Alphabet (NASDAQ:GOOGL) Price Target Raised to $400.00 at China Renaissance

Alphabet (NASDAQ:GOOGL) had its target price increased by analysts at China Renaissance from $330.00 to $400.00 in a research report issued to clients and investors on Friday,MarketScreener reports. The firm currently has a “buy” rating on the information services provider’s stock. China Renaissance’s target price would suggest a potential upside of 20.75% from the company’s current price.

A number of other analysts also recently issued reports on GOOGL. Oppenheimer lifted their price target on shares of Alphabet from $270.00 to $300.00 and gave the company an “outperform” rating in a report on Monday, October 20th. HSBC boosted their price objective on shares of Alphabet from $335.00 to $370.00 and gave the stock a “buy” rating in a research note on Tuesday, December 2nd. Loop Capital raised shares of Alphabet from a “hold” rating to a “buy” rating and lifted their price target for the stock from $260.00 to $320.00 in a report on Tuesday, November 18th. Robert W. Baird lifted their target price on shares of Alphabet from $310.00 to $350.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. Finally, JPMorgan Chase & Co. upped their target price on Alphabet from $385.00 to $395.00 and gave the company an “overweight” rating in a research report on Thursday. Four research analysts have rated the stock with a Strong Buy rating, forty-three have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Alphabet has an average rating of “Moderate Buy” and a consensus target price of $356.66.

Alphabet Stock Down 0.5%

GOOGL stock opened at $331.25 on Friday. The business has a 50-day simple moving average of $321.54 and a 200 day simple moving average of $269.25. The company has a market cap of $4.00 trillion, a PE ratio of 30.64, a price-to-earnings-growth ratio of 2.01 and a beta of 1.09. Alphabet has a 52 week low of $140.53 and a 52 week high of $349.00. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.06.

Alphabet (NASDAQ:GOOGL) last released its quarterly earnings results on Wednesday, February 4th. The information services provider reported $2.82 earnings per share for the quarter, topping the consensus estimate of $2.57 by $0.25. Alphabet had a return on equity of 36.21% and a net margin of 32.81%.The company had revenue of $113.83 billion for the quarter, compared to analysts’ expectations of $111.24 billion. Sell-side analysts anticipate that Alphabet will post 8.9 EPS for the current fiscal year.

Insider Buying and Selling

In other Alphabet news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Sundar Pichai sold 32,500 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $319.50, for a total value of $10,383,750.00. Following the completion of the transaction, the chief executive officer directly owned 2,272,119 shares of the company’s stock, valued at $725,942,020.50. This trade represents a 1.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 2,035,186 shares of company stock valued at $94,458,941. Company insiders own 11.64% of the company’s stock.

Institutional Investors Weigh In On Alphabet

Institutional investors and hedge funds have recently modified their holdings of the company. Financial Gravity Companies Inc. acquired a new position in shares of Alphabet during the 2nd quarter worth approximately $31,000. PMV Capital Advisers LLC acquired a new stake in shares of Alphabet in the fourth quarter worth approximately $38,000. CarsonAllaria Wealth Management Ltd. grew its stake in shares of Alphabet by 36.4% during the 2nd quarter. CarsonAllaria Wealth Management Ltd. now owns 251 shares of the information services provider’s stock valued at $44,000 after buying an additional 67 shares during the period. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Alphabet in the 3rd quarter worth about $53,000. Finally, Kentucky Trust Co lifted its position in Alphabet by 142.9% during the fourth quarter. Kentucky Trust Co now owns 170 shares of the information services provider’s stock valued at $53,000 after buying an additional 100 shares in the last quarter. Institutional investors and hedge funds own 40.03% of the company’s stock.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Alphabet posted a strong Q4: EPS and revenue beat expectations, Google Cloud grew ~48% y/y and annual revenue topped $400B — evidence that AI-driven monetization is already working. MarketBeat: Alphabet Crushes Earnings
• Positive Sentiment: Gemini and AI traction metrics are rising (hundreds of millions of users and heavy API/token usage), supporting longer‑term growth and ad/search monetization. MarketBeat: Gemini adoption
• Positive Sentiment: Wall Street largely remains bullish: multiple firms raised price targets and reiterated buy/outperform ratings after the quarter, signaling analyst conviction in the company’s AI and cloud roadmap. Analyst upgrades — Benzinga
• Neutral Sentiment: Alphabet announced a modest dividend (record March 9), a symbolic move but not material to valuation — it’s more of a shareholder-friendly signal than a gamechanger. Dividend announcement
• Neutral Sentiment: Alphabet and other AI companies are paying large sums to content creators to promote AI products — strategic marketing spend that supports adoption but increases near‑term costs. CNBC: creator deals
• Negative Sentiment: The big driver of today’s weakness: Alphabet warned it could spend $175–$185B in 2026 on AI/data‑center capex — far above expectations — triggering market concern about profit dilution, cash use and the scale of the AI buildout. MSN: capex ramp
• Negative Sentiment: Investor risk‑off around an AI “bubble” knocked Big Tech broadly (FactSet estimates >$1T wiped) and pressured Alphabet along with peers. The market reaction reflects macro and sentiment-driven selling, not company operational deterioration. CNBC: AI sell-off
• Negative Sentiment: Reports of insider selling and activist‑style filings (e.g., Michael Burry flagged wording/methodology updates) add short‑term headline risk and likely contributed to additional selling pressure. American Banking News: insider selling

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.