Alphabet (NASDAQ:GOOG) Stock Price Expected to Rise, TD Cowen Analyst Says

Alphabet (NASDAQ:GOOG) had its target price raised by equities research analysts at TD Cowen from $350.00 to $355.00 in a research note issued on Tuesday. The brokerage currently has a “buy” rating on the information services provider’s stock. TD Cowen’s price objective indicates a potential upside of 4.89% from the stock’s previous close.

A number of other research analysts have also recently issued reports on GOOG. Piper Sandler lifted their price objective on shares of Alphabet from $285.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Cantor Fitzgerald raised Alphabet from a “neutral” rating to an “overweight” rating in a report on Thursday, January 8th. Weiss Ratings restated a “buy (b)” rating on shares of Alphabet in a research report on Wednesday, October 8th. Morgan Stanley raised their price objective on Alphabet from $210.00 to $270.00 and gave the company an “overweight” rating in a research note on Thursday, October 2nd. Finally, BMO Capital Markets reissued an “outperform” rating and set a $340.00 target price on shares of Alphabet in a research note on Thursday, October 30th. Seven analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $318.36.

Alphabet Price Performance

GOOG stock traded up $5.72 during midday trading on Tuesday, reaching $338.45. The company had a trading volume of 6,079,706 shares, compared to its average volume of 18,996,717. Alphabet has a 1-year low of $142.66 and a 1-year high of $341.20. The stock has a 50 day moving average price of $307.88 and a 200-day moving average price of $251.71. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.75 and a quick ratio of 1.75. The company has a market capitalization of $4.08 trillion, a price-to-earnings ratio of 33.37, a price-to-earnings-growth ratio of 1.82 and a beta of 1.09.

Alphabet (NASDAQ:GOOG) last released its earnings results on Thursday, October 30th. The information services provider reported $2.87 EPS for the quarter, beating the consensus estimate of $2.29 by $0.58. The firm had revenue of $102.35 billion for the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a net margin of 32.23% and a return on equity of 35.00%. The business’s quarterly revenue was up 15.9% compared to the same quarter last year. During the same period last year, the firm earned $2.12 EPS. Equities research analysts expect that Alphabet will post 8.89 earnings per share for the current year.

Insider Activity

In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $283.48, for a total value of $9,213,100.00. Following the completion of the transaction, the chief executive officer directly owned 2,337,119 shares in the company, valued at approximately $662,526,494.12. This represents a 1.37% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Amie Thuener O’toole sold 2,778 shares of Alphabet stock in a transaction on Monday, November 17th. The stock was sold at an average price of $288.26, for a total transaction of $800,786.28. Following the transaction, the chief accounting officer owned 11,739 shares in the company, valued at approximately $3,383,884.14. This trade represents a 19.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 227,365 shares of company stock valued at $67,350,070 over the last quarter. 12.99% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of GOOG. Kingstone Capital Partners Texas LLC increased its position in Alphabet by 580,897.4% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 135,087,705 shares of the information services provider’s stock valued at $23,963,208,000 after purchasing an additional 135,064,454 shares during the period. Norges Bank acquired a new position in shares of Alphabet in the 2nd quarter worth approximately $4,298,572,000. JPMorgan Chase & Co. boosted its stake in shares of Alphabet by 8.6% in the 3rd quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider’s stock valued at $24,240,469,000 after purchasing an additional 7,904,434 shares during the last quarter. Vanguard Group Inc. increased its position in shares of Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider’s stock worth $73,927,821,000 after buying an additional 5,182,111 shares during the period. Finally, Assenagon Asset Management S.A. increased its position in shares of Alphabet by 73.5% during the third quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider’s stock worth $2,388,775,000 after buying an additional 4,154,929 shares during the period. 27.26% of the stock is owned by institutional investors and hedge funds.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Apple picked Google’s Gemini to power the next generation of Siri — a multiyear licensing arrangement that provides recurring cloud revenue, enormous distribution across iPhones, and strong third‑party validation for Gemini. Google and Apple enter multi-year AI deal
• Positive Sentiment: Alphabet hit record highs and crossed a $4 trillion market cap on renewed investor enthusiasm for its AI strategy — a psychological and technical catalyst that lifts sentiment across the stock. Alphabet hits $4 trillion valuation
• Positive Sentiment: Analysts and market commentary point to a structural advantage: Gemini + 7th‑gen TPUs (Ironwood) and a $155B cloud contract backlog support durable cloud and AI monetization, reducing reliance solely on ad growth. Alphabet Is The Undeniable King Of AI
• Positive Sentiment: Retail partnerships (Walmart, Shopify, Wayfair) and Google’s Universal Commerce Protocol expand Gemini’s commerce use‑cases — another path to non‑ad revenue and higher customer wallet share for Google Cloud. Google bolsters bet on AI-powered commerce
• Neutral Sentiment: Reports say Google will develop and manufacture high‑end phones in Vietnam this year — strategically interesting for hardware/vertical integration but execution and margin impact remain unclear. Google to develop, manufacture smartphones in Vietnam
• Neutral Sentiment: Competitive moves from Microsoft around embedded retail/checkout (Copilot Checkout) and broader AI partnerships create longer‑term competitive dynamics in agentic commerce — worth monitoring but not an immediate earnings shock. Microsoft Wants to Power Retail Without Competing With It
• Negative Sentiment: Some analysts warn the rally has priced in much of the upside: recent downgrades and notes flag stretched forward multiples after a large 2025 run — a reminder of pullback risk if AI euphoria fades. Analyst downgrades over valuation
• Negative Sentiment: Some funds have trimmed GOOGL positions and public figures (e.g., Elon Musk) criticized the Apple‑Google deal — small near‑term selling and political/media scrutiny could add volatility. Fund holdings update Elon Musk criticizes deal

About Alphabet

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.