Alphabet’s (GOOGL) “Neutral” Rating Reaffirmed at Rosenblatt Securities

Alphabet (NASDAQ:GOOGL)‘s stock had its “neutral” rating restated by Rosenblatt Securities in a report released on Thursday,Benzinga reports. They currently have a $393.00 price objective on the information services provider’s stock. Rosenblatt Securities’ price objective indicates a potential upside of 14.88% from the company’s previous close.

Other equities research analysts have also issued reports about the company. Cantor Fitzgerald upped their price target on Alphabet from $395.00 to $465.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. President Capital raised their price target on shares of Alphabet from $375.00 to $465.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Freedom Capital downgraded shares of Alphabet from a “strong-buy” rating to a “hold” rating in a research report on Monday, May 4th. Weiss Ratings reissued a “buy (b)” rating on shares of Alphabet in a report on Friday, July 17th. Finally, Royal Bank Of Canada set a $425.00 price target on Alphabet and gave the stock an “outperform” rating in a report on Thursday, April 30th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $415.98.

Alphabet Price Performance

GOOGL opened at $342.09 on Thursday. The company has a market capitalization of $4.14 trillion, a P/E ratio of 26.09, a PEG ratio of 1.44 and a beta of 1.24. Alphabet has a 1-year low of $187.82 and a 1-year high of $408.61. The company has a 50-day moving average of $366.14 and a 200-day moving average of $338.86. The company has a debt-to-equity ratio of 0.16, a quick ratio of 1.92 and a current ratio of 1.92.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings data on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share for the quarter, beating the consensus estimate of $2.64 by $6.47. Alphabet had a return on equity of 38.99% and a net margin of 37.92%.The firm had revenue of $119.80 billion during the quarter, compared to analyst estimates of $117.07 billion. Equities analysts expect that Alphabet will post 14.34 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider John Kent Walker sold 8,998 shares of the business’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $349.29, for a total value of $3,142,911.42. Following the sale, the insider directly owned 75,290 shares in the company, valued at $26,298,044.10. The trade was a 10.68% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Frances Arnold sold 112 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $351.28, for a total transaction of $39,343.36. Following the sale, the director owned 18,833 shares of the company’s stock, valued at $6,615,656.24. The trade was a 0.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 159,415 shares of company stock worth $7,672,279 in the last ninety days. Insiders own 11.61% of the company’s stock.

Institutional Investors Weigh In On Alphabet

Institutional investors and hedge funds have recently modified their holdings of the stock. Lifetime Wealth Management P.C. purchased a new stake in shares of Alphabet during the fourth quarter valued at $32,000. EMC Capital Management acquired a new position in Alphabet during the fourth quarter valued at $33,000. PMV Capital Advisers LLC purchased a new position in Alphabet during the fourth quarter valued at approximately $38,000. IFC & Insurance Marketing Inc. purchased a new stake in Alphabet in the 4th quarter worth approximately $38,000. Finally, Bard Associates Inc. acquired a new stake in Alphabet during the fourth quarter valued at $52,000. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet reported blockbuster Q2 results, with EPS of $9.11 and revenue of $119.8 billion, both ahead of Wall Street estimates, while Google Cloud revenue surged and YouTube ad sales also grew solidly.
• Positive Sentiment: Google Cloud posted standout growth driven by enterprise AI demand, reinforcing that Alphabet’s AI investments are starting to translate into real business momentum.
• Positive Sentiment: Several analysts reiterated bullish views or raised price targets, arguing that strong core search and cloud businesses can support continued growth despite near-term spending pressure.
• Neutral Sentiment: Google said AI is boosting search usage and revenue, with search queries and search revenue still rising, which helps offset fears that AI would cannibalize the core search franchise.
• Neutral Sentiment: Google also released updated Gemini models and highlighted AI productivity benefits, but the flagship model remains delayed, leaving some uncertainty around execution in the AI race.
• Negative Sentiment: Alphabet’s higher 2026 capex guidance and negative free cash flow sparked investor concern that AI spending is ramping faster than returns, pressuring the stock after earnings.
• Negative Sentiment: The company was also hit with a roughly $1 billion EU fine over its Play app store and search practices, adding regulatory overhang to the shares.

Alphabet Company Profile

Alphabet Inc is the holding company created in 2015 to organize Google and a portfolio of businesses developing technologies beyond Google’s core internet services. Its principal operations are led by Google, which builds and operates consumer-facing products such as Google Search, YouTube, Android, Chrome, Gmail, Google Maps and Google Workspace, as well as advertising platforms (Google Ads and AdSense) that historically generate the majority of its revenue. Google also develops consumer hardware (Pixel phones, Nest smart-home devices, Chromecast) and developer and distribution platforms such as Google Play.

Beyond Google’s consumer and advertising businesses, Alphabet invests in enterprise and infrastructure offerings through Google Cloud, which provides cloud computing, data analytics and productivity services to businesses and institutions.