AI Capex Surge: Social media discussions highlight Alphabet's aggressive spending on AI infrastructure, projecting a drop in free cash flow to $13 billion in 2026 despite robust operating income. Investors note the company funding buildouts internally while peers turn to debt, positioning suppliers like chipmakers as major winners. This leveraged bet on AI's long-term returns fuels debate on sustainability.
CEO's Power Warnings: Sundar Pichai's remarks on electricity shortages constraining AI expansion have sparked interest in energy and grid plays. Conversations emphasize Alphabet's strengths in Google Cloud and Gemini amid hyperscaler competition. Power demands at gigawatt scale underscore infrastructure challenges ahead.
India AI Momentum: Pichai's prominent role at the India AI Impact Summit, including new subsea cables and skilling initiatives, draws praise for global partnerships. Users tout Alphabet's dominance in search, ads, YouTube, and Android at a modest 22x P/E multiple. Optimism builds around India's AI trajectory and the stock's upside potential.
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 199 times in the past 6 months. Of those trades, 0 have been purchases and 199 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 105 sales selling 390,000 shares for an estimated $112,443,807.
- JOHN KENT WALKER (President, Global Affairs, CLO) has made 0 purchases and 20 sales selling 83,219 shares for an estimated $24,363,632.
- 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 50 sales selling 3,600 shares for an estimated $1,034,916.
- 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 2,271 institutional investors add shares of Alphabet stock to their portfolio, and 2,695 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
- 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
- WELLINGTON MANAGEMENT GROUP LLP removed 8,322,648 shares (-12.7%) from their portfolio in Q4 2025, for an estimated $2,604,988,824
- ROYAL BANK OF CANADA added 6,568,390 shares (+21.0%) to their portfolio in Q4 2025, for an estimated $2,055,906,070
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Alphabet Government Contracts
We have seen $11,471,939 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:
- Roth Capital issued a "Buy" rating on 02/05/2026
- Pivotal Research issued a "Buy" rating on 02/05/2026
- Needham 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:
- Ken Gawrelski from Wells Fargo set a target price of $387.0 on 02/23/2026
- Ivan Feinseth from Tigress Financial set a target price of $415.0 on 02/19/2026
- 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
- Thomas Champion from Piper Sandler set a target price of $395.0 on 02/05/2026
- Ross Sandler from Barclays set a target price of $360.0 on 02/05/2026
- Doug Anmuth from JP Morgan 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.
