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Generation Investment Management LLP, managed by David Blood, recently executed a significant transaction involving Alphabet Inc. Class A ((GOOGL)). The hedge fund reduced its position by 388,286 shares.
Recent Updates on Alphabet Inc. Class A stock
Alphabet Class A has surged roughly 66%–78% over the past year and 8%–9% in the past month, with minor weekly pullbacks, and now trades around $333–$344. Wall Street maintains a Strong Buy rating, with average 12‑month targets in the mid‑$350s and some top analysts projecting up to $400, signaling expectations of further upside.
Recent results showed a “very impressive” Q4 2025, with 2% revenue and 6.5% EPS beats, search growth re‑accelerating to mid‑teens, and Google Cloud revenue jumping 48% year over year. Analysts highlight Alphabet’s Gemini‑driven AI integration and massive capex plans as key drivers of sustained cloud demand, higher monetization, and long‑term earnings power 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: -0.65%
Average Trading Volume: 38,251,269
Current Market Cap: $3763.7B