Alphabet’s (GOOGL) Buy Rating Reaffirmed at Jefferies Financial Group

Alphabet (NASDAQ:GOOGL)‘s stock had its “buy” rating reissued by equities researchers at Jefferies Financial Group in a report released on Friday,MarketScreener reports.

A number of other research analysts also recently issued reports on GOOGL. Stifel Nicolaus dropped their price target on shares of Alphabet from $395.00 to $387.00 and set a “buy” rating on the stock in a research report on Monday, April 13th. Sanford C. Bernstein boosted their price target on shares of Alphabet from $305.00 to $335.00 and gave the stock a “market perform” rating in a research report on Monday, February 2nd. Loop Capital boosted their price target on shares of Alphabet from $320.00 to $355.00 and gave the stock a “buy” rating in a research report on Monday, February 23rd. DA Davidson boosted their price target on shares of Alphabet from $300.00 to $310.00 and gave the stock a “neutral” rating in a research report on Thursday, February 5th. Finally, Wedbush boosted their price target on shares of Alphabet from $360.00 to $370.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Two investment analysts have rated the stock with a Strong Buy rating, forty-six have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $369.67.

Alphabet Trading Up 0.1%

Shares of GOOGL stock traded up $0.25 on Friday, hitting $339.14. The company had a trading volume of 2,622,649 shares, compared to its average volume of 31,771,150. Alphabet has a twelve month low of $147.84 and a twelve month high of $349.00. The company has a debt-to-equity ratio of 0.11, a quick ratio of 2.01 and a current ratio of 2.01. The firm has a market cap of $4.10 trillion, a P/E ratio of 31.34, a P/E/G ratio of 2.09 and a beta of 1.12. The stock’s 50-day moving average is $308.53 and its two-hundred day moving average is $303.92.

Alphabet (NASDAQ:GOOGL) last posted its quarterly earnings data on Wednesday, February 4th. The information services provider reported $2.82 EPS for the quarter, topping analysts’ consensus estimates of $2.57 by $0.25. Alphabet had a return on equity of 35.01% and a net margin of 32.81%.The company had revenue of $113.83 billion for the quarter, compared to analyst estimates of $111.24 billion. On average, equities research analysts anticipate that Alphabet will post 11.57 earnings per share for the current fiscal year.

Insider Activity at Alphabet

In related news, insider John Kent Walker sold 47,574 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total transaction of $14,341,182.30. Following the transaction, the insider owned 13,227 shares in the company, valued at $3,987,279.15. The trade was a 78.25% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the business’s stock in a transaction on Friday, January 30th. The shares were sold at an average price of $19.00, for a total transaction of $35,060,852.00. The SEC filing for this sale provides additional information. Insiders have sold 2,037,294 shares of company stock worth $94,216,897 over the last ninety days. 11.64% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of GOOGL. Rexford Capital Inc. increased its stake in Alphabet by 32.9% during the 1st quarter. Rexford Capital Inc. now owns 816 shares of the information services provider’s stock valued at $235,000 after purchasing an additional 202 shares in the last quarter. Wealth Care LLC bought a new stake in Alphabet during the 1st quarter valued at $552,000. Severin Investments LLC increased its stake in Alphabet by 2.8% during the 1st quarter. Severin Investments LLC now owns 6,259 shares of the information services provider’s stock valued at $1,800,000 after purchasing an additional 168 shares in the last quarter. Family Investment Center Inc. increased its stake in Alphabet by 51.2% during the 1st quarter. Family Investment Center Inc. now owns 971 shares of the information services provider’s stock valued at $279,000 after purchasing an additional 329 shares in the last quarter. Finally, Alexis Investment Partners LLC increased its stake in Alphabet by 21.5% during the 1st quarter. Alexis Investment Partners LLC now owns 5,477 shares of the information services provider’s stock valued at $1,498,000 after purchasing an additional 971 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: BMO raised its price target to $410 and kept an Outperform — a high-profile vote that frames Alphabet as a primary AI exposure and supports upside expectations. BMO Raises Alphabet’s Target to $410
• Positive Sentiment: Needham reaffirmed a Buy and set a $400 target — another analyst endorsement that adds buying momentum around the AI narrative. Needham Reaffirms Buy, $400 PT
• Positive Sentiment: UBS and other shops have raised targets (UBS to $375), and JPMorgan and Bank of America reiterated Buy/Outperform stances ahead of Q1 — analysts expect a modest beat driven by Cloud and AI integration. UBS Adjusts Price Target
• Positive Sentiment: Google Cloud Next product push: Alphabet unveiled two new TPUs (TPU 8t for training, TPU 8i for inference), the Gemini Enterprise Agent Platform, and a $750M partner fund — moves that strengthen enterprise AI monetization and reduce infra costs. Google Cloud launches two new AI chips
• Positive Sentiment: New enterprise deals and integrations (Merck $1B partnership, AutoZone migration, Ulta AI assistant) provide tangible revenue catalysts for Google Cloud and showcase early adoption of agentic AI. Merck investing $1 billion in Google Cloud AI partnership
• Neutral Sentiment: Rosenblatt reaffirmed a Neutral rating with a $357 target — suggests some analysts see limited near-term upside despite the AI story. Rosenblatt Neutral, $357 PT
• Neutral Sentiment: Media commentary and investor interest (Jim Cramer, buy-case articles) are amplifying retail attention but are less influential than institutional ratings and enterprise deal flows. Jim Cramer sets Google stock price target
• Negative Sentiment: The European Commission is preparing to push Google to give rival AI assistants Android access to handset features — a regulatory move that could increase competition and pose platform risk in Europe. EU pressure on Android access for AI rivals

Alphabet Company 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.