Courier Capital LLC Raises Stock Holdings in Alphabet Inc. $GOOGL

Courier Capital LLC raised its stake in Alphabet Inc. (NASDAQ:GOOGL) by 18.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,999 shares of the information services provider’s stock after buying an additional 4,115 shares during the period. Courier Capital LLC’s holdings in Alphabet were worth $6,320,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Financial Gravity Companies Inc. bought a new position in shares of Alphabet during the second quarter valued at $31,000. Corsicana & Co. purchased a new position in shares of Alphabet during the third quarter worth approximately $54,000. CarsonAllaria Wealth Management Ltd. increased its stake in shares of Alphabet by 36.4% during the second quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock valued at $44,000 after buying an additional 67 shares during the period. Vermillion & White Wealth Management Group LLC grew its holdings in Alphabet by 37.9% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 324 shares of the information services provider’s stock worth $57,000 after acquiring an additional 89 shares in the last quarter. Finally, S&T Bank PA lifted its holdings in Alphabet by 40.2% during the second quarter. S&T Bank PA now owns 345 shares of the information services provider’s stock worth $61,000 after buying an additional 99 shares during the period. Institutional investors own 40.03% of the company’s stock.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Project Genie, an AI model that can generate fully rendered, interactive 3D worlds from simple prompts — a direct competitive advantage for Google in AI content creation that pressured gaming rivals (a potential long-term revenue and platform win for Alphabet). Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: Project Genie coverage specifically names Unity and Roblox as being hurt by the announcement, underscoring that Google’s tech could displace parts of the gaming content creation stack — bullish for Alphabet’s AI moat and cloud/AI services demand. Google’s Project Genie Hammers Gaming Stocks. Unity Software and Roblox Sink.
• Positive Sentiment: Google disrupted a large residential proxy network (IPIDEA), claiming it removed millions of devices from abuse — a reputational and security win that reduces fraud and could lower costs/risks for Google services. Google disrupts large residential proxy network, reducing devices used by ‘millions’
• Positive Sentiment: Waymo expanded airport robotaxi service in San Francisco — a commercial growth milestone for Alphabet’s autonomous-vehicle unit that supports long-term service monetization. Waymo Opens Up Airport Service in San Francisco. Everything to Know About the Robotaxi
• Neutral Sentiment: Analysts and outlets are prepping for Alphabet’s upcoming Q4 results; estimate-driven coverage (Zacks) focuses attention on key metrics and could amplify post-earnings moves. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Industry write-ups compare Alphabet to rivals in AI infrastructure (CoreWeave, Amazon) and note that Amazon/Google moves are chipping at Nvidia’s exclusivity in AI chips — a mixed competitive backdrop for cloud/AI spend. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Coverage noting Amazon and Google eating into Nvidia’s chip dominance signals broader industry capex and partnership shifts — relevant to Alphabet’s cloud/TPU strategy but not an immediate stock catalyst. Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy
• Negative Sentiment: A federal jury found former Google engineer Linwei Ding guilty of stealing trade secrets and uploading internal AI materials to personal cloud accounts — a headline that highlights IP risk and could trigger internal reviews, compliance costs or client concerns. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo reported an incident where a robotaxi struck a child near a school and the NHTSA opened an investigation — a regulatory and PR risk for Alphabet’s AV program that could delay rollouts or invite additional oversight. A Waymo hit a child near an elementary school. The NHTSA is investigating

Insider Transactions at Alphabet

In other Alphabet news, insider John Kent Walker sold 17,829 shares of the firm’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $314.89, for a total transaction of $5,614,173.81. Following the completion of the transaction, the insider directly owned 42,972 shares of the company’s stock, valued at $13,531,453.08. This trade represents a 29.32% 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, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the company’s stock in a transaction on Friday, January 30th. The stock was sold at an average price of $19.00, for a total value of $35,060,852.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,066,753 shares of company stock valued at $103,358,040 over the last quarter. 11.55% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Piper Sandler restated an “overweight” rating and issued a $365.00 price target (up from $330.00) on shares of Alphabet in a report on Thursday, December 11th. Phillip Securities raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Friday, November 7th. Citic Securities raised their price objective on Alphabet from $230.00 to $310.00 and gave the stock a “buy” rating in a research note on Monday, November 3rd. Hsbc Global Res upgraded shares of Alphabet to a “strong-buy” rating in a research note on Tuesday, October 7th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $375.00 price objective (up previously from $330.00) on shares of Alphabet in a research note on Tuesday, January 13th. Four analysts have rated the stock with a Strong Buy rating, forty-two have given a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Alphabet has a consensus rating of “Moderate Buy” and a consensus target price of $334.60.

Alphabet Trading Down 0.1%

NASDAQ GOOGL opened at $338.00 on Monday. Alphabet Inc. has a 52 week low of $140.53 and a 52 week high of $342.29. The firm has a 50 day moving average of $320.23 and a two-hundred day moving average of $266.15. The stock has a market capitalization of $4.08 trillion, a PE ratio of 33.33, a price-to-earnings-growth ratio of 1.86 and a beta of 1.09. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06.

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.