Alphabet Inc. (NASDAQ:GOOG) Stock Has Average Price Target of $421.85

Alphabet Inc. (NASDAQ:GOOG) has received a consensus rating of “Moderate Buy” from the forty-seven ratings firms that are presently covering the stock, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, five have given a hold recommendation, thirty-five have assigned a buy recommendation and six have given a strong buy recommendation to the company. The average 1 year target price among brokerages that have covered the stock in the last year is $414.72.

A number of research analysts recently commented on GOOG shares. Morgan Stanley reissued an “overweight” rating and issued a $375.00 price target on shares of Alphabet in a report on Thursday. Jefferies Financial Group restated a “buy” rating on shares of Alphabet in a research note on Monday, August 3rd. Barclays restated an “overweight” rating on shares of Alphabet in a report on Thursday. Pivotal Research reaffirmed a “buy” rating and issued a $475.00 target price on shares of Alphabet in a research report on Thursday. Finally, Stifel Nicolaus set a $485.00 target price on Alphabet in a research report on Thursday, October 8th.

Trending Headlines about Alphabet

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud delivered exceptional growth. Revenue more than doubled year over year to approximately $30.7 billion, operating margins expanded to about 36%, and backlog reached $561 billion. These results support the long-term case that Cloud and AI infrastructure can become major earnings drivers. Alphabet’s Cloud Business Just Doubled
• Positive Sentiment: Alphabet’s custom AI-chip opportunity is expanding. New TPU 8t and 8i chips reportedly offer improved performance per dollar, while OpenAI is considering using Google TPUs and Alphabet is selling chips through third-party cloud providers. This could create a new revenue stream and reduce reliance on Nvidia. Alphabet’s $250 Billion AI Chip Opportunity
• Positive Sentiment: Some analysts remain bullish on the long-term outlook. JPMorgan maintained an “overweight” rating despite reducing its price target from $425 to $375, while other commentary characterized the selloff as a potential buying opportunity.
• Neutral Sentiment: Alphabet’s revenue rose approximately 25% year over year to $127.6 billion, and search queries continued to grow. However, the market is increasingly weighing growth quality and monetization rather than query volume alone.
• Neutral Sentiment: Alphabet launched Gemini 4 Carbon, expanded AI Search advertising internationally and introduced new crypto-security tools. These initiatives may broaden future revenue sources, but their near-term financial impact remains uncertain.
• Negative Sentiment: Third-quarter EPS missed expectations. Adjusted earnings were $2.12 per share versus consensus near $3.01, while revenue also fell slightly short. An approximately $8.7 billion investment loss, largely tied to Alphabet’s SpaceX stake, further reduced reported profit. Alphabet Q3 Earnings Report
• Negative Sentiment: Search and advertising trends raised AI-cannibalization concerns. Search revenue grew about 12% but missed estimates, while AI-mode searches may generate less revenue than traditional search. YouTube advertising revenue also came in below expectations.
• Negative Sentiment: AI spending is pressuring cash generation. Capital expenditures reached roughly $51.4 billion and free cash flow was negative by about $9.1 billion, prompting concerns about debt, financial obligations and the return on massive infrastructure investments.
• Negative Sentiment: Multiple law firms announced securities-fraud class actions or lead-plaintiff deadlines related to alleged disclosures about the Gemini 3.5 Pro development timeline. The lawsuits are an additional reputational and legal overhang, though their financial impact is uncertain. Alphabet Securities Class Action Notice

Alphabet Stock Performance

NASDAQ:GOOG opened at $282.32 on Friday. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.72 and a quick ratio of 2.64. The firm has a 50-day moving average of $336.93 and a two-hundred day moving average of $338.53. The stock has a market cap of $3.45 trillion, a P/E ratio of 14.73, a PEG ratio of 0.92 and a beta of 1.19. Alphabet has a 1-year low of $271.41 and a 1-year high of $404.47.

Alphabet (NASDAQ:GOOG) last announced its earnings results on Wednesday, October 28th. The information services provider reported $2.12 earnings per share for the quarter, missing the consensus estimate of $3.01 by ($0.89). Alphabet had a net margin of 50.03% and a return on equity of 46.63%. The business had revenue of $127.58 billion for the quarter, compared to analyst estimates of $127.97 billion. During the same quarter in the prior year, the business earned $2.87 earnings per share. The firm’s revenue was up 24.7% on a year-over-year basis. On average, research analysts expect that Alphabet will post 20.60 earnings per share for the current fiscal year.

Insider Activity

In related news, Director Frances Arnold sold 83 shares of Alphabet stock in a transaction on Wednesday, September 30th. The shares were sold at an average price of $340.45, for a total value of $28,257.35. Following the completion of the sale, the director owned 19,076 shares in the company, valued at approximately $6,494,424.20. The trade was a 0.43% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 12.99% of the company’s stock.

Hedge Funds Weigh In On Alphabet

A number of hedge funds have recently bought and sold shares of the company. Tucker Asset Management LLC raised its stake in shares of Alphabet by 24.0% during the third quarter. Tucker Asset Management LLC now owns 965 shares of the information services provider’s stock valued at $329,000 after purchasing an additional 187 shares in the last quarter. VCI Wealth Management LLC boosted its holdings in Alphabet by 5.5% during the third quarter. VCI Wealth Management LLC now owns 42,487 shares of the information services provider’s stock worth $14,477,000 after buying an additional 2,215 shares in the last quarter. Gerber Kawasaki Wealth & Investment Management grew its holdings in shares of Alphabet by 2.7% in the 3rd quarter. Gerber Kawasaki Wealth & Investment Management now owns 286,783 shares of the information services provider’s stock worth $97,719,000 after acquiring an additional 7,551 shares during the last quarter. Elevate Wealth Advisory Inc. increased its stake in Alphabet by 16.1% in the 3rd quarter. Elevate Wealth Advisory Inc. now owns 541 shares of the information services provider’s stock worth $184,000 after purchasing an additional 75 shares in the last quarter. Finally, GRIMES & Co WEALTH MANAGEMENT LLC increased its position in shares of Alphabet by 18.6% in the third quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 122,644 shares of the information services provider’s stock worth $41,789,000 after acquiring an additional 19,192 shares in the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds.

About Alphabet

Alphabet Inc is a technology holding company best known as the parent organization of Google. Founded in 2015 through a corporate restructuring, Alphabet oversees Google and a collection of businesses focused on technology, online services, communications, artificial intelligence, and other emerging areas.

Google’s principal products and services include its internet search engine, digital advertising platforms, YouTube, Android, Chrome, Google Maps, Google Play, and Google Workspace. The company also provides cloud computing, data storage, cybersecurity, productivity, and artificial intelligence services through Google Cloud.