Analysts Set Alphabet Inc. (NASDAQ:GOOG) PT at $410.09

Alphabet Inc. (NASDAQ:GOOG) has received an average rating of “Buy” from the thirty-nine ratings firms that are currently covering the company, MarketBeat.com reports. Four equities research analysts have rated the stock with a hold recommendation, twenty-nine have assigned a buy recommendation and six have given a strong buy recommendation to the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $415.5455.

A number of equities research analysts have issued reports on the company. Wolfe Research set a $460.00 price target on Alphabet in a research note on Thursday, July 23rd. Weiss Ratings restated a “buy (b)” rating on shares of Alphabet in a research report on Friday, July 17th. Canaccord Genuity Group set a $450.00 price objective on Alphabet in a research note on Thursday, July 23rd. Truist Financial decreased their target price on Alphabet from $430.00 to $420.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. Finally, Scotiabank reissued an “outperform” rating and issued a $450.00 price target (up from $400.00) on shares of Alphabet in a report on Thursday, April 30th.

Insider Activity at Alphabet

In related news, major shareholder 2019 Gp L.L.C. Gv sold 196,931 shares of the company’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $19.46, for a total transaction of $3,832,277.26. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director John L. Hennessy sold 1,050 shares of the firm’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $368.63, for a total transaction of $387,061.50. Following the transaction, the director directly owned 1,481 shares of the company’s stock, valued at $545,941.03. The trade was a 41.49% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 451,945 shares of company stock worth $12,382,714 over the last ninety days. 12.99% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Alphabet

Several large investors have recently made changes to their positions in GOOG. Castlekeep Investment Advisors LLC purchased a new position in Alphabet during the 2nd quarter valued at approximately $29,000. Nvest Wealth Strategies Inc. purchased a new stake in shares of Alphabet during the 4th quarter worth approximately $38,000. Lifetime Wealth Management P.C. purchased a new stake in shares of Alphabet during the 4th quarter worth approximately $38,000. Imprint Wealth LLC bought a new position in shares of Alphabet during the 3rd quarter valued at approximately $31,000. Finally, Bard Associates Inc. bought a new position in shares of Alphabet during the 4th quarter valued at approximately $41,000. 27.26% of the stock is owned by institutional investors.

Alphabet Stock Performance

Shares of NASDAQ GOOG opened at $343.54 on Friday. The stock has a market cap of $4.20 trillion, a PE ratio of 17.25, a price-to-earnings-growth ratio of 0.96 and a beta of 1.23. Alphabet has a 1 year low of $197.46 and a 1 year high of $404.47. The firm has a fifty day moving average price of $352.09 and a 200-day moving average price of $339.57. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64.

Alphabet (NASDAQ:GOOG) last released its earnings results on Thursday, July 23rd. The information services provider reported $9.11 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $6.24. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. The company had revenue of $119.80 billion for the quarter, compared to analysts’ expectations of $116.53 billion. During the same quarter in the previous year, the company earned $2.31 EPS. Alphabet’s revenue for the quarter was up 24.2% on a year-over-year basis. Equities analysts anticipate that Alphabet will post 20.51 earnings per share for the current fiscal year.

Alphabet Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Monday, September 7th will be issued a $0.22 dividend. This represents a $0.88 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Friday, September 4th. Alphabet’s payout ratio is 4.42%.

Key Headlines Impacting Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Berkshire Hathaway significantly increased its Alphabet position. Berkshire owned approximately 106 million shares worth $37.9 billion at the end of June after raising its stake by 83% during the second quarter. Alphabet is now Berkshire’s third-largest U.S.-listed equity holding, a notable vote of confidence under CEO Greg Abel. Berkshire Hathaway boosts Alphabet to a top three holding
• Positive Sentiment: Digital advertising estimates improved. July advertiser spending exceeded consensus expectations, supporting the outlook for Alphabet’s core advertising business. Alphabet also launched Gemini 3.7 Flash for coding and automated business workflows, potentially expanding monetization opportunities in enterprise AI. Internet stock advertising estimate revisions
• Positive Sentiment: Alphabet’s SpaceX investment has become a major unrealized asset. The company disclosed that its roughly $900 million investment in SpaceX is now worth about $94 billion, highlighting the value of Alphabet’s venture portfolio, although the gain does not directly represent operating revenue or cash flow. Alphabet’s SpaceX bet grows 100-fold
• Positive Sentiment: Other institutions also added exposure. UniSuper increased its GOOG and GOOGL holdings, while several major funds reported purchases, reinforcing the perception that Alphabet remains attractively valued after its recent pullback.
• Neutral Sentiment: Google expanded Gemini access in schools and introduced tools allowing users to remove visible watermarks from AI-generated content while retaining invisible SynthID protections. These moves could improve adoption but have uncertain near-term financial effects. Google turns on Gemini AI for students
• Negative Sentiment: Gemini lost chatbot-visit share to ChatGPT in July. Although Gemini surpassed one billion monthly active users, its share of chatbot visits fell to 28.8%, raising concerns about competitive momentum in consumer AI.
• Negative Sentiment: AI investment is pressuring cash flow. Analysts continue to flag Alphabet’s very high data-center and chip spending, with some estimates showing weaker free-cash-flow generation than Microsoft and Meta in 2027.
• Negative Sentiment: Several funds reduced Alphabet positions. Barclays, Franklin Resources, Magellan and other managers reported trimming GOOG or GOOGL holdings, partially offsetting Berkshire’s large purchase. Alphabet also faces reputational risk from a reported Google-ad phishing scam and a law-firm investigation of investor claims.

About Alphabet

Alphabet Inc (NASDAQ: GOOG) is a multinational technology holding company headquartered in Mountain View, California. Formed in 2015 through a corporate restructuring of Google, Alphabet serves as the parent to Google LLC and a portfolio of businesses collectively known as “Other Bets.” Google was originally founded in 1998 by Larry Page and Sergey Brin; Alphabet is led by CEO Sundar Pichai, who oversees Google and the broader company while the founders remain prominent shareholders and influential figures in the company’s history.

Alphabet’s core business centers on internet search and advertising, with Google Search and the company’s ad platforms (including Google Ads and AdSense) generating the majority of revenue by connecting advertisers with consumers worldwide.