Alphabet (NASDAQ:GOOGL) Earns “Overweight” Rating from Cantor Fitzgerald

Alphabet (NASDAQ:GOOGL)‘s stock had its “overweight” rating restated by analysts at Cantor Fitzgerald in a research note issued to investors on Wednesday,Benzinga reports. They presently have a $370.00 target price on the information services provider’s stock. Cantor Fitzgerald’s price target would suggest a potential upside of 21.13% from the company’s previous close.

Several other analysts also recently commented on GOOGL. Citizens Jmp reaffirmed a “market outperform” rating and issued a $385.00 price objective on shares of Alphabet in a report on Thursday, February 5th. Raymond James Financial raised Alphabet from a “moderate buy” rating to a “strong-buy” rating in a research report on Thursday, January 22nd. The Goldman Sachs Group reissued a “buy” rating and issued a $375.00 price objective (up from $330.00) on shares of Alphabet in a report on Tuesday, January 13th. UBS Group set a $348.00 target price on Alphabet and gave the stock a “neutral” rating in a research note on Thursday, February 5th. Finally, Moffett Nathanson raised their target price on Alphabet from $305.00 to $350.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Alphabet currently has an average rating of “Moderate Buy” and an average price target of $367.33.

Alphabet Stock Up 1.8%

Shares of GOOGL stock opened at $305.46 on Wednesday. Alphabet has a fifty-two week low of $143.03 and a fifty-two week high of $349.00. The firm has a market capitalization of $3.70 trillion, a PE ratio of 28.26, a P/E/G ratio of 1.81 and a beta of 1.12. 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 stock’s 50-day simple moving average is $308.04 and its 200-day simple moving average is $297.62.

Alphabet (NASDAQ:GOOGL) last released its earnings results 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. The firm had revenue of $113.83 billion during the quarter, compared to the consensus estimate of $111.24 billion. Alphabet had a return on equity of 35.01% and a net margin of 32.81%. Equities analysts expect that Alphabet will post 8.9 earnings per share for the current year.

Insider Activity at Alphabet

In other news, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total transaction of $10,637,250.00. Following the completion of the transaction, the chief executive officer directly owned 2,211,872 shares of the company’s stock, valued at $723,945,705.60. This represents a 1.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director John L. Hennessy sold 1,050 shares of the business’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $303.41, for a total transaction of $318,580.50. Following the completion of the sale, the director directly owned 4,631 shares of the company’s stock, valued at approximately $1,405,091.71. The trade was a 18.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,069,344 shares of company stock valued at $104,708,426 in the last ninety days. 11.55% of the stock is currently owned by company insiders.

Institutional Trading of Alphabet

Several institutional investors have recently modified their holdings of GOOGL. Symmetry Partners LLC lifted its position in shares of Alphabet by 0.4% in the fourth quarter. Symmetry Partners LLC now owns 7,912 shares of the information services provider’s stock valued at $2,476,000 after acquiring an additional 30 shares in the last quarter. Members Trust Co raised its stake in Alphabet by 0.5% in the 4th quarter. Members Trust Co now owns 6,434 shares of the information services provider’s stock valued at $2,014,000 after purchasing an additional 31 shares during the last quarter. Altfest L J & Co. Inc. raised its stake in Alphabet by 0.4% in the 4th quarter. Altfest L J & Co. Inc. now owns 7,952 shares of the information services provider’s stock valued at $2,489,000 after purchasing an additional 31 shares during the last quarter. Insight 2811 Inc. lifted its holdings in Alphabet by 1.0% in the 4th quarter. Insight 2811 Inc. now owns 3,124 shares of the information services provider’s stock valued at $978,000 after purchasing an additional 32 shares in the last quarter. Finally, LJI Wealth Management LLC boosted its stake in Alphabet by 0.4% during the 4th quarter. LJI Wealth Management LLC now owns 7,265 shares of the information services provider’s stock worth $2,274,000 after purchasing an additional 32 shares during the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

More Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Needham reiterated a “buy” on Alphabet and raised its price target to $400, implying significant upside versus the current level — a clear near-term catalyst for bullish positioning. Needham $400 price target
• Positive Sentiment: Broadcom signed long-term deals to develop and supply custom AI chips for Google (multi‑year through 2031), which strengthens Google’s control over AI rack economics and reduces reliance on third parties — supportive for cloud margin leverage and capital efficiency. Broadcom signs long-term deal to develop Google’s custom AI chips
• Positive Sentiment: Market commentary highlights that Google Cloud is now the fastest‑growing major cloud platform (driven by AI workloads, Vertex AI/BiqQuery and TPUs), with a much larger backlog and improving margins — a structural revenue and profit driver for Alphabet.
• Positive Sentiment: Analysts and experts argue Alphabet holds significant unrealized value from strategic investments (SpaceX, Anthropic) that could be considered “hidden assets,” supporting a higher valuation multiple if monetization or clearer accounting emerges. Alphabet sheds its ‘black hole’ label
• Neutral Sentiment: CEO Sundar Pichai said Alphabet is deploying more capital into AI-era startups (SpaceX, Anthropic examples), signaling continued strategic investments that could pay off long‑term but increase near‑term cash deployment. Pichai says AI shift opens opportunities
• Neutral Sentiment: Waymo expanded public driverless rides to Nashville (Lyft integration planned), a commercialization milestone for autonomy but one that still has uncertain near‑term revenue implications. Waymo opens driverless rides in Nashville
• Negative Sentiment: Media scrutiny (NYT piece) questions the accuracy and sourcing of Google’s AI-generated overviews — a reputational/regulatory risk that could pressure ad trust or trigger tighter oversight if issues persist. How Accurate Are Google’s A.I. Overviews?

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.