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Altimeter Capital Management, LLC, managed by Brad Gerstner, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund increased its position by 206,158 shares.
Recent Updates on Alphabet Inc. Class A stock
Alphabet Class A (GOOGL) has surged roughly 66–75% over the past year and 6–9% in the last month, with recent weekly moves ranging from a 2% dip to gains above 2%. The stock trades around $331–$344, below bullish 12‑month targets of about $352–$375 and high‑end calls at $400, as analysts maintain Strong Buy ratings.
Recent earnings showed Q4 2025 revenue and EPS beats driven by re‑accelerating Search and 48% year‑over‑year Cloud growth, even as YouTube lagged on tough comparisons. Analysts highlight Alphabet’s AI push—especially Gemini’s 750 million MAUs, rising AI‑native search, and a massive $175–185 billion capex plan and $240 billion cloud backlog—as key drivers of long‑term upside despite valuation and spending risks.
Spark’s Take on GOOGL Stock
According to Spark, TipRanks’ AI Analyst, GOOGL is a Outperform.
The score is driven primarily by strong underlying financial quality (profitability, cash generation, and balance-sheet strength). It is moderated by weaker technical momentum, premium valuation with a very low dividend yield, and a near-term capital-intensity/margin risk profile from the 2026 investment ramp (reinforced by the recent large debt financing).
To see Spark’s full report on GOOGL stock, click here.
More about Alphabet Inc. Class A
YTD Price Performance: -3.09%
Average Trading Volume: 37,456,528
Current Market Cap: $3657.9B