Research Analysts Set Expectations for Alphabet Q4 Earnings

Alphabet Inc. (NASDAQ:GOOGL) – Equities researchers at Roth Capital lifted their Q4 2025 earnings per share estimates for shares of Alphabet in a research report issued to clients and investors on Thursday, October 30th. Roth Capital analyst R. Kulkarni now anticipates that the information services provider will post earnings of $2.46 per share for the quarter, up from their prior estimate of $2.45. Roth Capital has a “Buy” rating and a $265.00 price objective on the stock. The consensus estimate for Alphabet’s current full-year earnings is $8.90 per share. Roth Capital also issued estimates for Alphabet’s Q1 2026 earnings at $2.40 EPS, Q2 2026 earnings at $2.66 EPS, Q4 2026 earnings at $3.23 EPS and FY2026 earnings at $11.04 EPS.

Several other equities analysts have also weighed in on the company. Morgan Stanley increased their price objective on Alphabet from $270.00 to $330.00 and gave the company an “overweight” rating in a report on Thursday. Westpark Capital increased their price objective on Alphabet from $210.00 to $220.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Susquehanna increased their price objective on Alphabet from $225.00 to $350.00 and gave the stock a “positive” rating in a research report on Thursday. Loop Capital increased their price objective on Alphabet from $190.00 to $260.00 and gave the stock a “hold” rating in a research report on Friday, October 24th. Finally, Royal Bank Of Canada reaffirmed a “buy” rating on shares of Alphabet in a research note on Thursday. Three analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $301.98.

Alphabet Price Performance

Shares of NASDAQ GOOGL opened at $281.31 on Friday. The stock has a fifty day simple moving average of $244.00 and a two-hundred day simple moving average of $199.68. Alphabet has a 1-year low of $140.53 and a 1-year high of $291.59. The firm has a market cap of $3.40 trillion, a price-to-earnings ratio of 27.74, a price-to-earnings-growth ratio of 1.86 and a beta of 1.00. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 0.07.

Alphabet (NASDAQ:GOOGL) last issued its quarterly earnings data on Wednesday, October 29th. The information services provider reported $2.87 EPS for the quarter, topping analysts’ consensus estimates of $2.29 by $0.58. The firm had revenue of $102.35 billion during the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a return on equity of 36.08% and a net margin of 32.23%.

Insider Buying and Selling at Alphabet

In related news, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, October 15th. The stock was sold at an average price of $250.15, for a total value of $8,129,875.00. Following the transaction, the chief executive officer directly owned 2,369,619 shares of the company’s stock, valued at approximately $592,760,192.85. This represents a 1.35% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director John L. Hennessy sold 600 shares of the company’s stock in a transaction that occurred on Monday, October 13th. The shares were sold at an average price of $242.92, for a total value of $145,752.00. Following the completion of the transaction, the director directly owned 5,116 shares in the company, valued at $1,242,778.72. This trade represents a 10.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 246,150 shares of company stock worth $55,805,379. Insiders own 11.64% of the company’s stock.

Hedge Funds Weigh In On Alphabet

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Brighton Jones LLC raised its stake in Alphabet by 3.9% during the 4th quarter. Brighton Jones LLC now owns 110,330 shares of the information services provider’s stock valued at $20,886,000 after buying an additional 4,110 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Alphabet by 3.5% in the 4th quarter. Revolve Wealth Partners LLC now owns 14,930 shares of the information services provider’s stock worth $2,826,000 after purchasing an additional 506 shares in the last quarter. Diversified Trust Co increased its stake in shares of Alphabet by 2.0% in the 1st quarter. Diversified Trust Co now owns 305,027 shares of the information services provider’s stock worth $47,169,000 after purchasing an additional 5,892 shares in the last quarter. Victrix Investment Advisors increased its stake in shares of Alphabet by 2.9% in the 1st quarter. Victrix Investment Advisors now owns 45,301 shares of the information services provider’s stock worth $6,849,000 after purchasing an additional 1,270 shares in the last quarter. Finally, Transcend Capital Advisors LLC increased its stake in shares of Alphabet by 17.8% in the 1st quarter. Transcend Capital Advisors LLC now owns 63,325 shares of the information services provider’s stock worth $9,793,000 after purchasing an additional 9,549 shares in the last quarter. 40.03% of the stock is owned by institutional investors.

Alphabet Company Profile

Alphabet Inc offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube.