TANH

NTV Asset Management LLC raised its position in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 6.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 45,342 shares of the information services provider's stock after acquiring an additional 2,887 shares during the period. Alphabet makes up approximately 1.4% of NTV Asset Management LLC's holdings, making the stock its 12th biggest holding. NTV Asset Management LLC's holdings in Alphabet were worth $15,602,000 at the end of the most recent quarter.

• MarketBeat Week in Review – 10/26 - 10/30

Other institutional investors also recently bought and sold shares of the company. One Wealth Capital Management LLC grew its holdings in Alphabet by 12.6% in the third quarter. One Wealth Capital Management LLC now owns 19,348 shares of the information services provider's stock worth $6,657,000 after purchasing an additional 2,158 shares during the last quarter. Ascent Wealth Partners LLC lifted its holdings in shares of Alphabet by 1.5% during the 3rd quarter. Ascent Wealth Partners LLC now owns 75,625 shares of the information services provider's stock valued at $26,021,000 after purchasing an additional 1,087 shares during the last quarter. Lorne Steinberg Wealth Management Inc. lifted its holdings in shares of Alphabet by 0.9% during the 3rd quarter. Lorne Steinberg Wealth Management Inc. now owns 62,806 shares of the information services provider's stock valued at $21,610,000 after purchasing an additional 582 shares during the last quarter. Nabity Jensen Investment Management Inc lifted its holdings in shares of Alphabet by 3.9% during the 3rd quarter. Nabity Jensen Investment Management Inc now owns 7,191 shares of the information services provider's stock valued at $2,474,000 after purchasing an additional 270 shares during the last quarter. Finally, Canton Hathaway LLC boosted its position in shares of Alphabet by 1.9% in the 3rd quarter. Canton Hathaway LLC now owns 12,979 shares of the information services provider's stock worth $4,466,000 after purchasing an additional 241 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Alphabet news, Director Frances Arnold sold 83 shares of Alphabet stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $340.45, for a total transaction of $28,257.35. Following the completion of the sale, the director owned 19,076 shares of the company's stock, valued at approximately $6,494,424.20. The trade was a 0.43% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Over the last ninety days, insiders sold 247 shares of company stock worth $79,238. Insiders own 11.61% of the company's stock.

Analyst Upgrades and Downgrades

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GOOGL has been the topic of several research analyst reports. Rosenblatt Securities dropped their target price on Alphabet from $410.00 to $380.00 and set a "buy" rating on the stock in a research note on Thursday. Yorkville Ives began coverage on Alphabet in a research note on Monday, October 5th. They issued an "outperform" rating and a $400.00 price target for the company. Phillip Securities upgraded Alphabet from a "moderate buy" rating to a "strong-buy" rating in a research note on Monday, July 27th. DA Davidson lowered their price target on Alphabet from $350.00 to $300.00 and set a "neutral" rating for the company in a report on Thursday. Finally, Citigroup dropped their price target on Alphabet from $447.00 to $375.00 and set a "buy" rating on the stock in a research note on Friday. Five analysts have rated the stock with a Strong Buy rating, forty-six have assigned a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Buy" and an average target price of $410.46.

View Our Latest Report on GOOGL

Alphabet Trading Down 1.4%

• Alphabet’s Cloud Is Paying Off—But the Bill for Building It Keeps Growing

NASDAQ:GOOGL opened at $279.84 on Friday. The company has a market capitalization of $3.42 trillion, a P/E ratio of 14.61, a PEG ratio of 0.82 and a beta of 1.21. The company has a current ratio of 2.79, a quick ratio of 2.64 and a debt-to-equity ratio of 0.19. Alphabet Inc. has a 12 month low of $270.70 and a 12 month high of $408.61. The firm has a fifty day simple moving average of $339.07 and a 200-day simple moving average of $340.17.

Alphabet (NASDAQ:GOOGL - Get Free Report) last released its earnings results on Wednesday, October 28th. The information services provider reported $2.12 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.02 by ($0.90). The firm had revenue of $127.58 billion during the quarter, compared to analyst estimates of $127.96 billion. Alphabet had a net margin of 50.03% and a return on equity of 43.33%. On average, equities research analysts anticipate that Alphabet Inc. will post 20.05 earnings per share for the current year.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud revenue more than doubled year over year to approximately $30.7 billion, while its backlog reached $561 billion. The results support Alphabet’s position as a major beneficiary of enterprise AI demand. Alphabet's Cloud Business Just Doubled
• Positive Sentiment: Several analysts remain constructive after the selloff. Guggenheim and Needham reaffirmed “buy” ratings with $450 targets, while Citigroup and Wells Fargo retained bullish ratings and projected substantial upside despite lowering their targets.
• Positive Sentiment: Alphabet’s AI ecosystem could gain from rising demand for cloud capacity and specialized chips. Waymo is also expanding internationally through a partnership with Toyota, although the business remains small relative to Alphabet’s core operations. Waymo taps Toyota to supply robotaxis
• Neutral Sentiment: Multiple securities law firms publicized class-action lawsuits and lead-plaintiff deadlines tied to alleged disclosures about Alphabet’s Gemini AI development. These notices add headline risk, but their direct financial impact remains uncertain.
• Negative Sentiment: Alphabet reported adjusted earnings of $2.12 per share, below consensus near $2.94-$3.02, while revenue of $127.6 billion also missed expectations. Search and other revenue grew about 12% to roughly $63 billion, but fell short of forecasts, reinforcing fears that AI-generated answers and “AI mode” searches may monetize less effectively than traditional Search.
• Negative Sentiment: AI infrastructure spending caused free cash flow to remain negative by roughly $9.1 billion for a second consecutive quarter. Investors are questioning whether the enormous capital outlays will produce adequate returns and whether Alphabet may need additional debt or equity financing.
• Negative Sentiment: An unrealized loss on Alphabet’s SpaceX investment reduced quarterly earnings by approximately $0.55 per share, while an EU antitrust fine further pressured results. Analysts including RBC, Wells Fargo, Citigroup, Wedbush, KeyCorp and Cantor Fitzgerald lowered price targets, even though most maintained positive ratings.

Alphabet Profile

(Free Report)

Alphabet Inc is a technology holding company best known for its Google subsidiary. Google operates a global internet-services business centered on online search, digital advertising, YouTube, Android, Chrome, Google Maps, Google Play, and a broad range of cloud-based productivity and collaboration tools.

Google Cloud provides infrastructure, data analytics, cybersecurity, artificial intelligence, and enterprise software services to businesses, governments, and other organizations. Alphabet also develops consumer hardware, including Pixel devices and products for connected homes, while investing in emerging businesses through its “Other Bets” segment, including autonomous transportation and life sciences initiatives.

Alphabet was established in 2015 as part of a corporate restructuring that made Google a subsidiary and provided a separate structure for its expanding portfolio of businesses.

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