Meitav Investment House Ltd. Grows Stake in Alphabet Inc. $GOOGL

Meitav Investment House Ltd. lifted its position in Alphabet Inc. (NASDAQ:GOOGL) by 17.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 131,521 shares of the information services provider’s stock after purchasing an additional 19,326 shares during the quarter. Meitav Investment House Ltd.’s holdings in Alphabet were worth $31,964,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Compass Ion Advisors LLC raised its stake in shares of Alphabet by 5.5% during the third quarter. Compass Ion Advisors LLC now owns 10,175 shares of the information services provider’s stock worth $2,474,000 after purchasing an additional 535 shares during the last quarter. Walkner Condon Financial Advisors LLC lifted its position in shares of Alphabet by 6.2% during the 3rd quarter. Walkner Condon Financial Advisors LLC now owns 20,236 shares of the information services provider’s stock valued at $4,919,000 after acquiring an additional 1,177 shares during the period. Maryland State Retirement & Pension System boosted its stake in shares of Alphabet by 2.6% during the 3rd quarter. Maryland State Retirement & Pension System now owns 289,221 shares of the information services provider’s stock worth $70,310,000 after acquiring an additional 7,289 shares in the last quarter. Emerald Advisors LLC grew its holdings in shares of Alphabet by 2.4% in the 3rd quarter. Emerald Advisors LLC now owns 5,384 shares of the information services provider’s stock worth $1,309,000 after acquiring an additional 128 shares during the period. Finally, Hartline Investment Corp grew its holdings in shares of Alphabet by 0.5% in the 3rd quarter. Hartline Investment Corp now owns 135,758 shares of the information services provider’s stock worth $33,003,000 after acquiring an additional 661 shares during the period. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet Stock Performance

GOOGL stock opened at $338.00 on Friday. Alphabet Inc. has a 1 year low of $140.53 and a 1 year high of $342.29. The stock has a market capitalization of $4.08 trillion, a price-to-earnings ratio of 33.33, a PEG ratio of 1.86 and a beta of 1.08. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75. The stock’s fifty day moving average is $320.23 and its two-hundred day moving average is $264.99.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.29 by $0.58. The company had revenue of $102.35 billion during the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%. On average, research analysts predict that Alphabet Inc. will post 8.9 EPS for the current year.

Analysts Set New Price Targets

Several research firms have weighed in on GOOGL. Wedbush raised their price target on Alphabet from $350.00 to $360.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Phillip Securities raised shares of Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research note on Friday, November 7th. Citic Securities upped their target price on Alphabet from $230.00 to $310.00 and gave the company a “buy” rating in a research note on Monday, November 3rd. Morgan Stanley boosted their price objective on shares of Alphabet from $270.00 to $330.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Finally, Roth Mkm reaffirmed a “buy” rating and set a $365.00 price target (up from $310.00) on shares of Alphabet in a research report on Tuesday. Four analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, Alphabet currently has a consensus rating of “Moderate Buy” and an average price target of $334.60.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Project Genie, an AI model that can generate fully rendered, interactive 3D worlds from simple prompts — a direct competitive advantage for Google in AI content creation that pressured gaming rivals (a potential long-term revenue and platform win for Alphabet). Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: Project Genie coverage specifically names Unity and Roblox as being hurt by the announcement, underscoring that Google’s tech could displace parts of the gaming content creation stack — bullish for Alphabet’s AI moat and cloud/AI services demand. Google’s Project Genie Hammers Gaming Stocks. Unity Software and Roblox Sink.
• Positive Sentiment: Google disrupted a large residential proxy network (IPIDEA), claiming it removed millions of devices from abuse — a reputational and security win that reduces fraud and could lower costs/risks for Google services. Google disrupts large residential proxy network, reducing devices used by ‘millions’
• Positive Sentiment: Waymo expanded airport robotaxi service in San Francisco — a commercial growth milestone for Alphabet’s autonomous-vehicle unit that supports long-term service monetization. Waymo Opens Up Airport Service in San Francisco. Everything to Know About the Robotaxi
• Neutral Sentiment: Analysts and outlets are prepping for Alphabet’s upcoming Q4 results; estimate-driven coverage (Zacks) focuses attention on key metrics and could amplify post-earnings moves. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Industry write-ups compare Alphabet to rivals in AI infrastructure (CoreWeave, Amazon) and note that Amazon/Google moves are chipping at Nvidia’s exclusivity in AI chips — a mixed competitive backdrop for cloud/AI spend. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Coverage noting Amazon and Google eating into Nvidia’s chip dominance signals broader industry capex and partnership shifts — relevant to Alphabet’s cloud/TPU strategy but not an immediate stock catalyst. Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy
• Negative Sentiment: A federal jury found former Google engineer Linwei Ding guilty of stealing trade secrets and uploading internal AI materials to personal cloud accounts — a headline that highlights IP risk and could trigger internal reviews, compliance costs or client concerns. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo reported an incident where a robotaxi struck a child near a school and the NHTSA opened an investigation — a regulatory and PR risk for Alphabet’s AV program that could delay rollouts or invite additional oversight. A Waymo hit a child near an elementary school. The NHTSA is investigating

Insider Transactions at Alphabet

In related news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of Alphabet stock in a transaction on Friday, January 30th. The stock was sold at an average price of $19.00, for a total value of $35,060,852.00. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO Amie Thuener O’toole sold 2,778 shares of the business’s stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $312.30, for a total value of $867,569.40. Following the sale, the chief accounting officer owned 8,962 shares in the company, valued at approximately $2,798,832.60. The trade was a 23.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,067,707 shares of company stock valued at $103,627,383 in the last quarter. Company insiders own 11.64% of the company’s stock.

Alphabet Profile

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.