J.Safra Asset Management Corp Buys 3,722 Shares of Alphabet Inc. $GOOGL

J.Safra Asset Management Corp raised its position in Alphabet Inc. (NASDAQ:GOOGL) by 21.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,214 shares of the information services provider’s stock after purchasing an additional 3,722 shares during the period. Alphabet makes up about 0.3% of J.Safra Asset Management Corp’s investment portfolio, making the stock its 28th biggest holding. J.Safra Asset Management Corp’s holdings in Alphabet were worth $5,157,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of GOOGL. Vanguard Group Inc. lifted its position in Alphabet by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 516,559,609 shares of the information services provider’s stock valued at $91,033,300,000 after acquiring an additional 6,733,278 shares in the last quarter. State Street Corp grew its holdings in shares of Alphabet by 1.8% in the 2nd quarter. State Street Corp now owns 229,954,269 shares of the information services provider’s stock valued at $40,524,841,000 after acquiring an additional 4,008,374 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Alphabet by 3.1% during the 2nd quarter. Geode Capital Management LLC now owns 141,615,284 shares of the information services provider’s stock worth $24,857,017,000 after purchasing an additional 4,224,497 shares during the last quarter. Norges Bank bought a new position in shares of Alphabet in the second quarter valued at $21,944,208,000. Finally, Invesco Ltd. grew its position in shares of Alphabet by 1.2% in the 2nd quarter. Invesco Ltd. now owns 44,151,820 shares of the information services provider’s stock valued at $7,780,875,000 after acquiring an additional 503,306 shares during the period. 40.03% of the stock is currently owned by institutional investors.

Key Alphabet News

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google rolled out Project Genie, an AI model that can generate fully rendered, interactive 3D worlds from simple prompts — a direct competitive advantage for Google in AI content creation that pressured gaming rivals (a potential long-term revenue and platform win for Alphabet). Videogame stocks slide on Google’s AI model that turns prompts into playable worlds
• Positive Sentiment: Project Genie coverage specifically names Unity and Roblox as being hurt by the announcement, underscoring that Google’s tech could displace parts of the gaming content creation stack — bullish for Alphabet’s AI moat and cloud/AI services demand. Google’s Project Genie Hammers Gaming Stocks. Unity Software and Roblox Sink.
• Positive Sentiment: Google disrupted a large residential proxy network (IPIDEA), claiming it removed millions of devices from abuse — a reputational and security win that reduces fraud and could lower costs/risks for Google services. Google disrupts large residential proxy network, reducing devices used by ‘millions’
• Positive Sentiment: Waymo expanded airport robotaxi service in San Francisco — a commercial growth milestone for Alphabet’s autonomous-vehicle unit that supports long-term service monetization. Waymo Opens Up Airport Service in San Francisco. Everything to Know About the Robotaxi
• Neutral Sentiment: Analysts and outlets are prepping for Alphabet’s upcoming Q4 results; estimate-driven coverage (Zacks) focuses attention on key metrics and could amplify post-earnings moves. Ahead of Alphabet (GOOGL) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Industry write-ups compare Alphabet to rivals in AI infrastructure (CoreWeave, Amazon) and note that Amazon/Google moves are chipping at Nvidia’s exclusivity in AI chips — a mixed competitive backdrop for cloud/AI spend. CRVW vs. GOOGL: Which Stock Wins the AI Infrastructure Race?
• Neutral Sentiment: Coverage noting Amazon and Google eating into Nvidia’s chip dominance signals broader industry capex and partnership shifts — relevant to Alphabet’s cloud/TPU strategy but not an immediate stock catalyst. Amazon and Google Eat Into Nvidia’s A.I. Chip Supremacy
• Negative Sentiment: A federal jury found former Google engineer Linwei Ding guilty of stealing trade secrets and uploading internal AI materials to personal cloud accounts — a headline that highlights IP risk and could trigger internal reviews, compliance costs or client concerns. Former Google engineer found guilty of espionage and theft of AI tech
• Negative Sentiment: Waymo reported an incident where a robotaxi struck a child near a school and the NHTSA opened an investigation — a regulatory and PR risk for Alphabet’s AV program that could delay rollouts or invite additional oversight. A Waymo hit a child near an elementary school. The NHTSA is investigating

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on GOOGL. Stifel Nicolaus set a $346.00 price objective on Alphabet and gave the company a “buy” rating in a research report on Friday, January 23rd. Royal Bank Of Canada reaffirmed a “buy” rating on shares of Alphabet in a research report on Monday, January 26th. JMP Securities restated a “market outperform” rating and set a $290.00 price objective on shares of Alphabet in a research note on Wednesday, October 22nd. Citizens Jmp increased their price objective on shares of Alphabet from $340.00 to $385.00 and gave the stock a “market outperform” rating in a research note on Wednesday, December 31st. Finally, Hsbc Global Res raised Alphabet to a “strong-buy” rating in a report on Tuesday, October 7th. Four investment analysts have rated the stock with a Strong Buy rating, forty-two have assigned a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $334.60.

Alphabet Trading Down 0.1%

Shares of NASDAQ GOOGL opened at $338.00 on Friday. The stock has a market cap of $4.08 trillion, a P/E ratio of 33.33, a price-to-earnings-growth ratio of 1.86 and a beta of 1.08. Alphabet Inc. has a 52-week low of $140.53 and a 52-week high of $342.29. The firm has a 50 day moving average price of $320.23 and a two-hundred day moving average price of $265.57. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.75 and a current ratio of 1.75.

Alphabet (NASDAQ:GOOGL) last announced its earnings results on Wednesday, October 29th. The information services provider reported $2.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.29 by $0.58. The business had revenue of $102.35 billion during the quarter, compared to analyst estimates of $99.90 billion. Alphabet had a return on equity of 35.00% and a net margin of 32.23%. As a group, equities analysts forecast that Alphabet Inc. will post 8.9 EPS for the current year.

Insider Buying and Selling

In related news, Director John L. Hennessy sold 600 shares of the company’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $337.52, for a total transaction of $202,512.00. Following the sale, the director owned 21,224 shares in the company, valued at $7,163,524.48. This represents a 2.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Sundar Pichai sold 32,500 shares of the stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $327.30, for a total value of $10,637,250.00. Following the transaction, the chief executive officer owned 2,211,872 shares in the company, valued at $723,945,705.60. The trade was a 1.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 2,067,707 shares of company stock worth $103,627,383. Corporate insiders own 11.64% of the company’s stock.

About Alphabet

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.