AI Boom Drives Buzz: Recent chatter on social media has centered on Alphabet’s advancements in artificial intelligence, particularly with its Gemini AI and Google Cloud services. Many users are excited about the company’s strong position in the AI race, citing its in-house technology and expanding margins as key strengths. This enthusiasm reflects a growing confidence in Alphabet’s future growth potential.
Analyst Upgrades Spark Interest: Discussions have also highlighted recent analyst upgrades, with price targets for GOOGL being raised significantly by multiple firms. Social media posts note optimism around search growth and AI-driven ad innovations as major catalysts. The tone suggests a belief among some that the stock has substantial upside in 2026.
Competitive Pressures Noted: Despite the positivity, some conversations mention competitive pressures, especially from other tech giants in the AI and search spaces. A few users have referenced past volatility tied to rival announcements, creating a cautious undercurrent. Still, the overall mood remains largely upbeat as the new year begins.
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 161 times in the past 6 months. Of those trades, 0 have been purchases and 161 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 75 sales selling 357,500 shares for an estimated $89,463,355.
- 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 47 sales selling 4,400 shares for an estimated $1,043,431.
- 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 24 times in the past 6 months. Of those trades, 13 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $GOOGL stock by members of Congress over the last 6 months:
- 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 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.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 10/07.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/14 and 1 sale worth up to $50,000 on 09/23.
- SENATOR JOHN BOOZMAN purchased up to $50,000 on 09/17.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 07/29.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Alphabet Hedge Fund Activity
We have seen 2,424 institutional investors add shares of Alphabet stock to their portfolio, and 2,184 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 30 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- 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
- Loop Capital issued a "Buy" rating on 11/18/2025
- Evercore ISI Group issued a "Outperform" rating on 10/30/2025
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 $312.5.
Here are some recent targets:
- Brent Thill from Jefferies set a target price of $365.0 on 01/05/2026
- Andrew Boone from Citizens set a target price of $385.0 on 12/31/2025
- Ronald Josey from Citigroup set a target price of $350.0 on 12/22/2025
- Scott Devitt from Wedbush set a target price of $350.0 on 12/19/2025
- Brian Pitz from BMO Capital set a target price of $343.0 on 12/16/2025
- Doug Anmuth from JP Morgan set a target price of $385.0 on 12/12/2025
- Thomas Champion from Piper Sandler set a target price of $365.0 on 12/11/2025
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.
