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Brandes Investment Partners trims Alphabet Inc. Class A stake

Brandes Investment Partners trims Alphabet Inc. Class A stake

Claim 55% Off TipRanks

Brandes Investment Partners LP, managed by Charles Brandes, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund reduced its position by 74,925 shares.

Recent Updates on Alphabet Inc. Class A stock

Alphabet Class A shares have surged roughly 66%–78% over the past year and 8%–9% in the past month, with recent weekly moves ranging from a 2% dip to gains above 4%. Analysts maintain a Strong Buy rating and see upside from current ~$330–$344 levels, with average targets around $340–$358 and bullish highs at $370–$400.

Recent results and previews highlight accelerating Search growth to about 15%–17% year over year and Google Cloud revenue up 48%, powered by Gemini-driven AI adoption and a cloud backlog near $240 billion. Top analysts argue Alphabet is a leading AI “all-star,” justifying massive 2026–2027 capex plans while warning that elevated valuation, heavy spending, and rising AI competition remain key risks.

Spark’s Take on GOOGL Stock

According to Spark, TipRanks’ AI Analyst, GOOGL is a Outperform.

Score is driven primarily by strong financial performance and solid technical uptrend. The biggest offsets are premium valuation and earnings-call risks tied to a very large 2026 investment ramp that could pressure margins, depreciation, and free cash flow in the near term.

To see Spark’s full report on GOOGL stock, click here.

More about Alphabet Inc. Class A

YTD Price Performance: 3.62%

Average Trading Volume: 37,965,996

Current Market Cap: $3854.1B

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