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Coatue Management, LLC, managed by Philippe Laffont, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund reduced its position by 379,679 shares.
Recent Updates on Alphabet Inc. Class A stock
Alphabet Class A (GOOGL) has surged roughly 66–75% over the past year, with recent weekly moves between -2.0% and +2.9% and the stock trading around $331–$344, below bullish 12‑month targets near $352–$375 that imply further upside. Multiple top‑ranked analysts reiterated Buy ratings and even set a $400 high target after a strong Q4 2025 that beat revenue and EPS estimates, reinforcing a Strong Buy consensus.
Recent results showed Search revenue accelerating to about 15–17% year over year and Google Cloud jumping 48%, helped by broad AI adoption and Gemini’s 750 million monthly active users, even as YouTube lagged on tough political‑ad comparisons. Analysts highlight Alphabet’s massive planned capex ramp of roughly $140–$185 billion through 2026 to meet AI and cloud demand, viewing the company as a clear AI leader with growing cloud backlog and improving profitability despite near‑term margin pressures from heavy investment.
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