-term payoff against immediate debt risks in the hyperscaler race.
Magnificent Seven Year-to-Date Losses: All members of the group, including Alphabet down more than 2%, are in the red amid broader tech weakness. Discussions highlight executives' rising concerns over AI disruption, with mentions on earnings calls nearly doubling. Posters question if mega-cap leadership can rebound without diluting returns through excessive borrowing.
Cloud Strength Amid Caution: Affirmations of Alphabet's solid cloud market share alongside rivals fuel pockets of optimism. Some trim holdings to concentrate on Alphabet as an AI general alongside peers. Overall tone blends bullish fundamentals with capex-induced wariness.
Note: This discussion summary was generated from an AI condensation of post data.
Alphabet Insider Trading Activity
Alphabet insiders have traded $GOOGL stock on the open market 184 times in the past 6 months. Of those trades, 0 have been purchases and 184 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 106 sales selling 390,000 shares for an estimated $109,063,789.
- JOHN KENT WALKER (President, Global Affairs, CLO) has made 0 purchases and 12 sales selling 35,645 shares for an estimated $10,022,217.
- AMIE THUENER O'TOOLE (VP, Chief Accounting Officer) has made 0 purchases and 18 sales selling 14,906 shares for an estimated $4,159,232.
- JOHN L. HENNESSY has made 0 purchases and 42 sales selling 3,000 shares for an estimated $850,879.
- FRANCES ARNOLD has made 0 purchases and 6 sales selling 623 shares for an estimated $177,972.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Alphabet Congressional Stock Trading
Members of Congress have traded $GOOGL stock 28 times in the past 6 months. Of those trades, 13 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $GOOGL stock by members of Congress over the last 6 months:
- REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $1,000,000 on 01/16 and 1 sale worth up to $5,000,000 on 12/30.
- REPRESENTATIVE DAVID TAYLOR has traded it 5 times. They made 0 purchases and 5 sales worth up to $75,000 on 01/16, 11/03, 09/03.
- SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
- REPRESENTATIVE CLEO FIELDS has traded it 7 times. They made 7 purchases worth up to $900,000 on 12/26, 12/15, 12/11, 12/09, 12/01, 10/23, 10/10 and 0 sales.
- SENATOR TOMMY TUBERVILLE has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 12/17, 10/07.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 12/16.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 12/11.
- 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 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.
- REPRESENTATIVE DWIGHT EVANS sold up to $50,000 on 10/10.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
- SENATOR JOHN BOOZMAN purchased up to $50,000 on 09/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Hedge Fund Activity
We have seen 2,268 institutional investors add shares of Alphabet stock to their portfolio, and 2,630 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 132,304,945 shares (-76.4%) from their portfolio in Q4 2025, for an estimated $41,411,447,785
- NORGES BANK removed 26,966,798 shares (-21.7%) from their portfolio in Q4 2025, for an estimated $8,440,607,774
- 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
- BLACKROCK, INC. added 13,547,648 shares (+3.2%) to their portfolio in Q4 2025, for an estimated $4,240,413,824
- CARDANO RISK MANAGEMENT B.V. added 13,004,828 shares (+855.3%) to their portfolio in Q4 2025, for an estimated $4,070,511,164
- VANGUARD GROUP INC added 12,531,695 shares (+2.4%) to their portfolio in Q4 2025, for an estimated $3,922,420,535
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Alphabet 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 Analyst Ratings
Wall Street analysts have issued reports on $GOOGL in the last several months. We have seen 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/05/2026
- Roth Capital issued a "Buy" rating on 02/05/2026
- Pivotal Research issued a "Buy" rating on 02/05/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- Cantor Fitzgerald issued a "Overweight" rating on 01/08/2026
- Jefferies issued a "Buy" rating on 01/05/2026
- Citizens issued a "Market Outperform" rating on 12/31/2025
To track analyst ratings and price targets for Alphabet, check out Quiver Quantitative's $GOOGL forecast page.
Alphabet Price Targets
Multiple analysts have issued price targets for $GOOGL recently. We have seen 38 analysts offer price targets for $GOOGL in the last 6 months, with a median target of $370.0.
Here are some recent targets:
- Ronald Josey from Citigroup set a target price of $390.0 on 02/06/2026
- Joseph Bonner from Argus Research set a target price of $385.0 on 02/06/2026
- Doug Anmuth from JP Morgan set a target price of $395.0 on 02/05/2026
- Andrew Boone from Citizens set a target price of $385.0 on 02/05/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $370.0 on 02/05/2026
- Ken Gawrelski from Wells Fargo set a target price of $354.0 on 02/05/2026
- Rohit Kulkarni from Roth Capital set a target price of $395.0 on 02/05/2026
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.
