Alphabet’s (GOOGL) “Buy” Rating Reiterated at Rosenblatt Securities

Rosenblatt Securities reissued their buy rating on shares of Alphabet (NASDAQ:GOOGL) in a report released on Thursday,Benzinga reports. The brokerage currently has a $410.00 price target on the information services provider’s stock.

A number of other research firms have also recently commented on GOOGL. Oppenheimer lifted their price target on Alphabet from $425.00 to $445.00 and gave the stock an “outperform” rating in a report on Friday, May 15th. Arete Research upped their price objective on Alphabet from $405.00 to $425.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Roth Capital reaffirmed a “buy” rating and issued a $440.00 price objective (up from $435.00) on shares of Alphabet in a research report on Thursday, July 23rd. Freedom Capital raised Alphabet from a “hold” rating to a “strong-buy” rating in a report on Thursday, July 23rd. Finally, UBS Group dropped their price target on Alphabet from $400.00 to $379.00 and set a “neutral” rating on the stock in a research note on Thursday, July 23rd. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $420.19.

Alphabet Price Performance

Shares of GOOGL opened at $338.46 on Thursday. The company has a current ratio of 2.72, a quick ratio of 2.64 and a debt-to-equity ratio of 0.16. The company’s fifty day simple moving average is $349.02 and its 200 day simple moving average is $342.61. Alphabet has a 1-year low of $231.90 and a 1-year high of $408.61. The company has a market cap of $4.14 trillion, a price-to-earnings ratio of 17.00, a PEG ratio of 0.98 and a beta of 1.22.

Alphabet (NASDAQ:GOOGL) last announced its quarterly earnings results on Wednesday, July 22nd. The information services provider reported $9.11 EPS for the quarter, beating analysts’ consensus estimates of $2.89 by $6.22. The firm had revenue of $119.80 billion during the quarter, compared to analysts’ expectations of $117.07 billion. Alphabet had a net margin of 54.77% and a return on equity of 51.32%. On average, research analysts forecast that Alphabet will post 20.5 earnings per share for the current fiscal year.

Alphabet Announces Dividend

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

Insider Transactions at Alphabet

In other news, insider John Walker sold 8,998 shares of the business’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $349.29, for a total value of $3,142,911.42. Following the completion of the sale, the insider owned 75,290 shares of the company’s stock, valued at approximately $26,298,044.10. The trade was a 10.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Marsida Saraci sold 449 shares of Alphabet stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $333.20, for a total transaction of $149,606.80. Following the completion of the sale, the chief accounting officer owned 27,386 shares of the company’s stock, valued at approximately $9,125,015.20. The trade was a 1.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 451,925 shares of company stock valued at $12,371,544. Corporate insiders own 11.61% of the company’s stock.

Hedge Funds Weigh In On Alphabet

Hedge funds have recently bought and sold shares of the company. MLG Wealth Management DBA Pine Grove Financial Group increased its stake in shares of Alphabet by 64.9% in the 2nd quarter. MLG Wealth Management DBA Pine Grove Financial Group now owns 3,959 shares of the information services provider’s stock valued at $1,415,000 after purchasing an additional 1,558 shares during the last quarter. Second Line Capital LLC lifted its position in shares of Alphabet by 0.8% during the 2nd quarter. Second Line Capital LLC now owns 5,092 shares of the information services provider’s stock worth $1,820,000 after buying an additional 39 shares during the last quarter. Range Advisory LLC lifted its position in shares of Alphabet by 42.8% during the 2nd quarter. Range Advisory LLC now owns 20,651 shares of the information services provider’s stock worth $7,380,000 after buying an additional 6,186 shares during the last quarter. Capital & Planning LLC boosted its stake in Alphabet by 7.3% in the second quarter. Capital & Planning LLC now owns 1,552 shares of the information services provider’s stock valued at $555,000 after buying an additional 105 shares in the last quarter. Finally, Agur Provident & Training Funds Management Ltd. acquired a new stake in Alphabet in the second quarter valued at about $11,053,000. 40.03% of the stock is owned by institutional investors.

Alphabet News Summary

Here are the key news stories impacting Alphabet this week:

• Positive Sentiment: Google Cloud revenue growth and expanding margins continue to support Alphabet’s AI investment strategy. Supporters argue that cloud growth—reportedly up 82% year over year—could eventually justify the company’s much higher spending. Google Cloud growth article
• Positive Sentiment: A federal judge rejected a forced breakup of Google’s ad-tech business, limiting the immediate structural risk to Alphabet. The company will instead face behavioral remedies, although the ad-network business recently contracted. Google ad-business ruling
• Positive Sentiment: New AI features in Gmail, Docs and Keep, along with continued Gemini development, could improve user engagement and strengthen Alphabet’s competitive position in generative AI. Rosenblatt also reaffirmed a buy rating with a $410 price target. Google AI product launch
• Neutral Sentiment: Alphabet will pay a quarterly dividend of $0.22 per share on September 14 to shareholders of record on September 4, providing a modest income component but unlikely to materially change the investment case. Alphabet dividend article
• Negative Sentiment: Alphabet raised 2026 capital-spending guidance to approximately $195 billion–$205 billion. Second-quarter free cash flow turned negative as capital expenditures reached $44.9 billion, raising concerns that AI infrastructure spending may take years to generate adequate returns. Alphabet cloud margins and AI spending
• Negative Sentiment: Investors are also concerned about execution: Gemini 3.5 Pro reportedly remained delayed, while the company faces multiple securities-fraud investigations and continued scrutiny over its ad-tech practices. These issues add legal and competitive risk to an already expensive AI buildout. Gemini delay article

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.