Pre-Earnings Rally: Alphabet shares edge toward all-time highs as traders cite upbeat manufacturing data and easing US-Iran tensions fueling the momentum. Social media buzz highlights prudent profit-taking ahead of earnings, with one investor booking over 200% gains while keeping it as a top holding. Optimism prevails despite volatility.
AI Momentum Builds: Discussions spotlight recent analyst upgrades and price target hikes to $370-plus, underscoring confidence in search revisions and cloud growth. Gemini's gains against rivals like OpenAI draw praise for Alphabet's AI stack dominance. Earnings anticipation centers on monetization progress.
Dip-Buying Playbook: Echoing Charlie Munger, voices urge buying dips to the 200-week moving average for long-term outperformance. Waymo's autonomous potential adds to bullish long-term narratives. Core search and ad strength reassures even in AI slowdown scenarios.
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 95 sales selling 390,000 shares for an estimated $104,547,890.
- JOHN KENT WALKER (President, Global Affairs, CLO) has made 0 purchases and 12 sales selling 35,645 shares for an estimated $10,022,217.
- KAVITARK RAM SHRIRAM has made 0 purchases and 2 sales selling 26,000 shares for an estimated $5,330,000.
- 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 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 27 times in the past 6 months. Of those trades, 13 have been purchases and 14 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.
- 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 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Hedge Fund Activity
We have seen 2,314 institutional investors add shares of Alphabet stock to their portfolio, and 2,432 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
- VANGUARD GROUP INC added 12,531,695 shares (+2.4%) to their portfolio in Q4 2025, for an estimated $3,922,420,535
- 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
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 25 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 36 analysts offer price targets for $GOOGL in the last 6 months, with a median target of $348.0.
Here are some recent targets:
- Brent Thill from Jefferies set a target price of $400.0 on 02/02/2026
- Rohit Kulkarni from Roth Capital set a target price of $365.0 on 01/27/2026
- Laura Martin from Needham set a target price of $330.0 on 01/26/2026
- Justin Patterson from Keybanc set a target price of $360.0 on 01/26/2026
- Mark Kelley from Stifel set a target price of $346.0 on 01/23/2026
- Stephen Ju from UBS set a target price of $345.0 on 01/20/2026
- Eric Sheridan from Goldman Sachs set a target price of $375.0 on 01/13/2026
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.
