Analysts Set Expectations for Alphabet FY2026 Earnings

Alphabet Inc. (NASDAQ:GOOGL) – Investment analysts at Erste Group Bank dropped their FY2026 earnings estimates for Alphabet in a research note issued to investors on Wednesday, October 21st. Erste Group Bank analyst H. Engel now expects that the information services provider will post earnings of $20.56 per share for the year, down from their prior forecast of $20.59. The consensus estimate for Alphabet’s current full-year earnings is $20.60 per share.

Other equities research analysts have also recently issued research reports about the company. Tigress Financial restated a “strong-buy” rating and set a $485.00 price objective (up from $415.00) on shares of Alphabet in a report on Thursday, September 17th. Morgan Stanley set a $400.00 price objective on Alphabet and gave the stock an “overweight” rating in a research report on Thursday, July 23rd. Piper Sandler lifted their target price on Alphabet from $395.00 to $400.00 and gave the stock an “overweight” rating in a report on Monday, September 28th. Benchmark reissued a “buy” rating on shares of Alphabet in a research report on Thursday, October 1st. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $410.00 target price on shares of Alphabet in a research report on Thursday, September 3rd. Five research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Alphabet currently has a consensus rating of “Buy” and a consensus price target of $425.04.

Alphabet Price Performance

Shares of GOOGL opened at $316.80 on Monday. The company’s 50-day moving average is $342.94 and its 200-day moving average is $340.66. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64. The firm has a market capitalization of $3.87 trillion, a PE ratio of 15.91, a PEG ratio of 0.92 and a beta of 1.21. Alphabet has a fifty-two week low of $264.28 and a fifty-two week high of $408.61.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of GOOGL. Titleist Asset Management LLC raised its holdings in Alphabet by 6.4% in the 3rd quarter. Titleist Asset Management LLC now owns 34,613 shares of the information services provider’s stock valued at $11,909,000 after buying an additional 2,096 shares during the last quarter. PFG Investments LLC boosted its position in Alphabet by 2.6% during the 1st quarter. PFG Investments LLC now owns 89,299 shares of the information services provider’s stock worth $25,679,000 after buying an additional 2,269 shares during the period. Elefante Mark B grew its holdings in Alphabet by 4.5% during the 2nd quarter. Elefante Mark B now owns 43,733 shares of the information services provider’s stock worth $15,629,000 after acquiring an additional 1,897 shares during the last quarter. Nwam LLC grew its holdings in Alphabet by 19.6% during the 1st quarter. Nwam LLC now owns 49,128 shares of the information services provider’s stock worth $14,127,000 after acquiring an additional 8,055 shares during the last quarter. Finally, WCM Investment Management LLC grew its holdings in Alphabet by 287.4% during the 1st quarter. WCM Investment Management LLC now owns 3,886 shares of the information services provider’s stock worth $1,063,000 after acquiring an additional 2,883 shares during the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Insiders Place Their Bets

In other Alphabet news, Director Frances Arnold sold 83 shares of Alphabet stock in a transaction on Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total value of $28,257.35. Following the completion of the transaction, the director directly owned 19,076 shares of the company’s stock, valued at $6,494,424.20. The trade was a 0.43% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Marsida Saraci sold 449 shares of the company’s stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total value of $149,606.80. Following the sale, the chief accounting officer owned 27,386 shares of the company’s stock, valued at approximately $9,125,015.20. The trade was a 1.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 696 shares of company stock worth $232,894. Corporate insiders own 11.61% of the company’s stock.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Anthropic’s IPO filing disclosed approximately $114.5 billion in non-cancelable cloud commitments with Alphabet. The agreements could provide significant long-term revenue visibility for Google Cloud, although investors will focus on whether the business can convert that demand into higher margins and free cash flow. Anthropic’s IPO Filing Reveals a Massive Opportunity for AI Infrastructure Giants
• Positive Sentiment: Google Cloud reportedly grew sharply and its backlog reached about $514 billion, while the Gemini app expanded to roughly 950 million monthly users. These figures support the view that cloud and AI could become increasingly important growth engines alongside Search. Alphabet Has $514 Billion in Cloud Orders
• Neutral Sentiment: Options traders expect a sizable move following the October 28 earnings report. The key issues will be Search growth, Google Cloud margins, AI monetization, capital-expenditure guidance, and free cash flow. Alphabet has historically had mixed next-day earnings reactions. Here’s How Much Traders See Google Parent Alphabet’s Stock Moving After Earnings
• Negative Sentiment: Investors remain wary that heavy AI infrastructure spending could pressure margins and free cash flow, as happened after the prior quarterly report. An analyst also reduced the price target ahead of earnings, adding to caution. Alphabet Stock Slips After Citizens Cuts Price Target
• Negative Sentiment: Several law firms publicized securities class actions alleging Alphabet misled investors during the May 19–July 16 period. The filings are largely investor-solicitation notices rather than new operating developments, but they add reputational and potential financial risk. Alphabet Securities Fraud Class Action Deadline

Alphabet Company Profile

Alphabet Inc is a technology holding company best known for its Google subsidiary. Google operates a global internet-services business centered on online search, digital advertising, YouTube, Android, Chrome, Google Maps, Google Play, and a broad range of cloud-based productivity and collaboration tools.

Google Cloud provides infrastructure, data analytics, cybersecurity, artificial intelligence, and enterprise software services to businesses, governments, and other organizations. Alphabet also develops consumer hardware, including Pixel devices and products for connected homes, while investing in emerging businesses through its “Other Bets” segment, including autonomous transportation and life sciences initiatives.

Alphabet was established in 2015 as part of a corporate restructuring that made Google a subsidiary and provided a separate structure for its expanding portfolio of businesses.