Alphabet (NASDAQ:GOOGL) Earns Buy Rating from Rosenblatt Securities

Alphabet (NASDAQ:GOOGL)‘s stock had its “buy” rating reiterated by investment analysts at Rosenblatt Securities in a research report issued on Thursday, Benzinga reports. They currently have a $410.00 target price on the information services provider’s stock. Rosenblatt Securities’ price target points to a potential upside of 21.62% from the company’s current price.

A number of other brokerages also recently issued reports on GOOGL. Arete Research boosted their price target on Alphabet from $405.00 to $425.00 and gave the company a “buy” rating in a report on Monday, May 18th. Zacks Research cut Alphabet from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 11th. Wall Street Zen downgraded Alphabet from a “buy” rating to a “hold” rating in a report on Saturday, August 1st. DZ Bank raised Alphabet to a “strong-buy” rating in a research note on Thursday, July 23rd. Finally, Citizens Jmp reiterated a “market outperform” rating and issued a $515.00 price target on shares of Alphabet in a report on Wednesday, July 22nd. Five research analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $420.19.

Alphabet Stock Performance

Shares of NASDAQ GOOGL opened at $337.12 on Thursday. The stock has a market cap of $4.12 trillion, a price-to-earnings ratio of 16.93, a P/E/G ratio of 0.97 and a beta of 1.22. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. Alphabet has a 1-year low of $224.79 and a 1-year high of $408.61. The stock’s 50-day moving average is $349.02 and its 200 day moving average is $342.38.

Alphabet (NASDAQ:GOOGL) last issued its earnings results on Wednesday, July 22nd. The information services provider reported $9.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.89 by $6.22. Alphabet had a return on equity of 51.32% and a net margin of 54.77%.The business had revenue of $119.80 billion during the quarter, compared to analyst estimates of $117.07 billion. On average, sell-side analysts anticipate that Alphabet will post 20.5 EPS for the current fiscal year.

Insider Transactions at Alphabet

In related news, major shareholder 2019 Gp L.L.C. Gv sold 118,138 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $18.90, for a total transaction of $2,232,808.20. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total value of $149,606.80. Following the transaction, the chief accounting officer owned 27,386 shares of the company’s stock, valued at $9,125,015.20. The trade was a 1.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 451,925 shares of company stock valued at $12,371,544 in the last ninety days. 11.61% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Alphabet

Institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in Alphabet by 2.4% during the 4th quarter. Vanguard Group Inc. now owns 528,969,322 shares of the information services provider’s stock valued at $165,567,398,000 after purchasing an additional 12,531,695 shares in the last quarter. State Street Corp lifted its stake in shares of Alphabet by 1.8% in the second quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock worth $40,524,841,000 after buying an additional 4,008,374 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Alphabet by 1.9% during the fourth quarter. Geode Capital Management LLC now owns 146,193,037 shares of the information services provider’s stock valued at $45,625,595,000 after buying an additional 2,666,676 shares during the last quarter. Norges Bank purchased a new stake in shares of Alphabet during the fourth quarter valued at approximately $30,534,239,000. Finally, Bank of America Corp DE increased its position in shares of Alphabet by 4.9% during the fourth quarter. Bank of America Corp DE now owns 69,108,183 shares of the information services provider’s stock valued at $21,630,861,000 after acquiring an additional 3,218,852 shares in the last quarter. 40.03% of the stock is currently owned by institutional investors.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: A federal judge rejected the U.S. Justice Department’s request to force Google to sell its AdX advertising exchange and other ad-tech assets. Although Google must change practices that allegedly harmed publishers and competition, avoiding a breakup reduces the risk of a major loss of revenue and strategic control. Google defeats US bid to force ad tech sale
• Positive Sentiment: Google Cloud revenue reportedly grew 82% year over year, outpacing Amazon and Microsoft. Management raised the midpoint of its 2026 capital-spending outlook to $200 billion and indicated spending will rise again next year, signaling confidence that AI infrastructure demand can support substantial future growth. Alphabet Google Cloud revenue growth and capital spending
• Positive Sentiment: Berkshire Hathaway CEO Greg Abel called Alphabet a significant AI player after the company expanded its Alphabet stake. The endorsement strengthens the investment case for Google’s AI position and may support sentiment among long-term shareholders. Berkshire CEO Abel on Alphabet AI investment
• Positive Sentiment: The rollout of Gemini 3.8 Flash, along with new Workspace AI tools, is intended to demonstrate that Google is closing competitive gaps in AI capabilities. Investors are also watching the expansion of Alphabet-owned Waymo’s paid robotaxi service to additional U.S. cities. Google AI momentum and Gemini 3.8 Flash
• Neutral Sentiment: Google signed agreements for geothermal and battery-storage power to support new data centers. The deals improve the reliability and sustainability of AI infrastructure, but also underscore the scale and cost of Alphabet’s capacity expansion. Google geothermal power agreement
• Negative Sentiment: Alphabet shares have faced pressure from reported insider selling and concerns over a recent technology talent drain. Investors also remain cautious that $200 billion-plus annual AI spending could weigh on returns if cloud growth and AI monetization fail to justify the investment. Alphabet trading and insider selling

About Alphabet

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.