Pivotal Research Issues Positive Forecast for Alphabet (NASDAQ:GOOGL) Stock Price

Alphabet (NASDAQ:GOOGL) had its price target boosted by investment analysts at Pivotal Research from $400.00 to $420.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has a “buy” rating on the information services provider’s stock. Pivotal Research’s price objective would indicate a potential upside of 26.11% from the stock’s previous close.

Other equities research analysts have also issued reports about the company. Oppenheimer boosted their price objective on Alphabet from $270.00 to $300.00 and gave the stock an “outperform” rating in a research note on Monday, October 20th. Mizuho raised their price objective on Alphabet from $400.00 to $410.00 and gave the company an “outperform” rating in a report on Thursday. Jefferies Financial Group upped their target price on shares of Alphabet from $365.00 to $400.00 and gave the stock a “buy” rating in a report on Monday. Deutsche Bank Aktiengesellschaft raised their price target on shares of Alphabet from $340.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Finally, Canaccord Genuity Group set a $415.00 price objective on shares of Alphabet in a research note on Thursday. Four research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $344.33.

Alphabet Price Performance

Alphabet stock opened at $333.04 on Thursday. The stock has a market capitalization of $4.02 trillion, a P/E ratio of 32.84, a P/E/G ratio of 2.05 and a beta of 1.09. The company’s fifty day moving average price is $321.32 and its 200 day moving average price is $268.82. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. Alphabet has a 1 year low of $140.53 and a 1 year high of $349.00.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.57 by $0.25. The business had revenue of $113.83 billion for the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. As a group, equities research analysts anticipate that Alphabet will post 8.9 earnings per share for the current fiscal year.

Insider Buying and Selling at Alphabet

In other news, Director John L. Hennessy sold 600 shares of Alphabet stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $337.52, for a total transaction of $202,512.00. Following the sale, the director owned 21,224 shares of the company’s stock, valued at approximately $7,163,524.48. The trade was a 2.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frances Arnold sold 102 shares of the stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $340.00, for a total value of $34,680.00. Following the completion of the transaction, the director owned 18,307 shares of the company’s stock, valued at $6,224,380. The trade was a 0.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 2,035,186 shares of company stock worth $94,458,941. Insiders own 11.64% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Financial Gravity Companies Inc. purchased a new stake in Alphabet in the second quarter valued at approximately $31,000. PMV Capital Advisers LLC acquired a new stake in shares of Alphabet in the fourth quarter valued at $38,000. CarsonAllaria Wealth Management Ltd. raised its holdings in shares of Alphabet by 36.4% in the 2nd 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. Pilgrim Partners Asia Pte Ltd acquired a new position in Alphabet during the 3rd quarter worth about $53,000. Finally, Kentucky Trust Co lifted its stake in Alphabet by 142.9% during the 4th quarter. Kentucky Trust Co now owns 170 shares of the information services provider’s stock worth $53,000 after acquiring an additional 100 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Q4 beat: Alphabet reported stronger-than-expected revenue and EPS and showed continued Google Cloud strength, supporting the company’s growth thesis. Google beats on revenue, projects significant AI spending increase
• Positive Sentiment: Enterprise traction: new cloud/AI deals and customer deployments (e.g., Liberty Global partnership, Humana AI tools) validate Google Cloud monetization and long‑term AI revenue upside. Google Cloud, Liberty Global strike five-year AI partnership Humana Unveils AI-Powered Agent Assist Built With Google Cloud
• Positive Sentiment: Waymo financing: a large private raise for Waymo reduces Alphabet’s near-term funding burden for autonomy and supports valuation optionality for non-core “Other Bets.” Waymo announces $16 billion fundraising round
• Neutral Sentiment: Analyst reaction mixed but generally constructive — several firms nudged targets higher, which can support the stock but also amplify intraday volatility. Analysts set Google (GOOGL) stock price target
• Neutral Sentiment: YouTube ad revenues and segment metrics are under close watch (Q4 YouTube ad figure reported), small misses would temper the ad growth narrative even as total revenue rose. YouTube ad revenue Q4 2025
• Neutral Sentiment: Reuters and other outlets highlight Alphabet’s turnaround to AI leadership — positive for long-term positioning but raises execution expectations. Google pulls ahead in AI
• Negative Sentiment: Capex shock: management guided to roughly $175–$185 billion of 2026 capital spending to scale AI compute — the large, near-term capex ramp spooked investors and is the primary driver of the share pullback. Alphabet forecasts sharp surge in 2026 capital spending Alphabet resets the bar for AI infrastructure spending
• Negative Sentiment: Market reaction: shares fell in after-hours/premarket despite the beat as investors prioritized the spending outlook over the quarter’s results. Shares down premarket after earnings beat
• Negative Sentiment: Regulatory/legal and operational risks: Waymo faces safety scrutiny and Alphabet agreed to a modest Android-related settlement; both add execution/regulatory uncertainties. Waymo to defend safety record Android data-transfer settlement
• Negative Sentiment: Insider selling and small shareholder sales were reported; while not large enough to change fundamentals, they can amplify short-term downward pressure. Insider sale by Amie Thuener O’Toole

About Alphabet

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.