Gamco Investors Cuts Alphabet Inc. Class A Position

Gamco Investors, Inc. ET AL, managed by Mario Gabelli, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund reduced its position by 2,458 shares.

Recent Updates on Alphabet Inc. Class A stock

Alphabet Inc. Class A shares have continued a strong rally in recent weeks, with the stock generally gaining 8–9% over the past month and roughly 66–78% over the past year, despite occasional small pullbacks in the last week. Wall Street maintains a Strong Buy consensus, and average 12‑month price targets in the mid‑$350s (with top targets up to $400) sit meaningfully above recent prices around the low‑to‑mid $330s, signaling expectations of further upside. The bullish stance is anchored in a “very impressive” Q4 2025, where Alphabet beat revenue and EPS estimates (about 2% and 6.5% respectively), driven by re‑accelerating Search growth (around 15–17% year over year ex‑FX) and exceptional Google Cloud performance, with cloud revenue up 48% and backlog surging to about $240 billion. Analysts highlight Alphabet’s AI leadership—especially its Gemini models, now with roughly 750 million monthly active users—as a key growth engine that is boosting search engagement, enabling more complex and monetizable queries, and driving strong enterprise AI demand in Cloud, even as heavy, AI‑driven capex plans for 2026 and beyond raise some concerns about margins and valuation risk.

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: 5.83%

Average Trading Volume: 36,929,217

Current Market Cap: $4018.8B