2,510 Shares in Alphabet Inc. $GOOG Bought by Transmarket Holdings LP

Transmarket Holdings LP acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOG) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,510 shares of the information services provider’s stock, valued at approximately $855,000.

Other large investors have also recently bought and sold shares of the company. Morton Brown Family Wealth LLC boosted its position in shares of Alphabet by 135.5% during the 3rd quarter. Morton Brown Family Wealth LLC now owns 73 shares of the information services provider’s stock worth $25,000 after purchasing an additional 42 shares in the last quarter. Castlekeep Investment Advisors LLC acquired a new position in shares of Alphabet during the 2nd quarter worth $29,000. Timbuktu Capital Management LLC acquired a new position in shares of Alphabet during the 2nd quarter worth $46,000. Robinswood Financial LLC purchased a new position in shares of Alphabet in the 1st quarter valued at about $57,000. Finally, Commonwealth Retirement Investments LLC purchased a new position in shares of Alphabet in the 2nd quarter valued at about $86,000. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud delivered exceptional growth. Revenue more than doubled year over year to approximately $30.7 billion, while operating margins expanded and the backlog reached roughly $561 billion. This supports the view that Alphabet’s AI investments are generating demand. Alphabet Cloud Business Article
• Positive Sentiment: Alphabet’s AI platform may create new revenue streams. OpenAI reportedly plans to use Google’s tensor-processing units, while Gemini performance and expanding AI Search advertising could help Alphabet compete in the AI infrastructure market. Analysts including Goldman Sachs and JPMorgan remain constructive, despite lowering price targets. OpenAI Google AI Chips Article
• Positive Sentiment: Valuation has become more attractive. Reports place GOOG’s price-to-earnings ratio near 14.6, the lowest level in many years, prompting some investors to characterize the selloff as a potential long-term buying opportunity. Google Valuation Article
• Neutral Sentiment: Waymo is expanding internationally. Alphabet’s autonomous-driving unit will test Toyota bZ4X robotaxis in Japan and the U.K., but the business remains small and cash-burning. Waymo Toyota Partnership Article
• Negative Sentiment: Quarterly results missed expectations. Alphabet reported approximately $2.12 in earnings per share and $127.6 billion in revenue, below consensus forecasts. Search revenue grew but missed estimates, and AI-powered searches are reportedly harder to monetize than traditional searches. Alphabet Search Earnings Article
• Negative Sentiment: AI spending is straining cash flow. Capital expenditures and infrastructure commitments pushed free cash flow approximately $9 billion negative for the quarter, raising concerns about returns on Alphabet’s enormous AI investment program and potential financing or dilution. Tech Giants AI Spending Article
• Negative Sentiment: Additional earnings pressure came from investments and legal risk. An unrealized loss on Alphabet’s SpaceX stake reduced earnings, while multiple law firms publicized securities class-action deadlines tied to alleged AI disclosures. These lawsuits are largely investor notices, but they add reputational and headline risk. Alphabet Class Action Notice

Analyst Ratings Changes

Several brokerages recently commented on GOOG. Weiss Ratings reiterated a “buy (b)” rating on shares of Alphabet in a research note on Thursday, October 15th. Susquehanna restated a “positive” rating and set a $400.00 target price on shares of Alphabet in a research report on Thursday. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $350.00 target price on shares of Alphabet in a report on Thursday. Pivotal Research reaffirmed a “buy” rating and issued a $475.00 target price on shares of Alphabet in a report on Thursday. Finally, DA Davidson reduced their price target on shares of Alphabet from $375.00 to $350.00 and set a “neutral” rating for the company in a research report on Thursday, July 23rd. Six investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Alphabet currently has an average rating of “Moderate Buy” and a consensus target price of $413.54.

Insider Buying and Selling

In other Alphabet news, Director Frances Arnold sold 83 shares of the firm’s stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $340.45, for a total transaction of $28,257.35. Following the completion of the transaction, the director directly owned 19,076 shares in the company, valued at approximately $6,494,424.20. This trade represents a 0.43% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Over the last 90 days, insiders have sold 247 shares of company stock valued at $79,238. 12.99% of the stock is currently owned by corporate insiders.

Alphabet Stock Down 1.5%

Alphabet stock opened at $278.22 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.64 and a current ratio of 2.79. The firm has a market capitalization of $3.40 trillion, a price-to-earnings ratio of 14.52, a price-to-earnings-growth ratio of 0.81 and a beta of 1.19. Alphabet Inc. has a fifty-two week low of $271.41 and a fifty-two week high of $404.47. The stock’s fifty day moving average is $335.73 and its two-hundred day moving average is $338.25.

Alphabet (NASDAQ:GOOG) last released its quarterly earnings results on Wednesday, October 28th. The information services provider reported $2.12 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.01 by ($0.89). The firm had revenue of $127.58 billion for the quarter, compared to analyst estimates of $127.97 billion. Alphabet had a return on equity of 43.33% and a net margin of 50.03%. The company’s quarterly revenue was up 24.7% compared to the same quarter last year. During the same period last year, the firm earned $2.87 EPS. Analysts predict that Alphabet Inc. will post 19.99 EPS for the current fiscal year.

Alphabet Profile

Alphabet Inc is a technology holding company best known as the parent organization of Google. Founded in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, online services, communications, artificial intelligence, and other emerging areas.

Google’s principal products and services include its internet search engine, digital advertising platforms, YouTube, Android, Chrome, Google Maps, Google Play, and Google Workspace. The company also provides cloud computing, data storage, cybersecurity, productivity, and artificial intelligence services through Google Cloud.