AI Deal Sparks Buzz: Recent discussions on social media have been ignited by Alphabet's landmark AI partnership with Apple, pushing the company past a $4 trillion market cap. Many users are excited about the potential of Google's Gemini powering future tech innovations. The conversation reflects a strong focus on Alphabet's leadership in the AI race.
Stock Momentum Noted: Social media chatter also highlights Alphabet's stock hitting record highs, with some pointing to analyst upgrades and raised price targets as fuel for the rally. There’s a sense of optimism as users discuss the stock’s trajectory and potential for further gains. A few caution about regulatory risks, but the dominant tone remains upbeat.
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 174 times in the past 6 months. Of those trades, 0 have been purchases and 174 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 83 sales selling 357,500 shares for an estimated $93,910,523.
- JOHN KENT WALKER (President, Global Affairs, CLO) has made 0 purchases and 13 sales selling 59,465 shares for an estimated $14,659,971.
- KAVITARK RAM SHRIRAM has made 0 purchases and 4 sales selling 59,566 shares for an estimated $11,565,220.
- AMIE THUENER O'TOOLE (VP, Chief Accounting Officer) has made 0 purchases and 17 sales selling 13,973 shares for an estimated $3,845,231.
- JOHN L. HENNESSY has made 0 purchases and 52 sales selling 4,600 shares for an estimated $1,173,152.
- FRANCES ARNOLD has made 0 purchases and 5 sales selling 521 shares for an estimated $143,292.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Alphabet Congressional Stock Trading
Members of Congress have traded $GOOGL stock 25 times in the past 6 months. Of those trades, 12 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $GOOGL stock by members of Congress over the last 6 months:
- 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 has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/29 and 1 sale worth up to $15,000 on 12/16.
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $800,000 on 12/15, 12/11, 12/09, 12/01, 10/23, 10/10 and 0 sales.
- 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 DAVID TAYLOR has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 11/03, 09/03.
- 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.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Hedge Fund Activity
We have seen 2,405 institutional investors add shares of Alphabet stock to their portfolio, and 2,252 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 added 31,217,529 shares (+56.4%) to their portfolio in Q3 2025, for an estimated $7,588,981,299
- 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
- MORGAN STANLEY removed 12,544,279 shares (-9.3%) from their portfolio in Q3 2025, for an estimated $3,049,514,224
- CAPITAL WORLD INVESTORS added 11,605,785 shares (+28.0%) to their portfolio in Q3 2025, for an estimated $2,821,366,333
- PRICE T ROWE ASSOCIATES INC /MD/ added 11,227,071 shares (+15.1%) to their portfolio in Q3 2025, for an estimated $2,729,300,960
- JPMORGAN CHASE & CO added 9,704,869 shares (+16.1%) to their portfolio in Q3 2025, for an estimated $2,359,253,653
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 31 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Wedbush issued a "Outperform" rating on 12/19/2025
- Guggenheim issued a "Buy" rating on 12/01/2025
- BNP Paribas Exane issued a "Outperform" rating on 11/24/2025
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 40 analysts offer price targets for $GOOGL in the last 6 months, with a median target of $327.5.
Here are some recent targets:
- Justin Post from B of A Securities set a target price of $370.0 on 01/13/2026
- Eric Sheridan from Goldman Sachs set a target price of $375.0 on 01/13/2026
- Ken Gawrelski from Wells Fargo set a target price of $350.0 on 01/12/2026
- Lloyd Walmsley from Mizuho set a target price of $365.0 on 01/09/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $370.0 on 01/08/2026
- Maria Ripps from Canaccord Genuity set a target price of $390.0 on 01/07/2026
- Brent Thill from Jefferies set a target price of $365.0 on 01/05/2026
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.
