Alphabet (NASDAQ:GOOG) Price Target Raised to $395.00

Alphabet (NASDAQ:GOOG) had its target price upped by equities research analysts at JPMorgan Chase & Co. from $385.00 to $395.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the information services provider’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 19.77% from the company’s previous close.

A number of other brokerages also recently issued reports on GOOG. Phillip Securities upgraded Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Friday, November 7th. DA Davidson set a $300.00 price objective on Alphabet in a report on Tuesday, November 25th. Sanford C. Bernstein reissued a “market perform” rating and set a $345.00 price target on shares of Alphabet in a research report on Thursday. Rosenblatt Securities set a $279.00 price objective on Alphabet in a report on Thursday, October 30th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Alphabet in a research note on Wednesday, January 21st. Eight investment analysts have rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Alphabet has a consensus rating of “Buy” and a consensus target price of $343.47.

Alphabet Stock Performance

Shares of Alphabet stock traded down $3.54 during trading hours on Thursday, hitting $329.80. 39,950,324 shares of the company’s stock traded hands, compared to its average volume of 22,547,316. Alphabet has a 12-month low of $142.66 and a 12-month high of $350.15. The company has a fifty day simple moving average of $322.04 and a 200-day simple moving average of $269.49. 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 stock has a market capitalization of $3.98 trillion, a price-to-earnings ratio of 32.53, a PEG ratio of 2.06 and a beta of 1.10.

Alphabet (NASDAQ:GOOG) last posted its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.59 by $0.23. Alphabet had a return on equity of 35.00% and a net margin of 32.23%.The company had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. During the same quarter in the prior year, the company earned $2.15 EPS. The firm’s quarterly revenue was up 18.0% compared to the same quarter last year. Equities research analysts anticipate that Alphabet will post 8.89 EPS for the current fiscal year.

Insider Buying and Selling

In other Alphabet news, CAO Amie Thuener O’toole sold 933 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $336.55, for a total transaction of $314,001.15. Following the completion of the sale, the chief accounting officer directly owned 9,916 shares in the company, valued at approximately $3,337,229.80. The trade was a 8.60% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John L. Hennessy sold 600 shares of the firm’s stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $337.52, for a total value of $202,512.00. Following the completion of the transaction, the director owned 21,224 shares in the company, valued at approximately $7,163,524.48. This trade represents a 2.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,037,964 shares of company stock valued at $95,259,727 in the last ninety days. Corporate insiders own 12.99% of the company’s stock.

Hedge Funds Weigh In On Alphabet

A number of hedge funds and other institutional investors have recently made changes to their positions in GOOG. Norges Bank acquired a new stake in Alphabet in the second quarter worth about $4,298,572,000. Vanguard Group Inc. boosted its holdings in Alphabet by 2.0% in the 4th quarter. Vanguard Group Inc. now owns 421,013,782 shares of the information services provider’s stock worth $132,114,125,000 after buying an additional 8,128,234 shares during the last quarter. JPMorgan Chase & Co. raised its position in shares of Alphabet by 8.6% in the third quarter. JPMorgan Chase & Co. now owns 99,529,742 shares of the information services provider’s stock valued at $24,240,469,000 after buying an additional 7,904,434 shares during the last quarter. Assenagon Asset Management S.A. raised its holdings in shares of Alphabet by 73.5% during the 3rd 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 acquiring an additional 4,154,929 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its position in shares of Alphabet by 17,547.9% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider’s stock worth $731,331,000 after purchasing an additional 4,099,366 shares during the period. Institutional investors own 27.26% of the company’s stock.

Key Stories Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Beat and momentum — Q4 revenue and EPS beat estimates, annual revenue topped $400B, Google Cloud revenue jumped ~48% and backlog roughly doubled, supporting durable growth expectations. Alphabet Crushes Earnings Again
• Positive Sentiment: AI monetization evidence — Seeking Alpha and other coverage highlight strong Gemini adoption and enterprise AI upsells that underpin cloud traction and long‑term monetization. Alphabet: The Tech Conglomerate To Own
• Positive Sentiment: Institutional interest — some funds added new or larger GOOG positions (new $15.7M position by Applied Finance; Crossmark additions noted), signalling continued buy-side conviction into the AI/cloud theme. Applied Finance opens new GOOG position
• Neutral Sentiment: Analysts mixed — many price‑target raises and buy ratings remain, but a few analysts (and some banks) flagged that the aggressive capex and near‑term valuation compressions justify more cautious views. TipRanks: Hold rating citing capex & valuation
• Neutral Sentiment: Event risk remains elevated — options and ETF flows imply a sizable near‑term move; market direction will hinge on how investors price the trade‑off between growth and heavy infrastructure spending. ETFs to Watch as Alphabet Reports Q4 Earnings
• Negative Sentiment: CapEx shock — management guided $175–$185B in 2026 capex (roughly double 2025), a surprise that prompted concern about near‑term returns and free‑cash‑flow timing. That guidance is the primary driver of today’s weakness. Reuters: Alphabet forecasts sharp surge in capex
• Negative Sentiment: Market reaction & sentiment — coverage notes shares fell on the capex outlook despite the beat; large tech/ETF moves dragged indices and created short‑term selling pressure. MarketWatch: Why Alphabet’s stock is falling
• Negative Sentiment: Insider/institutional trimming — filings show insider sales and some funds trimming GOOG, which can amplify near‑term downside when coupled with a stretched valuation. SEC insider filing

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.