Dec 31, 2025 • MarketBeat
BULLISH
Alphabet Inc. $GOOG is Kempner Capital Management Inc.'s 5th Largest Position
Kempner Capital Management Inc. reduced its stake in Alphabet Inc. by 46.6% in Q3, holding 15,960 shares valued at $3.887 million, making it their 5th largest position. Despite this reduction, Wall Street analysts maintain a "Buy" consensus with an average target price of $313.04, following strong Q3 earnings and the initiation of a quarterly dividend. The company also faces positive sentiment due to Google Gemini adoption, cloud momentum, AI infrastructure advancements, and recent analyst upgrades, although regulatory risks related to DEI policies remain a concern.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Private Trust Co. NA Has $16 Million Stock Holdings in Alphabet Inc. $GOOGL
Private Trust Co. NA reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 4.1% in the third quarter, holding 65,824 shares valued at $16 million, making it their 6th largest holding. Despite this trimming and significant insider selling amounting to $56.2 million, analysts maintain a "Moderate Buy" rating with an average price target near $315.90, driven by renewed AI momentum and strong Google Cloud growth.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Harbor Capital Advisors Inc. Buys 3,141 Shares of Alphabet Inc. $GOOGL
Harbor Capital Advisors Inc. increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 3.0% in the third quarter, purchasing an additional 3,141 shares to now own 109,169 shares valued at $26.54 million, making GOOGL its fifth largest holding. The article also notes significant insider selling, with 192,585 shares valued at $56.22 million sold over the last three months, though insider ownership remains at 11.55%. Despite this, analysts maintain a "Moderate Buy" consensus with an average price target of $315.90, driven by positive sentiment around Alphabet's AI momentum and Google Cloud growth.
Dec 31, 2025 • Benzinga
SOMEWHAT-BULLISH
This Google Rival Is Starting To Flare Up: Big Surge In Momentum Scores
Taboola.com Ltd. (NASDAQ: TBLA), a key competitor to Alphabet Inc. in online advertising, is experiencing a significant surge in its Momentum score within Benzinga’s Edge Rankings. This increased momentum is attributed to a recent 48.85% stock surge since mid-October, driven by growing traction for its Realize platform, and has resulted in the stock nearing a 21.72% year-to-date gain. Analysts are increasingly optimistic, with a consensus price target suggesting further upside.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
John Kent Walker Sells 17,829 Shares of Alphabet (NASDAQ:GOOGL) Stock
Alphabet insider John Kent Walker sold 17,829 shares of Alphabet (NASDAQ:GOOGL) stock on December 30, 2025, for a total of $5,614,173.81, reducing his stake by 29.32%. The company recently reported strong quarterly earnings, beating analyst expectations, and announced a quarterly dividend. Analyst sentiment toward Alphabet is generally positive, driven by AI momentum and Cloud growth, though potential risks like high AI capital expenditures and regulatory scrutiny are noted.
Dec 31, 2025 • Investing.com
SOMEWHAT-BULLISH
Alphabet’s Walker sells $5.6m in shares
John Kent Walker, Alphabet Inc.'s President, Global Affairs, and CLO, sold 17,829 shares of Class C Capital Stock on December 30, 2025, totaling over $5.6 million. The sales occurred in multiple transactions with prices ranging from $314.61 to $316.52. This news comes amidst other significant developments for Alphabet, including a $4.75 billion acquisition to enhance data center power, YouTube service disruptions, and competitive pressures in AI from OpenAI.