41,052 Shares of Alphabet Inc. $GOOG Bought by Verde Servicos Internacionais S.A.

Verde Servicos Internacionais S.A. bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOG) during the third quarter, Holdings Channel.com reports. The fund bought 41,052 shares of the information services provider’s stock, valued at approximately $13,988,000. Alphabet comprises 4.8% of Verde Servicos Internacionais S.A.’s investment portfolio, making the stock its 6th biggest position.

Several other hedge funds also recently bought and sold shares of GOOG. Morton Brown Family Wealth LLC raised its position in shares of Alphabet by 135.5% in the third quarter. Morton Brown Family Wealth LLC now owns 73 shares of the information services provider’s stock worth $25,000 after buying an additional 42 shares in the last quarter. Castlekeep Investment Advisors LLC purchased a new stake in shares of Alphabet in the 2nd quarter valued at $29,000. Toth Financial Advisory Corp purchased a new position in shares of Alphabet in the second quarter worth about $41,000. Timbuktu Capital Management LLC purchased a new stake in shares of Alphabet during the second quarter valued at approximately $46,000. Finally, Robinswood Financial LLC bought a new stake in Alphabet in the 1st quarter worth $57,000. Hedge funds and other institutional investors own 27.26% of the company’s stock.

Insiders Place Their Bets

In related news, Director Frances Arnold sold 83 shares of the company’s stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $340.45, for a total value of $28,257.35. Following the completion of the sale, the director directly owned 19,076 shares of the company’s stock, valued at $6,494,424.20. This represents a 0.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold 247 shares of company stock valued at $79,238 over the last ninety days. 12.99% of the stock is owned by corporate insiders.

Alphabet News Roundup

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

Alphabet Price Performance

GOOG stock opened at $278.22 on Friday. The firm has a market capitalization of $3.40 trillion, a P/E ratio of 14.52, a price-to-earnings-growth ratio of 0.82 and a beta of 1.19. The company has a quick ratio of 2.64, a current ratio of 2.79 and a debt-to-equity ratio of 0.19. The company has a fifty day simple moving average of $335.73 and a two-hundred day simple moving average of $338.25. Alphabet Inc. has a 52 week low of $271.41 and a 52 week high of $404.47.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings data on Wednesday, October 28th. The information services provider reported $2.12 EPS for the quarter, missing the consensus estimate of $3.01 by ($0.89). Alphabet had a return on equity of 43.33% and a net margin of 50.03%. The firm had revenue of $127.58 billion for the quarter, compared to analysts’ expectations of $127.97 billion. During the same period in the previous year, the firm earned $2.87 earnings per share. The firm’s quarterly revenue was up 24.7% compared to the same quarter last year. Analysts anticipate that Alphabet Inc. will post 20.40 earnings per share for the current fiscal year.

Analyst Ratings Changes

GOOG has been the subject of a number of research reports. UBS Group reissued a “reduce” rating on shares of Alphabet in a research note on Thursday. Wolfe Research reiterated an “outperform” rating on shares of Alphabet in a research note on Thursday, August 27th. KeyCorp reiterated an “overweight” rating and issued a $385.00 price objective on shares of Alphabet in a report on Thursday. Wedbush initiated coverage on Alphabet in a research note on Thursday, July 16th. They issued an “outperform” rating and a $445.00 price target on the stock. Finally, Royal Bank Of Canada restated a “buy” rating and set a $475.00 target price on shares of Alphabet in a research report on Thursday, July 23rd. Six research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $413.54.

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.